Account/Relationship Manager

The Account Manager/Relationship Manager is responsible for full account management for assigned client(s) and ensures proper administration of the clients’ needs and overall client satisfaction.

Responsibilities:

Management

• Manage complex business relationships with strategically important clients, including Fund Trustees, Attorneys and Consultants.
  
• Ensure high client satisfaction acting as a trusted resource for timely and accurate issue resolution, quarterly status meetings, attendance and participation at Trust meetings.
  
• Establishing and maintaining strong relationships and providing top quality service.
  

Skills/Abilities:

• Prior experience in Health and Welfare plan/Pension Benefit administration
  
• Prior experience working in a Union environment preferred.
  
• Solid expertise with PC skills including Microsoft Office Suite.
  
• Strong oral and written communication skills with the ability to draft reports, letters, and business correspondence.
  
• Ability to build strong relationships with Fund Trustees and Professionals.
  
• Strong Negotiation and Presentation skills with the ability to direct others.
  
• Ability to read, interpret, and adhere to Plan documents, company policies and procedures.
  
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
  
• Strong operational and organizational skills with the ability to follow-through on all tasks and assignments.
  
• Ability to organize, set priorities, work independently and complete multiple projects within established deadlines.