Client Services Executive

Company: CARDINAL SERVICES LTD.
Location: Arcadia
Posted on: May 25, 2023

Job Description:

Title: Client Services Executive Department: Client Services
Position Type: Exempt Hours per Week: 40
Position Summary
The Client Services Executive executes relationship management activities for assigned client(s) in accordance with Company guidelines, client needs, and regulatory requirements.
"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."
Key Duties and Responsibilities

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• Manages all aspects of the client relationship with assigned client(s).
  
• Executes defined account strategy to develop a value-based relationship with assigned client(s).
  
• Sets and manages client expectations and account related activities such as identifying and developing additional service opportunities and coordinating delivery of ZAS services.
  
• Understands and remains current on account strategy and specific needs of assigned client(s).
  
• Partners with Operations, Accounting, and IT teams to ensure operational effectiveness in dealing with critical client issues.
  
• Reviews and approves 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.
  
• Monitors revenue, expenses, and profitability of assigned client(s) to ensure financial goals are met. Recommends and obtains client fee increases and partners with ZAS Legal Department to prepare contracts and amendments.
  
• Coordinates with sales and marketing team for new business development and implementation.
  
• Acts as liaison between the Boards of Trustees, and Professionals of the Benefit Funds with Zenith Operations Staff.
  
• Facilitates client meetings, including agenda, report generation and follow-up.
  
• May assist in the implementation of new clients.
  
• Performs other duties as assigned.
  
  Minimum Qualifications
  
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  • Associates degree in business related field.
    
  • Five years of experience in client management, sales, or account management.
    
  • Exceptional team player with the confidence and integrity to earn the confident of client(s) and internal team quickly.
    
  • Highly developed sense of professionalism, maturity, integrity, and commitment to customer satisfaction.
    
  • Ability to exercise independent judgment, manage multiple priorities, and consistently deliver high-caliber results.
    
  • Ability to understand complex situations and effectively resolve issues.
    
  • Strong decision-making and organizational skills with the ability to optimize the use of all available resources and deliver on multiple priorities.
    
  • Exceptional analytical and problem resolution skills; ability to exercise independent, sound judgment.
    
  • Ability and willingness to travel as necessary.
    
  • Proficient PC skills including Microsoft Word, Excel and Outlook skills. PowerPoint experience preferred.
    
    Preferred Qualifications
    
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    • Prior experience in benefits, insurance, finance, or TPA environment.
      
    • Understanding of benefits operations and processes (health & welfare and retirement), to include payment of claims, interpretation of contracts, communication of benefits, etc.
      
      *Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.
      
      Zenith American Solutions
      Real People. Real Solutions. National Reach. Local Expertise.
      We are currently looking for a dedicated, energetic Client Services Executive with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.
      Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.
      We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!
      Salary: $79,650-95,580/annually
      Internals to Apply:
      If you meet the minimum qualifications and are interested in applying for the above position, please submit an application. All applications must be received by 5:00 pm on the Internal Posting Deadline listed above in order to be considered prior to external applicants.

Keywords: CARDINAL SERVICES LTD., Arcadia , Client Services Executive, Other , Arcadia, California