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Client Engagement Manager
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Engagement Manager to their Corporate Synergies team in Philly Metro Region.
The Client Engagement Manager (CEM) is a client-facing role within our Client Solutions Department, playing a critical part for the ongoing support, and annual renewal of CSG’s Employer and Participant Support Service offerings. Based on the specific services and levels selected by the client, the CEM acts as the project lead and primary facilitator, coordinating efforts across internal CSG departments, clients, and third-party vendors.
In this role, the CEM ensures a seamless client experience by leading discovery sessions, gathering requirements, defining and implementing processes, and overseeing project execution. They are responsible for managing benefit administration technology and outsourcing implementations, as well as ongoing maintenance and renewals for both new and existing clients. The CEM also serves as the Project Lead for HRIS/Benefits Administration technologies and other specialized Client Solutions projects.
Essential Functions:
- Collaborate with Sales, Account Management, and clients to establish objectives and timelines for implementation.
- Ensure a successful client engagement by adhering to CSG’s documented processes for Employer and Participant Support Services, including:
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- Benefits Administration/HRIS technology
- Enrollment, eligibility, data management, and other administrative outsourcing functions
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- Oversee all Client Solutions projects, managing implementation, configuration, maintenance, and renewal.
- Develop detailed work plans outlining required activities and resources for successful project completion
- Monitor project progress and make necessary adjustments to ensure timely and successful execution.
- Establish and maintain a communication schedule to keep all stakeholders informed of project status.
- Regularly review project work to ensure it meets Corporate Synergies’ quality standards.
- Proactively address any issues that could impact implementation, escalating concerns as needed to ensure resolution
This role requires strong project management, problem-solving, and communication skills to drive successful client engagements and deliver high-quality solutions.
Competencies & Qualifications:
An ideal candidate will have:
- Minimum of five years of experience with a health and welfare benefits administrator or broker, supporting clients with 100 employees or more.
- In-depth knowledge of HRO/Benefits Administration such as ADP, PlanSource, Employee Navigator, etc. with the ability to serve as a functional expert in client interactions.
- Strong project management and organizational abilities.
- Proficiency in business productivity software, including Excel and Word.
- Strong analytical, problem-solving, and decision-making skills, with the ability to make timely, fact-based decisions.
- Proven ability to build and maintain strong relationships with internal and external stakeholders.
- Exceptional attention to detail and follow-up capabilities.
Disclaimer:
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO):
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits:
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
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