Sr. Client Services Manager

Posted 10 Days Ago
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Oklahoma City, OK
Hybrid
Senior level
Cloud • Insurance • Professional Services • Analytics • Cybersecurity
The Role
The Sr. Client Services Manager is responsible for managing client relationships, developing service strategies, and ensuring successful account renewals. They focus on client satisfaction, oversee claims services, and collaborate with underwriting to maintain competitive rates while managing complex claim service issues.
Summary Generated by Built In

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.
CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them - and their family members - achieve their physical, financial, emotional and social wellbeing goals.
For a detailed look at CNA's benefits, check out our Candidate Guide .
Individual contributor, responsible for developing and directing claim service strategies and for managing branch underwriting and agency relationships within an assigned territory. Monitors, facilitates and assists in the successful renewal of accounts to drive customer satisfaction within defined service standards. Externally focused on servicing brokers/agent and critical or complex accounts requiring a high level of customer contact to maintain competitive positioning.
JOB DESCRIPTION:
Essential Duties & Responsibilities
Performs a combination of duties in accordance with departmental guidelines:

  • Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA. Provides technical, administrative, process, and marketing expertise. May serve as executive contact for large, national clients.
  • Builds and maintains business relationships with clients, agents and brokers in support of new business, retention and cross-sell goals.
  • Collaborates with underwriting to determine claim service renewals at profitable rates through understanding of client's business, organization, service requirements/standards and goals.
  • Leads development, delivery and evaluation of client service goals.
  • Customizes measurement tools, such as customer evaluation surveys, and coordinates claim quality reviews, to monitor effective client service results and identify issues.
  • Builds consensus with claim, underwriting, agents, brokers and/or clients to facilitate resolution for all pertinent claim service issues and develops action plans when necessary.
  • Develops innovative new products and services based on client input and profitability goals.
  • Negotiates, communicates and monitors special claim handling instructions for risk management accounts and key commercial clients.
  • Accountable for the defined transition plans, special services and meetings for new accounts.
  • Serves as a knowledgeable resource to both internal and external customers for inquiries about claim service offerings, products and process.


Reporting Relationship
Typically Director or above
Skills, Knowledge and Abilities

  • Strong knowledge of claims systems, reporting systems, pricing model, client set-up processes, and statutory requirements.
  • Strong insurance industry knowledge especially in the specialty area as it applies to client services and claim products and services, administration, and systems applications.
  • Strong problem-solving skills and ability to organize and prioritize multiple tasks.
  • Excellent interpersonal skills to effectively serve clients and build relationships and support sales efforts.
  • Strong written and verbal communications skills.
  • Strong presentation and negotiation skills with the ability to function in a competitive, adversarial and/or strategic environment.
  • Strong collaborative and influence skills.
  • Self directed to produce quality work products.
  • Knowledge of Microsoft Office Suite and other business-related software and programming.


Education and Experience

  • Bachelor's degree or equivalent work experience.
  • Typically a minimum of five to eight years experience in claims or third party administration or insurance operations.
  • Claim management experience preferred.
  • Applicable certifications preferred such as CPCU, ARM, AIC, etc.


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CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact [email protected] .

What the Team is Saying

Meghan Bautista
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The Company
HQ: Chicago, IL
7,000 Employees
Hybrid Workplace
Year Founded: 1897

What We Do

CNA is one of the largest U.S. commercial property and casualty insurance companies. Backed by more than 125 years of experience, CNA provides a broad range of standard and specialized insurance products and services for businesses and professionals in the U.S., Canada and Europe.

As a company of allies, we understand the importance of fostering an inclusive and supportive culture for all employees. Our eight Employee Resource Groups elevate the voices of underrepresented groups and champion critical DEI initiatives in the workplace and beyond. We strive to promote an environment of inclusion and continuously work to ensure all employees feel valued and respected.

Why Work With Us

CNA knows the importance of having the tools you need to expand your expertise and develop your career. With a variety of cross-discipline and cross-functional opportunities, CNA provides you with the tools and resources needed to customize your career path and understand what is needed to be effective in your role.

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CNA Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
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HQChicago, IL
Located in the heart of the loop, CNA’s headquarters are at 151 N Franklin. With close proximity to both L and Metra stations.

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