Client Services Associate, PWM
U.S. Bank
Client Service Consultant
The Cigna Group
full-time
Posted on:
Location Type: Hybrid
Location: Portland • California, Oregon, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $64,700 - $107,800 per year
Job Level
Mid-LevelSenior
Tech Stack
SFDC
About the role
- Manage a complex book of business, provide direction and support to junior professionals and monitor trends while developing and executing service delivery plans
- Engage externally with clients and brokers to educate and inform on service capabilities, products and market level strategies
- Provide the day-to-day service and build long-term relationships with clients and brokers
- Attend geographically assigned local market client/broker meetings
- Accountable to keep account team and service leadership team well informed of account status and potential opportunities for expanded business
- Develop and execute service improvement and recovery plans including proactive actions, collaborate with matrix partners, account teams to ensure we meet/exceed client expectations for assigned book
- Perform root cause analysis and use data and insights to mitigate reoccurrence of issues
- Accountable to exercise judgment in the evaluation, selection and adaptation of both standard and complex service techniques and procedures
- Coordinate the development and delivery of monthly, quarterly and annual reporting of book of business to ensure attainment of segment level results and service improvement plans
- Serve as primary subject matter expert and in support of team training: enhance, maintain and facilitate the standard operating procedures related to service delivery
- Utilize problem-solving skills to identify root cause and provide support for region across the segment and leadership on all issues and initiatives
- Lead and/or participate in projects
- Collaborate and Partner with Tech Coaches, Trainers, Auditors & Compliance, leadership to ensure awareness of issues, elements/changes are infused in day-to-day processes and best practices are adopted
- Facilitate and leads discussions
- Influence service partners to drive consistency and best practices with the local market and across markets and segments
- Demonstrate the ability to be proactive, anticipate needs with strong organizational and communication skills
Requirements
- Bachelor/Associate’s degree in a related field preferred or 5+ years related healthcare experience
- Previous extensive Sales Operations Services, procedures, compliance experience strongly preferred
- Previous experience working on a service support team, project team or as a business resource support for projects and initiatives preferred
- Exceptional knowledge and Technical understanding of insurance industry, broker experience, HMO, PPO, POS, funding, Compliance, contract and underwriting/rating knowledge and systems experience specifically using Excel and SFDC
- Prior experience working with matrix partners, coaching others and with external customers is preferred
- Strong communications and interpersonal skills (written, oral and professional presence)
Benefits
- medical, vision, dental, and well-being and behavioral health programs
- 401(k) with company match
- company paid life insurance
- tuition reimbursement
- a minimum of 18 days of paid time off per year
- paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
service delivery plansroot cause analysisdata insightsservice improvement plansreportingproject managementcompliance proceduresinsurance industry knowledgecontract knowledgeunderwriting knowledge
Soft skills
problem-solvingorganizational skillscommunication skillsinterpersonal skillsleadershipcollaborationinfluenceproactivitytrainingfacilitation
