Client Service Manager

This is a fully remote position, open to applicants in Florida.

📋 Description

• Act as the primary contact and relationship manager for a designated portfolio of clients.

• Develop and sustain relationships with client stakeholders, benefits administrators, brokers, and benefit carriers.

• Conduct proactive client lifecycle engagements, such as onboarding follow-ups, health assessments, and pre-renewal communications.

• Handle incoming client inquiries to resolution, including questions regarding billing and benefit invoices.

• Clarify benefit modifications and data integration into billing processes.

• Collaborate with internal teams and interact with benefit administration platforms and insurance providers to address issues and implement updates.

• Generate and deliver precise, timely monthly benefit invoices.

• Work in conjunction with Client Services Administrative Specialists on invoice generation and account expectations.

• Review data across carrier, payroll/HRIS, and billing systems.

• Identify root causes for discrepancies in enrollment, dates, premiums, and coverage; rectify issues and prevent future occurrences.

• Educate and assist clients on billing processes and benefit plan specifics.

• Guide clients through the annual renewal process, billing modifications, and transitions.

• Monitor account health and highlight potential concerns.

• Spot opportunities for process enhancements in billing and account management.

⛳️ Requirements

• Bachelor's degree and over 3 years of experience in employee benefits account management, client success, or client-facing relationship management, or more than 7 years of relevant experience.

• Experience in employee benefits.

• A customer-focused approach with strong relationship-building and interpersonal abilities.

• Capability to proactively reach out and schedule calls.

• Proficiency in managing complex client portfolios and resolving billing challenges.

• Knowledge of 834 and LDEx EDI files.

• Strong analytical skills with comfort in data analysis and manipulation, especially in Microsoft Excel.

• Excellent verbal and written communication abilities.

• Proficient in Microsoft Office Suite, project management tools, and CRM platforms.

• Strong organizational skills and meticulous attention to detail.

• Ability to work both independently and collaboratively in a dynamic startup atmosphere.

🏝️ Benefits

• Remote work model.

• Collaborative, ambitious team.

• Intelligent, scalable technology environment.

• Opportunity to modernize benefits billing.

• Permanent employment.