Client Relationship Manager

1 month ago

Wallingford, Connecticut, United States Zenith American Full time
{"Job Title": "Client Relationship Manager", "Job Summary": "We are seeking an experienced Client Relationship Manager to join our team at Zenith American Solutions. As a Client Relationship Manager, you will be responsible for supporting the Director, Client Relationship in managing client relationships and account-related activities. You will work closely with the Director, Client Relationship to learn the role and take on increasing responsibilities as you grow in your position.", "Key Responsibilities": "
\t* Monitor government filings and current government regulations that may affect the operations of the Company or the client.
\t* Facilitate client meetings, including minute-taking and recording key actions from board meetings.
\t* Manage contracts and documentation, including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client and fund counsel.
\t* Collate monthly financial reports from the Finance Team and perform due diligence on outputs.
\t* Support the Director, Client Relationship in managing all aspects of the client relationship and account-related activities with assigned clients.
\t* Understand and remain current on account strategy and specific needs of assigned clients, and maintain compliance calendars for each assigned client.
\t* Conduct board meeting pre-alignment, including collation of Administrative Reports for board meetings.
\t* Provide account management support by conducting research needed for issue resolution.
\t* Act as the secondary liaison between the Boards of Trustees, and Professionals of the Benefit Funds with Zenith Operations Staff.
\t* Support the Director, Client Relationship in facilitating participant engagement, for example, via external retirement seminars.
\t* Support the Director, Client Relationship in all aspects of the vendor relationship, including analysis and reporting for vendors and third parties.
\t* Maintain communications and effective working relationships.
\t* Prepare and edit correspondence, presentations, and reports, including complex Excel files, meeting notes, and other documents for internal use or distribution to clients or vendors.
\t* Respond to requests from clients, government agencies, unions, participants, attorneys, consultants, and auditors; act as liaison between internal departments and clients.
\t* Coordinate invoices and expense reports with the accounting department for clients or vendors and ensure timely processing.
\t* Perform other duties as assigned.
", "Requirements": "
\t* Education: Associate's degree in a business-related field.
\t* Skills: Excellent verbal and written communication skills, including interpersonal and presentation skills. Ability to communicate effectively with all levels of an organization. Highly developed sense of professionalism, maturity, integrity, and commitment to customer satisfaction. Exceptional team player with the confidence and integrity to earn the confidence of the client(s) and the internal team quickly. High motivation, ability, and willingness to learn. Ability to exercise independent judgment, manage multiple priorities, and consistently deliver high-caliber results. Strong decision-making and organizational skills with the ability to optimize the use of all available resources and deliver on multiple priorities. Proficient PC skills including Microsoft Word, Excel, and Outlook skills. PowerPoint experience preferred.
\t* Other: Ability and willingness to travel as necessary.
", "Preferred Qualifications": "
\t* Bachelor's of Business Administration degree.
\t* Experience working in client relationship management.
\t* Professional experience working with Taft-Hartley clients and plan professionals.
\t* Experience working in a healthcare environment or third-party administrator.
\t* Working knowledge of Customer Relationship Management software or systems such as Salesforce or Smartsheet.
\t* Knowledge of third-party administrator operations and Taft Hartley organizations.
", "Working Conditions/Physical Effort": "
\t* Prolonged periods of sitting at a desk and working on a computer.
\t* Regular travel throughout multiple states.
\t* May be required to work remotely.
\t* Must be able to lift up to 15 pounds at times.
", "Disability Accommodation": "
\t* Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at, and we would be happy to assist you.
", "About Us": "
\t* Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 40 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices, and scale, the new organization is even stronger and better than before.
\t* We realize the importance of a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more.
", "Equal Opportunity Employer": "
\t* Zenith American Solutions is an Equal Opportunity Employer. Zenith does not discriminate on the basis of race, religion, color, sex, physical or mental disability, gender identity, sexual orientation, age, national origin, pregnancy, status as a parent, veteran status, or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.
"}

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