Strategic Client Services Director, Health & Welfare

Fidelity Investments Inc.; Albuquerque (NM); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments Inc. seeks a Client Services Manager to serve as the Health and Welfare recordkeeping expert and primary client contact for health plan services.

The role focuses on delivering high-quality service, guiding annual enrollment, and managing complex client relationships with a view toward continuous improvement. You will lead and mentor the HW client team, collaborate with product and relationship management during rollouts, and ensure timely, accurate administration aligned

Qualifications

• 5-7 years of Health and Welfare benefits administration or outsourcing experience.
• 8-10 years of client interaction experience.
• Strong leadership and initiative for service improvements with sound business judgment.
• Ability to influence, negotiate and close strategies with clients.
• Excellent communication skills and client engagement.
• Ability to balance customer service with high-level cost, risk and benefit analyses.

Responsibilities

• Lead multiple client relationships of varying complexity and drive service quality.
• Ensure high quality and timely delivery of recordkeeping services.
• Identify productivity improvements and mentor new CSMs.
• Manage relationship between Fidelity Health Care services and client through annual plan design and quarterly reviews.
• Oversee annual enrollment processes, communications, and project rollouts with product teams.

Skills

Health & Welfare knowledge

Client interaction experience

Leadership skills

Negotiation ability

Communication skills

Cost-benefit analysis

Organizational skills

Microsoft Office proficiency

Relationship management

Education

BS or BA required

MBA preferred

CEBS certification desired

Tools

Microsoft Office

Job description

Fidelity Investments Inc. seeks a Client Services Manager to serve as the Health and Welfare recordkeeping expert and primary client contact for health plan services.

The role focuses on delivering high-quality service, guiding annual enrollment, and managing complex client relationships with a view toward continuous improvement. You will lead and mentor the HW client team, collaborate with product and relationship management during rollouts, and ensure timely, accurate administration aligned