Home
/
Account Management
/
Account Services Mgr 3
Account Services Mgr 3-November 2024
Portland
Nov 15, 2026
About Account Services Mgr 3

  The Client Manager will be responsible for establishing effective working relationships with Internal

  Partners, Clients and Client vendors.

  Major Duties and Responsibilities

  • 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.

  • Manage 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.

  • 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 product compliance developments.

  • Develop and maintain effective relationships with Client vendors / data sources.

  • Complete special projects and miscellaneous duties as assigned.

  • Remain informed regarding regulatory and product developments.

  • Further education through compliance courses with intent to pursue an industry designation.

  • Demonstrate a "whatever it takes" attitude to ensure client satisfaction and to support

  key UnifyHR initiatives.

  • Project a professional image in action and appearance.

  • Consistently be on time for work, scheduled meetings and training classes.

  Supervisory Responsibilities

  No direct reports

  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 are typical of the job and must

  be met by an employee to successfully perform the essential functions of this job. Reasonable

  Page 2 of 2

  4/30/2021 2:15 PM @Copyright 2018 UnifyHR. All Rights Reserved.

  accommodations may be made to enable individuals with disabilities to perform the essential functions.

  The employee is occasionally required to stand, walk, sit, use hands to type, handle objects, tools or

  controls, reach with hands and arms, climb stairs, talk or hear.

  Position Type and Expected Work Hours

  This is a full-time position. Days and hours of work may vary depending on workload and seasonal

  business needs. Evening and weekend work may be required as job duties demand. Schedule is

  determined by supervisor and agreed upon in advance.

  Travel Requirements

  5 - 10% of time out of the office and overnight travel

  Required Education and Experience

  • Minimum 3 years prior account management experience

  Preferred Education and Experience

  • 4-year college degree or industry specific designation

  Required Skills and Qualifications

  • 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 workload

  • 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

  Other Duties

  This job description is not a comprehensive list of all assigned duties, responsibilities, or aspects of the

  job, and may be amended at any time at the sole discretion of UnifyHR.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Licensed Financial Services Representative
Salary: USD $48,400 - $69,100 / Year Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the s
Account Manager, Commercial Lines
Account Manager's will assist in the sales process and supports the ongoing client relationship. Duties & Responsibilities Identify and analyze insurance exposures for client. Participates in req
Implementation Manager
Sprinklr is a leading enterprise software company for all customer-facing functions. With advanced AI, Sprinklr's unified customer experience management (Unified-CXM) platform helps companies deliver
Copy of Senior Client Partner - Financial Services
Description Seeking highly diverse candidates! The Client Partner is responsible for managing a book of business for the Financial Services (FS) unit of Publicis Sapient (PS) in Chicago, Illinois. Th
Account Manager, Vaccines- Raleigh, NC
Site Name: USA - North Carolina - Raleigh East Posted Date: Dec 11 2023 Account Manager, Vaccines- Raleigh, NC GSK is a science-led global healthcare company that researches and develops a broad rang
Commercial Account Manager
About NetApp We're forward-thinking technology people with heart. We make our own rules, drive our own opportunities, and try to approach every challenge with fresh eyes. Of course, we can't do it al
Senior Technical Account Manager
At Qualtrics, we create software the world's best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platfor
ACCOUNT MANAGER I
At TE, you will unleash your potential working with people from diverse backgrounds and industries to create a safer, sustainable and more connected world. Job Discription • Analyze market and indust
Director Customer Success, Japan
Company Description At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can't wait, and we innovate in ways no one else ca
Account Manager, Technology
Description At Kforce, our culture of flexibility empowered through trust, technology and opportunity allows you to design your best life. Find the best path to your success by joining our award-winn
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved