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Senior Level Client Services Manager, H&W Benefits


in Remote / Burbank CA / AZ / CO / FL / IN / NC / NV / OK / OR / TX / UT

Logo for TRI-AD

Come work with a Great Company that ENGAGES it's employees, has future growth potential, flexibility and great company perks.

Voted AGAIN for both San Diego's Best and Brightest Companies to work for & Best and Brightest Companies to work for in the Nation!

Client Service Manager - SENIOR LEVEL

We are looking for candidates either local to San Diego, CA, or REMOTE candidates in the following states:


If you have ALL of the following credentials below – we want to hear from you!

  • Extremely detail oriented and organized
  • Advanced knowledge of the benefits industry
  • Knowledgeable and resourceful
  • Collobarttive and willing to go above and beyond to support sales team
  • 5-10 years direct client facing benefits administration and management experience
  • Consultative and client focused
  • Experience working as a Third Party Administrator (TPA)
  • Strong written and verbal communication skills
  • Strong job history track record
  • Glowing references
  • Dependable and able to work independently


The CSM II serves as the overall account manager for large and/or mid-size clients covering all of TRI-AD’s H&W administrative service offerings (eligibility /enrollment, reimbursement accounts [FSA, HSA, Commuter, etc.], COBRA, Direct Bill and Voluntary Products. The CSM II is responsible for developing and fostering long-term client relationships providing consultative, proactive client service support and efficiently resolving service issues as they occur. The CSM II is also accountable for managing the scope of services for each client, negotiating out of scope requests, and acting as the project manager.


  • Knowledge of benefits, HR systems and business processes.
  • Proficiency with office technology, information systems, analysis and project management tools.
  • Knowledge of benefits regulations, plan design, and industry best practices.
  • Superior track record of stellar client service relationships.
  • 5-10 years’ Benefits Administration industry experience with an emphasis on direct client management.
  • Travel and presentations for clients


  • Strong interpersonal communication and relationship building skills.
  • Ability to plan and lead client meetings in a professional, consultative, and effective manner.
  • Proficiency with MS office technology (Word, Excel, PowerPoint).
  • Experience with benefits and/or HR information systems and project management tools.
  • Clear, concise, and accurate oral and written communication skills.
  • Ability to multi-task and work on several projects simultaneously while working under pressure to meet deadlines.
  • Logical thinker with strong problem-solving abilities.
  • Excellent planning and organizational skills.
  • Problem solving and resolution skills: The CSM must be able to manage clients through issues by effectively managing internal resources to identify the root cause, resolution, client alternatives, etc.

Our salary range for this position is 75k-90k and we have a robust Benefits package.

How to Apply

Please apply at the link below, or send resume to

Apply Now

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