Wealth Client Relationship Manager operationally leading advisory teams for high - net worth clients. Supporting financial goals and implementing financial plans in a collaborative environment.
About the role
- Account Manager responsible for client satisfaction and retention at The Cigna Group. Managing day-to-day relationships and implementing client benefit requests in healthcare.
Responsibilities
- Responsible for ensuring clients and patients receive superior service
- Manages the day-to-day client relationship
- Accountable for core service delivery for clients working cross-functionally with all operational teams
- Proactively reviews performance metrics to promote client satisfaction, profitability, and retention
- Utilizes technology, tools, processes and resources to anticipate and exceed clients' needs and expectations
- Collaborates with Account Directors on client activity, expectations, and service needs
- Manages day-to-day client relationships through comprehensive knowledge of client’s benefit plan and product offerings
- Daily interaction with clients, consultants and producers providing preventative consultation, analysis, and issue resolution associated with core services
- Responsible for timely and accurate management and execution of all client benefit requests
- Accountable for new group and specific product implementations
Requirements
- Bachelor’s degree in related field or 11 to 14 years of experience
- 5-8 years relevant experience with Bachelor’s Degree or Master’s degree and 3-5 years of relevant experience
- Excellent PC skills including Microsoft Office and Internet experience
- Excellent verbal and written communication and presentation skills
- Strong analytical and problem solving skills
- Strong focus on book of business client satisfaction and client retention results
- Demonstrated ability managing projects, utilizing proven project management processes
- Ability to work cross-functionally to proactively communicate and to resolve issues with the highest sense of urgency
- Ability to travel overnight up to 20%
Benefits
- Medical
- Vision
- Dental
- Well-being and behavioral health programs
- 401(k)
- Company paid life insurance
- Tuition reimbursement
- A minimum of 18 days of paid time off per year
- Paid holidays
Job title
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Experience level
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