Client Relationship Manager

Zenith American Solutions•Tucker, GA

About The Position

The Client Relationship Manager supports the Director, Client Relationship across their book of business in fund management, with direct client and vendor liaison as needed. The role works alongside the Director to learn the position and gradually take on additional responsibility. Access to protected health information (PHI) and personally identifiable information (PII) is limited to the minimum necessary for the role. The position supports client relationships and account activities, including regulatory monitoring, client and board meetings, documentation, financial reporting, compliance calendars, research, participant engagement, and vendor relationships. It also coordinates communications and administrative work with clients, government agencies, unions, participants, attorneys, consultants, auditors, internal departments, and vendors. The role may require regular travel throughout multiple states and may be performed remotely. It involves prolonged periods sitting at a desk and working on a computer, and may require lifting up to 15 pounds. Zenith American Solutions describes itself as the largest independent Third Party Administrator in the United States, operating more than 44 offices nationwide. The company offers a benefits program that includes health, vision, and dental coverage, a 401(k) plan with company match, paid time off, and opportunities for growth.

Requirements

Associate’s degree in a business-related field.
Excellent verbal and written communication skills, including interpersonal and presentation skills.
Ability to communicate effectively with all levels of an organization.
Professionalism, maturity, integrity, and commitment to customer satisfaction.
Ability to build the confidence of clients and internal teams; strong teamwork skills.
Motivation and willingness to learn.
Ability to exercise independent judgment, manage multiple priorities, and consistently deliver high-caliber results.
Strong decision-making and organizational skills, including the ability to optimize available resources and deliver on multiple priorities.
Proficiency with PC skills, including Microsoft Word, Excel, and Outlook.
Ability and willingness to travel as necessary.

Nice To Haves

Bachelor’s degree in Business Administration.
Experience in client relationship management.
Professional experience working with Taft-Hartley clients and plan professionals.
Experience working in a healthcare environment or with a 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.
PowerPoint experience.

Responsibilities

Monitor government filings and current regulations that may affect the Company or clients.
Facilitate client meetings, including taking minutes and recording key actions from board meetings.
Manage contracts and documentation, including client financial statements, Summary Plan Descriptions, benefit communications, and other documents as directed by clients and fund counsel.
Compile monthly financial reports from the Finance Team and perform appropriate due diligence on the outputs.
Support the Director, Client Relationship in managing client relationships and account-related activities for assigned clients.
Stay current on account strategy and client needs, and maintain each assigned client’s compliance calendar.
Prepare for board meetings, including compiling Administrative Reports.
Conduct research to support account management and resolve issues.
Act as a secondary liaison between Boards of Trustees and Benefit Fund professionals and Zenith Operations Staff.
Support participant engagement, including through external retirement seminars.
Support vendor relationships, including analysis and reporting for vendors and third parties.
Maintain communications and effective working relationships.
Prepare and edit correspondence, presentations, reports, complex Excel files, meeting notes, and other documents for internal use or distribution to clients or vendors.
Respond to requests from clients, government agencies, unions, participants, attorneys, consultants, and auditors; serve as a liaison between internal departments and clients.
Coordinate client or vendor invoices and expense reports with the accounting department and ensure timely processing.
Perform other duties as assigned.