Identify, build and deepen relationships to gain incremental wallet share of the high net worth segment through a superior customer experience; work with all roles on branch team to ensure all clients have a positive in-branch experience.
The Alliance Client Service Manager works with the Reimbursement and Continuation of Benefits Operations Team, Participant Services, and the Alliance Partners, Clients and Participants to research, resolve and respond to client, participant, and plan issues for all clients engaged in Reimbursement and Continuation of Benefits services.
Responsible for the human resource management activities including maintenance of proper staffing levels, resource optimization, dynamic load-sharing, employee relations, mentoring, talent/career development and rewards/recognition.
Develops and maintains the client relationship as a function of the initial implementation and is primary point of client contact throughout the implementation lifecycle until transitioned to the program management team.
Review renewals, new business presentations, and open enrollment materials to ensure they are accurate and complete in content, are compliant with company and regulatory guidelines, and reflect a professional appearance