Client Services Manager

Client Services Manager - Our client is a Third Party Administrator in the Portland Metro area and this Direct Hire opening will be servicing high level clients on their Benefit Funds. For consideration, please apply online or email resume to talent@activatestaffing.com.

Job Description

Client Services Manager opening for Third Party Administrator in the Portland Metro area.  Primary job functions will be performed in the office.

The successful candidate will:

  • Be responsible for acting as a liaison between the Boards of Trustees, and Professionals of the Benefit Funds.
  • Have experience in working with public figures, high net worth, and /or entertainment field individuals.
  • Possess confidence and integrity to earn client's and internal team's trust quickly.

Responsibilities:

  • Manage all aspects of the client relationships with Health and Pension Trusts.
  • Create and execute account strategies to develop a value-based relationship with each client
  • Provide continuous internal communications  to enhance effectiveness in dealing with critical client issues.
  • Facilitate client meetings, including meeting agenda, report generation and follow-up. 
  • Review and approve client financial statements, Summary Plan Descriptions, benefit communications and other client documents.
  • Monitor revenue, expenses and profitability  of clients to ensure financial goals are met.
  • Coordinate with New Business Sales Team to transition new clients into the business.

Requirements:

  • 5+ years of related experience in an insurance, benefits or TPA environment.
  • Exceptional team player with confidence & integrity.
  • Highly developed sense of professionalism, maturity and commitment to customer satisfaction.
  • Understanding of benefits operations and processes.
  • Strong decision-making and organizational skills
  • Exceptional analytical and problem resolution skills
  • Ability and willingness to travel as necessary.

Salary Range:

  • $72,000 - $80,000 Annually

About Activate Staffing LLC

The Resource for Insurance Professionals
Activate Staffing is a premier staffing firm specializing in the Insurance Industry. Our staff is comprised of the best Insurance and Staffing professionals in the industry to fill the staffing needs of Insurance Companies, TPAs, Self-Insured Entities, and Retail and Wholesale Agencies and Brokerages. We have the breadth of knowledge and the skills needed to successfully match top-notch talent with highly rated companies. Give us a call, and Expect the Best!

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Job Summary

  • Job ID

    1620712

  • Category

    Health & Benefits TPA

  • Location

    Tualatin, OR

  • Order Type

    Direct Hire

  • Contact Phone

    (720) 633-9726

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