- Manage client and broker/consultant relationships throughout the client lifecycle.
- Communicate clearly and concisely in both verbal and written formats.
- Manage client communication for engagement marketing initiatives, including open enrollment events and webinars.
- Serve as the product expert and specialty care advocate by guiding clients through features and best practices.
- Collaborate cross-functionally to ensure alignment and coordination.
- Ensure company and client objectives are met by owning execution of agreed-upon action items.
- Partner with Client Executives to maximize retention and identify upsell and expansion opportunities.
- Maintain accurate data input and hygiene in the CRM system.
- Own service issue resolution end-to-end by investigating root causes and implementing improvements.
- Operate effectively in a high-volume environment, balancing proactive planning with frequent client requests.
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