Client Relationship Manager - IntelliScript (Remote)

Milliman IntelliScript is a group of a few hundred experts in fields ranging from actuarial science to information technology to clinical practice. Together, we develop and deploy category-defining, data-driven, software-as-a-service (SaaS) products for insurance, health IT, and life sciences clients. We are a business unit within Milliman, Inc., a respected global consultancy. Our entrepreneurial and collaborative culture values innovation, excellence, exceptional customer service, and transparency. Every team member has a voice, and we challenge each other to push the boundaries of our diverse potential. We offer sustained growth opportunities, competitive compensation, and benefits.

About the role

Milliman IntelliScript Irix® rules engine delivers intelligent analysis of prescription histories and other medical data, empowering life and health insurance underwriters to make informed decisions through comprehensive, customized reports. As a Client Relationship Manager, you will report to the Team Lead, Client Relationships, and support the Client Relationship Management team in ensuring client satisfaction and revenue retention. You will collaborate with Client Relationship Managers, Sales Executives, Analytics, Operations, and technical product teams to deliver detailed reports, draw meaningful inferences, and identify trends.

Responsibilities

• Independently manage a portfolio of client accounts, focusing on relationship development, retention, and performance
• Develop a thorough understanding of clients’ products, workflows, and how our products integrate into their operations
• Utilize internal resources to manage client business and overall portfolio effectively
• Proactively identify client growth opportunities and educate customers on additional product offerings
• Coordinate and lead 2-3 in-person client meetings per month with stakeholders at all organizational levels
• Attend regional and national conferences, and staff conference booths as needed
• Provide training, ongoing support, and account maintenance
• Take ownership of internal process improvements by identifying obstacles and proposing solutions
• Collaborate with other Milliman IntelliScript business units, including operations, sales, marketing, analytics, IT, and legal
• Manage legal documents such as agreements, amendments, and BAAs
• Maintain accurate and up-to-date records of all contacts and activities in Salesforce
• Study current market conditions and industry trends affecting our clients and business
• Represent the Milliman IntelliScript brand with professionalism

Requirements

• 2+ years of professional experience (can include internships)
• Demonstrated critical thinking skills
• Ability to successfully manage ambiguous situations
• Desire to build and nurture trusted client relationships and long-term partnerships
• Willingness and ability to travel nationwide, up to 20% (usually day trips or overnight) for client meetings, conferences, and company events
• Strong command of Excel, Outlook, Word, PowerPoint, Teams, and Zoom

Skills

• Able to conduct thorough analysis and present effective resolutions
• Demonstrated “let’s find a way to do it” attitude – no task is too big or too small
• Exceptional communication skills: articulate and professional in all mediums (phone, email, video conferencing, etc.)
• Thrive in an entrepreneurial and collaborative culture
• Able to balance following detailed processes with observing trends to solve business challenges
• Dedicated to getting the details right
• Enjoys learning and actively seeks opportunities to expand knowledge and skills
• Self-motivated to identify needs, research situations, present solutions, and find common ground with diverse perspectives
• Pursues professional education and ongoing growth
• Excels at prioritizing multiple concurrent tasks, including projects at various stages
• Strong multi-tasking and organization skills

Preferred Qualifications

• Bachelor’s degree in any field
• Experience with Power BI
• Experience in insurance, underwriting, health care, financial services, and/or software-as-a-service (SaaS)
• Previous use of customer management systems, such as Salesforce

Location

This position is open to remote work. Applicants must be willing to travel to the Milliman office in Brookfield, WI as needed and travel nationwide for meetings, conferences, and team events (up to 20%).

Pay

The overall salary range for this role is $71,700 - $131,905. For candidates residing in Alaska, California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, Pennsylvania, Virginia, Washington, or the District of Columbia, New York City, Newark, San Jose, or San Francisco, the salary range is $82,455 - $131,905. For all other locations, the salary range is $71,700 - $114,700. A combination of factors will be considered, including education, relevant work experience, qualifications, skills, and certifications.

Benefits

• Medical, Dental, and Vision coverage for employees, dependents, and domestic partners
• Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges
• 401(k) Plan – Includes company matching and profit-sharing contributions
• Discretionary Bonus Program – Recognizing employee contributions
• Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses
• Paid Time Off (PTO) – Full-time employees accrue 15 days per year; part-time employees accrue PTO on a prorated basis
• Holidays – A minimum of 10 paid holidays per year
• Family Building Benefits – Includes adoption and fertility assistance
• Paid Parental Leave – 11 weeks of paid leave for eligible employees
• Life Insurance & AD&D – 100% of premiums covered by Milliman
• Short-Term and Long-Term Disability – Fully paid by Milliman