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

Key strengths and traits

• Effective oral & written communication skills
• Problem solving
• Emotional intelligence
• Operational excellence + process ownership

Qualifications

• 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

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