The Company

This organization is the largest and fastest growing independent, privately-held third-party administrator of employee benefits in the United States, best known for their core focus of providing employee benefits in the Taft-Hartley market. With more than 47 office locations, they operate in a class of their own, delivering world-class resources, technology, services, and support to an array of client organizations from coast to coast.

Since 1944, this organization has demonstrated unparalleled commitment to the organizations they serve and to the ongoing development of their already rich value proposition. Leaders of this organization focus on relationships, take risks thoughtfully, exhibit ethical behavior, value performance and accountability, and strive to win, but not at all costs.

The Position

Reporting to a Senior Vice President of Client Services, the Client Service Executive is a consummate professional, directing regional client services functions for assigned organizationally complex clients, and providing leadership guidance, direction, and oversight to client services management staff, in accordance with Company guidelines, client needs, and legislative requirements. Additional responsibilities include, but are not limited to, the following.

• Leading client services staff, where appropriate, demonstrating leadership qualities consistent with management values and mission.
• Oversight of internal systems, policies and procedures to ensure operations are in compliance with client needs, new developments, regulations, and reporting requirements.
• Coordinating with sales and marketing personnel for new business development and implementation of regional business strategy, planning, and goal setting.
• Monitoring revenue, expenses, and client profitability to ensure financial goals are met.
• Developing and managing departmental budget to ensure efficient operation within budget guidelines.
• Developing client revenue projections and budgets.
• Maintaining communications and effective working relationships with management and staff as well as clients, government agencies, unions, participants, attorneys, employers, and consultants.
• Resolving customer/client service issues and oversight of successful implementation of new clients.
• Monitoring government filings and current government regulations.
• Directing implementation process for new business and existing business from a client facing perspective.
• Coordinating activities with new business sales team to identify, acquire, implement, and ultimately transition non-clients into the book of business.

The Successful Candidate

The Client Service Executive demonstrates proficiency in the design and implementation of highly successful client services and business development teams. With a quantifiable track record of success in high-accountability, fast-paced organizations, this dynamic leader possesses the knowledge, skills, and ability to drive and manage the rapid growth of this large organization, within the boundaries of their mission, vision, and core values. These competencies include, but are not limited to, the following.

• Bachelor’s degree in business, marketing, or related field.
• Master’s degree preferred.
• Willingness to travel as necessary to meet strategic objectives and fulfill commitments to clients, prospective clients, and other stakeholders. (Up to 50% at times)
• Willingness and ability to work from the organization’s office in Tualatin, OR.
• Exceptional written and verbal communications skills, able to communicate effectively with people at all levels of the organization, up to and including the Board of Directors.
• Ability to oscillate between the organization’s high-level strategy and the details of day to day execution.
• Ability to effectively coach, develop, and manage a successful client service team, when applicable, while participating as an individual contributor for key initiatives.
• Exceptional team player with the confidence and integrity to earn client and internal team confidence quickly.
• Strong knowledge of provisions and implications of Taft-Hartley plans.
• In-depth understanding of Labor Unions and possession of the knowledge and experience necessary to effectively navigate these complex business landscapes.
• 5+ years of progressive sales or client services enterprise leadership in a business to business environment, with direct exposure or within health plans, TPAs, or related markets, with exposure to Taft-Hartley plans.
• Exceptional work ethic.
• Proficiency with MS Office and common web applications.
• Self-motivated, self-starting personality.

Compensation

The Client Service Executive will receive a highly competitive compensation package, including, but not limited to:

• Generous salary.
• Incentive compensation.
• Medical, dental, and vision insurance.
• Health savings account.
• Flexible spending account.
• Life Insurance / AD&D.
• Short and long-term disability.
• 401(k) with generous employer match.
• PTO.
• 11 Holidays each year.

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