Client Relationship Manager

Cbiz, Inc. Philadelphia , PA 19107

Posted 3 days ago

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.

Our CBIZ Savitz office provides a comprehensive service model to help plan sponsors manage the risk and complexities of plan sponsorship. Whether you sponsor a 401(k), 403(b), 457, 401(a), profit sharing plan, money purchase, non-qualified (DB & DC), pension, cash balance, SERP, VEBA, etc., we have an experienced administration, actuarial and advisory team ready to assist.

Job Purpose / Objective

  • Function as part of department senior management team

  • Manage client account and internal account teams

  • Provide strategic business insights to clients and internal leadership

Roles & Responsabilities

  • Manage overall client book of business

  • Operate as a subject matter expert in connection with the design and administration of employee benefit plans (Defined Benefits, Defined Contribution and/or Health and Welfare)

  • Share knowledge and make sound business decisions

  • Gather, understand and utilize data and key metrics to make recommendations on internal department procedures

  • Recognize business opportunities for our clients and for CBIZ

  • Participate in new business responses and presentations

  • Assume significant client responsibility as client's trusted advisor, is relied upon for: knowledge of industry trends; identification of client issues and conflicts; proactively communicating solution options to client and team

  • Manage staff on timely execution of engagement deliverables, including meeting regulatory timing requirements for each client

  • Complete technical and strategic reviews to ensure quality control standards are met

  • Assume responsibility for new client development in partnership with upper management

  • Lead client meetings and presentations

  • Familiarize clients with all CBIZ services and assist with the development of proposals in connection with individual cross serve goals

  • Assume responsibility for billing and realization on assigned clients; develop overall engagement budget, analyze and explain variances

  • Develop and maintain understanding of client's employee benefit plan goals and objectives

  • Supervise, train and mentor staff; listen and communicate effectively

  • Work to develop responsible, trained staff by conducting performance feedback and evaluations

  • Drive a team environment; demonstrate support of management decisions and build a positive culture

  • Additional responsibilities as assigned

Minimum Qualifications

  • Bachelor's degree required or at least 5-8 years of experience in related field

  • At least 3-5 years supervisory experience

  • Credentialed member a plus but not required (ASPPA, SOA, CCA, AAA, CEBS)

  • Ability to manage all aspects of client engagements

  • Ability to manage deadlines, work on multiple assignments and prioritize assignments as necessary

  • Ability to manage staff to ensure appropriate priorities, deliverables and development of skills

  • Strong verbal and written communication skills with demonstrated ability to communicate effectively throughout all levels of an organization, both internally and externally

  • Proficiency with Microsoft Office and other applicable technology

  • Ability to travel based on client and business needs

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Client Relationship Manager

Cbiz, Inc.