See more Collapse

Client Account Support Advisor

2 months ago


Scottsdale, United States The Cigna Group Full time

***

The Client Account Support Advisor will own a book of business managing the implementation process for clients in the National Account segment on the Client Operations Team and will have the following responsibilities:

- Owns the client experience across the end-to-end on-boarding process for new and renewing clients.
- May partner with the Sales Executive during the Request for Proposal (RFP) process to fully understand the client intent with respect to benefit plans and administrative capabilities. Responsible for conveying do-ability, benefit design impacts to client.
- May create and provide implementation calendar for finalist meeting and attend and present to client at finalist meeting representing the implementation process and expectations.
- Create and maintain Administrative Summary and Structure documents.
- Present implementation plans to clients, brokers and Sales partners. Work with Sales and client to obtain critical information necessary for account set-up.
- Lead implementation meetings with client (may be in-person meetings) and develop and present implementation calendar to client including matrix partner deliverables. Responsible for coordinating and delivering implementation documents to client and obtaining client sign-off.
- Ensure technical experts are introduced to client as appropriate and partner with internal matrix partners to ensure timely and accurate implementations. Lead multiple, ongoing implementation meetings with client and matrix partners (as needed) to review progress and risks and own coordination of issue resolution.
- Partner with Sales to oversee non-standard benefit submissions to PBAB to ensure all interrelated benefits coordinate to meet client expectations.
- Partner with Implementation Specialist to assess the feasibility of requested plan designs and understand and execute on client’s plan interpretation and Cigna's service administration capabilities.
- Communicate ongoing implementation status to client, internal and external partners. Surface, negotiate and resolve all issues relative to implementation, process, plan design and timing of deliverables. Communicate outcome and next steps with Sales, Client Service Executive and other matrix partners as needed.

**QUALIFICATIONS**
- Bachelor's degree in business administration, business communication, marketing, or other appropriate professional degree or equivalent work experience.
- Three to five plus years work experience in project management/account management/account services/sales, or other areas requiring significant client interaction and ability to effectively problem-solve issues to resolution.
- Ability to establish matrix partner relationships and follow through on expectations.
- Demonstrated strength and ability to interface with and influence key decision makers/clients through use of negotiation skills, dealing with ambiguity and conflict management.
- Demonstrated strength and understanding of customer expectations and "sense of urgency" resulting in the ability to influence the organization to meet and exceed customer expectations.
- Strong analytical ability, with ability to design, track, and work toward specific measurable performance targets for self and team.
- Ability to manage multiple and divergent priorities and deadlines, work independently and pro-actively, negotiate and manage expectations for mutually acceptable solutions and creatively problem-solve effective customer solutions.
- Strong verbal/written communication and organizational skills to effectively communicate and interact with all levels and functions within the organization.
- Excellent presentation skills. Previous/proven success and three to five years experience delivering customer/producer communications.
- Demonstrated success in negotiations and ability to influence internal/external constituencies.
- Demonstrated leadership and motivational skills in fast-paced environment.
- Demonstrated interpersonal skills.
- Some travel may be necessary to attend client meetings.

If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.

**About The Cigna Group**

Doing something meaningful starts with a simple decision, a commitment to changing lives. At The Cigna Group, we’re dedicated to improving the health and vitality of those we serve. Through our divisions Cigna Healthcare and Evernorth Health Services, we are committed to enhancing the lives of our clients, customers and patients. Join us in driving growth and improving lives.
- Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital


We have other current jobs related to this field that you can find below


  • Scottsdale, United States The Bank of America Corporation Full time

    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 Client Advisor, Solutions Advisor, Business Development, Private, Advisor, Client Relations


  • Scottsdale, United States BVLGARI Full time

    Role: Client Advisor BVLGARI, a renowned Italian designer known for its luxury jewels and watches, seeks a client advisor. This person will report directly to the Assistant Store Manager or Store Director. Position Overview As a Client Advisor at BVLGARI, you will be instrumental in delivering a bespoke client experience that reflects the sophistication...


