Senior Client Service Manager

Responsibilities

• Partner with assigned Client Manager(s) to maintain and grow existing business and ensure positive account relationships
• Assist in preparing benefit design analyses for specialized proposals and quotes
• Run financial reports and perform basic financial analysis on utilization data and market research
• Develop detailed specifications for implementing new products for clients
• Conduct enrollment meetings during account renewal when needed
• Analyze operational business problems, resolve issues, and recommend alternative account solutions
• Leverage internal resources for service and problem resolution
• Collaborate with Sales Support Analysts to ensure accurate account processing, setup, and service delivery
• Develop work plans, documents, and processes for account implementation communications
• Serve as primary contact for day-to-day account service issue resolution
• Support customers during sales contract implementation and throughout the relationship
• Adapt procedures and processes to complex requirements
• Provide direction to other incumbents
• Solve complex problems using broad perspectives and innovative solutions
• Travel as required

• 3 or more years of related, progressive experience
• State specific Producer Licenses for Life, Accident & Health are required or must be obtained within 45 days of hire
• Service orientation
• Diligence
• Problem Solving
• Communication
• Drive for Results
• Evaluates Critically
• Influence, Persistence & Resilience
• Planning and Organizing
• Must comply with HIPAA, privacy, information security, code of business conduct, applicable laws, regulations, company policies, and training requirements

Demonstrates expertise in account management, financial analysis, and client relationship building, with a strong focus on problem-solving and compliance with industry regulations. Proficient in developing specifications for product implementation and adapting processes to meet complex client needs.

• Producer License for Life, Accident & Health
• Financial Analysis
• Account Management
• Problem Solving
• Client Relationship Management

• Financial Reporting
• Benefit Design Analysis
• Utilization Data Analysis
• