63,057 Client Relationship Manager jobs in the United States

Client Relationship Manager

Premium Job
97392 Marion County $25 - $30 per hour CKP Group

Posted 25 days ago

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Job Description

Part Time Permanent

Client Engagement & Retention

  • Serve as the main point of contact and build trusted, long-term relationships with a portfolio of clients.

    Regularly check in with clients to gather feedback, track satisfaction, and proactively identify issues or opportunities.

    Conduct Quarterly Business Reviews (QBRs) or regular account check-ins to assess client goals and review results.

    Understand clients’ strategic objectives, pain points, and priorities to recommend relevant products, services, or process improvements.

    Work with clients to develop account plans and growth strategies, including upsell or cross-sell opportunities.

    Handle client concerns or complaints, coordinating internally to resolve issues and ensuring timely follow-through.

    Act as the client’s advocate within the organization—escalating or flagging problems and tracking resolution until client satisfaction is restored. 

    Liaise with sales, product, customer success, implementation, and support teams to ensure client needs are clearly communicated and met.

    Coordinate internal resources to deliver on client commitments and optimize client onboarding, adoption, and renewal processes.

Company Details

CKP & Finance Group CKP & Finance Group is a forward-thinking company dedicated to delivering integrated financial and healthcare solutions that empower patients, providers, and payers alike. By combining in-depth financial expertise with deep healthcare sector knowledge, we help optimize funding, streamline payment flows, and improve outcomes across the medical ecosystem—from hospitals and clinics to individual patients navigating treatment costs. Our core capabilities include: Healthcare financing and lending : providing capital, funding models, and credit solutions tailored for medical facilities, clinics, and healthcare practitioners Patient payment services : designing and managing financing and savings products such as health savings accounts, flexible payment plans, medical billing assistance, and consumer-directed care financing Revenue cycle & reimbursement advisory : consulting with healthcare providers and insurers to reduce billing friction, improve cash flow, and enhance reimbursement efficiency Risk and compliance management : advising on regulatory requirements, reimbursement risk, financial planning, and strategic funding for healthcare operations CKP & Finance Group champions innovation, transparency, and patient-centered financial care—enabling health systems and consumers to access, afford, and deliver care with confidence, clarity, and financial sustainability.
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Client Relationship Manager

Premium Job
Remote $28 - $35 per hour Next Level Door & Millwork Inc

Posted 25 days ago

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Job Description

Full time Permanent

The Client Relationship Manager is responsible for managing and developing strong relationships with clients, building trust and confidence in the services provided by the company. They will be responsible for ensuring client satisfaction, managing client expectations, and providing solutions to client issues. The Client Relationship Manager will also be responsible for developing and maintaining client accounts, initiating sales, and identifying new business opportunities.

Client Relationship Manager Duties and Responsibilities
  • Establish and maintain strong relationships with clients to ensure their satisfaction
  • Manage client expectations and provide solutions to any issues or concerns
  • Develop and maintain client accounts, including regular communication and follow-up, and ensure all contracts and agreements are being met
  • Proactively identify and pursue new sales opportunities
  • Prepare and present proposals and presentations to clients
  • Ensure the timely and accurate delivery of services to clients
  • Prepare and present reports to senior management
  • Keep up-to-date with industry trends and new products
Client Relationship Manager Requirements and Qualifications
  • Bachelor’s degree in Business, Marketing, or related field
  • At least three years of experience in customer relationship management
  • Proven ability to build and maintain strong client relationships
  • Excellent communication, interpersonal, and negotiation skills
  • In-depth knowledge of customer relations, principles, and practices
  • Able to work independently and in a team environment
  • Highly organized with strong attention to detail
  • Proficient in Microsoft Office Suite and CRM software

Company Details

Next Level Door & Millwork, Inc. is a reputable supplier and installer of residential, custom and commercial builder products in the Southwestern United States. Through our experience, craftsmanship and use of the latest technology, we have become synonymous with the best products and service in the industry. No detail or client is too large or small. We’re determined to exceed expectations.
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Client Relationship Manager

46082 Carmel, Indiana Cognizant

Posted today

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Job Description

Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. CRM will serve as the primary point of contact for assigned clients. They support and report into the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience by conducting client meetings. A CRM's shared measures are margin, revenue, client satisfaction & employee retention.
**In this role, you will**
+ Build trusted relationships with client stakeholders
+ Understand the client, issues, and priorities
+ Work with clients to define their problems and co-create solutions
+ Drive RFPs / proactive bids with regards to renewals, extensions, and expansion
+ Track of Insurance industry trends relevant to client business and bring forth proactive ideas and solutions
+ Serve as the day-to-day point of contact for the clients
+ Responsible for backlog growth including renewals and extensions of current engagements
+ Lead the onsite project teams and ensure they are understand the client environment
We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 3-4 days a week in a client office in Carmel, Indiana or Cognizant office. Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing programs.
The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations.
**What you need to have to be considered:**
+ 15+ years of experience in a client facing role in a consulting firm or an account/engagement management role in the IT professional services offshore/outsourcing industry, within Insurance vertical.
+ Experience managing Client P&L of $15 + Million dollars including reporting and metric assessment for the account
+ Excellent ability and aptitude to influence and communicate effectively with business stakeholders up to the C-Suite
+ Ability to interface at all levels of an organization
+ Excellent oral and written communication skills and executive presentation and persuasion skills are required
+ Bachelor's degree or equivalent experience
**These will help you stand out**
+ MS or MBA degree
+ Strong background in a project environment and application development in the Insurance vertical. Experience with Property and Casualty experience is a plus.
+ Proven track record to contribute to new business development efforts and to lead and handle multiple tasks in a dynamic environment
+ Must be detail oriented and able to manage and maintain all facets of complex assignments.
+ Demonstrable problem-solving abilities with the skills to identify strategic solutions to business problems that have enterprise-wide implications.
+ Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences
We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role.
**Salary and Other Compensation:**
The annual salary for this position is between $150,000-175,000 depending on the experience and other qualifications of the successful candidate. This position is eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
**Benefits** : Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
+ Medical/Dental/Vision/Life Insurance
+ Paid holidays plus Paid Time Off
+ 401(k) plan and contributions
+ Long-term/Short-term Disability
+ Paid Parental Leave
+ Employee Stock Purchase Plan
**Disclaimer:** The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
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Client Relationship Manager

60684 Chicago, Illinois JPMorgan Chase

Posted 1 day ago

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Job Description

Embrace a pivotal role as a Client Service Professional within our Commercial & Investment Bank, where you'll contribute to innovation and transformation. Focus on modernizing the client experience by analyzing data, executing strategic initiatives, and fostering a culture of trust and inclusivity. With opportunities for career growth and community engagement, join our global organization to shape the future of commercial banking and make a lasting impact.
As a Client Relationship Manager within JPMorganChase, you will be a key member of our Client Service team, dedicated to resolving client requests and enhancing our service operations. Your role will be crucial in supporting our operational policies and precedents, using your deep understanding of our complex treasury and cash management products and services. You will leverage your expertise to identify trends, generate innovative solutions, and ensure the quality-of-service delivery within your area of responsibility. Your ability to collaborate with internal stakeholders and drive continuous improvement will be essential in this role. With your proficiency in project management, change management, and data & tech literacy, you will contribute to delivering exceptional client service while also supporting the firm's strategic objectives.
**Job responsibilities**
+ Resolve client inquiries and issues, fostering a culture of continuous improvement and innovation to enhance the efficiency and resilience of our operating platform.
+ Support the development and implementation of strategic operational plans, leveraging your deep understanding of our treasury and cash management products and services to deliver exceptional client service.
+ Analyze complex data and situations to identify trends and opportunities, using your expertise to develop and test innovative solutions that align with our operational policies and precedents.
+ Establish and maintain productive relationships with internal stakeholders, using your skills in influence and communication to drive mutually beneficial outcomes.
+ Participate in the end-to-end change management process, including strategic communications and mitigating stakeholder impact, to ensure the successful implementation of new programs and processes.
**Required qualifications, capabilities, and skills**
+ Proficient in client service with expertise in treasury and cash management products and services, demonstrated through over seven years of practical experience.
+ Proven ability to support the development and implementation of strategic operational plans, with a track record of delivering exceptional client service.
+ Demonstrated expertise in analyzing complex data and situations to identify trends and opportunities, and develop innovative solutions.
+ Skills in establishing and maintaining productive relationships with internal stakeholders, with a proven ability to influence and drive mutually beneficial outcomes.
+ Proficiency in participating in the end-to-end change management process, including strategic communications and mitigating stakeholder impact.
**Preferred qualifications, capabilities, and skills**
+ Engage in strategic planning to align client services with organizational goals and client needs.
+ Utilize conflict management and resolution skills to address and resolve client issues effectively.
+ Develop and implement strategies to improve client satisfaction and service delivery.
+ Collaborate with cross-functional teams to ensure seamless client service operations.
+ Analyze client feedback to identify areas for service improvement and innovation.
+ Build and maintain strong client relationships to support long-term business success.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $95,500.00 - $153,000.00 / year
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Client Relationship Manager

06132 Hartford, Connecticut Cognizant

Posted 2 days ago

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Job Description

Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. CRM will serve as the primary point of contact for assigned clients. They support and report into the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience by conducting client meetings. A CRM's shared measures are margin, revenue, client satisfaction & employee retention.
**In this role, you will**
+ Build trusted relationships with client stakeholders
+ Understand the client, issues, and priorities
+ Work with clients to define their problems and co-create solutions
+ Drive RFPs / proactive bids with regards to renewals, extensions, and expansion
+ Track of Insurance industry trends relevant to client business and bring forth proactive ideas and solutions
+ Serve as the day-to-day point of contact for the clients
+ Responsible for backlog growth including renewals and extensions of current engagements
+ Lead the onsite project teams and ensure they are understand the client environment
We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 3-4 days a week in a client office in Hartford, CT or Cognizant office. Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing programs.
The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations.
**What you need to have to be considered:**
+ 15+ years of experience in a client facing role in a consulting firm or an account/engagement management role in the IT professional services offshore/outsourcing industry, within Insurance vertical.
+ Experience managing Client P&L of $15 + Million dollars including reporting and metric assessment for the account
+ Excellent ability and aptitude to influence and communicate effectively with business stakeholders up to the C-Suite
+ Ability to interface at all levels of an organization
+ Excellent oral and written communication skills and executive presentation and persuasion skills are required
+ Bachelor's degree or equivalent experience
**These will help you stand out**
+ MS or MBA degree
+ Strong background in a project environment and application development in the Insurance vertical. Experience with Property and Casualty experience is a plus.
+ Proven track record to contribute to new business development efforts and to lead and handle multiple tasks in a dynamic environment
+ Must be detail oriented and able to manage and maintain all facets of complex assignments.
+ Demonstrable problem-solving abilities with the skills to identify strategic solutions to business problems that have enterprise-wide implications.
+ Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences
We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role.
**Salary and Other Compensation:**
The annual salary for this position is between $150,000-175,000 depending on the experience and other qualifications of the successful candidate. This position is eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
**Benefits** : Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
+ Medical/Dental/Vision/Life Insurance
+ Paid holidays plus Paid Time Off
+ 401(k) plan and contributions
+ Long-term/Short-term Disability
+ Paid Parental Leave
+ Employee Stock Purchase Plan
**Disclaimer:** The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
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Client Relationship Manager

33009 Hallandale Beach, Florida Insight Global

Posted 2 days ago

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Job Description

Job Description
- Consistently hit revenue targets to fuel the growth of this exciting start-up
- To learn about your industry, your relevant therapeutic area, client base and competitors becoming the expert in your field
- Understand our tried and tested sales process, with ongoing support from staff and training materials
- Outbound calls to potential clients, focusing on driving revenue through our six key products
- Advise clients on forthcoming product developments, ensuring that we are staying at the cutting edge of innovation in our field
- Objection handling to support our clients in finding the perfect project
- Review your own performance and meet KPIs, with support from our operations team to ensure efficiency
- Once hitting target, opportunity to visit clients and represent the company at exhibitions, events and congresses (will include domestic and international travel congresses and clients)
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
- Bachelors degree in the life sciences field
- 0-2 years telesales experience (Business to Business Sales)
- Target/KPI driven: Confident with picking up the phone and making sales calls to Director level clients
- Quick-thinking, positive and persuasive
- An articulate and expressive communicator
- Desire to progress your career and be the top sales person in the group
- Driven to improve personal development, which will impact professional development
- Desire to be an expert within the industry and have a 'Gold Medal Winning' approach to the role - Ideally operating in a publishing, healthcare or pharma industry (Desirable)
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Client Relationship Manager

28230 Charlotte, North Carolina The Hartford

Posted 16 days ago

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Job Description

Client Relationship Manager - SA08AE
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
The Hartford's Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. We view underwriting human achievement to be at the heart of what we do, aiming to build resilience in our communities, empower personal and business success for our customers and create a culture where our employees can thrive.
As a Client Relationship Manager, you are Responsible for managing a defined book of business consisting of Regional Account (500-4,999 lives) customers. Your primary role is to retain and grow your book of business.
This is accomplished through the following:
+ Proactively support your clients through various interactions including stewardship meetings based on each customer's needs.
+ Develops and executes comprehensive book of business strategies consistent with organizational initiatives, profitability & persistency targets, segment requirements, and individual customer's needs.
+ Make recommendations for change where appropriate. Keeps abreast of client's changing benefits/HR needs/corporate landscape. Identifies and coordinates annual enrollment activity/communication requirements.
+ Actively supports Book of Business growth objectives by identifying and pursuing opportunities for new and/or increased lines of coverage in conjunction with the Regional Account Executive.
+ Partners with Regional Account Executive to educate and develop relationships with Brokers and their staff.
+ Drives the renewal process in collaboration with the Regional Account Executive and the Underwriter, engaging other business partners as appropriate.
+ Primary liaison between customer, producer and internal partners to ensure customer needs are addressed, bringing in the right resources at the right time.
+ Identifies opportunities for process improvement, for the benefit of individual customers and the broader customer base and acts as appropriate.
+ Understand and effectively communicate basic underwriting principles, claims experience and pricing justifications to Producers and Customers.
Qualifications
+ A minimum of 2 years of Disability and Life Group Benefits experience, and emphasis on account management is required.
+ 4-year college degree preferred or equivalent work experience.
+ Preferably licensed.
+ As a condition of your employment, you must obtain and maintain the Group Life & Health license including Continuing Education requirements.
+ Ability to facilitate meetings and/or present to groups of varying sizes.
+ Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint.
+ Excellent verbal and written communication skills.
+ Highly organized, detail oriented and able to manage multiple priorities at once.
+ Ability to build rapport and develop/maintain strong relationships with internal/external partners.
+ Ability to work independently.
+ Demonstrates good leadership skills.
+ Travel required.
Must reside in one of the listed areas to be considered:
Charlotte, NC or Washington, DC
This role will be Hybrid work arrangement with the expectation of working in an office 3 days a week (Tuesday through Thursday) or when business needs arise.
For full-time, occasional, part-time, or remote positions: (1) high speed broadband internet service is required, we do not recommend or support DSL, wireless, MiFi, Hotspots, Fiber without a modem and Satellite; (2) Internet provider supplied modem/router/gateway is hardwired to the Hartford issued computer with an ethernet cable; and (3) minimum upload/download speeds of 5Mbps/30Mbps will be required. To confirm whether your Internet system has sufficient speeds, please visit from your personal computer
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$74,400 - $111,600
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us ( | Our Culture ( | What It's Like to Work Here ( | Perks & Benefits ( day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us ( Culture
What It's Like to Work Here ( & Benefits ( Notice ( StatementProducer Compensation ( Policy ( Privacy Policy
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About the latest Client relationship manager Jobs in United States !

Client Relationship Manager

Atlanta, Georgia Sphirea Plus

Posted today

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Job Description

Job Description

Job Description

Company Description

About Us:
Sphirea Plus is a forward-thinking company dedicated to delivering innovative production solutions across multiple industries. We pride ourselves on fostering a collaborative and dynamic work environment, where creativity meets efficiency, and every team member’s contribution is valued. Our commitment to excellence drives our success and ensures lasting partnerships with our clients.

Job Description

Job Description:
We are seeking a motivated and detail-oriented Client Relationship Manager to join our team. In this role, you will serve as the primary point of contact for our clients, ensuring their needs are met while fostering strong, long-term relationships. You will collaborate closely with internal teams to deliver exceptional service and support strategic business objectives.

Responsibilities:

  • Develop and maintain strong relationships with clients, understanding their goals and business needs.

  • Serve as the main liaison between clients and internal teams to ensure seamless communication and project execution.

  • Monitor client accounts to identify opportunities for growth and additional services.

  • Resolve client issues promptly and professionally, maintaining high satisfaction levels.

  • Prepare reports and presentations for client meetings, providing insights and recommendations.

Qualifications

Qualifications:

  • Bachelor’s degree in Business, Marketing, or related field preferred.

  • Proven experience in client relationship management or account management.

  • Strong communication, negotiation, and problem-solving skills.

  • Ability to manage multiple clients and projects simultaneously.

  • Detail-oriented with excellent organizational skills.



Additional Information

Benefits:

  • Competitive salary ($57k – $61k)

  • Opportunities for professional growth and career advancement

  • Supportive and collaborative work environment

  • Health, dental, and vision benefits

  • Paid time off and company holidays

  • Full-time employment

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Client Relationship Manager

Bloomfield Hills, Michigan Austin Benefits Group

Posted today

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Job Description

Job Description

Job Description

Salary:

Austin Benefits group is a leading employee benefits firm that provides benefit solutions to both private and publicly traded companies. We provide our clients with a highly responsive team to deliver unmatched service, education and smart benefit solutions.


Austin Benefits is currently looking for a new member to join our team as a full time Client Relationship Manager - Business Insurance.The Client Relationship Manager is responsible for building and maintaining strong relationships by providing the highest level of customer service and support to our clients. The Client Relationship Manager oversees a robust group listing.


ESSENTIAL JOB FUNCTIONS

  • Maintains effective service models to ensure long term client satisfaction and retention
  • Provide superior daily account management and support for the clients
  • Responsible for the client renewal process from start to finish
  • Cross selling to existing clients achieving year over year account revenue growth
  • Oversee the seamless transfer of client coverage from client/carrier/administrator/employees
  • Identify and resolve claims, billing and administrative issues that arise
  • Build and maintain excellent relationships with team mates, clients and vendors
  • Maintain the agency management system to ensure data is up to date and accurate
  • Expand knowledge in health care compliance
  • Expand knowledge in industry and products
  • Perform in-person and virtual benefits learning sessions for our clients
  • Create customized service plans to address clients needs
  • Schedule regular meetings and check ins with our clients to ensure they are satisfied
  • Participate in events, seminars and other out of office development and networking opportunities
  • Assists Analytics and Client Support team as needed
  • All other duties as assigned.

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Client Relationship Manager

33601 Tampa, Florida Zenith American Solutions

Posted 6 days ago

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Job Description

Permanent
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, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at , and we would be happy to assist you.

Zenith American Solutions

Real People. Real Solutions. National Reach. Local Expertise.

We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.

Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.

We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!

We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!

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