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Zenith American Solutions, Inc. · 10 hours ago

Client Relationship Director

Tualatin, OR

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Zenith American Solutions, Inc. is the largest independent Third Party Administrator in the United States, operating over 44 offices nationwide. The Client Relationship Director will manage a defined book of business, fostering strong client relationships and ensuring operational effectiveness while mentoring the assigned team.

AssociationInformation Technology

Responsibilities

Manages all aspects of the client relationship and account management activities of the assigned client(s) to retain and strengthen client relationships

Directs the execution of a defined account strategy, remaining abreast of the specific needs of each assigned client, to develop a value-based client relationship

Sets and manages client expectations and account-related activities such as identifying and developing additional service opportunities and coordinating the delivery of ZAS services

Pursues and executes cross-sell, upsell and renewal motions across their BOB

Recommends and obtains client fee increases, and partners with ZAS Legal Department to prepare contracts and amendments

Acts as liaison between the Boards of Trustees, and Professionals of the Benefit Funds with Zenith Operations Staff

Engages with client fund participants as required, for example via external retirement seminars

Partners with the Zenith Operations organization, as well as Accounting and IT, to ensure operational effectiveness in dealing with critical client issues and in maintaining top-quality client delivery

Monitors revenue, expenses, and profitability of assigned client(s) to ensure financial goals are met

Assists in the implementation of newly assigned clients

Oversees all aspects of relationships with vendors, including analysis and reporting for vendors and third parties

Reviews and approves contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client and fund counsel

Implements client requirements, filings, fund communications, and changes in benefit programs at the direction of client and fund counsel

Facilitates client meetings, including agenda, report generation and follow-up

Monitors government filings and current government regulations that may affect the operations of the Company or the client

Oversees quality and quantity of work produced to ensure compliance with regulatory requirements and Plan guidelines are consistently met

(Where relevant) Mentors team, demonstrating leadership qualities consistent with management values and mission

Develops staff through performance management, goal setting, training, and effective employee relations

Responsible for lead generation from existing industry relationships including BOB referrals, and in pursuing additional funds/services with existing clients

Assists Regional President in coordinating projects related to operational improvement and efficiencies, including internal/external communications, target setting, and resource management

Performs other duties as assigned

Qualification

Client managementAccount managementCustomer Relationship ManagementLeadership experienceBenefits administrationNegotiation skillsCommunication skillsPC proficiencyOrganizational skillsMentoringTeam player

Required

Associate's degree in a business-related field

5+ years of experience in client management, sales, or account management

Experience in a leadership role in client management

Prior experience in benefits, insurance, finance, or TPA environment

Professional experience working with Taft-Hartley clients and plan professionals

Working knowledge of Customer Relationship Management software or systems such as Salesforce or Smartsheet

Thorough knowledge of health and/or welfare group benefits plans and associated administration systems

Thorough understanding of compliance and regulatory procedures related to the administration and processing of health and welfare benefits

Understanding of benefits operations and processes (health & welfare and retirement), including payment of claims, interpretation of contracts, communication of benefits, etc

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

Skilled negotiator, with confidence navigating challenging conversations including diplomatic resolution of conflicts to achieve mutually beneficial outcomes

Effective mentor to junior colleagues, helping to nurture talent within the team

Highly developed sense of professionalism, maturity, integrity, and commitment to customer satisfaction

Excellent verbal and written communication skills, including interpersonal and presentation skills

Proficient PC skills including Microsoft Word, Excel and Outlook skills. PowerPoint experience preferred

Ability to communicate effectively with all levels of an organization

Exceptional team player with the confidence and integrity to earn the confidence of the client(s) and the internal team quickly

Ability and willingness to travel as necessary

Preferred

Bachelor's of Business Administration degree

Benefits

Health, vision, and dental coverage

A retirement savings 401(k) plan with company match

Paid time off (PTO)

Great opportunities for growth

Much, much more!

Company

Zenith American Solutions, Inc.

Zenith American Solutions (“Zenith”) stands out as a top provider of third-party administration services specifically designed for Taft-Hartley trust funds in the U.S.

Founded in 1944

Mokena, Illinois, USA

1001-5000 employees