  • Scottsdale, United States Bvlgari Full time

    Role: Client Advisor BVLGARI, a renowned Italian designer known for its luxury jewels and watches, seeks a client advisor. This person will report directly to the Assistant Store Manager or Store Director. Position Overview As a Client Advisor at BVLGARI, you will be instrumental in delivering a bespoke client experience that reflects the sophistication and...


  • Scottsdale, United States Bvlgari Full time

    Role: Client Advisor BVLGARI, a renowned Italian designer known for its luxury jewels and watches, seeks a client advisor. This person will report directly to the Assistant Store Manager or Store Director. Position Overview As a Client Advisor at BVLGARI, you will be instrumental in delivering a bespoke client experience that reflects the sophistication and...

  • GUCCI Client Advisor

    1 month ago


    Scottsdale, United States Gucci America Full time

    GUCCI Client Advisor - Scottsdale Men's Summary If you are a Dream-maker, this is the place for you. Together, we’ll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. Job Description Role Mission The Gucci Client Advisor is responsible for providing our clients with...


  • Scottsdale, United States Wells Fargo Full time

    Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account rela Client Associate, Registered, Financial Advisor, Client Support, Associate, Client Service, Banking


  • Scottsdale, United States The Judson Group Full time

    Associate Wealth Advisor | Scottsdale, Arizona Reference Number: HRJ7283 Location: Scottsdale, Arizona Judson Group has been retained by a growing independent advisory firm in their search for an Associate Wealth Advisor . This individual will support the firm advisors and other team members by providing comprehensive financial planning with existing and...


  • Scottsdale, United States Beacon Pointe Advisors Full time

    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Dallas, Texas office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior...


  • Scottsdale, United States Beacon Pointe Advisors Full time

    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale, AZ office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior...


  • Scottsdale, United States Beacon Pointe Full time

    Associate Wealth Advisor | Scottsdale, AZ Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale, AZ office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will...


  • Scottsdale, United States Beacon Pointe Full time

    Associate Wealth Advisor | Scottsdale, AZ Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale, AZ office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will...


  • Scottsdale, United States Beacon Pointe Advisors Full time

    We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Sr Client Service Associate in our Scottsdale, AZ office. The Sr Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals,...


  • Scottsdale, United States BOK Financial Full time

    Req ID:75310 Location:Scottsdale -SCOTT, Mesa -MESA, Phoenix -PHOE Areas of Interest:Wealth Management Pay Transparency Salary Range:Not Available Application Deadline:09/20/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...

  • Financial Advisor

    1 month ago


    Scottsdale, United States Edward Jones Full time

    Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...

  • Financial Advisor

    1 month ago


    Scottsdale, United States Edward Jones Full time

    Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...

  • CLIENT ADVISOR

    1 month ago


    Scottsdale, United States GUCCI Full time

    Summary If you are a Dream-maker, this is the place for you. Together, we’ll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. Job Description Role Mission The Gucci Client Advisor is responsible for providing our clients with exceptional service by meeting their...

  • Account Manager

    2 weeks ago


    Scottsdale, United States DAS Technology Full time

    Account Manager - Champion Client Success!  Are you a proactive professional ready to navigate client relationships and drive transformative client success in the automotive digital marketing industry? Look no further - we're searching for an Account Manager to join our innovative SaaS B2B technology company, revolutionizing digital marketing solutions...


  • Scottsdale, United States Brighton Jones LLC Full time

    As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented...


  • Scottsdale, United States StormWind Studios Full time

    We're a cutting-edge IT training company, constantly taking on new challenges and delivering outstanding results. Work with a team of relentlessly driven professionals... all armed with a healthy dose of humor and fun. We believe that you should not only work hard at your job but have a blast doing it with people you love being around.Stormwind Studios is...


  • Scottsdale, United States Beacon Pointe Advisors Full time

    Job Description Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families...