Client Relationship Director
for section headings. Use - for lists. Use
for prose.
We need to preserve all substantive information, not invent or summarize away detail. Must not repeat job title as heading. No Job ID. Must not create sections with filler.
Thus sections: About the role (Position Summary), Responsibilities (Key Duties And Responsibilities), Requirements (Minimum Qualifications), Preferred Qualifications (maybe as separate section? Could combine under Requirements but better separate as "Preferred Qualifications"). Benefits, Pay. Working Conditions maybe as its own section.
We must not include boilerplate like Disability Accommodation, note about job description not comprehensive, etc.
We need to ensure we don't include any fluff like "Zenith American Solutions Real People..." that's marketing fluff; is that substantive? It's about company description; could be considered boilerplate but maybe part of posting. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The marketing fluff about company may be considered not essential but not explicitly prohibited. However we should preserve ALL substantive information; marketing fluff might be considered substantive? It's not about job duties. Might be considered boilerplate but not listed. Safer to keep? The instruction says remove only those categories; marketing fluff not listed, so we keep. But we need to decide if we include as a paragraph under About the role? Could be separate section "About the company". But not requested heading; we could include as a paragraph after Position Summary. However they said use headings only for sections like About the role, Responsibilities, etc. So we could add a paragraph after the Position Summary without heading.
Thus output:
About the role
Position Summary The Client Relationship Director directly leads a defined book of business (BOB), comprising a set of named clients, in accordance with Company guidelines, client needs, and regulatory requirements. The Director, Client Relationship acts in a mentorship role to their BOB's assigned team. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."
Responsibilities
- Manages all aspects of the client relationship and account management activities of the assigned client(s) to retain and strengthen client relationships.
- Directs the execution of a defined account strategy, remaining abreast of the specific needs of each assigned client, to develop a value-based client relationship.
- Sets and manages client expectations and account-related activities such as identifying and developing additional service opportunities and coordinating the delivery of ZAS services.
- Pursues and executes cross-sell, upsell and renewal motions across their BOB.
- Recommends and obtains client fee increases, and partners with ZAS Legal Department to prepare contracts and amendments.
- Acts as liaison between the Boards of Trustees, and Professionals of the Benefit Funds with Zenith Operations Staff.
- Engages with client fund participants as required, for example via external retirement seminars.
- Partners with the Zenith Operations organization, as well as Accounting and IT, to ensure operational effectiveness in dealing with critical client issues and in maintaining top-quality client delivery.
- Monitors revenue, expenses, and profitability of assigned client(s) to ensure financial goals are met.
- Assists in the implementation of newly assigned clients.
- Oversees all aspects of relationships with vendors, including analysis and reporting for vendors and third parties.
- Reviews and approves contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client and fund counsel.
- Implements client requirements, filings, fund communications, and changes in benefit programs at the direction of client and fund counsel.
- Facilitates client meetings, including agenda, report generation and follow-up.
- Monitors government filings and current government regulations that may affect the operations of the Company or the client.
- Oversees quality and quantity of work produced to ensure compliance with regulatory requirements and Plan guidelines are consistently met.
- (Where relevant) Mentors team, demonstrating leadership qualities consistent with management values and mission.
- Develops staff through performance management, goal setting, training, and effective employee relations.
- Responsible for lead generation from existing industry relationships including BOB referrals, and in pursuing additional funds/services with existing clients.
- Assists Regional President in coordinating projects related to operational improvement and efficiencies, including internal/external communications, target setting, and resource management.
- Performs other duties as assigned.
Requirements
- Education: Associate's degree in a business-related field.
- Industry experience: 5+ years of experience in client management, sales, or account management.
- Experience in a leadership role in client management.
- Prior experience in benefits, insurance, finance, or TPA environment.
- Professional experience working with Taft-Hartley clients and plan professionals.
- Working knowledge of Customer Relationship Management software or systems such as Salesforce or Smartsheet.
- Thorough knowledge of health and/or welfare group benefits plans and associated administration systems.
- Thorough understanding of compliance and regulatory procedures related to the administration and processing of health and welfare benefits.
- Understanding of benefits operations and processes (health & welfare and retirement), including payment of claims, interpretation of contracts, communication of benefits, etc.
- Skills: Ability to exercise independent judgment, manage multiple priorities, and consistently deliver high-caliber results.
- Strong decision-making and organizational skills with the ability to optimize the use of all available resources and deliver on multiple priorities.
- Skilled negotiator, with confidence navigating challenging conversations including diplomatic resolution of conflicts to achieve mutually beneficial outcomes.
