Results-oriented Director of Client Services with 17 years of experience leading client-facing teams, driving customer satisfaction, and achieving revenue growth. Demonstrated expertise in process optimization and fostering long-term client relationships. Skilled in developing and implementing operational automation and service strategies that enhance client retention and maximize value. Committed to delivering exceptional customer experiences and building high-performance teams.
Overview
17
17
years of professional experience
Work History
Director of Client Services
Zelis
Morristown, New Jersey
07.2019 - Current
Lead and manage a team of 26 client service specialists, ensuring seamless execution of client initiatives and high customer satisfaction ratings
Act as a direct liaison between internal teams and clients
Lead the team responding to daily client and internal staff inquiries including client setup, intake, tracking of disputes, and claims data entry
Partner with Sales & Account Management on any client-related issues, such as claim processing, EDI, and product issues
Work with SVP of Service Operations on enterprise projects and initiatives as they relate to support services or other operational/IT areas
Establish KPIs and performance metrics for the client services team, regularly analyzing data to drive continuous improvement
Responsible for optimizing process and system functionality for assigned teams
Key contributor in the rebuild of a proprietary claim management system, client portal, and client ticketing system
Client Services Manager
Premier Healthcare Exchange
Bedminster, New Jersey
06.2016 - 07.2019
Oversought the day-to-day operations of the team
Built training materials for the Client Services team members, new or tenured
Reviewed weekly inventory reports, identifying aged items and trends with clients and/or internal teams
Served as the escalation point of contact for clients and internal department heads regarding Client Services or client claim-related issues
Managed the daily, weekly, and monthly KPI reporting
Monitored inventory turnaround to ensure timely processing of claims
Updated and maintained Standard Operating Procedures (SOPs), identify gaps, and adjust as needed
Conducted department and employee 1x1 meetings
Identified efficiencies and improved processes
Worked closely with P&C on recruiting efforts relating to hiring needs within the Client Services department
Identified and communicated professional development needs and opportunities for the Client Services Team
Client Services Supervisor
Premier Healthcare Exchange
Bedminster, New Jersey
12.2007 - 06.2016
Supported Management and Client Service Specialists team members with process or workflow questions as necessary
Supported new hires and Client Service Specialists training on departmental workflows
Reviewed weekly inventory reports, identifying aged items for review and resolution
Worked closely with internal staff/departments and respond to claim-related inquiries
Monitored turnaround to ensure timely processing of claims
Conducted department and employee 1x1 meetings
Supervised and managed Client Services Team time and attendance
Completed and reviewed Client Services Team annual performance evaluations
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