Client Success Manager
New
C
CentivoHealthcare Insurance
RemoteFull-TimeMiddle
Salary$75K - $80K; $75K – $80K • Offers Equity • Offers Bonus
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Job Details
- Experience
- 3 years
- Required Skills
- SalesforceAccount ManagementData management
Requirements
- Bachelor's degree preferred or equivalent combination of education and experience.
- 3 years of experience in client service, account management, or operations within health benefits, insurance, or a related industry.
- Strong working knowledge of health plan operations including claims, benefits, and enrollment processes.
- Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Strong written and verbal communication skills.
- Comfort working across systems such as Salesforce and internal plan management tools.
- High attention to detail and strong organizational skills.
- Collaborative mindset for working across internal departments and external vendors.
- Willingness to travel on a minimal-to-moderate basis for open enrollment and client support needs.
Responsibilities
- Provide day-to-day operational support for clients and support Client Success Executives in client meetings.
- Resolve claims, benefit, and enrollment issues by coordinating with internal teams and external vendors.
- Maintain client-facing systems, workbooks, and communications for accuracy.
- Manage client inquiries and track issues through to resolution in the client tracker.
- Support open enrollment meetings and renewal processes, including preparing forms and reviewing plan documents.
- Enter and maintain client information and data within Salesforce and other reporting tools.
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