Client Relationship Manager
Current• Manage numerous clients from coast to coast, working directly with HR Executives and Brokers• Serve as the day-to-day liaison between my clients and our production teams, making sure all goals, objectives and time constraints are understood• Manage and facilitate client calls and new client administrator training• Maintain all client documentation such as Standard Operating Procedures and process related documentation• Engage in ongoing educational opportunities on product releases, updates and system functionality• Provide concise communication regarding new system functionality, industry news, open items, project initiatives and resolution activity• Drive continual improvement of the delivery of services from all teams; ensuring a cohesive, high quality service• Coordinate Annual Enrollment related activities and proactively engage the clients and internal teams as needed on open items• Participate in sales finalist meetings and partner with the sales team on prospect visits and scope of services presentations• Partner with internal teams to identify and discuss trends and training needs, providing support and expertise to the Service Center team
