Home
/
Account Management
/
Account Services Mgr 3
Account Services Mgr 3-June 2024
Portland
Jun 11, 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
Wealth Strategist I - PNC Investments
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
PLS Account Associate
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Account Representative, Commercial Lines
IGNITE YOUR PASSION IMPACT WHAT MATTERS WHO WE ARE. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 530 HUB of
Senior Account Manager
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Merrill Associate Client Relationship Manager
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth M
Loan Support Analyst Senior - Collateral Surveillance - Midland
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Account Management Team Lead, North America SMB
Responsibilities TikTok is the leading destination for short-form mobile video. Our mission is to inspire creativity and bring joy. TikTok has global offices including Los Angeles, New York, London,
TikTok Shop Graduate Development Program (Indonesia E-commerce) - 2024 Start
Responsibilities TikTok is the leading destination for short-form mobile video. Our mission is to inspire creativity and bring joy. TikTok has global offices including Los Angeles, New York, London,
Merrill Market Supervision Manager
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth M
Private Client Personal Lines Account Manager
ABOUT HUB INTERNATIONAL: HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and hea
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved