Director, Client Services
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Job Description
Director leading client services, retention, and growth for Point C, a self-funded employee benefits TPA. Managing teams, strategic accounts, broker engagement, and operational delivery.
Responsibilities:
- Lead client management and retention efforts within the assigned region
- Oversee the overall success of the TPA block of business, including customer retention, revenue growth, and service model delivery
- Serve as the primary liaison between customers, TPA leadership, and Point C corporate teams
- Provide consultative account management and drive strategic initiatives supporting client satisfaction, operational alignment, and financial performance
- Lead a team of account managers, specialists, and coordinators
- Conduct performance reviews, career development planning, and ongoing coaching
- Manage capacity and workforce planning, assigning accounts and resources to optimize efficiency and client coverage
- Establish and maintain relationships with key customers and partner stakeholders
- Provide oversight and consultative support for Point C products, services, and project plans
- Collaborate with sales on growth strategies, broker meetings, capabilities presentations, and finalist meetings
- Drive operational alignment and effective issue resolution across internal teams
- Monitor performance, address issues proactively, and report results and action plans
- Champion Point C and the TPA partner in the region
- Perform other duties as assigned
Requirements:
- 7-10 years of experience in the self-funded healthcare, insurance, or TPA industry
- Minimum 5 years of client management or related leadership experience
- Bachelor’s degree required
- Strong project management skills with the ability to drive processes, meet deadlines, and lead diverse teams
- Excellent verbal and written communication; ability to convey information clearly and influence effectively
- Strong interpersonal skills; builds rapport, navigates complex relationships, and diffuses tension when needed
- High attention to detail with a commitment to accuracy and timeliness
- Resourceful, decisive, and able to thrive in a fast-paced, evolving environment
- Proficiency in Microsoft Office and related technology platforms
- Experience working with brokers and/or benefits consultants
- Active state insurance license is preferred
Benefits:
- Comprehensive medical, dental, vision, and life insurance coverage
- 401(k) retirement plan with employer match
- Health Savings Account (HSA) & Flexible Spending Accounts (FSAs)
- Paid time off (PTO) and disability leave
- Employee Assistance Program (EAP)
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