Manager, Client Relationship Management

Manager, Client Relationship Management

The Healthcare Association of New York State (HANYS) is seeking a Manager, Client Relationship Management within its subsidiary company, True Plan Benefit and Retirement Advisors (True Plan). True Plan is an industry leader in employee benefits and retirement plan consulting. True Plan delivers tangible business results to finance and human resource leaders, enabling them to enhance plan offerings while remaining competitive and reducing overall plan costs.

Reporting to the Vice President, Retirement Plan Services, this position will be responsible for managing all aspects of the client relationship. While the incumbent will be expected to travel throughout Western NY and to our office in Rensselaer, NY on a regular basis, a remote working environment may be considered within New York State. The salary for this position is between $99,000 and $103,000 annually in addition to an annual incentive of up to 10% based on certain performance metrics.

Payrate offered will be based on the successful candidate's relevant experience, knowledge, skills, and abilities and in consideration of internal equity.

Key responsibilities include but are not limited to:

• Maintain a strong and trusting relationship with clients to ensure we provide superior customer service.
• Ensure client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings and plan design.
• Manages request for proposal (RFP) and request for information (RFI) processes for existing clients.
• Coordinates all transition activities with client, selected vendor, and other staff to assure a smooth and efficient transition for newly acquired clients.
• In coordination with client, develops annual communication and education plans to achieve overall retirement plan goals of participation and retirement readiness.
• Ensure clients have necessary, efficient and effective administrative procedures.
• Updates clients about legal and regulatory changes relating to retirement programs and coordinates all activity related to incorporating these changes into the client's program.
• Directly and/or in partnership with Consulting Executive, work directly with client's attorney and our legal resources to gather necessary information to fully understand and communicate the client's compliance requirements.
• Educates senior management on plan design, operation, and overall plan effectiveness in meeting organizational goals.
• Prepares and conducts formal periodic plan review meetings with appropriate committee or other personnel as determined by the client to ensure appropriate compliance, oversight and governance requirements are met.
• Resolves administrative problems arising between and among participants and/or vendors.
• Assist in individual employee enrollment activity, when necessary.
• Assists in sales presentations with sales & marketing team, as necessary.
• Attends various outside training activities to assure knowledge of the retirement plan industry trends and regulatory changes are current.
• Reviews and is familiar with the firm's compliance manuals and complies with all required procedures.
• Maintains licenses in a current and proper status through continuing education training courses, seminars, and conferences, as scheduled, to meet FINRA, SEC, and NYS Insurance Department requirements.
• Engage clients in discussions on their business needs and related activity in order to determine if other True Plan products and services may be appropriate and then make proper referrals to True Plan sales staff.
• Performs other duties as assigned.

Qualifications:

• Associate's degree plus three to five years of related experience required (bachelor's degree is preferred). Seven years of related…