Vice President, Benefits Consultant

Description

We are currently recruiting for a Client Relationship Manager (CRM). The candidate can be based near to any of the following locations;

San Francisco, Los Angeles, Phoenix, or Portland. The CRM will support a book of business in the West Region.

The Opportunity : The individual will step into a multi-faceted role that offers the opportunity to have a significant and positive impact on the continued growth of our multiemployer consulting business.

The CRM will be a key contributor in the Region.

The Role : The role of a CRM includes client management, consulting and project management, and new business development.

The CRM has the primary relationship accountability for assigned clients, overall servicing responsibility, and client satisfaction.

In addition to maintaining positive relationships, the CRM will collaborate with others across Segal to provide clients with a full array of our consulting services.

Key accountabilities include :

• Understanding clients’ issues, anticipating clients’ needs (aka : staying ahead of the game’), and navigating the various potential solutions,
• Establishing rapport and building effective working relationships within client organizations,
• Providing a high level of creative, innovative and strategic expertise to clients and colleagues around the myriad of issues and emerging developments in the employee health and retirement benefits industry,
• Collaborating with others at Segal to build and maintain effective and influential client relationships,
• Leading and / or participating in new business development initiatives targeting existing and prospective clients in the Multiemployer market,
• Leading projects involving large and / or complex, interdisciplinary assignments including resource coordination both within and outside own practice / functional area, geography, and market,
• Responsible for ensuring all project team members take a client-centric approach to interactions and deliverables,

Building consensus around key objectives and motivates / influences behavior that supports achievement of practice / functional area objectives.

The CRM guides client service teams and plays a proactive role in mentoring and developing staff, contributing to the overall intellectual and professional development within the teams.

Qualifications

Key Requirements :

The qualified candidate must have :

• Minimum of 10 + years of experience within an employee benefits consulting and / or related professional services environment involving exposure to retirement or health plan strategies, concepts / approaches, design and implementation,
• Minimum of an undergraduate degree,
• Ability to step immediately into a direct client contact role,
• Strong business acumen and leadership ability,
• Skill of delivering / presenting complex information into actionable terms that clients will grasp and be able to act upon,

Ability to analyze and identify issues to develop solutions,

• Effective interpersonal and communication (verbal / written) skills,
• Ability to work collaboratively with a diverse audience of colleagues and clients, and
• Ability and interest to travel as needed to meet with clients and prospects,
• Demonstrated success in establishing rapport and building effective relationships with diverse audiences of colleagues and clients,
• Effective communication skills (oral / written) with ability to positively influence and motivate others,
• Mentor, support professional and personal development of staff,
• Effectively identifies and resolves conflicts.
19 hours ago