Client Success Manager
New
IllinoisFull-TimeManager
Salary50,000 - 60,000 USD per year
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Job Details
- Experience
- 5+ years
- Required Skills
- Project ManagementCommunication SkillsAnalytical SkillsClient relationship management
Requirements
- 5+ years of experience in employee benefits brokerage or benefits administration.
- Demonstrated experience leading client onboarding or implementation projects.
- Experience advising on benefits administration and platform configuration preferred.
- Active Life & Health insurance license is preferred.
- Strong analytical and communication skills essential.
- Proven client relationship management skills.
- Ability to manage multiple projects and prioritize effectively.
- Familiarity with HRIS platforms and operational workflows.
Responsibilities
- Serve as client specialist for assigned clients, designing and directing onboarding strategies.
- Own the end-to-end onboarding plan including scope, timeline, dependencies, and deliverables.
- Lead client success meetings, establish agendas, and ensure accountability for outcomes.
- Execute the setup and onboarding of employee benefit programs with carriers and vendors.
- Ensure accurate completion of carrier submissions, plan setup, and enrollment readiness.
- Establish onboarding controls to ensure data integrity and operational readiness.
- Manage carrier, vendor, and HRIS platform deliverables and timelines.
- Provide operational guidance to Client Executives regarding onboarding readiness.
- Serve as the primary operational contact for clients during onboarding.
- Lead the transition of onboarded clients to the Account Management and retention teams.
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