Client Relationship Manager
On-siteDallas, Texas, United States
Job Summary
Monitor government filings and regulations affecting company operations or clients. Facilitate client meetings, manage contracts and documentation, and collate monthly financial reports from the Finance Team. Conduct board meeting pre-alignment, research for issue resolution, and act as a liaison between Boards of Trustees and Zenith Operations Staff. Respond to requests from clients, agencies, and auditors while coordinating invoices and expense reports with the accounting department. Maintain compliance calendars and support the Director in vendor relationship analysis and participant engagement. Requires a minimum Associate's degree, proficiency in Microsoft Office, and ability to travel regularly or work remotely. Zenith American Solutions, the largest independent Third Party Administrator in the U.S., offers a legacy of excellence with comprehensive benefits including health, 401(k) match, and PTO.
Required Qualifications
- Associate's degree in a business-related field
- Excellent verbal and written communication skills, including interpersonal and presentation skills
- Ability to communicate effectively with all levels of an organization
- Highly developed sense of professionalism, maturity, integrity, and commitment to customer satisfaction
- Exceptional team player with the confidence and integrity to earn the confidence of the client(s) and the internal team quickly
- High motivation, ability and willingness to learn
- 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
- Proficient PC skills including Microsoft Word, Excel and Outlook skills
- Ability and willingness to travel as necessary
- Must be able to lift up to 15 pounds at times
- Must be available for weekend shifts
Desired Qualifications
- Bachelor's of Business Administration degree
- Experience working in client relationship management
- Professional experience working with Taft-Hartley clients and plan professionals
- Experience working in a healthcare environment or third-party administrator
- Working knowledge of Customer Relationship Management software or systems such as Salesforce or Smartsheet
- Knowledge of third-party administrator operations and Taft Hartley organizations
- PowerPoint experience preferred
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