Eliassen Group · 1 week ago
Client Program Manager, Health and Benefits Accounts
Eliassen Group is a leading strategic consulting company for human-powered solutions. They are seeking a Client Program Manager to coordinate outreach to workplace employer clients and manage relationships to ensure effective HSA account management.
ConsultingRecruitingStaffing Agency
Responsibilities
Coordinate outreach to workplace employer clients to review and confirm the employee digital experience for HSA account requests
Engage directly with relationship managers and clients to capture insights, trends, and customer feedback
Review and capture data to ensure HSA accounts are opened in alignment with client agreements
Lead discussions with large employer relationships, respond to questions, and address objections
Advocate for client needs and propose alternatives that improve alignment across stakeholders
Manage multiple tasks and timelines to meet business objectives with meticulous program management
Build positive relationships and influence cross-functional team members
Define, refine, and communicate initiative progress to internal teams
Prioritize and execute client outreach to balance a positive client experience with timeliness
Engage Legal, Risk, and Compliance to assess new account opening proposals and ensure solutions follow regulations and internal policies
Support HSA account growth through bulk account opening solutions for workplace clients
Provide clear and timely follow-up to client questions and concerns
Qualification
Required
5+ years of client service or client/vendor relationship management experience
Proven experience leading discussions with large employer clients and overcoming objections
Strong client advocacy with effective communication and presentation skills
Demonstrated ability to create and execute program plans independently
Meticulous project and program management with strong organizational skills
Experience influencing and motivating colleagues without formal authority to deliver outcomes
Curious and analytical approach with a customer-centric mindset
Understanding of Health Savings Accounts and brokerage account opening processes (preferred)
Bachelor's degree required
Preferred
Understanding of Health Savings Accounts and brokerage account opening processes
Benefits
Medical, Dental, and Vision benefits
401k with company matching
Life insurance
Medical (choice of 3 plans)
Dental
Vision
Pre-tax accounts
Other voluntary benefits including life and disability insurance
401(k) with match
Sick time if required by law in the worked-in state/locality
Company
Eliassen Group
Eliassen Group provides strategic consulting solutions for business, clinical, and IT sector.
Funding
Current Stage
Late StageTotal Funding
unknown2018-11-05Acquired
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