Client Partner

• The Service Center Client Manager (SCCM) serves as a strategic leader and trusted advisor responsible for delivering exceptional client experiences and building strong, lasting partnerships.
• Acting as the primary point of contact for a portfolio of clients, this role champions client needs, drives process improvements, and ensures Service Center performance meets and exceeds expectations.
• The SCCM collaborates cross-functionally with Operations, Quality, Training, Sales, Client Services, and Implementation teams to translate client feedback into actionable solutions.
• This role plays a critical part in resolving challenges, supporting successful client launches, and maintaining service excellence during high-impact periods such as Annual Enrollment.
• Build and maintain strong relationships, ensuring client goals and service expectations are consistently exceeded.
• Lead proactive client meetings to review performance, identify opportunities, and align on strategic initiatives.
• Analyze service trends and root causes to identify areas for improvement.
• Develop and implement high-impact process improvements that enhance operational efficiency and client satisfaction.
• Partner with internal teams to enhance service delivery.
• Ensure alignment between client expectations and internal execution.
• Manage and resolve client escalations with urgency and professionalism.
• Prepare and deliver client-facing reports and presentations.
• Leverage data and storytelling to communicate performance, highlight successes, and identify improvement opportunities.

Client Manager

• Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance.
• Responsible for assisting in establishing and maintaining appropriate carrier relationships
• Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
• Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
• Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources.
• Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy
• Stay informed on regulatory changes
• Completes special projects as assigned
• Continually seeks opportunities to improve the firm, business segment and processes.
• Bring issues and discrepancies to appropriate leadership
• Serves as a mentor to colleagues as requested

Client Manager, Commercial Risk

• Maintain client files in Agency Management System accurately and consistently
• Compose professional business correspondence via letter, email, and/or other means
• Capable of performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary
• Monitor claims as outlined by agency procedures
• Communicate claims information to others in the agency and maintain up-to-date claims information in the system
• Provide guidance and assistance to the insured in coordination with claims
• Interact with others effectively by utilizing good communications skills
• Attend client meetings with the Advisor or Director Risk Management, when requested
• Assist co-workers in responding to client inquiries or processing work, when needed
• Manage the day-to-day activities of client accounts including policy review, changes and updates, and contract review for certificates processing.

Client Manager, Commercial Risk – Insurance Advisory Solutions

• Manage and grow a high-impact portfolio of Qventus’ most strategic, "high-stakes" national healthcare provider organizations.
• Serve as a mentor to the CS team, fostering professional growth and establishing best-in-class standards for the CS organization.
• Partner directly with the Product and Engineering leadership to help define the long-term roadmap, ensuring the future of Qventus AI solutions aligns with evolving enterprise-level client needs.
• Fully own internal operating rhythms that enable high-performance of delivery team across client obligations.
• Lead complex process redesigns and major clinical workflow overhauls that span multiple service lines and departments across a health system by obtaining stakeholder buy-in across operating levels.
• Leverage deep functional periop expertise to create and sustain buy-in from core users, executives, and surgeons around workflows and tool adoption
• Challenge the status quo at client sites and influence clients to adopt industry-best practices through strong partnership and communication skills.
• Advocate internally for critical product improvements and collaborate with Product team to implement new solution functionality at live clients
• Partner with the Marketing team to establish standard collateral for client training and engagement.
• Manage cross-functional work to meet contractual commitments and maintain positive relationships for expansion or renewal.
• Navigate difficult conversations with client executives using clearly presented business cases to effect system-wide change.
• Lead complex engagements with matrixed teams (clinical, technical, and operational) on both the client side and within Qventus with minimal supervision.

