Client Relationship Director

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 BOBs 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

Associates degree in a business-related field.

5 years of experience in client management sales or account management.

Ability to exercise independent judgment manage multiple priorities and consistently deliver high-caliber results.

Ability and willingness to travel as necessary.

Preferred Qualifications

Working Conditions / Physical Effort

Disability Accommodation

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment including the application process. If reasonable accommodation is needed please contact the Recruiting Department at and we would be happy to assist you.

Zenith American Solutions

Real People. Real Solutions. National Reach. Local Expertise.

We are currently looking for a dedicated energetic employee 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. Were always looking for talented individuals who share our dedication to high-quality work exceptional service and mutual respect. If youre interested in working in an environment where people - employees and clients - really matter consider bringing your talents to Zenith American!

We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package we offer an array of benefits including health vision and dental coverage a retirement savings 401(k) plan with company match paid time off (PTO) great opportunities for growth and much much more!

Required Experience :

Director

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Employment Type : Full-Time

Experience : years

Vacancy : 1