Account Manager

Position Summary

The Account Manager executes relationship management activities for assigned client(s) in accordance with Company guidelines, client needs, and regulatory requirements.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities


* Manages all aspects of the client relationship with assigned client(s).


* Executes defined account strategy to develop a value-based relationship with assigned client(s).


* Sets and manages client expectations and account related activities such as identifying and developing additional service opportunities and coordinating delivery of ZAS services.


* Understands and remains current on account strategy and specific needs of assigned client(s).


* Partners with Operations, Accounting, and IT teams to ensure operational effectiveness in dealing with critical client issues.


* Reviews and approves client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client and fund counsel.


* Implements client requirements, filings, fund communications, and changes in benefit programs at the direction of client and fund counsel.


* Monitors revenue, expenses, and profitability of assigned client(s) to ensure financial goals are met.

Recommends and obtains client fee increases and partners with ZAS Legal Department to prepare contracts and amendments.


* Coordinates with sales and marketing team for new business development and implementation.


* Acts as liaison between the Boards of Trustees, and Professionals of the Benefit Funds with Zenith Operations Staff.


* Facilitates client meetings, including agenda, report generation and follow-up.


* May assist in the implementation of new clients.


* Performs other duties as assigned.

Minimum Qualifications


* Associates degree in business related field or equivalent work experience.


* Three years of experience in client management, sales, or account management.


* Exceptional team player with the confidence and integrity to earn the confident of client(s) and internal team quickly.


* Highly developed sense of professionalism, maturity, integrity, and commitment to customer satisfaction.


* Ability to exercise independent judgment, manage multiple priorities, and consistently deliver high-caliber results.


* Ability to understand complex situations and effectively resolve issues.


* Strong decision-making and organizational skills with the ability to optimize the use of all available resources and deliver on multiple priorities.


* Exceptional analytical and problem resolution skills; ability to exercise independent, sound judgment.


* Ability and willingness to travel as necessary.


* Proficient PC skills including Microsoft Word, Excel and Outlook skills.

PowerPoint experience preferred.

Preferr...