Senior Director, Client Management at Trustmark in Charlotte, NC
We are currently seeking a Senior Director for our Client Management Department. The Head of Client Management will play an integral role in the growth and success of Health Benefits, the region, and the Client Management team. This individual will be provide strategic thought leadership, new product and/or initiative rollout, and team leadership for their region, and the broader Health Benefits organization. This position will be responsible for the development of the regional client management budget, staff modeling, and goal setting, aligned with the goals and direction of the organization. This position will also require primary oversight of a small book of self-funded clients. In addition to working closely with the entire Client Management team, Health Benefits departments, consultants, and vendors, the Head of Client Management will have the personal responsibility for one key regional client. Please note we are currently working remotely until our projected return to work date of November 1, 2021, at which time our employees will be working in a hybrid capacity of 3 days in the office and 2 days remotely. Key Accountabilities:
Providing strategic thought leadership and direction for the region and Health Benefits focusing on:
Setting the strategy, and direction to drive high levels of service and retention for all clients within the region Analyzing monthly reports, industry and client specific results to proactively identify trends, and setting appropriate direction Being the face of Health Benefits within the market, and with clients, providing direction, establishing credibility and trust, and represent the best interests of Health Benefits proactively addresses issues, and communicates findings and suggestions to clients and the senior management team This will require attending/participating in annual renewal meetings, assisting with relationship development with clients and brokers & attending meetings with regional president and client managers to review renewal strategy Providing ongoing support, direction, and leadership to the entire Client Management team consistent with the Health Benefits business philosophy to include:
Assigning and monitoring CM, CC and Sales/Marketing workloads Facilitating the ongoing education and development of the Client Management staff regarding industry trends, regulatory changes, and new product designs and features his will require the commitment to assisting current team members with day-to-day client issues, high priority issue resolution to include Supporting the Client Management team with new client implementations process by working collaboratively with other Health Benefits functions, adhering to project plans, timetable, and providing direction to ensure a smooth and seamless transition. Personally providing client management support to key Health Benefits Client(s):
Functioning as the key point of contact, providing consultative support, a high level of customer service, and working proactively across Health Benefits departments to meet client needs, and resolving client issues in a timely and equitable way Ensure strong client relationships are established and maintained through personal contact with clients, phone calls, visits, or entertaining. Analyzing monthly reports, proactively addresses issues, and communicates findings and suggestions to clients Driving upsales of products and services as appropriate Performing other duties as needed/assigned. Minimum Requirements:
7
years Client Management experience Previous experience managing a Client Management team Possess keen understanding of Health Benefits business strategy Project Management:
prioritizes process, establish and meet deadlines, manages diverse group of individuals to meet time critical deadlines and complete tasks Communication Skills:
demonstrate effectiveness in both written and verbal skills, is able to effectively persuade, shares information in concise manner Interpersonal Skills:
relates well to all kinds of people, inside and outside of the organization; builds appropriate rapport; uses diplomacy and tact; can diffuse high tension situation comfortably Cross Functional Team Building:
successfully blends people into teams; establishes purpose of team; creates strong morale; shares successes; gains respect of team Self-motivated:
makes things happen; energized by challenge; understands the importance and impact of assignments and tenaciously move toward completion PC literacy/Microsoft office Bachelor degree in related field
Salary Range:
$80K -- $100K
Minimum Qualification
Account Management, Sales Management & OperationsEstimated Salary: $20 to $28 per hour based on qualifications.
Providing strategic thought leadership and direction for the region and Health Benefits focusing on:
Setting the strategy, and direction to drive high levels of service and retention for all clients within the region Analyzing monthly reports, industry and client specific results to proactively identify trends, and setting appropriate direction Being the face of Health Benefits within the market, and with clients, providing direction, establishing credibility and trust, and represent the best interests of Health Benefits proactively addresses issues, and communicates findings and suggestions to clients and the senior management team This will require attending/participating in annual renewal meetings, assisting with relationship development with clients and brokers & attending meetings with regional president and client managers to review renewal strategy Providing ongoing support, direction, and leadership to the entire Client Management team consistent with the Health Benefits business philosophy to include:
Assigning and monitoring CM, CC and Sales/Marketing workloads Facilitating the ongoing education and development of the Client Management staff regarding industry trends, regulatory changes, and new product designs and features his will require the commitment to assisting current team members with day-to-day client issues, high priority issue resolution to include Supporting the Client Management team with new client implementations process by working collaboratively with other Health Benefits functions, adhering to project plans, timetable, and providing direction to ensure a smooth and seamless transition. Personally providing client management support to key Health Benefits Client(s):
Functioning as the key point of contact, providing consultative support, a high level of customer service, and working proactively across Health Benefits departments to meet client needs, and resolving client issues in a timely and equitable way Ensure strong client relationships are established and maintained through personal contact with clients, phone calls, visits, or entertaining. Analyzing monthly reports, proactively addresses issues, and communicates findings and suggestions to clients Driving upsales of products and services as appropriate Performing other duties as needed/assigned. Minimum Requirements:
7
years Client Management experience Previous experience managing a Client Management team Possess keen understanding of Health Benefits business strategy Project Management:
prioritizes process, establish and meet deadlines, manages diverse group of individuals to meet time critical deadlines and complete tasks Communication Skills:
demonstrate effectiveness in both written and verbal skills, is able to effectively persuade, shares information in concise manner Interpersonal Skills:
relates well to all kinds of people, inside and outside of the organization; builds appropriate rapport; uses diplomacy and tact; can diffuse high tension situation comfortably Cross Functional Team Building:
successfully blends people into teams; establishes purpose of team; creates strong morale; shares successes; gains respect of team Self-motivated:
makes things happen; energized by challenge; understands the importance and impact of assignments and tenaciously move toward completion PC literacy/Microsoft office Bachelor degree in related field
Salary Range:
$80K -- $100K
Minimum Qualification
Account Management, Sales Management & OperationsEstimated Salary: $20 to $28 per hour based on qualifications.
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