Client Service Manager

lifeworks; Chicago (IL); On-site; USD 60,000 - 75,000; Full time

Job summary

TELUS Health is seeking a skilled Client Relationship Manager to support Defined Benefit clients and lead cross-functional projects within benefits administration.

The role emphasizes relationship management, project leadership, and a deep understanding of Pension Industry dynamics to deliver superior client service and ensure project success.

Qualifications

• B.A. or B.S. degree required, or equivalent retirement industry work experience.
• Minimum of three years of relationship management or plan administration experience.
• Defined Benefit (DB) experience.
• Project Management experience.
• Knowledge and understanding of Pension Industry and competitive environment.

Responsibilities

• Maintain and enhance relationships with new and existing Defined Benefits (DB) clients.
• Ensure client satisfaction through periodic meetings and discussions.
• Collaborate closely with sales, record-keeping, and operations associates.
• Participate in sales final presentations as needed.
• Demonstrate proven excellent customer service skills and progressive probing skills.

Skills

Communication

Leadership

Organization

Quality Focus

Problem-Solving

Initiative

Adaptability

Flexibility

Education

Bachelor's degree

Job description

TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.

Join our team

TELUS Health (US) Benefits Administration and Operations brings specialized expertise and innovative solutions to benefits administration, data management, and comprehensive client support. Our purpose is to streamline complex benefits processes through sophisticated database management and technical excellence, allowing organizations to deliver seamless benefits experiences while we handle the intricate technical and administrative complexities.

We are a customer-first, collaboration-focused team that thrives on working together to solve complex challenges, putting our clients at the center of everything we do while actively fostering new ideas, new ways of thinking, and new ways of doing things. We embrace efficiency and process improvements through Six Sigma methodologies, always seeking innovation and continuous improvement in how we deliver exceptional service.

If you are seeking a fulfilling opportunity to leverage your skills while supporting our mission of providing exceptional client service in benefits administration and you want to be part of a team that values teamwork, innovation, and welcomes fresh perspectives from every team member, this role is perfect for you.

What you'll do

Client Relationship Management

• Maintain and enhance relationships with new and existing Defined Benefits (DB) clients
• Ensure client satisfaction through periodic meetings and discussions
• Collaborate closely with sales, record-keeping, and operations associates
• Participate in sales final presentations as needed
• Demonstrate proven excellent customer service skills and progressive probing skills

Project Management & Delivery

Participate in business-wide projects to drive successful outcomes

Excel in CSM project delivery by implementing and maintaining robust project management practices, including:

• Timely status updates and progress reporting
• Documented communications with all stakeholders
• Clear milestone tracking and deliverable management
• Drive accountability through regular review sessions
• Proactively manage risks and maintain comprehensive project documentation
• Ensure seamless team collaboration and knowledge transfer through consistent documentation and communication standards

You have...

• B.A. or B.S. degree required, or equivalent retirement industry work experience
• Minimum of three years of relationship management or plan administration experience
• Defined Benefit (DB) experience
• Project Management experience
• Knowledge and understanding of Pension Industry and competitive environment

What you bring...

• Communication : Strong verbal and written communication skills
• Leadership : Strong leadership skills with ability to work independently and as a team player
• Organization : Proven prioritization and organizational skills
• Quality Focus : Strong commitment to timing and quality standards
• Problem-Solving : Ability to identify and facilitate issue resolution
• Initiative : Proven ability to take initiative and handle multiple tasks simultaneously
• Adaptability : Ability to react to change in a positive and productive manner
• Flexibility : Ability to handle other essential tasks as assigned

Nice to have

• Professional Designations: advanced degrees or retirement designations are a plus
• Advanced Leadership Training: Formal leadership development or management certification programs
• Industry Network: Established relationships within the US benefits and HR community
• Understanding of compliance requirements in benefits administration

Salary Range: $60,000 - $75,000 USD Annual

Actual total compensation will be determined based on factors such as knowledge, skills, performance and experience.