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Client Service Manager - DB Pension Admin
Client Service Manager - DB Pension AdminLifeWorks • Kansas City, Missouri, USA
Client Service Manager - DB Pension Admin

Client Service Manager - DB Pension Admin

LifeWorks • Kansas City, Missouri, USA
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  • [job_card.full_time]
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TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider – encompassing physical, mental and financial health – TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.

Join our team and what we’ll accomplish together

TELUS Health (US) Benefits Administration and Operations brings specialized expertise and innovative solutions to benefits administration, data management, and comprehensive client support. Our purpose is to streamline complex benefits processes through sophisticated database management and technical excellence, allowing organizations to deliver seamless benefits experiences while we handle the intricate technical and administrative complexities.

We are a customer-first, collaboration-focused team that thrives on working together to solve complex challenges, putting our clients at the center of everything we do while actively fostering new ideas, new ways of thinking, and new ways of doing things. We embrace efficiency and process improvements through Six Sigma methodologies, always seeking innovation and continuous improvement in how we deliver exceptional service.

If you are seeking a fulfilling opportunity to leverage your skills while supporting our mission of providing exceptional client service in benefits administration and you want to be part of a team that values teamwork, innovation, and welcomes fresh perspectives from every team member, this role is perfect for you.

Here’s the impact you’ll make and what we’ll accomplish together

The Client Service Manager is a professional position that requires the ability to work both independently and as part of a team. This role is responsible for maintaining and enhancing relationships with new and existing Defined Benefits (DB) clients, ensuring client satisfaction through periodic meetings and discussions. The Client Service Manager will collaborate closely with sales, record-keeping and operations associates, and will be required to participate in sales final presentations as needed. This role has overall responsibility for client relationships; record-keeping operations handles the day-to-day administration. This job is an exempt level position.

What you’ll do

Client Relationship Management

Maintain and enhance relationships with new and existing Defined Benefits (DB) clients

Ensure client satisfaction through periodic meetings and discussions

Collaborate closely with sales, record-keeping, and operations associates

Participate in sales final presentations as needed

Demonstrate proven excellent customer service skills and progressive probing skills

Project Management & Delivery

Participate in business-wide projects to drive successful outcomes

Excel in CSM project delivery by implementing and maintaining robust project management practices, including :

Timely status updates and progress reporting

Documented communications with all stakeholders

Clear milestone tracking and deliverable management

Drive accountability through regular review sessions

Proactively manage risks and maintain comprehensive project documentation

Ensure seamless team collaboration and knowledge transfer through consistent documentation and communication standards

You have…

B.A. or B.S. degree required, or equivalent retirement industry work experience

Minimum of three years of relationship management or plan administration experience

Defined Benefit (DB) experience

Project Management experience

Knowledge and understanding of Pension Industry and competitive environment

What you bring…

Communication : Strong verbal and written communication skills

Leadership : Strong leadership skills with ability to work independently and as a team player

Organization : Proven prioritization and organizational skills

Quality Focus : Strong commitment to timing and quality standards

Problem-Solving : Ability to identify and facilitate issue resolution

Initiative : Proven ability to take initiative and handle multiple tasks simultaneously

Adaptability : Ability to react to change in a positive and productive manner

Flexibility : Ability to handle other essential tasks as assigned

Nice to have

Professional Designations : advanced degrees or retirement designations are a plus

Advanced Leadership Training : Formal leadership development or management certification programs

Industry Network : Established relationships within the US benefits and HR community

Understanding of compliance requirements in benefits administration

A bit about us

We’re a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world.

TELUS Health is an Equal Opportunity Employer that aims to foster an inclusive culture that embraces diversity. It is our policy to hire without regard to race, color, creed, religion, national origin, citizenship status, sex, marital status, age, disability, sexual orientation or veteran status.We offer accommodation for applicants with disabilities, as required, during the recruitment process.

By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies’ Talent Acquisition team(s) and / or any leader(s) who will be part of the selection process.

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Client Service Manager DB Pension Admin • Kansas City, Missouri, USA

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