Senior Client Success Partner

• Serve as the primary point of contact for a defined portfolio of health system client's post-implementation.
• Establish and maintain executive-level relationships with key stakeholders including CNOs, COOs, and VP-level operational leaders.
• Conduct structured business reviews and strategic touchpoints that connect TeleTracking utilization data to client strategic priorities.
• Proactively identify and escalate client risk signals before they become retention threats.
• Monitor utilization metrics and workflow compliance across client accounts; drive corrective action when adoption lags.
• Partner with clients to identify unrealized value from existing TeleTracking modules and develop structured adoption roadmaps.
• Translate clinical and operational objective into measurable TeleTracking use cases with defined KPIs.
• Document and communicate client outcomes to reinforce renewal and expansion conversations.
• Own renewal accountability for your portfolio; forecast renewal risk and communicate pipeline status to leadership on a defined cadence.
• Identify and qualify expansion opportunities including additional modules, sites, or enterprise agreements.
• Partner with Sales and Strategic Accounts on upsell and cross-sell motion; provide credible client context that accelerates commercial decisions.
• Maintain accurate account health records and opportunity tracking in Salesforce.
• Coordinate resolution of complex client issues by engaging the right internal resources (Clinical, Support, Services, Product, and Engineering) with clear ownership and timelines.
• Serve as a client advocate internally while maintaining credibility as a trusted advisor externally.
• Manage escalations with a structured, documented approach; defined problem statements, accountability matrix, resolution milestones, and post-mortem summaries.
• Maintain complete and current account documentation - stakeholder maps, health scores, open issues, contract details - accessible to all internal teams.
• Collaborate with Implementation and Delivery teams during transitions to ensure continuity of client context and committed outcomes.
• Provide structured feedback loops to product on client-reported gaps, friction points, and feature requests.

• Serve as the strategic lead for new and existing client engagements, helping shape campaign success from initial discovery through onboarding, launch, and long-term growth planning
• Focus on building strategic media plans, leading onboarding and client education, defining success metrics, and ensuring campaigns are positioned for success from the start
• Act as a trusted advisor to clients and an internal strategic resource, partnering closely with Campaign Managers and Creative Optimization Specialists to align strategy, performance goals, and business outcomes
• Lead discovery sessions to understand client goals, KPIs, audiences, and success metrics
• Develop strategic media plans and campaign recommendations aligned to business objectives
• Own the onboarding process and establish campaign success frameworks prior to launch
• Create executive-ready presentations, campaign recommendations, and strategic business reviews
• Support key client conversations, executive reviews, and growth planning discussions
• Identify opportunities for campaign expansion and long-term partnership growth
• Partner with Campaign Managers to ensure strategic alignment from planning through execution
• Contribute to a culture of continuous improvement by identifying opportunities to improve workflows and client experiences

• In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients
• Reviews and accepts new client relationships based on business line account acceptance policies and procedures
• Provides quality service based on client needs, wants, and expectations; aligns actions accordingly
• Remains sensitive and responsive to both internal and external clients
• Builds distinctive predictable levels of service; resolves problems quickly and effectively
• Works closely with new business development staff, serving as a collaborative business partner
• Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes
• Coordinates the development and implementation of operational changes within the unit
• May be responsible for meeting certain revenue, new business and expense goals
• May manage staff, hire new staff, and/or train staff to successfully meet business objectives

• Expanding client relationships by identifying opportunities to deepen existing relationships
• Advising on the client’s financial needs and the full array of Private Bank's capabilities
• Establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects
• Executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience
• Responsible for the provision of residential mortgage loans, subject to SAFE Act registration

Private Client Manager – Investments

• Manages all policy activity and stewardship aspects in book of business
• Analyzes and reports on relevant claims data for larger accounts
• Ensures client compliance with respect to benefits
• Gathers the information needed to present to insurance company marketplace for proposals
• Conducts effective enrollment meetings as needed
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients
• Manages some house accounts without assistance from leadership
• Reviews existing accounts to determine if additional lines of insurance should be solicited
• Cultivates strong relationships with insurance company partners
• Looks for opportunities to improve the firm

Senior Client Manager, Employee Benefits

• This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships.
• Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects.
• Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience.
• This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements.
• Drives inflows of new business across all product lines into existing book of business.
• Leads complex credit opportunities, including structured credit deals.
• Grows book balances and Year over Year revenue.
• Partners with and mentors Private Client Managers on more complex products and client relationships.
• Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction.

• Developing and managing dealer relationships to increase auto applications and loan production sales
• Prospecting new clients and managing dealer's portfolio for mutually beneficial partnerships
• Executing risk management activities and capturing market intelligence

Retail Client Manager – Consumer Vehicle Lending, Dealer Sales

• Improve the service and experience offered to our Platinum and Priority customers across the region
• Act as point of escalation and interface for risk related issues across Markets clients
• Develop and implement client driven solutions to enhance the client experience through the trade lifecycle
• Co-ordinate and ensure completion of various client requests including ISDA’s and other agreements i.e. GMRA’s etc.
• Address ad-hoc requests from institutional accounts
• Create metrics for use in client tracking and improved transparency
• Help manage sensitive issues both internally and externally in a client friendly manner, managing expectations throughout.

• Support the management of agency accounts, assisting account managers with partner satisfaction, retention and growth
• Build and maintain strong relationships with Account Managers and support account management activities pertaining to agency-related matters
• Maintain up-to-date knowledge of Obie’s products, services and underwriting guidelines
• Support recruitment of new agency partners that align with Obie’s target market and growth objectives
• Support the intake process for new agencies, ensuring they have everything they need to write business with Obie

Client Manager, Agency Distribution

• Own the executive client relationship for a portfolio of Meridian’s public sector accounts, independent of any single active engagement
• Serve as the primary strategic point of contact for agency and district leadership — the person clients call when something matters, not just when something breaks
• Conduct regular executive business reviews (EBRs) to align on outcomes, surface strategic priorities, and demonstrate Meridian’s ongoing value
• Build deep, multi-threaded relationships across client organizations — CHRO, CFO, CIO, and operational leadership
• Represent the client’s voice internally, advocating for their interests across delivery, product, and practice leadership
• Maintain visibility into the health of active Meridian engagements within your accounts — not as a project manager, but as an executive sponsor and escalation point
• Partner with Engagement Managers to anticipate risks, navigate organizational complexity, and protect the client relationship during delivery challenges
• Attend steering committee meetings and key delivery milestones as Meridian’s senior relationship representative
• Ensure seamless onboarding of new engagements by bridging the Client Development Executive handoff and setting the tone for the client experience from day one
• Identify and shape expansion opportunities within your account portfolio — new Workday modules, Phase X work, AMS, optimization, and staff augmentation
• Partner closely with the Client Development Executive to qualify, frame, and advance expansion opportunities through the pursuit process
• Contribute to proposal development and orals presentations for expansion engagements, lending delivery credibility and client context to the pursuit team
• Maintain a clear view of each client’s Workday roadmap and align Meridian’s capabilities to their strategic direction

Client Success Partner

• Manage a portfolio of New York large group employer clients (100–2000 lives), serving as their trusted advisor and proactively addressing needs throughout the plan year
• Lead annual service plan execution including renewals, open enrollment, compliance support, vendor deployment, and member education
• Design creative, consultative benefit solutions based on strong knowledge of the New York market, alternative funding arrangements, carriers, and products
• Develop and deliver materials such as renewal presentations, financial reporting, budget reviews, and education sessions for clients and members
• Collaborate with internal teams and vendor partners to streamline day-to-day servicing, ensure exceptional delivery, and strengthen Nava’s client success capabilities
• Foster executive-level relationships with client leaders and create superfan clients by consistently delivering novel benefit solutions

Client Manager – Senior Client Manager

• Manage Property Condition Assessments and Construction Monitoring related services.
• Oversee Real Estate and Construction site inspections and assessments including Property Condition Assessments, Construction Plan and Cost Reviews, Construction Loan Monitoring, and Probable Maximum Loss studies (seismic assessments) of multi-family, office, retail and industrial properties.
• Manage preparation of Construction Cost Estimates and Schedules for all deferred maintenance and projected maintenance, and renovation of commercial properties.
• Provide Construction Plan and Cost Review, followed by Construction Loan Monitoring services including analyzing monthly requisitions, change orders, and coordination between Owner, Developer, and Contractor.
• Perform site inspections (site reconnaissance) of commercial buildings to identify material physical deficiencies and areas of deferred maintenance.
• Prepare written reports containing an executive summary and report narrative illustrating the observations from site reconnaissance; recommend immediate repairs and opinions of estimated costs to remedy.
• Conduct peer trainings and mentoring of less experienced staff on completion of property condition assessments.

