Client Services Lead

December 6

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Businessolver

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Enrollment & Eligibility • ACA Tracking & Reporting • Billing & Financial Reporting • Total Population Health Management • COBRA Services

1001 - 5000 employees

Founded 1998

💰 Private Equity Round on 2021-12

Description

• Act as the primary liaison between our clients and production teams, ensuring clear communication of goals, objectives, and timelines. • Conduct and manage client calls and provide comprehensive new client administrator training. • Maintain all client documentation, including Standard Operating Procedures and process-related materials. • Stay updated on product releases, updates, and system functionalities through ongoing educational opportunities. • Collaborate with clients on product updates and provide consultation as needed, partnering closely with the Client Success Leader. • Deliver clear communication on system functionalities, industry news, project initiatives, and resolution activities. • Drive continuous improvement in service delivery across all teams to maintain high-quality service standards. • Coordinate Annual Enrollment activities and proactively engage clients and internal teams on any open items. • Participate in sales finalist meetings and assist the sales team during prospect visits and services presentations. • Identify trends and training needs in partnership with internal teams, providing support and expertise to the Service Center team. • Above all, ensure our clients love us... a lot!

Requirements

• Preferably a college degree (or equivalent). • 5+ years of experience working directly with clients in the employee benefits/benefit administration industry. • Strong project management experience, especially with technology projects, is highly advantageous. • In-depth understanding of benefit administration and employee benefit programs, and their industry impact. • Comfortable with technology and adept at navigating systems. • Ability to troubleshoot issues and navigate Human Capital Management and/or Benefits Administration Systems. • Experience with Human Resources and HRIS/payroll systems is beneficial. • Excellent relationship management, project management, and analytical skills. • Ability to lead client meetings, deliver presentations, and build strong relationships. • Consultative communication style, providing clients with market insights and tailored solutions. • Proven ability to collaborate across functional areas to ensure a seamless customer experience. • Resilience under pressure, particularly during busy periods, with a knack for bringing order to chaos. • Resourceful problem solver, adept at finding solutions collaboratively. • Tech-savvy with a willingness to learn new technology and effectively communicate technical concepts to clients. • Availability to travel up to 10%.

Benefits

• Comprehensive benefits package available for full-time or part-time eligible positions. • Quarterly bonus incentive plan.