Career | Client Relationship Manager

Client Relationship Manager

Client Relationship Manager

Position Title: Client Relationship Manager.
Reports to: Vice President, Operations.
Full-Time/Part-Time: Full-Time.
FSLA Status: Exempt.

Position Description:

The Client Relationship Manager maintains relationships with insurance brokers, channel partners, and key clients to ensure satisfaction with all products and services. The Client Relationship Manager positively represents Hanna Global Solutions by serving as the client's internal advocate for all product - related inquiries and escalations. The Client Relationship proactively communicates with partners to ensure a successful open enrollment and ongoing service.


  • Facilitate resolution of day-to-day partner/client items such as clarifying services or issues with products
  • Serve as the escalation point for urgent issues
  • Ensures that clients experience a smooth transition once implemented onto system
  • Proactively coordinates the required tasks to ensure a complete and accurate Open Enrollment
  • Acts as the liaison between the channel partner and the internal implementation, EDI, and Billing teams to ensure all changes are made timely and accurately
  • Provides training and coaching to channel partners as necessary
  • Identifies reoccurring issues or potential enhancements and proactively communicates with product management

Desired Education and Experience:

  • BA/BS degree or equivalent experience
  • Benefits or HR-related certification such as CEBS, GBA, PHR, or SPHR is a plus
  • 5+ years of experience in an Account Manager or Customer Relationship Manager role
  • Knowledge of employee benefit programs while working for an insurance carrier, broker, technology company, or in a corporate HR department
  • Excellent communication skills and passion for client success
  • Good time management skills and ability to prioritize multiple client needs

About Hanna Global Solutions:

Hanna Global Solutions offers a technology-enabled service that seamlessly integrates benefits, compliance, eligibility, enrollment, employee advocacy, accounting, and retirement programs. With over 30 years of experience in the employee benefits industry, we develop long-term relationships with our clients and partners. Hanna Global Solutions has an unwavering commitment to integrity and a fanatical devotion to building long-term relationships.

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