Client Relationship Manager

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Work with Account Managers to facilitate a smooth hand-off from sales to the operations team during the client onboarding process
• Demonstrate web portal tools and coordinate with sales enablement to facilitate enrollment tool training
• Manage escalations from the Case Manager team, acting as liaison between operations and groups to determine future course of action
• Schedule and facilitate regular meetings with employer groups
• Communicate information to sales team to assist in growing current book of business based on group needs
• Aid case managers in root-cause analysis of billing and enrollment issues
• Track group details regarding enrollment numbers, claim volume, billing and payment timing, and other factors, providing details to the leadership team for re-enrollment decisions
• Analyze and provide data to leadership around potential lapsing of group enrollees, assisting with tracking and determining appropriate actions for approval
• Assist with the training of new Case Managers to ensure alignment across the team with billing and reporting processes

EDUCATION AND EXPERIENCE

• Undergraduate degree or equivalent work experience, preferably in business administration or other related discipline
• Minimum of 3 years’ work in client-facing role preferred