Client Manager
About the role
The Client Manager oversees a dedicated book of business comprised primarily of lower-complexity clients, delivering consistent service and lifecycle support. This role serves as a primary point of contact for clients, coordinates with internal teams, and ensures service expectations, compliance requirements, and documentation standards are met throughout the client relationship.
Responsibilities
- Manages a dedicated Book of Business: small-to-medium volume book of primary low-complexity clients (e.g., fully insured, standard plans) with moderate service intensity and standardized service models.
- Serves as a primary point of contact for assigned clients, supporting all phases of the client lifecycle.
- Manages Salesforce – with ownership of workflow, tracking, and data quality for assigned BOB.
- Provides support on and develops in all areas of the client life cycle.
- Reviews work completed by Client Associates before delivery to clients.
- Solves claims, billing, and eligibility issues while coordinating with internal support teams.
- May coach peers or guide support staff or junior team members.
Requirements
Active Life & Health License
2+ years relevant experience
Technical application skills: OE guide applications, Salesforce
Basic + developing awareness of core market dynamics and client segments
Qualifications
Key strengths and traits include but are not limited to:
Effective oral & written communication skills
Problem solving
Emotional intelligence
Operational excellence + process ownership
Benefits
Annual Performance Bonus
Stock Purchase
Medical Plans
Prescription Drugs
Dental
Vision
Family Assistance Program
FSA
HSA
Pre-Tax Parking Plan
401(k)
Life/AD&D
Accident
Critical Illness
Hospital Indemnity
Long Term Care
Short-term Disability
Long-term Disability
Business Travel Accident
Identity Theft
Paid Time Off
Flexible Work Options
Paid Holidays
Sabbatical
Gift Matching
Well-Being Stipend
Personal and Professional Development
Pay
$75,000 USD - $95,000 USD
Schedule
N/A