Job Description

Come work with a Great Company that ENGAGES it's employees, has future growth potential, flexibility and great company perks.

VOTED AGAIN FOR BOTH SAN DIEGO'S BEST AND BRIGHTEST COMPANIES TO WORK FOR & BEST AND BRIGHTEST COMPANIES TO WORK FOR IN THE NATION!

CLIENT SERVICE MANAGER - SENIOR LEVEL

PLEASE ONLY APPLY IF YOUR MOST RECENT POSITIONS WERE WORKING IN THE BENEFITS INDUSTRY AND CLIENT SERVICES.

WE ARE LOOKING FOR CANDIDATES EITHER LOCAL TO SAN DIEGO, CA, OR REMOTE CANDIDATES IN THE FOLLOWING STATES:

AZ, CA, CO, FL, IN, NC, NV, OK, OR, TX, UT

If you have ALL of the following credentials below – we want to hear from you!

· EXTREMELY DETAIL ORIENTED AND ORGANIZED · ADVANCED KNOWLEDGE OF THE BENEFITS INDUSTRY · KNOWLEDGEABLE AND RESOURCEFUL · COLLABORATIVE AND WILLING TO GO ABOVE AND BEYOND TO SUPPORT SALES TEAM · 5-10 YEARS DIRECT CLIENT FACING BENEFITS ADMINISTRATION AND MANAGEMENT EXPERIENCE · CONSULTATIVE AND CLIENT FOCUSED · EXPERIENCE WORKING AS A THIRD PARTY ADMINISTRATOR (TPA) · STRONG WRITTEN AND VERBAL COMMUNICATION SKILLS · STRONG JOB HISTORY TRACK RECORD · GLOWING REFERENCES · DEPENDABLE AND ABLE TO WORK INDEPENDENTLY

WHAT DOES THIS ROLE DO? The CSM II serves as the overall account manager for large and/or mid-size clients covering all of TRI-AD’s H&W administrative service offerings (eligibility /enrollment, reimbursement accounts [FSA, HSA, Commuter, etc.], COBRA, Direct Bill and Voluntary Products. The CSM II is responsible for developing and fostering long-term client relationships providing consultative, proactive client service support and efficiently resolving service issues as they occur. The CSM II is also accountable for managing the scope of services for each client, negotiating out of scope requests, and acting as the project manager.

EXPERIENCE

• Knowledge of benefits, HR systems and business processes.
• Proficiency with office technology, information systems, analysis and project management tools.
• Knowledge of benefits regulations, plan design, and industry best practices.
• Superior track record of stellar client service relationships.
• 5-10 years’ Benefits Administration industry experience with an emphasis on direct client management.
• Travel and presentations for clients

SKILLS

• Strong interpersonal communication and relationship building skills.
• Ability to plan and lead client meetings in a professional, consultative, and effective manner.
• Proficiency with MS office technology (Word, Excel, PowerPoint).
• Experience with benefits and/or HR information systems and project management tools.
• Clear, concise, and accurate oral and written communication skills.
• Ability to multi-task and work on several projects simultaneously while working under pressure to meet deadlines.
• Logical thinker with strong problem-solving abilities.
• Excellent planning and organizational skills.
• Problem solving and resolution skills: The CSM must be able to manage clients through issues by effectively managing internal resources to identify the root cause, resolution, client alternatives, etc.

Company Description

Our culture is unique and exemplary. Our Associates are expected to grow and thrive, to act with kindness and respect for themselves and others, and to hold themselves to the highest standards of quality service. We have a family-based culture and genuinely care for each other’s’ success. Our Associates and clients develop long-term relationships as evidenced by our large number of clients with tenure of 20 years or more. We believe in challenging our Associates, because when they excel, the company benefits. And when the company benefits, the employees reap more rewards. It’s a self-sustaining cycle of excellence and it creates a culture that maximizes both work and fun. TRI-AD Who We Are...Our culture is unique and exemplary. Our Associates are expected and encouraged to grow and thrive, to act with kindness and respect for themselves and others, and to hold themselves to the highest standards of quality service. We have a family-based culture and genuinely care for each other’s success. Our Associates and clients develop long-term relationships as evidenced by our large number of clients with tenure of 20 years or more and by low Associate turnover. We believe in challenging our Associates, because when they excel, the company benefits. And when the company benefits, the employees reap more rewards. It's a self-sustaining cycle of excellence and it creates a culture that maximizes both work and fun. What We Do...TRI-AD is a total benefits administration firm that serves the unique needs and requirements of mid-market employers. Privately owned for more than 40 years, TRI-AD's hallmark has been the development of long-term and mutually beneficial relationships with our clients and a superior service experience for their plan participants. TRI-AD is not a volume shop or a "cookie cutter" benefits administrator. We partner with organizations that value high-touch service, flexibility and a willingness to adapt our service approach to the needs of our clients...not the other way around. TRI-AD's one-stop approach for all benefits administration needs ensures accountability, streamlined processes, ease-of-use and complete satisfaction for our clients and their plan participants. What We Offer...TRI-AD offers many benefits and perks to its associates. We believe strongly in nurturing great associates and we offer opportunities for achievements and upwards growth. TRI-AD offers competitive health benefits as well as a retirement option, fantastic company events and contests, wellness programs, identity protection membership, casual working environment, flexible schedules for some positions, work life integration, discounts on local events and more! Everything we do at TRI-AD is intended to enrich the health and financial well-being of people just like you. We can only achieve this if every one of our employees is driven by the same purpose and is energized by providing a positive and rewarding experience in every interaction they have with our clients and their employees. In return, TRI-AD employees benefit because they not only work for a successful growing company with opportunities for personal growth, but they also achieve their own personal satisfaction of knowing they are contributing to enhancing the lives of those we serve every day. More about TRI-AD TRI-AD is in the business of assisting organizations with delivering personal services to their employees in a way that helps attract and retain these employees. While our services are currently focused around health & welfare and retirement plan benefits, we are expanding our footprint to be able to support many other areas where organizations provide services and benefits to their employees. TRI-AD manages every touch point with its clients and their employees through a combination of great people and personalized self-service technology platforms. As for some history, we have been around for over 45 years and privately held. This has added to the company's unique culture around family values and inclusion. We want our Associates to feel like they have a second home here and we provide amenities to make people feel excited to come to work. More benefits include: flexible hours, true autonomy, company sponsored events such as our summer annual party, Vision and Values meeting, our random giveaways, massage therapist visits, car washes, and our walking club, all on company time! We also close down early select days of the year for our Company wide events. Not all of our great perks fit here so if you're interested to learn more give us a call or email us! This is in addition to our competitive compensation, medical, vision, dental, 401(k), identity theft protection, and many more! We can't wait to hear from you!