What are the responsibilities and job description for the Client Relationship Manager position at Risk Strategies Company?
The Client Relationship Manager is responsible for training all payroll clients on the orchestrateHR Payroll/HRMS/Benefit Admin system, answering client questions, and resolving any issues that arise, and assisting in processing client payroll and benefit enrollments.
Your Impact
- Responsible for training all clients on BlueOcean portal, proprietary software of orchestrateHR
- Responsible for training all clients on Benefit Admin, Consolidated Billing and Benefit enrollment features of BlueOcean.
- Build relationships with client administrators.
- Build and manage relationships with internal teammates, including Benefits Agents and Account Managers.
- Act as point of contact for questions or urgent issues and escalate as appropriate.
- Collaborate with internal orchestrateHR teams to address customers’ needs.
- Constant training on system changes/upgrades, best practices for handling specific issues such as ACH reversals, New Hire Benefit enrollments and requests from clients for special handling.
- Work closely with the payroll team in India.
Successful Candidate Will Have
- High school diploma and some college, or 3-5 years of payroll experience.
- General Benefit knowledge
- Experience managing client relationships.
- Proficiency in MS Office
- A customer-oriented attitude.
- Excellent communication and negotiation skills; both via email and phone/Teams.
- Problem-solving aptitude.
- Ability to work well with a team.
Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,400 employees as part of the Accession Risk Management Group family of companies.
Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.