Client Service Manager
New
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Self Bill ProEmployee benefits billing
Source API remote eligibility restrictions: United StatesFull-TimeManager
Salary80,000 - 90,000 USD per year
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Job Details
- Experience
- 3+ years of experience in employee benefits account management, client success, or a client-facing relationship management role, or 7+ years of relevant experience.
- Required Skills
- Data AnalysisMicrosoft ExcelMicrosoft Office Suite
Requirements
- Have a bachelor's degree and 3+ years of experience in employee benefits account management, client success, or a client-facing relationship management role, or 7+ years of relevant experience.
- Demonstrate familiarity with 834 and LDEx EDI files.
- Bring strong analytical skills and comfort with data analysis and manipulation, particularly in Microsoft Excel.
- Be proficient with Microsoft Office Suite, project management tools, and CRM systems.
- Be able to manage a portfolio of complex client accounts, including hands-on billing issue resolution.
- Be comfortable initiating proactive outreach and scheduling calls.
- Have strong relationship-building and interpersonal skills.
- Have strong organizational skills and attention to detail, and be able to work independently and collaboratively.
Responsibilities
- Serve as the main point of contact and relationship owner for a portfolio of clients.
- Build relationships with client stakeholders, benefit administrators, brokers, and benefit carriers, and own controllable retention for the portfolio.
- Run proactive client touchpoints across the lifecycle, including post-onboarding check-ins, health checks, and pre-renewal outreach.
- Resolve inbound billing questions, benefit invoice issues, and account concerns through to resolution.
- Partner with internal teams and external benefit administration platforms and insurance carriers to resolve issues and execute account or data updates.
- Prepare and review accurate, on-time benefit invoices each month, coordinating daily with Client Services Administrative Specialists.
- Audit data across carrier, payroll/HRIS, and billing platforms; identify root causes of discrepancies and follow up to prevent recurrence.
- Train and guide clients on billing procedures and benefit plan details as needed.
- Lead clients through annual renewals, manage billing changes, and monitor account health for early warning signs.
- Identify and surface process improvements in billing and account management.
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