Client Relationship Manager

zenithamerican; Dallas (TX); Hybrid; USD 70,000 - 105,000; Full time

Job summary

Zenith American Solutions in Dallas, TX seeks a Client Relationship Manager to support the Director, Client Relationship in managing a book of business. You will liaise with clients and vendors, manage contracts and financial statements, and collate monthly reports with the Finance Team.

Responsibilities include maintaining the compliance calendar, board meeting prep, and issue-resolution research. Travel to client sites may be required; strong communication and organizational skills are

Qualifications

• Associate's degree in business-related field.
• Excellent verbal and written communication skills.
• Ability to communicate with all levels of the organization.
• Professionalism, maturity, integrity, and customer focus.
• Willingness to travel.
• Bachelor's in Business Administration preferred.
• Experience in client relationship management.
• Healthcare environment or third-party administrator experience.
• CRM software knowledge (Salesforce or Smartsheet).

Responsibilities

• Support Director in managing client relationships and accounts.
• Facilitate client meetings, minute-taking and action recording.
• Monitor government regulations impacting operations.
• Prepare and edit correspondence, presentations, and reports.
• Coordinate invoices and expense reports with accounting.
• Maintain communications and effective working relationships.
• Provide issue resolution research and liaison with internal teams.

Skills

Communication skills

Interpersonal skills

Presentation skills

multitasking

Education

Associate's degree in business-related field

Bachelor's in Business Administration

Tools

Salesforce

Smartsheet

Job description

Position Summary

The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate.

\"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role.\"

Key Duties and Responsibilities

• Monitors government filings and current government regulations that may affect the operations of the Company or the client.
• Facilitates client meetings, including minute-taking and recording key actions from board meetings.
• Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client and fund counsel.
• Collation of monthly financial reports from the Finance Team and appropriate due diligence of outputs.
• Supports the Director, Client Relationship in managing all aspects of the client relationship and account-related activities with assigned client(s).
• Understands and remains current on account strategy and specific needs of the assigned client(s), and is responsible for maintaining the compliance calendar for each assigned client.
• C onducts board meeting pre-alignment including collation of Administrative Reports for board meetings.
• Provides account management support by conducting research needed for issue resolution.
• Acts as the secondary liaison between the Boards of Trustees, and Professionals of the Benefit Funds with Zenith Operations Staff.
• Supports the Director, Client Relationship in the facilitation of participant engagement, for example, via external retirement seminars.
• Supports the Director, Client Relationship in all aspects of the vendor relationship, including analysis and reporting for vendors and third parties.
• Maintains communications and effective working relationships.
• Prepares and edits correspondence, presentations, and reports, including complex Excel files, meeting notes, and other documents for internal use or distribution to clients or vendors.
• Responds to requests from clients, government agencies, unions, participants, attorneys, consultants, and auditors; acts as liaison between internal departments and clients.
• Coordinates invoices and expense reports with the accounting department for clients or vendors and ensures timely processing.
• Performs other duties as assigned.

Minimum Qualifications

Education Associate's degree in a business-related field.

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.

Other Ability and willingness to travel as necessary.

Preferred Qualifications

• Bachelor's of Business Administration degree.
• Experience working in client relationship management.
• Professional experience working with Taft-Hartley clients and plan professionals.
• Experience working in a healthcare environment or third-party administrator.
• Working knowledge of Customer Relationship Management software or systems such as Salesforce or Smartsheet.
• Knowledge of third-party administrator operations and Taft Hartley organizations.

*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.

Working Conditions/Physical Effort

Prolonged periods of sitting at a desk and working on a computer.

Regular travel throughout multiple states.

May be required to work remotely.

Must be able to lift up to 15 pounds at times.

Disability Accommodation

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, inclu