Client Success Executive - Middle Market
New
C
CentivoHealthcare / Health Insurance
This position is remoteFull-TimeSenior
Salary$110K - $125K; $110K – $125K • Offers Equity • Offers Bonus
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Job Details
- Experience
- Minimum 5 years
- Required Skills
- Data AnalysisMicrosoft ExcelPowerPointAccount Management
Requirements
- Bachelor's degree or equivalent experience
- Minimum 5 years of health plan experience, including experience with self-funded accounts
- Minimum 5 years of Client Success or Account Management experience in employer-sponsored benefits
- Working knowledge of self-funded health plan administration, including TPA operations, plan design, claims management, and benefit program structure
- Strong relationship management skills with experience working with HR, Benefits, and Finance stakeholders
- Familiarity with value-based care, ACO-based plan models, or primary care-centered benefit design
- Advanced knowledge of Microsoft Office (Excel, PowerPoint, Word)
- Comfort using data and reporting tools
Responsibilities
- Serve as the primary point of contact and relationship owner for a portfolio of Middle Market, self-funded employer clients.
- Ensure a seamless transition for new clients from implementation into ongoing account management.
- Build and maintain relationships with HR and Finance stakeholders through regular communication.
- Partner with brokers and consultants to resolve client issues and reinforce value.
- Identify and pursue growth opportunities within existing client portfolios.
- Lead the renewal process, including the delivery of performance and claims data reports.
- Monitor account health and address retention risks proactively.
- Collaborate with internal analytics and clinical teams to support client decision-making.
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