- Effective mentor to junior colleagues, helping to nurture talent within the team.
- Highly developed sense of professionalism, maturity, integrity, and commitment to customer satisfaction.
- Excellent verbal and written communication skills, including interpersonal and presentation skills.
- Proficient PC skills including Microsoft Word, Excel and Outlook skills. PowerPoint experience preferred.
- Ability to communicate effectively with all levels of an organization.
- Exceptional team player with the confidence and integrity to earn the confidence of the client(s) and the internal team quickly.
- Other: Ability and willingness to travel as necessary.
Preferred Qualifications
- Bachelor's of Business Administration degree
Benefits
- Health, vision, and dental coverage
- Retirement savings 401(k) plan with company match
- Paid time off (PTO)
- Great opportunities for growth
Pay
Compensation: $85,000/annually
Working Conditions
- Prolonged periods of sitting at a desk and working on a computer.
- Regular travel throughout multiple states.
- May be required to work remotely.
- Must be able to lift up to 15 pounds at times.
We should also include the company description paragraph maybe after About the role? Could add a about Zenith American Solutions. The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. The company description is substantive? It's about the company, not the job. Might be considered fluff but not prohibited. I'd include as a paragraph after About the role without heading.
Thus after About the role paragraph, add a
with the company description: "Zenith American Solutions Real People. Real Solutions. National Reach. Local Expertise. We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day. Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before. We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American! We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!"
But note we already have Benefits section; this duplicates benefits. Might be redundant but it's from the posting. However we should not duplicate content? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. Duplicated lines: we should remove duplicated lines. The benefits description in the company paragraph duplicates the Benefits section. We should avoid duplication. So we could either keep the company paragraph but remove the duplicated benefit sentences, or keep Benefits section and drop the duplicated part from company paragraph. Since we already have Benefits section, we can trim the company paragraph to not repeat benefits. Let's keep company paragraph but remove the benefits list sentences. The paragraph currently: "We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!" That's duplicate. We could remove that sentence entirely. Or we could keep the earlier part about "We realize the importance..." but remove the list. Safer to remove the whole sentence about benefits. Let's keep company paragraph up to "mutual respect." Then stop.
Thus company paragraph: "Zenith American Solutions Real People. Real Solutions. National Reach. Local Expertise. We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our
for prose. We need to preserve all substantive information, not invent or summarize away detail. Must not repeat job title as heading. No Job ID. Must not create sections with filler. Thus sections: About the role (Position Summary), Responsibilities (Key Duties And Responsibilities), Requirements (Minimum Qualifications), Preferred Qualifications (maybe as separate section? Could combine under Requirements but better separate as "Preferred Qualifications"). Benefits, Pay. Working Conditions maybe as its own section. We must not include boilerplate like Disability Accommodation, note about job description not comprehensive, etc. We need to ensure we don't include any fluff like "Zenith American Solutions Real People..." that's marketing fluff; is that substantive? It's about company description; could be considered boilerplate but maybe part of posting. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The marketing fluff about company may be considered not essential but not explicitly prohibited. However we should preserve ALL substantive information; marketing fluff might be considered substantive? It's not about job duties. Might be considered boilerplate but not listed. Safer to keep? The instruction says remove only those categories; marketing fluff not listed, so we keep. But we need to decide if we include as a paragraph under About the role? Could be separate section "About the company". But not requested heading; we could include as a paragraph after Position Summary. However they said use headings only for sections like About the role, Responsibilities, etc. So we could add a paragraph after the Position Summary without heading. Thus output:
About the role
Position Summary The Client Relationship Director directly leads a defined book of business (BOB), comprising a set of named clients, in accordance with Company guidelines, client needs, and regulatory requirements. The Director, Client Relationship acts in a mentorship role to their BOB's assigned team. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."
Responsibilities
- Manages all aspects of the client relationship and account management activities of the assigned client(s) to retain and strengthen client relationships.
- Directs the execution of a defined account strategy, remaining abreast of the specific needs of each assigned client, to develop a value-based client relationship.
- Sets and manages client expectations and account-related activities such as identifying and developing additional service opportunities and coordinating the delivery of ZAS services.
- Pursues and executes cross-sell, upsell and renewal motions across their BOB.
- Recommends and obtains client fee increases, and partners with ZAS Legal Department to prepare contracts and amendments.
- Acts as liaison between the Boards of Trustees, and Professionals of the Benefit Funds with Zenith Operations Staff.
- Engages with client fund participants as required, for example via external retirement seminars.
- Partners with the Zenith Operations organization, as well as Accounting and IT, to ensure operational effectiveness in dealing with critical client issues and in maintaining top-quality client delivery.
- Monitors revenue, expenses, and profitability of assigned client(s) to ensure financial goals are met.
- Assists in the implementation of newly assigned clients.
- Oversees all aspects of relationships with vendors, including analysis and reporting for vendors and third parties.
- Reviews and approves contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client and fund counsel.
- Implements client requirements, filings, fund communications, and changes in benefit programs at the direction of client and fund counsel.
- Facilitates client meetings, including agenda, report generation and follow-up.
- Monitors government filings and current government regulations that may affect the operations of the Company or the client.
- Oversees quality and quantity of work produced to ensure compliance with regulatory requirements and Plan guidelines are consistently met.
- (Where relevant) Mentors team, demonstrating leadership qualities consistent with management values and mission.
- Develops staff through performance management, goal setting, training, and effective employee relations.
- Responsible for lead generation from existing industry relationships including BOB referrals, and in pursuing additional funds/services with existing clients.
- Assists Regional President in coordinating projects related to operational improvement and efficiencies, including internal/external communications, target setting, and resource management.
- Performs other duties as assigned.
Requirements
- Education: Associate's degree in a business-related field.
- Industry experience: 5+ years of experience in client management, sales, or account management.
- Experience in a leadership role in client management.
- Prior experience in benefits, insurance, finance, or TPA environment.
- Professional experience working with Taft-Hartley clients and plan professionals.
- Working knowledge of Customer Relationship Management software or systems such as Salesforce or Smartsheet.
- Thorough knowledge of health and/or welfare group benefits plans and associated administration systems.
- Thorough understanding of compliance and regulatory procedures related to the administration and processing of health and welfare benefits.
- Understanding of benefits operations and processes (health & welfare and retirement), including payment of claims, interpretation of contracts, communication of benefits, etc.
- Skills: Ability to exercise independent judgment, manage multiple priorities, and consistently deliver high-caliber results.
- Strong decision-making and organizational skills with the ability to optimize the use of all available resources and deliver on multiple priorities.
- Skilled negotiator, with confidence navigating challenging conversations including diplomatic resolution of conflicts to achieve mutually beneficial outcomes.
- Effective mentor to junior colleagues, helping to nurture talent within the team.
- Highly developed sense of professionalism, maturity, integrity, and commitment to customer satisfaction.
- Excellent verbal and written communication skills, including interpersonal and presentation skills.
- Proficient PC skills including Microsoft Word, Excel and Outlook skills. PowerPoint experience preferred.
- Ability to communicate effectively with all levels of an organization.
- Exceptional team player with the confidence and integrity to earn the confidence of the client(s) and the internal team quickly.
- Other: Ability and willingness to travel as necessary.
Preferred Qualifications
- Bachelor's of Business Administration degree
Benefits
- Health, vision, and dental coverage
- Retirement savings 401(k) plan with company match
- Paid time off (PTO)
- Great opportunities for growth
Pay
Compensation: $85,000/annually
Working Conditions
- Prolonged periods of sitting at a desk and working on a computer.
- Regular travel throughout multiple states.
- May be required to work remotely.
- Must be able to lift up to 15 pounds at times.
about Zenith American Solutions. The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. The company description is substantive? It's about the company, not the job. Might be considered fluff but not prohibited. I'd include as a paragraph after About the role without heading. Thus after About the role paragraph, add a
with the company description: "Zenith American Solutions Real People. Real Solutions. National Reach. Local Expertise. We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day. Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before. We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American! We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!" But note we already have Benefits section; this duplicates benefits. Might be redundant but it's from the posting. However we should not duplicate content? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. Duplicated lines: we should remove duplicated lines. The benefits description in the company paragraph duplicates the Benefits section. We should avoid duplication. So we could either keep the company paragraph but remove the duplicated benefit sentences, or keep Benefits section and drop the duplicated part from company paragraph. Since we already have Benefits section, we can trim the company paragraph to not repeat benefits. Let's keep company paragraph but remove the benefits list sentences. The paragraph currently: "We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!" That's duplicate. We could remove that sentence entirely. Or we could keep the earlier part about "We realize the importance..." but remove the list. Safer to remove the whole sentence about benefits. Let's keep company paragraph up to "mutual respect." Then stop. Thus company paragraph: "Zenith American Solutions Real People. Real Solutions. National Reach. Local Expertise. We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our