Manager, Client Relationship Management

Title Manager, Client Relationship Management EOE Statement As an Equal Opportunity / Affirmative Action Employer, HANYS actively seeks candidates who are female, minority, disabled and/or veterans and will not discriminate in its employment practices due to an applicant's race; color; creed; religion; sex (including pregnancy, childbirth or related medical conditions); sexual orientation; gender identity or expression; transgender status; age; national origin; marital status; citizenship; disability; criminal record; genetic information; predisposition or carrier status; status with respect to receiving public assistance; domestic violence victim status; status as a protected veteran; or any other characteristics protected under applicable law. HANYS will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Position Manager, Client Relationship Management Division TruePlan Benefit and Retirement Advisors Description The Healthcare Association of New York State (HANYS) is seeking a Manager, Client Relationship Management within TruePlan Benefit and Retirement Advisors (TruePlan). TruePlan is an industry leader in employee benefits and retirement plan consulting. TruePlan delivers tangible business results to finance and human resource leaders, enabling them to enhance plan offerings while remaining competitive and reducing overall plan costs. Reporting to the Director, Retirement Plan Services this position will be responsible for managing all aspects of the client relationship. While the incumbent will be expected to travel throughout Western NY and to our office in Rensselaer, NY on a regular basis, a remote working environment would be considered within New York State. The salary for this position is between $94,000 and $97,000 annually in addition to an annual incentive of up to 10% based on certain performance metrics. Payrate offered will be based on the successful candidate's relevant experience, knowledge, skills, and abilities and in consideration of internal equity. Key responsibilities include but are not limited to: Maintain a strong and trusting relationship with clients to ensure we are providing superior customer service. Ensure client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings and plan design. Manages request for proposal (RFP) and request for information (RFI) processes for existing clients. Coordinates all transition activities with client, selected vendor, and other staff to assure a smooth and efficient transition for newly acquired clients. In coordination with client, develops annual communication and education plan to achieve overall retirement plan goals of participation and retirement readiness. Ensures client has necessary, efficient and effective administrative procedures. Updates clients about legal and regulatory changes relating to retirement programs and coordinates all activity related to incorporating these changes into the client's program. Directly and/or in partnership with TruePlan consultants, works directly with client's attorney and our legal resources to gather necessary information to fully understand and communicate the client's compliance requirements. Educates senior management on plan design, operation, and overall plan effectiveness in meeting organizational goals. Prepares and conducts formal periodic plan review meetings with appropriate committee or other personnel as determined by the client to ensure appropriate compliance, oversight and governance requirements are met. Resolves administrative problems arising between and among participants and/or vendor. Assists in individual employee enrollment activity, when necessary. Assists in sales presentations with sales & marketing team, as necessary. Attends various outside training activities to assure knowledge of the retirement plan industry trends and regulatory changes are current. Reviews and is familiar with the firm's compliance manuals and complies with all required procedures. Maintains licenses in a current and proper status through continuing education training courses, seminars, and conferences, as scheduled, to meet FINRA, SEC, and NYS Insurance Department requirements. Engages client in discussions on their business needs and related activity in order to determine if other TruePlan products and services may be appropriate and then makes proper referrals to TruePlan sales staff. Qualifications: Associate's degree plus three to five years of related experience required (bachelor's degree preferred). Seven years of related product or client experience may substitute for education requirement. An equivalent combination of education and experience sufficient to satisfactorily perform the duties of the job may be substituted. New York State Life, Accident and Health license and FINRA 6, 63 & 65 required or obtained within a reasonable amount of time (6 months) post hire. Must have the ability and confidence to present, work, and build relationships with senior level staff and be able to provide consultative value to client from a global and strategic perspective. Must have working knowledge of and remain current in regulations governing various types of retirement plans, including, but not limited to, 403(b), 401(k), and nonqualified plans. Must be proficient in Microsoft Office (Outlook, Word, Excel and PowerPoint). Must be a self-starter who is motivated, enthusiastic, and has exceptional human relations and long-term relationship building skills. Must possess excellent communication skills and be comfortable presenting to Boards of Directors and C-suite individuals. Must possess excellent attention to detail, project management and organizational skills. Must be able to prioritize duties and act independently. Travel within assigned territory to meet clients, typically several times per month. Position Requirements About the Organization HANYS is the only statewide hospital and continuing care association in New York. We are located near Albany and represent 500 not-for-profit and public hospitals, nursing homes, and other healthcare organizations. Our members are not only the largest providers of inpatient and outpatient care, and essential providers of primary care, they are among the largest employers in many communities. We harness the power of a unified statewide membership and collaborate with regional, state, and national associations. HANYS advocates before Congress, the Governor's office, the State Legislature, and state and federal agencies. We also provide education, data analytics, quality improvement initiatives, and operational assistance to help our members navigate the complexities of healthcare reform, and achieve the 'Triple Aim' of better care, better health, and lower costs. This position is currently accepting applications. Apply Now

Created: 2024-10-30