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Form of workHigginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a CDHP Client Relationship Manager in our Fort Worth, TX office.
Position Summary: The ideal candidate will be service oriented, proactive and well organized. The CDHP Client Relationship Manager is responsible for managing the relationship between internal resources and external clients. This includes coordinating FSA, DCAP, HRA implementations, ongoing service and renewals.
Essential Tasks:
• Communicates with account managers, producers, clients and carriers via telephone, email and interoffice technology platforms.
• Coordinates the implementation across departments, to include producers, account managers, clients and carriers to ensure alignment with project deliverables and milestones.
• Create and continually monitor implementation deliverables and maintain project plan(s) as needed.
• Effectively reviews all documents received for accuracy and provides necessary feedback.
• Facilitates ongoing training for clients and internal associates during implementation.
• Proactively addresses client/ participant issues and provides a resolution when needed.
• Respond to all requests made by the client and/or producer or account manager within the same business day Provide compliance and regulatory knowledge of the product offerings.
• Create efficiencies and process improvements; have a "Lessons Learned" to address process improvements for implementations. Resolve any issues brought forward during the implementation period and communicate these issues to Producers and account managers, and client when appropriate. Create and maintain and issues/escalation tracker.
• Assist in creating special processes for clients in collaboration with other teams needed.
• Other tasks as assigned.
Specific Knowledge, Skills and Abilities:
• Excellent verbal and written communication skills
• Must be proficient in Microsoft Excel, Word, ADOBE Writer, CSV formats and Smart Sheet.
• Maintain knowledge of Section 125 laws.
• Understand SPD, SBC and benefits.
• Implementation experience is required. Ability to multitask and lead projects a successful closure.
• Possess strong interpersonal and proactive troubleshooting skills.
• Utilize excellent organizational and time management skills.
• Provide superior customer service to internal and external customers.
• Ability to work independently, assess situations quickly and make logical and appropriate decisions.
Experience and Education:
• 1-3 + years Sec 125/FSA/HRA/DCAP
Physical Requirements:
• Ability to lift 25 pounds.
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all direction
Position Summary: The ideal candidate will be service oriented, proactive and well organized. The CDHP Client Relationship Manager is responsible for managing the relationship between internal resources and external clients. This includes coordinating FSA, DCAP, HRA implementations, ongoing service and renewals.
Essential Tasks:
• Communicates with account managers, producers, clients and carriers via telephone, email and interoffice technology platforms.
• Coordinates the implementation across departments, to include producers, account managers, clients and carriers to ensure alignment with project deliverables and milestones.
• Create and continually monitor implementation deliverables and maintain project plan(s) as needed.
• Effectively reviews all documents received for accuracy and provides necessary feedback.
• Facilitates ongoing training for clients and internal associates during implementation.
• Proactively addresses client/ participant issues and provides a resolution when needed.
• Respond to all requests made by the client and/or producer or account manager within the same business day Provide compliance and regulatory knowledge of the product offerings.
• Create efficiencies and process improvements; have a "Lessons Learned" to address process improvements for implementations. Resolve any issues brought forward during the implementation period and communicate these issues to Producers and account managers, and client when appropriate. Create and maintain and issues/escalation tracker.
• Assist in creating special processes for clients in collaboration with other teams needed.
• Other tasks as assigned.
Specific Knowledge, Skills and Abilities:
• Excellent verbal and written communication skills
• Must be proficient in Microsoft Excel, Word, ADOBE Writer, CSV formats and Smart Sheet.
• Maintain knowledge of Section 125 laws.
• Understand SPD, SBC and benefits.
• Implementation experience is required. Ability to multitask and lead projects a successful closure.
• Possess strong interpersonal and proactive troubleshooting skills.
• Utilize excellent organizational and time management skills.
• Provide superior customer service to internal and external customers.
• Ability to work independently, assess situations quickly and make logical and appropriate decisions.
Experience and Education:
• 1-3 + years Sec 125/FSA/HRA/DCAP
Physical Requirements:
• Ability to lift 25 pounds.
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all direction
