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Client Relationship Manager at Ascensus

Posted in Management 30+ days ago.

Location: Charleston, West Virginia





Job Description:

Chard Snyder, an Ascensus company, is a top national third-party administrator of benefit solutions including Savings & Spending Accounts, COBRA, billing, document services, and FMLA leave administration. We provide expert benefits administration for employers of all sizes, ranging from a few employees to over 400,000. Chard Snyder delivers value to our clients and plan participants through a personal approach, flexibility, smart technology, and compliance focus. Our knowledgeable team provides dedicated personal service that makes life easier for all our stakeholders.



Essential Functions

An individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skills, and/or ability required. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • Serve as the primary client contact that is responsible for the overall satisfaction and management of the client relationship

  • Acquire and maintain knowledge of general health benefits, insurance carrier, company terminology and processes

  • Acquire and maintain knowledge about the assigned client(s), their key internal contacts, vendor partners and benefit program details

  • Evaluate assigned client plans and provide recommendations for efficiencies and/or other services that may improve the client experience and generate additional revenue through cross-selling

  • Meet or exceed retention goals

  • Serve as primary contact for clients' renewal and re-enrollment process, and act as liaison for internal and external client communications

  • Collaborate with internal departments to ensure routine successful plan administration, re- enrollment and to manage client expectations

  • Communicate with advisors and brokers effectively to enhance market reach and to improve client benefit plan offerings

  • Facilitate troubleshooting and resolution of high-level client and plan-wide questions or concerns by using client database and operational systems access to research and provide solutions

  • Educate clients on applicablefederal and/or state regulations

  • Present at client employee meetings or benefit fairs to foster understanding of plans and enrollment process

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. When not traveling, this is routinely a sedentary role however some filing may be required. This would be the ability to lift files, open filing cabinets and bending as necessary.

Travel

This position requires up to 50% travel. At times travel is outside the local area and overnight.



At Ascensus, we aspire to make a difference for others.We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.


As aleading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.



Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

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