CNA Financial Corporation

Client Services Manager - Middle Market/Construction

CNA Financial Corporation$72K — $141K *
Plano, TX 75025In-Person
Real Estate & Construction
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent work experience
  • 5-8 years of experience in claims or insurance operations
  • Preferred experience in claims management
  • Knowledge of insurance specialties related to client services
  • Applicable certifications such as CPCU, ARM, or AIC are a plus

Responsibilities

  • Serve as primary contact for clients and brokers regarding claim service issues
  • Build and maintain relationships to support new business and retention goals
  • Collaborate with underwriting to establish profitable renewal rates
  • Lead development and evaluation of service goals for clients
  • Customize tools to measure client satisfaction and quality of service
  • Facilitate resolution of service issues and develop action plans
  • Innovate new products based on client feedback and profitability objectives

Benefits

  • Comprehensive benefits package for physical, financial, emotional, and social well-being
  • Support for family members' well-being goals
  • Access to detailed benefits information at cnabenefits.com
Full Job Description
This individual contributor role leads the development and execution of claim service strategies while managing underwriting branch partnerships and agency relationships across an assigned National Accounts territory. The position supports successful account renewals by ensuring consistent delivery against defined service standards and driving strong customer outcomes.

Externally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships.

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.

#LI-Hybrid

#LI-AR1

In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees – and their family members – achieve their physical, financial, emotional and social wellbeing goals.  For a detailed look at CNA’s benefits, please visit cnabenefits.com.

About CNA Financial Corporation

CNA Financial Corporation provides commercial property and casualty insurance products primarily in the United States. It offers professional liability coverages and risk management services to various professional firms, including architects, real estate agents, and accounting and law firms; directors and officers, employment practices, fiduciary, and fidelity coverages to small and mid-size firms, public and privately held firms, and not-for-profit organizations; and commercial property, general liability, cyber liability, umbrella, and excess liability, as well as various other property and casualty coverages for healthcare institutions, professional services firms, and other specialized industries. The company also provides warranty and service contracts for consumer goods, and extended service contracts for consumer automobiles and recreational vehicles; and accident and health, and group life insurance products. In addition, it offers management and professional liability insurance and risk management services, as well as other specialized property and casualty coverages to various healthcare organizations, including hospitals, physician groups, and nursing homes. The company markets its products through independent agents, brokers, and general underwriters to various customers, including small, medium, and large businesses; insurance companies; associations; and other industry groups. CNA Financial Corporation was founded in 1853 and is headquartered in Chicago, Illinois.
Learn more about CNA Financial Corporation
Size
5,600 employees
Market Cap
$11.2 billion
Industry
Net Income
$690 million
Founded
1973
5 Year Trend
+4.7%
Revenue
$10.8 billion
NASDAQ

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