13 дней назад
Client Manager (Employee Benefits)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Manager (Employee Benefits) (Employee Benefits/Salesforce): Managing a book of low-complexity employee benefits clients and supporting the full client lifecycle with an accent on service coordination, compliance, documentation, and data quality. Focus on resolving claims, billing, and eligibility issues, reviewing client deliverables, and maintaining Salesforce workflows for assigned accounts.
Location: United States context indicated by US-specific benefits and employment compliance requirements; exact work location is not specified.
Company
is an independent insurance and financial services company with a team-based ownership model and a broad business presence.
What you will do
- Manage a small-to-medium book of primarily low-complexity employee benefits clients.
- Serve as the primary point of contact throughout the client lifecycle.
- Own Salesforce workflow management, tracking, and data quality for assigned accounts.
- Coordinate internal support teams to resolve claims, billing, and eligibility issues.
- Review work completed by Client Associates before client delivery.
- Coach peers or guide support staff and junior team members when needed.
Requirements
- At least 2 years of relevant experience.
- Experience with Salesforce and OE guide applications.
- Effective oral and written communication skills.
- Problem-solving ability, emotional intelligence, and operational excellence.
- Basic and developing awareness of market dynamics and client segments.
- Active Life and Health License preferred.
Culture & Benefits
- Annual performance bonus and stock purchase opportunity.
- Medical, prescription, dental, vision, FSA, and HSA plans.
- 401(k), life and disability coverage, and additional insurance programs.
- Paid time off, paid holidays, sabbatical, and flexible work options.
- Well-being stipend, family assistance, gift matching, and professional development.
- Team-oriented environment with an associate-first culture and employee ownership.
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