Client Services Lead (Remote)

Preferably a college degree (or equivalent). 5+ years of experience working directly with clients in the employee benefits/benefit administration industry. Strong project management experience, especially with technology projects. In-depth understanding of benefit administration and employee benefit programs. Comfortable with technology and adept at navigating systems. Ability to troubleshoot issues in Human Capital Management/Benefits Administration Systems. Experience with Human Resources and HRIS/payroll systems. Excellent relationship management, project management, and analytical skills. Consultative communication style with clients, providing tailored solutions. Proven ability to collaborate across functional areas. Resilience under pressure with a knack for organizing chaos. Resourceful problem solver with collaborative solutions. Tech-savvy and willing to learn new technologies. Availability to travel up to 10%.

Act as the primary liaison between 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 client documentation, including Standard Operating Procedures and process-related materials. Stay updated on product releases and provide consultations on updates. Drive continuous improvement in service delivery across all teams. Coordinate Annual Enrollment activities and engage clients and internal teams. Participate in sales meetings and assist during prospect visits. Identify trends in client needs and provide support to internal teams.