Client Relationship Manager
1 month ago
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 c)
-
Client Service Center Associate
4 weeks ago
Arden Hills, Minnesota, United States Alerus Financial Full timeThis is a remote position. Only considering candidates who reside in one of these markets: Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ.Hours: Monday - Friday 10am - 7pm Central Time and one Saturday per month (8am - 1pm).Position Summary:The Client Service Center Associate is responsible for answering a wide range of incoming calls from...
-
Infrastructure & Operations Manager
6 days ago
Arden Hills, Minnesota, United States Horizontal Talent Full timeOur client is seeking a candidate with a minimum of five years of relevant leadership experience in an IT operations or infrastructure environment. This role involves managing third-party relationships with managed service providers ensuring the company is getting the most value possible out of those relationships. Candidates should have financial planning...
-
Purina Area Sales Manager
2 days ago
Arden Hills, Minnesota, United States LandOLakes Full timePurina Area Sales ManagerThe Purina Area Sales Manager will lead, coach and manage Purina Area sales team to meet sales objectives and goals within the Pacific Northwest. (which encompasses Idaho, Washington, Oregon, California, Nevada, Hawaii, and Alaska). The objective of this position is to develop and manage the overall talent strategies, retail...
-
Regulatory Affairs Manager
5 days ago
Arden Hills, Minnesota, United States Boston Scientific Full timeRecruiter: Spencer Gregory Hale Regulatory Affairs Manager - Core CRM Sustaining Program Regulatory POC Team Purpose: The Rhythm Management (RM) Regulatory Affairs leadership team is a strategic partner that delivers innovative, efficient, and sustainable business and regulatory solutions for customers throughout the product lifecycle. This role is...
-
Dairy Field Representative @ Eastern Wisconsin
4 weeks ago
Arden Hills, Minnesota, United States LandOLakes Full timeAs stated in the Land O'Lakes Job Posting policy, all employees who post for an internal opening must inform their current manager at the time they apply. Our growth relies on our extraordinary talent. Unlock your greatest potential at Land O'Lakes by continuing to make a difference, driving results and growing your career. Dairy Field Representative @...
-
Communications Specialist
1 day ago
Arden Hills, Minnesota, United States LandOLakes Full timeCommunications SpecialistThe Communication Specialist is responsible for development, management and execution of communications projects that align with the Land O'Lakes, Inc. Communications strategy, drive business growth and enhance engagement with key stakeholders including media and industry contacts. This role will focus on internal and external...
-
HR Director
1 month ago
Arden Hills, Minnesota, United States LandOLakes Full timeAs stated in the Land O'Lakes Job Posting policy, all employees who post for an internal opening must inform their current manager at the time they apply. Our growth relies on our extraordinary talent. Unlock your greatest potential at Land O'Lakes by continuing to make a difference, driving results and growing your career. HR Director - Business...
-
Retirement Contribution Analyst
1 month ago
Arden Hills, Minnesota, United States Alerus Financial Full timePosition Summary:This position is responsible for understanding all aspects of the contribution area; including training of complex employee benefit plan contributions and loan payments, according to documents and internal procedures, under minimal supervision. This person will have strong system and processing knowledge; enabling them to work proactively...
-
Communications Analyst
2 days ago
Arden Hills, Minnesota, United States LandOLakes Full timeCommunications AnalystThis is a remote/virtual position.The Communications Analyst is a highly skilled, creative, and driven communications consultant and strategist with exceptional skills in translating business objectives into strategic communications for member-owner communication efforts through a variety of channels and audiences.This role works in...
-
Temporary Retirement Distribution Processor
2 weeks ago
Arden Hills, Minnesota, United States Alerus Financial Full timePosition Summary:The Retirement Distribution Processor is responsible for the accurate and timely processing of employee benefit plan transactions, distributions, and loans according to documents and internal procedures under limited supervision. This position will process plan mergers, plan to plan transfers, loan refinances and answer client and Alerus...
-
Logistics Planner
4 weeks ago
Arden Hills, Minnesota, United States LandOLakes Full timeAs stated in the Land O'Lakes Job Posting policy, all employees who post for an internal opening must inform their current manager at the time they apply. Our growth relies on our extraordinary talent. Unlock your greatest potential at Land O'Lakes by continuing to make a difference, driving results and growing your career. Logistics PlannerThe...
-
Arden Hills, Minnesota, United States LandOLakes Full timeSr. Executive Admin to Chief of Staff and CTOWe're hiring an SR. Executive Administrative Assistant (EA). In this role, you will support the Chief Technology Officer and the Chief of Staff to the President. The Sr. EA provides a range of high-level executive support by performing diversified, confidential, complex, and time-sensitive duties. This role is of...
-
Client Service Center Associate
4 weeks ago
Arden Hills, United States Alerus Financial Full timeDescription This is a remote position. Only considering candidates who reside in one of these markets: Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ.Hours: Monday - Friday 10am - 7pm Central Time and one Saturday per month (8am - 1pm). Position Summary:The Client Service Center Associate is responsible for answering a wide range of incoming...
-
Construction Relationship Manager
1 month ago
Woodland Hills, United States Dunmor Full time**Job Summary, Responsibilities, Qualifications, and Requirements** **About Dunmor** Dunmor is a direct lender for residential and multifamily real estate investors. We specialize in senior debt financing with products such as bridge loans, value-add loans, new construction loans, and permanent portfolio loans for our borrowers nationwide. As a FinTech...
-
Infrastructure & Operations Manager
3 days ago
ARDEN HILLS, United States Horizontal Talent Full timeOur client is seeking a candidate with a minimum of five years of relevant leadership experience in an IT operations or infrastructure environment. This role involves managing third-party relationships with managed service providers ensuring the company is getting the most value possible out of those relationships. Candidates should have financial planning...
