Benefits & Client Success Manager

Colonial Group

Houston (TX)

On-site

USD 75,000 - 115,000

Full time

14 days+
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Job summary

Colonial Group is seeking a Client Service Manager in Houston to oversee client satisfaction, relationships, and resources for a portfolio of clients. You will drive benefits administration delivery and financial outcomes, leading a team of Business Analysts and coordinating with the implementation manager.

The role requires strong project management skills and a focus on continuous improvement, with responsibilities spanning client engagement, revenue recognition, and collaboration across

Qualifications

  • Bachelor’s degree preferred but not required
  • 2+ years of project management experience managing multifaceted projects and teams
  • Previous benefits administration and client consulting experience
  • Advanced knowledge of benefits administration, including products and services, operations, and delivery.
  • Knowledge of general system environment, process flow, requirements gathering and documentation, and translation of requirements to JIRA tickets for Business Systems Analysts
  • Regulatory and legislative knowledge in aligned service area (Health & Welfare)
  • Basic knowledge of overall financial management
  • Understanding of benefits outsourcing systems and application platform
  • Excellent knowledge of project management tools and techniques, following best practice to initiate, take responsibility for, and achieve defined project outcomes
  • Able to effectively estimate, negotiate, acquire, and manage resources, including people and budgets
  • Proven ability to establish the critical path in the most complex client situations and able to manage to it in order to meet deadlines
  • Proactive in working and resolving conflicts among team members
  • Able to influence others, individually and in group settings, in order to obtain client commitment and grow business opportunities
  • JIRA or other project/ticket/resource management software experience

Responsibilities

  • Build and manage trusted client partnership; manage client satisfaction
  • Create and manage client Open Items List, Project Plan, Open Enrollment, and all other one-time projects
  • Ensure the appropriate integration between the administrative and Shared Services teams (COBRA, BPSS, Service Center)
  • Ensure the quality delivery of all services as per the client’s Statement of Work
  • Manage and is accountable for client Profit & Loss results
  • Work with Director to ensure the accurate recognition and collection of Out-of-Scope revenue and upsell opportunities in support of meeting the Client Service Group’s revenue targets
  • Manage client resource needs and elevate staffing shortages to the Director
  • Directly manage aligned Business Analysts and is accountable for the performance, growth, and engagement of aligned resources; leverage aligned resources to generate results
  • Collaborates with BSMto hold alignedresources accountable for behaviors that support Empyrean’s policies and procedures
  • Build and manage trusted client partnership; manage clients satisfaction in conjunction with the implementation manager
  • Manage and coordinate the Client Team Business Analyst resources aligned to an implementation project
  • Responsible for ensuring that the testing of all new functionality, including creation of test plans, test population identification and execution of test plans are completed successfully by the aligned resource team
  • Review and ensure that the client specific processing guides are available by the go live date
  • Coordinate with the finance department on all financial set up and administration for the client

Skills

Customer focus
Communication
MS Office
Project management
Resource management
Conflict resolution
Coaching/mentoring
Leadership
Budget management
Process improvement

Education

Bachelor's degree

Tools

JIRA

Job description

Colonial Group is seeking a Client Service Manager in Houston to oversee client satisfaction, relationships, and resources for a portfolio of clients. You will drive benefits administration delivery and financial outcomes, leading a team of Business Analysts and coordinating with the implementation manager.

The role requires strong project management skills and a focus on continuous improvement, with responsibilities spanning client engagement, revenue recognition, and collaboration across

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