Client Relationship Director

## Client Relationship Director Apply locations:
Tualatin, ORtime type:
Full time posted on:
Posted 10 Days Agojob requisition :
JR101054## Position Summary The Client Relationship Director directly leads a defined book of business (BOB), comprising a set of named clients, in accordance with Company guidelines, client needs, and regulatory requirements. The Director, Client Relationship acts in a mentorship role to their BOB’s assigned team.## "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by

Job Description /Role."## ## Key Duties and 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.##

Minimum Qualifications
* Education  + Associate’s degree in a business-related field.
* Industry experience  + 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.
* Skills  + 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…