📢 We’re Hiring: Regional Vice President – Client Services (Loss Adjusting)
📍 Candidates can be located anywhere in the United States
This is an exciting opportunity to join a global leader in claims management and make a meaningful impact through your expertise and leadership 🚀
Why You’ll Love It Here:
💻 Work From Home opportunity
🧘 Excellent Crawford benefits supporting financial, physical, and mental wellness
🤝 Generous Employee Referral Bonus Program
🛍️ Access to multiple employee discounts
✨ Role Overview:
Under the direction of the Chief Client Officer, US Services, the Regional Vice President – Client Services plans, organizes, and supervises the activities of direct reports within the client service region, ensuring the effective delivery of products and services to clients, brokers, and carriers.
🔹 Maintains a strong focus on 📈 revenue growth, 🤝 client satisfaction and retention, and the achievement of 🎯 Corporate objectives
🔹 🧭 Assists in establishing and leading the client service region to successfully meet defined business objectives, providing strategic and operational leadership across the region
This role plays a critical part in advancing client service excellence and supporting the organization’s overall success.
- Monitors performance and provides mentoring, coaching, and assistance to assigned Account Executives (AE) and Administrative Coordinator.
- Provides leadership and works with direct reports to achieve the Corporation’s mission, strategic goals, core values, and client goals, as well as client satisfaction, retention and business development.
- Recommends compensation and other rewards to recognize performance.
- Conducts formal annual performance evaluation and conducts informal mid-year performance progress reviews.
- Provides monthly updates on actual revenue renewed, endangered accounts that require additional focus from the AE, significant achievements/successes during the period, and Managed Control Plans (MCP) to the Chief Client Officer, US Services.
- Participates with AE’s in the development and delivery of Stewardship Reports including service initiatives.
- Evaluates AE client-load based on number of clients, total revenue on book of business, amount of client activity, and special client needs; and recommends changes, when appropriate.
- Monitors renewal schedule and tracks with direct reports.
- Reviews pricing on accounts and provides recommendations to the Chief Client Officer, US Services.
- Monitors input of data and use of the Client Relationship Management Database, including client data, contacts, meeting notes, and products/services.
- Identifies and recommends potential candidates for future Account Executive and Administrative Coordinator openings.
- Works with HO on billing discrepancies and collections issues related to assigned clients.
- Participates in monthly AE teleconference staff meetings and contributes agenda topics.
- Assists the Chief Client Officer, US Services in planning and coordinating the annual AE Conference.
- Researches and evaluates market place trends including pricing, available products/services and market position; recommends new products and services.
- Manages to resolution all pertinent client service issues and ensures that the Account Executives respond timely and effectively these service issues.
- Develops and uses measurement tools to gauge effective client service results, capitalizing on favorable results and reacting to negative trends quickly.
- Builds ongoing effective relationships with clients, brokers and carriers.
- Acts as a resource to staff for the purpose of assisting in the successful renewal of accounts.
- Handles major disputes and assists in resolving significant issues with clients, brokers or carriers.
- Establishes and maintains highly effective working relationships with all levels of corporate staff and management, clients, vendors, contractors, and others encountered in the course of work.
- Knowledgably interprets and applies corporate policies and procedures.
- Maintains and manages monthly management reports.
- Selects, trains and develops an effective and efficient regional staff.
- Establishes and communicates performance expectations and objectives and conducts performance appraisals.
- Recommends salary adjustments, promotions, transfers and dismissals.
- Administers and communicates all policies and procedures contained in the Team Handbook and Human Capital Manual, interprets policies as necessary and ensures compliance.
- Develops Account Executives in the management techniques of planning, organizing, leading and controlling through continued coaching and feedback on performance.
- Monitors operations, workloads and staffing and when necessary makes changes in methods, procedures, structure and recommends additions or changes in personnel to secure optimum utilization of resources.
- Counsels employees on career development and keeps staff informed of current problems and changes in the company through effective communications.
- Generates additional revenue from existing clients by developing client servicing strategies to include all product/service lines.
- Ensures that staff reviews, identify, and pursue client service penetration opportunities.
- Assists in the creation of marketing strategies for the region.
- Provides guidance in the preparation of promotional materials, proposals, and other marketing materials.
- Assists Sales & Marketing in the product development process by identifying potential new product offerings and services based on an understanding of the current client base.
- Participates in key account sales activities.
- Ensures that the regional staff receives the training and development necessary to professionally represent Crawford in presentations, meetings, and correspondence
- Exercises sound financial management contributing positively to the profit of assigned accounts and region operations.
- Fiduciary responsibility related to renewal pricing authority.
- Understands business economics, accounting practices, and fiduciary responsibilities and applies this knowledge effectively through the account management process.
- Authorizes resource allocations and operational expenses to support marketing and client service goals.
- Evaluates the level of services provided to ensure consistency and adequacy in pricing.
- Participates in expense budgeting and manages all Client Service related expenses generated by Region staff.
- Assists with collections of overdue billings.
- Provides authority on renewal business.
- Develops and maintains effective business partnerships with internal and external constituents and stake holders.
- Understands the TPA markets, changes in the marketplace, competition, and the needs of the client to identify trends and opportunities and to influence the development of new products and services.
- Works with the US Operations management team to develop an overall vision with emphasis on client service.
- Develops and maintains positive working relationships with the various business/service units.
- Develops and maintains positive working relationships with partner insurance carriers and brokers assuring high levels of satisfaction are achieved.
- Keeps abreast of current trends which affect claim handling to ensure that the claim service product is competitive.
- Demonstrates strong claim product and service knowledge.
- Attends industry activities and conventions to promote knowledge and understanding of Crawford services and products.
- Actively monitors work practices to ensure the most efficient methods are used and recommend changes as appropriate.
- Keeps manager informed both verbally and in writing of activities and results within assigned area of responsibility.
- Performs other related duties as requested.