Client Relationship Manager

1 month ago

Arden Hills, United States Alerus Financial Full time
Description

Position Summary:
The Client Relationship Manager (CRM) is responsible for cultivating and maintaining relationships with assigned health and welfare plan clients to achieve or exceed client service and retention standards. This role will manage a portfolio of clients by advising best practices to operate the plan to ensure compliance with plan documents and federal regulations. The CRM will ensure to assist clients within outlined standards and coordinate solutions.

Essential Responsibilities:
Job Function 1: Client / Broker Interaction - 75%

  • Manage inbound inquiries from clients, referring brokers, and internal team members regarding all aspects of a customer contracted business.
  • Work with manager to resolve technical, service, and compliance issues.
  • Conduct training with new and existing client brokerage relationships.
  • Collaborate with clients and referring entities to increase participant enrollment.
  • Generate and deliver utilization data to foster understanding of plan's performance and needs.
  • Provide consultation on plan design to ensure compliance and make suggestions toward plan changes to achieve client objectives.
  • Coordinate plan amendment and service agreement change activity and timeline.
  • Act as a relationship manager to provide proactive solutions to maintain services.
  • Facilitate fee changes by working with the advisor, client, and internal partners to ensure fee adjustments are completed.
  • Assist Sales Consultants as necessary in promoting new business opportunities.
  • Assist Operations/Accounting on resolving financial discrepancies.
  • Conduct regular meetings with existing clients to promote client retention.

Job Function 2: Department Support - 15%

  • Provide backup coverage to team members as needed.
  • Work together within a team to ensure corporate service levels are achieved.
  • Actively participant in departmental meetings.
  • Support other departmental needs as required.
  • Proactively promote changes to the product offering to clients.
  • Foster work relationships that promote company values.
  • Provide support to employers and brokers during enrollment meetings.

Job Function 3: Systems and Industry Knowledge - 10%

  • Maintain compliance knowledge of regulations, policies, and procedures of all benefit plans offered.
  • Actively pursue continuing education, reading, and self-development to enhance skills.
  • Complete regulation, compliance, and additional training as assigned.

Position Requirements:
Qualifications:

  • Minimum of 1 year experience in cafeteria plan administration required.
  • Good written/oral communication, organization, and client service skills.
  • Ability to maintain profession working relationships with internal and external relationships.
  • Ability to work independently and set priorities.
  • Ability to interpret documents and resolve technical problems.
  • Available to work overtime to cover necessary peak loads.
  • Proficient in Microsoft Office products.

Personal Characteristics:

  • Demonstrated relational skills such as diplomacy, judgement, and discretion.
  • Critical thinking skills.
  • Demonstrated ability to prioritize workflow of self and others.
  • Demonstrated communication and presentation skills.
  • Demonstrated ability to problem solve complex situations.

Physical Demands - Must be met with or without a reasonable accommodation:

  • Extended periods of time sitting at a desk and using office equipment.
  • Ability to operate a personal computer/laptop for approximately 8 hours per day.
  • Extended time is spent reviewing physical and electronic documents.
  • The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
  • Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.
  • Will spend most of time in an indoor environment.

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.



Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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