Client Services Leader: Retention & Relationships

UHA; Honolulu (HI); On-site; USD 97,000 - 127,000; Full time

Benefits offered by this job

100% family medical insurance

20 days paid personal time off

Job summary

UHA is seeking a Client Services Manager in Honolulu, HI to lead and grow the Client Services Supervisors while ensuring exceptional service for brokers and clients. The role focuses on department workflow, service standards, renewals, and retention in collaboration with senior leadership.

The ideal candidate will have 7–10 years in account management and servicing, 3–5 years of team leadership, and strong communication and relationship-building skills. Travel within Oahu may be required.

Qualifications

• Bachelor’s degree from an accredited university/college or relevant work experience.
• 7-10 years in account management and servicing, sales, and customer retention.
• 3-5 years supervising or managing teams.
• Demonstrated ability to lead, manage, and review the work of associates.
• Strong communication, relationship-building, organizational, and leadership skills.

Responsibilities

• Lead, coach, and develop Client Services Supervisors.
• Build and maintain strong relationships with UHA brokers, consultants, and clients.
• Support client relationship management, retention, and renewals.
• Conduct client retention meetings based on departmental requirements.
• Monitor department workloads, outstanding tasks, and opportunities through Salesforce; oversee training materials, procedures, and department workflows.
• Ensure a consistently high level of service to brokers and clients.
• Ensure the quality of Open Enrollment presentations.
• Support departmental business plan and performance improvement initiatives.
• Partner with leadership to support department operations and organizational goals.

Skills

Leadership

Relationship-building

Communication

Team coaching

Organizational skills

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office

QNXT

MAS200

Job description

UHA is seeking a Client Services Manager in Honolulu, HI to lead and grow the Client Services Supervisors while ensuring exceptional service for brokers and clients. The role focuses on department workflow, service standards, renewals, and retention in collaboration with senior leadership.

The ideal candidate will have 7–10 years in account management and servicing, 3–5 years of team leadership, and strong communication and relationship-building skills. Travel within Oahu may be required.