UnifyHR, an Ascensus® company, helps employers satisfy their fiduciary responsibilities, meet their compliance obligations, and save money by making employee benefits easier to manage. We provide flexible and affordable support that helps employers manage complex employee benefits programs so they can focus on their core business. Our knowledgeable team oversees a suite of offerings that covers an employee’s entire lifecycle from new hire to retiree.

Client Manager

Job Description

MAJOR RESPONSIBILITIES:

• Management of ongoing client service relationships for clients through regularly scheduled meetings and effective communications
• Maintain open and clear communication channels with Clients, Client IT Resources, and referring consultants
• 5 - 10% of time out of the office and overnight travel
• Communicate due dates, timelines and expectation to Clients and partners
• Identify problems, summarize and develop strategic solutions
• Install new Clients effectively utilizing resources to match Client needs
• Administer renewals including communicating appropriate contractual changes to supervisor
• Prepare draft employee communications for client approval
• Review processing reports with clients, emphasizing exceptions or indicated remediation
• Inform clients of ACA compliance developments
• Develop and maintain effective relationships with Client vendors / data sources
• Complete special projects and miscellaneous duties as assigned

PROFESSIONAL DEVELOPMENT:

• Remains informed regarding regulatory and product developments
• Expected to further education through compliance courses with intent to pursue an industry designation

TRAINING WILL INCLUDE:

• On-site ongoing training provided for all above duties
• Off-site training as required for continuing education requirements

CORE JOB OBJECTIVES:

• Establish effective working relationships with Internal Partners, Clients and Client vendors
• Demonstrate a “whatever it takes” attitude to ensure client satisfaction and to support key UnifyHR initiatives
• Work with Internal Partners, Clients and Carriers to ensure accurate and timely response to all outstanding issues in a manner that fosters mutual respect and teamwork
• Respond to communications and requests from all Clients and Partners by stated timeframes
• Project a professional image in action and appearance
• Consistently be on time for work, scheduled meetings and training classes

REQUIRED SKILLS & QUALITIES:

• Minimum 3 years prior account management experience
• 4-year college degree or industry specific designation preferred
• Must obtain NAHU PPACA certification within 4 months following date of employment and retain licenses by meeting the continuing education requirements.
• Excellent communication skills, both oral and written
• Strong presentation skills
• Strong attention to detail and ability to self-check work
• Excellent time management skills
• Task oriented, excellent organizational skills, ability to prioritize work load
• Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative
• Excellent problem-solving skills
• High level of computer literacy including working knowledge of Windows2003, Excel, Word

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 a leading 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.