Client Manager I
BRMS · Folsom, CA · 5 mo ago
On-siteBusiness DevelopmentFull-time
Essential Duties and Responsibilities
- Organize regularly scheduled communications with all existing clients and internal contacts to determine how BRMS can meet their business needs.
- Review accounts on a monthly basis.
- Build strong relationships with clients’ HR teams, senior managers, and other key stakeholders.
- Manage BRMS client and benefit plan renewals from beginning-to-end with input from the Account Executive.
- Responsible for obtaining and revising necessary information on the account and completing all activity as required.
- Work on new client implementations.
- Prepare, manage, and understand and provide critical review of monthly reports.
- Ensure execution of contract and any renewal adjustments by working with finance and sales.
- Exhibit strong technical knowledge of industry, products, and compliance requirements, including plan deductibles and dates.
- Create and maintain plan documents.
- Mediate between client and carrier.
- Create and update plan documents during and after implementation.
- Create and update ID cards during and after implementation.
- Maintain PPO Network contract application and Plan Cost Reports.
- Respond to Anthem Blue Cross Utilization Management update requests.
- Appropriately escalate issues and opportunities to Upper Management as needed.
- Provide feedback to assist in the creation of performance improvement goals and development of training programs.
- Ensure proper handling of customer issues and concerns.
- Conduct ongoing training to team members to make certain the quality of service delivered to BRMS customers achieves and exceeds company and productivity standards.
- Review daily and monthly reports, transactions, and trends, and provide feedback to team members and Upper Management.
Qualifications
- High School Degree or G.E.D.; and minimum of two years experience working in a related Customer Support Role; or equivalent combination of education, training, and/or experience in self-funded employee benefits industry, which demonstrates ability to perform the outlined duties above.
- Ability to read, speak, and write effectively in English.
- Ability to interpret documents such as safety rules, memos, letters, and procedure manuals.
- Ability to write routine reports and correspondence.
- Ability to speak effectively before customers or employees of organization.
- Ability to effectively address or resolve customer service issues within guidelines of the position.
- Ability to add and subtract, multiply and divide with 10's and 100's.
- Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
- Ability to deal with problems involving several concrete variables in standardized situations.
- Valid, class C license in state working with no adverse driving record.