Client Service Manager - DB Pension Admin

TELUS Health•Hartford, CT

11h

About The Position

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 and what we’ll accomplish together 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. Here’s the impact you’ll make and what we’ll accomplish together The Client Service Manager is a professional position that requires the ability to work both independently and as part of a team. This role is responsible for maintaining and enhancing relationships with new and existing Defined Benefits (DB) clients, ensuring client satisfaction through periodic meetings and discussions. The Client Service Manager will collaborate closely with sales, record-keeping and operations associates, and will be required to participate in sales final presentations as needed. This role has overall responsibility for client relationships; record-keeping operations handles the day-to-day administration. This job is an exempt level position.

Requirements

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
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 Haves

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

Responsibilities

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