1 час назад
Client Manager
75 000 - 95 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Manager (Salesforce/Insurance): Managing a dedicated book of low-complexity clients and supporting client relationships throughout the lifecycle with an accent on service consistency, compliance, documentation, and operational excellence. Focus on coordinating claims, billing, and eligibility resolution, maintaining Salesforce workflow and data quality, and reviewing client-facing work.
Company
is an independent insurance company with an employee-focused ownership model and a broad national presence.
What you will do
- Manage a dedicated book of small-to-medium-volume, lower-complexity clients using standardized service models.
- Act as the primary point of contact throughout the client lifecycle.
- Own Salesforce workflow, tracking, and data quality for the assigned book of business.
- Coordinate with internal support teams to resolve claims, billing, and eligibility issues.
- Review work completed by Client Associates before delivery to clients.
- Coach peers or guide support staff and junior team members when needed.
Requirements
- Active Life & Health License.
- At least 2 years of relevant experience.
- Experience with OE guide applications and Salesforce.
- Developing awareness of core market dynamics and client segments.
- Effective oral and written communication, problem-solving ability, emotional intelligence, and operational ownership.
Culture & Benefits
- Team-oriented environment with support systems and resources for associates.
- Annual performance bonus and stock purchase opportunities.
- Medical, prescription, dental, vision, FSA, HSA, life, disability, and other insurance benefits.
- 401(k), paid time off, paid holidays, sabbatical, and flexible work options.
- Well-being stipend, personal and professional development, gift matching, and family assistance programs.
Salary: $75,000–$95,000 USD annually. Final compensation depends on geographic location, relevant experience, knowledge, skills, and abilities.
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