National Client Manager – Property Condition Assessments

• Developing and managing dealer relationships
• Prospecting new clients
• Communicating program benefits
• Managing all aspects of the dealer's portfolio
• Identifying and deepening opportunities
• Driving referrals to enterprise capabilities
• Participating in local market leadership team activities

• Owns the client relationship and responsible to build and maintain strong, long-lasting client relationships that lead to referenceable clients
• Managing of Revenue inclusive of the following: Client renewals & retention; achieving or surpassing annual financial goals & objectives
• Risk identification and mitigation strategies such as volume decreases, service gaps, changes in client relationships and key advocates
• Escalates to key leadership partners and executes on risk mitigation strategies as agreed upon
• Drives revenue growth through existing product optimization; understands and communicates Zelis’ key differentiators, product strategy, product features and functionality and applicability to client
• Manages client financial health and ensures Zelis is getting paid on time in accordance with the contract terms
• Understands the regulatory environment and its impact on their clients
• Proactively engages strategies to achieve value from the Zelis platform
• Ensures high quality service delivery and client satisfaction; measurements will include timely escalation and resolution of issues as well as other internal measures such as: Client relationship building – maximizing breadth and depth of relationships
• Works closely with clients to intimately understand their business strategies, needs and challenges
• Create actionable plans when client is at risk and ensuring internal partners take appropriate action, including escalating to leadership as appropriate
• Serves as intake point for Client Audits & Compliance items to ensure seamless and timely responses
• Client Reporting – delivery according to agreed upon intervals with the ability to provide performance synopsis as well as business insights demonstrating the Zelis value proposition and drive engagement
• Utilize knowledge of the client/business and market dynamics to maximize performance relative to client relationship, client satisfaction, and client/company financial performance indicators
• Oversees client production issues and ensures resolved in a timely manner in accordance with contracted SLAs
• Conducts and leads all Business Review’s to optimize value within client book
• Supports Sales for cross-sell and up-sell initiatives; identify opportunities and funnel to Sales partners to incorporate into pipeline
• Supports implementation; Ensuring the timely and successful delivery of our solutions according to client needs and business objectives
• Documentation and ongoing tracking of key client account plans, contacts and attributes all in Salesforce
• Ability to present business unit product roadmap to clients
• Maintain awareness of and ensure adherence to Zelis standards regarding privacy and security

• Responsible for developing and maintaining relationships with Corporate Trust clients
• Reviews and accepts new client relationships based on business line account acceptance policies and procedures
• Provides quality service based on client needs and resolves problems quickly and effectively
• Works closely with new business development staff, serving as a collaborative business partner
• Identifies business risks and operational challenges and mitigates risk
• Coordinates the development and implementation of operational changes within the unit
• May be responsible for meeting revenue, new business and expense goals
• May manage, hire, and train staff to meet business objectives

• Lead a customer outreach process that will include phone calls, emails, and VC meetings with the intent of building and managing external customer relationships through the onboarding process.
• Work with existing customers to build brand awareness and increase their usage and advertising spend on the platform.
• Own the full sales cycle from identifying growth opportunities to closing increased commitments with small to mid-size businesses.
• Follow best practices for setting up campaigns, including recommended flight durations, budget allocations, and creative strategies, to ensure maximum client success.
• Use data to manage, review, and report on pipeline to manager each week, which includes a forecast and plan to achieve targets.
• Attain daily, weekly, monthly, and quarterly sales and revenue targets.
• Conduct thorough needs analysis and present tailored advertising solutions to clients.
• Build and manage both internal MarketStar team and external client counterpart relationships.
• Prepare and run regularly scheduled performance reviews monthly/quarterly/yearly with internal MarketStar peers and leadership.
• Provide exceptional customer service and support throughout the sales process.
• Internally and externally provide customer sentiment insights including product feedback, key industry learnings, etc.
• Adhere to advertising policies and guidelines and ensure compliance with internal and external regulations.
• Maintain accurate records of all sales activities and client interactions in the CRM system.
• Stay up-to-date with industry trends and competitor activities to identify new opportunities.

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