Senior Client Success Manager – Central/Mountain/Pacific Time Zones

This is a fully remote position, open to applicants in California, +7 more states.

📋 Description

• Actively manage client relationships by overseeing the onboarding process for new groups.

• Take charge of open enrollment assistance by leading or participating in relevant meetings.

• Manage client renewals while recognizing opportunities for cross-selling and upselling.

• Maintain a portfolio of business and comprehend the needs of brokers and clients within designated territories.

• Produce and request reports, extracting insights from the data.

• Operate efficiently at a high volume (consider: 40+ emails per day).

• Work collaboratively across various internal teams.

⛳️ Requirements

• 3-5 years of experience in a client-facing position.

• Must possess a Life & Health license.

• Proficient in communicating with multiple stakeholders in both tactical and strategic manners.

• Proven track record in investigating and resolving client issues.

• Exceptional organizational abilities and meticulous attention to detail.

• Capability to swiftly learn new product lines and adjust to evolving sales and service processes.

• Experience with Salesforce or other CRM or Client Success tools is preferred.

🏝️ Benefits

• Health insurance.

• Retirement plans.

• Paid time off.

• Flexible work arrangements.

• Professional development.