8 дней назад
Client Manager - Employee Benefits (Insurance)
100 000 - 200 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Manager - Employee Benefits (Insurance): Managing a book of small-to-medium, lower-complexity employee benefits clients with an accent on standardized lifecycle support, Salesforce ownership, and service quality. Focus on resolving claims, billing, and eligibility issues, reviewing client deliverables, and coordinating internal support teams to maintain compliance and data quality.
Salary: $100,000–$200,000 USD annually
Company
is an independent, expanding insurance and financial services company with a team-based ownership model and a broad national presence.
What you will do
- Manage a dedicated book of small-to-medium, lower-complexity employee benefits clients.
- Serve as the primary contact throughout the client lifecycle and deliver standardized service.
- Own Salesforce workflows, tracking, and data quality for the assigned book of business.
- Review work completed by Client Associates before client delivery.
- Resolve claims, billing, and eligibility issues in coordination with internal support teams.
- Coach peers or guide support staff and junior team members when needed.
Requirements
- Active Life & Health License.
- 2+ years of relevant experience.
- Technical application skills with OE guide applications and Salesforce.
- Basic and developing awareness of core market dynamics and client segments.
- Effective oral and written communication, problem-solving ability, emotional intelligence, and operational excellence.
Culture & Benefits
- Team-based working model focused on collaboration and shared success.
- Annual performance bonus and stock purchase opportunities.
- Medical, prescription, dental, vision, FSA, HSA, life insurance, disability, and retirement benefits.
- Paid time off, paid holidays, sabbatical, flexible work options, and a well-being stipend.
- Personal and professional development support, family assistance, and gift matching.
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