Client Services Lead (Work Remotely Anywhere in the U.S.)

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Requirements:

• 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%.

Responsibilities:

• 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!