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8 дней назад

Client Relationship Manager (Benefits Administration)

Формат работы
remote (только USA)
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Client Relationship Manager (Benefits Administration): Supporting client relationships and fund management for benefit funds, including board meetings, compliance calendars, financial reports, contracts, vendor coordination, and participant engagement with an accent on client liaison, regulatory monitoring, and documentation accuracy. Focus on coordinating complex multi-party communications, reviewing financial and administrative reports, resolving account issues, and maintaining compliance across assigned client accounts.

Location: Tucker, Georgia, United States; regular travel throughout multiple states; may be required to work remotely.

Company

hirify.global is an independent third-party administrator providing benefit fund administration services through offices across the United States.

What you will do

  • Support the Director, Client Relationship in managing assigned client accounts, fund management activities, account strategy, and client communications.
  • Monitor government filings and regulations, maintain compliance calendars, and research issues for resolution.
  • Facilitate client and board meetings, including pre-alignment, minute-taking, action tracking, and preparation of administrative reports.
  • Manage contracts, financial statements, Summary Plan Descriptions, benefit communications, correspondence, presentations, reports, and complex Excel files.
  • Coordinate financial reporting, invoices, expense reports, vendor analysis, due diligence, and timely processing with internal departments and external parties.
  • Act as a liaison between clients, boards of trustees, benefit fund professionals, vendors, government agencies, unions, participants, attorneys, consultants, auditors, and Zenith operations staff.

Requirements

  • Associate’s degree in a business-related field.
  • Excellent verbal and written communication, interpersonal, and presentation skills, with the ability to communicate effectively across all organizational levels.
  • Professionalism, maturity, integrity, customer-service commitment, and the ability to build client and internal-team confidence.
  • Strong motivation and willingness to learn, exercise independent judgment, manage multiple priorities, and deliver high-caliber results.
  • Strong decision-making and organizational skills, with the ability to optimize available resources and deliver on multiple priorities.
  • Proficient PC skills, including Microsoft Word, Excel, and Outlook.
  • Ability and willingness to travel as necessary, including regular travel throughout multiple states.
  • Ability to work for prolonged periods at a desk and computer and lift up to 15 pounds when required.

Nice to have

  • Bachelor’s degree in Business Administration.
  • Experience in client relationship management.
  • Professional experience with Taft-Hartley clients and plan professionals.
  • Experience in a healthcare environment or third-party administrator.
  • Working knowledge of customer relationship management systems such as Salesforce or Smartsheet.
  • Knowledge of third-party administrator operations and Taft-Hartley organizations.
  • PowerPoint experience.

Culture & Benefits

  • Health, vision, and dental coverage.
  • 401(k) retirement savings plan with company match.
  • Paid time off.
  • Opportunities for professional growth.
  • Work environment focused on high-quality service, mutual respect, and employee and client relationships.

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