Client Services Specialist

We're seeking a dynamic and relationship-driven Client Services & Networking specialist to serve as the face of our firm to clients, referral sources, and the legal community. This role blends client relationship management with strategic networking to drive client satisfaction, retention, and business development.

Key Responsibilities

• Represent the firm at industry events, conferences, and networking functions
• Understand client goals and ensure the firm's services align with their expectations
• Build and maintain relationships with referral sources, current and potential clients
• Collaborate with marketing and attorneys to identify and pursue new business opportunities
• Coordinate with attorneys, claims professionals, and internal departments to deliver timely, high-quality service
• Monitor client satisfaction, identify improvement opportunities, and help implement solutions
• Address and resolve client concerns and complaints professionally and proactively
• Facilitate trainings, file reviews and other account management duties as necessary
• Occasional travel will be required for client meetings and events

Skills & Qualifications

• 3+ years of experience working with TPAs or insurance companies as an adjuster or in a similar role
• Claims or vendor of claims adjusters experience required with strong knowledge of the workers' compensation process
• Experience in customer service, client relations, networking, and/or account management
• Excellent communication and interpersonal skills with a client-focused approach
• Strong problem-solving, organization, and time management abilities
• Proven ability to multitask and manage multiple client accounts simultaneously
• Proficiency in Microsoft Excel and Word required

Location: California

Type: Full-time, primarily remote; occasional travel for events, meetings, and training.

Salary: $70,000 – 80,000

Albert and Mackenzie offers a competitive compensation package including 100% company-sponsored employee Medical and Vision Insurance; Short Term Disability, Long Term Disability and Life insurance benefits; a 401k plan; paid time off; and optional voluntary dental plan. We offer excellent work/life balance in a collaborative and casual work environment.