Client Account Manager

Summary:

The Client Account Manager is the client’s main contact and works with clients and internal departments to assist in identifying and organizing services to provide support and ensure client

satisfaction.

This position plays a critical role in establishing client relationships and client retention. The CAM must possess the ability to manage multiple priorities, communicate effectively with

clients, develop successful and strategic solutions, coordinate efficiently, meet deadlines, and closely monitor open projects to completion.

This position also requires strong communication, problem-solving and negotiation skills. Must have the ability to drive results.

Duties/Responsibilities:

• Perform customer service functions by answering client questions and handling other requests and inquiries.
• Responsible for enhancing the client and company relationship.
• Work closely with internal departments to explain the needs of the client and ensure deadlines are met.
• Ensure HRIS and other internal software programs are updated to ensure efficiency and accuracy as the client’s business evolves.
• Assist the Implementation Specialist with onboarding new employees (i.e. travel to client sites to meet with employees, etc.)
• Complete HRIS client and/or employee training as needed.
• Coordinate login maintenance requests and ensure proper paperwork/security authorization is given and are up to date.
• Update HRIS database records and CRM records (i.e. client name, contacts, address change, etc.) and ensure proper parties are notified of the changes/updates.
• Recommend customized solutions to improve the client's workplace efficiencies.
• Monitor deliverables based on negotiated timelines, ensuring satisfaction of client expectations.
• Provide required report metrics and keep the client updated with their account, available features, etc.
• Proactively identifies client needs through meetings and assessments and coordinates HR to connect with clients regarding services, training, compliance and best practices to increase client engagement and retention.
• Complete client service plan for each new client and update as needed.
• Complete client reviews to ensure the type of work that the employees are doing is still accurate, the proper workers’ compensation codes are being utilized and all codes have an employee tied to them.
• Proactively communicates and collaborates with Business Consultants to provide follow-up and resolve any concerns as necessary. 
• Service multiple clients concurrently.
• Performs other duties as required.

Additional Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

• Back up for ensuring compliance, monitoring and updating I-9 Employment Eligibility
• File, scan and/or make copies of correspondence or other printed materials when needed
• Assist Management with various projects and/or special projects

Note:

Reasonable accommodations may be made to perform the essential functions. In addition to/or in lieu of those described above, any duties are subject to change at anytime or duties may be added.

Required Skills/Abilities

• The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Knowledge and previous experience with company payroll, benefits and compliance is preferred.
• Effective oral and written communication skills to include potentially stressful situations.
• The ability to remain calm under pressure is essential.
• Ability to multi-task and pay attention to detail.
• Ability to consistently meet daily, weekly, and monthly goals and deadlines.
• Must be resourceful, self-motivated, client focused, and able to work as a team.
• Excellent phone etiquette and customer service skills.
• Strong organizational skills.
• Proficient with Microsoft Office Suite and all office equipment.

Education and Other Requirements:

• 2+ years HR experience preferred
• Associates degree in related field is preferred
• Bachelor’s degree from an accredited college or university preferred
• HR Certification is desirable

Supervisory Responsibility:

This position has no supervisory responsibilities.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; and reach with hands and arms.
• Prolonged periods of sitting at a desk, working on a computer, and driving in a vehicle.
• Must be able to lift 20 pounds or more, at times.
• Ability to travel; both local during the business day, as well as out-of-the-area and overnight travel on occasion.

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment.

Psychological Factors:

The psychological demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Ability to interact with customers calmly and respectfully, even in high pressure situations
• Ability to maintain pleasant working relationships
• Ability to function effectively under pressure to meet deadlines
• Ability to perform multiple tasks simultaneously

Our Benefits Package Includes:

• Paid Time Off, including Paid Birthday Off
• Company Paid Holidays
• Health Insurance, Dental, Vision
• Health Savings Account
• Flexible Spending Account
• Short Term Disability
• Long-Term Disability
• Life Insurance
• 401K
• Dependent Care Account
• Cancer Plan
• Hospital Confinement Plan
• Accident Insurance
• Employee Discount Program

Work schedule

• Monday to Friday

Benefits

• Paid time off
• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• 401(k)
• 401(k) matching
• Referral program
• Employee discount
• Other