Client Account Manager


Phoenix, AZ

Job Type


Job Description

We pride ourselves on being flexible, but there are somethings we feel very strongly about:

Being an excellent communicator, because you take care in articulating your own thought process, as well as critique the work of others.
Understanding the whole business. Great systems aren’t built in a vacuum – they require hard work from extremely smart people across many disciplines and an understanding of how it all fits together.
Great teams are better than the all-star players. No matter how great someone’s ideas, they’ll be improved upon through collaboration.

Position Purpose:
The Account Manager is responsible for full account management for assigned client(s). The Account Manager will also ensure proper administration of the clients’ needs and overall client satisfaction.


o Manage complex business relationships with strategically important clients, including Fund Trustees, Attorneys and Consultants.
o Ensure high client satisfaction acting as a trusted resource for timely and accurate issue resolution, quarterly status meetings, attendance and participation at Trust meetings.
o Establishing and maintaining strong relationships and providing top quality service.

o Work cooperatively with other team members.
o Actively participate in trust meetings and training activities.
o Perform additional responsibilities and projects as periodically assigned.

o Associate Degree required or equivalent experience
o Bachelor’s Degree preferred but not required

o Prior experience in Health and Welfare plan/Pension Benefit administration.
o Prior experience working in a Union environment preferred.
o Solid expertise with PC skills including Microsoft Office Suite.
o Strong oral and written communication skills with the ability to draft reports, letters, and business correspondence.
o Ability to build strong relationships with Fund Trustees and Professionals.
o Strong Negotiation and Presentation skills with the ability to direct others.
o Ability to read, interpret, and adhere to Plan documents, company policies and procedures.
o Ability to define problems, collect data, establish facts, and draw valid conclusions.
o Strong operational and organizational skills with the ability to follow-through on all tasks and assignments.
o Ability to organize, set priorities, work independently and complete multiple projects within established deadlines.

Management, Problem Solving, Critical Thinking, Communications, Interpersonal Relations/Teamwork, Organization Awareness, Self/Life Management, Continuous Improvement/Innovation and Change, Basic Technical Competence

Employee Benefits Program:
o One of the most competitive Paid Time Off plans in the industry.
o Extensive 401(k) plan with company matching for contributions up to five percent of an employee’s base pay.
o Affordable medical, dental and vision insurance; along with company paid disability and life insurance.
o Family and employee care programs.

Southwest Service Administrators provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, pregnancy, military and veteran status, age, physical and mental disability, genetic characteristics, or any other considerations made unlawful by applicable state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Southwest Service Administrators expressly prohibits any form of workplace harassment based on race, color, religion, sex, national origin, pregnancy, military and veteran status, age, physical and mental disability, or genetic characteristics.


Southwest Service Administrators

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