-
Relationship Manager Ii Ent
5 days ago
Beverly Hills, United States City National Bank Full timeOverview: **RELATIONSHIP MANAGER II ENT** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship...
-
Fix and Flip Relationship Manager
1 month ago
Woodland Hills, United States Dunmor Full time**Job Summary, Responsibilities, Qualifications, and Requirements** **About Dunmor** Dunmor is a direct lender for residential and multifamily real estate investors. We specialize in senior debt financing with products such as bridge loans, value-add loans, new construction loans, and permanent portfolio loans for our borrowers nationwide. As a FinTech...
-
Private Money Relationship Manager
1 month ago
Woodland Hills, United States Dunmor Full time**Job Summary, Responsibilities, Qualifications, and Requirements** **About Dunmor** Dunmor is a direct lender for residential and multifamily real estate investors. We specialize in senior debt financing with products such as bridge loans, value-add loans, new construction loans, and permanent portfolio loans for our borrowers nationwide. As a FinTech...
-
Hard Money Relationship Manager
1 month ago
Woodland Hills, United States Dunmor Full time**Job Summary, Responsibilities, Qualifications, and Requirements** **About Dunmor** Dunmor is a direct lender for residential and multifamily real estate investors. We specialize in senior debt financing with products such as bridge loans, value-add loans, new construction loans, and permanent portfolio loans for our borrowers nationwide. As a FinTech...
-
Bridge Loan Relationship Manager
1 month ago
Woodland Hills, United States Dunmor Full time**Job Summary, Responsibilities, Qualifications, and Requirements** **About Dunmor** Dunmor is a direct lender for residential and multifamily real estate investors. We specialize in senior debt financing with products such as bridge loans, value-add loans, new construction loans, and permanent portfolio loans for our borrowers nationwide. As a FinTech...
-
Private Money Relationship Manager
6 days ago
Woodland Hills, United States Dunmor Full timeJob Summary, Responsibilities, Qualifications, and Requirements About Dunmor Dunmor is a direct lender for residential and multifamily real estate investors. We specialize in senior debt financing with products such as bridge loans, value-add loans, new construction loans, and permanent portfolio loans for our borrowers nationwide. As a FinTech commercial...
-
Client Manager
1 month ago
Woodland Hills, United States Allied Universal® Full timeClient Manager **Overview**: Allied Universal®, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer...
-
Relationship Account Manager
2 weeks ago
Bloomfield Hills, United States DRYmedic Bloomfield Hills, MI Full timeJob DescriptionJob DescriptionBenefits:401(k)401(k) matchingCompany partiesDental insuranceHealth insurancePaid time offTraining & developmentTuition assistanceVision insuranceWellness resources We're looking for a dynamic and motivated Relationship Account Manager to join our team! As the Relationship Account Manager, you'll be responsible for the...
-
Relationship Manager National Dealer Services
2 weeks ago
Auburn Hills, United States Comerica Management Co Inc Full timeRelationship Manager, National Dealer Services The Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will support Dealerships across the U.S. What we can offer you * Comerica Funded Retirement Plan and 401(K) Matching * Paid Time Off (PTO) * Employee...
-
Relationship Banker
1 month ago
Agoura Hills, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Client Services Manager
4 weeks ago
Bloomfield Hills, United States FMR LLC Full timeJob DescriptionJob DescriptionFMR is a trusted resource to some of the world’s most admired brands. We've provided solutions for some of the largest digital and database integration projects in the automotive industry, one of the most complicated landscapes to manage successfully. We’re effective and we’re fast. When speed-to-market, cost and...
-
Senior Client Success Manager
3 weeks ago
Beverly Hills, United States Ritchie Bros. Auctioneers Full timeThe Senior Client Success Manager will serve as our product expert, directly shaping customers experiences within our platform. You will build relationships with users, identify, and solve issues, manage client change requests, and help drive produc Client Success, Client Success Manager, Manager, Senior, Business Services
-
Relationship Officer
2 weeks ago
Rochester Hills, United States Oxford Bank Full timeJob Summary A Relationship Officer will be responsible to drive and generate sales leads, to grow established and new relationships in order to grow market share for Oxford Bank through frequent participation in business development activities and Center of Influences. Primary Responsibilities Develop and maintain close relationships with business...
-
Client Care Representative
20 hours ago
Arden, United States Benjamin Franklin Plumbing Full timeNow hiring for CCR position at our Hendersonville office Do you value professionalism and punctuality? Do you want to work with the best professionals in the plumbing industry? Then you could be a candidate for Benjamin Franklin Plumbing! If you are an individual who values a rewarding career and would like your customers to be genuinely satisfied, you may...
-
Senior Client Success Manager
3 weeks ago
Beverly Hills, United States Ritchie Bros. Full time* The Senior Client Success Manager will serve as our product expert, directly shaping customers' experiences within our platform. You will build relationships with users, identify, and solve issues, manage client change requests, and help drive product adoption. The Customer Success Manager will be the primary point of contact for our customers and users...
-
Relationship Officer
2 days ago
Rochester Hills, United States Oxford Bank Full timeJob Summary A Relationship Officer will be responsible to drive and generate sales leads, to grow established and new relationships in order to grow market share for Oxford Bank through frequent participation in business development activities and Center of Influences. Primary Responsibilities • Develop and maintain close relationships with business...
-
Client Relationship Representative
4 weeks ago
Bloomfield Hills, United States First Merchants Bank Full timeJob DescriptionJob DescriptionFirst Merchants Bank is seeking a Client Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial...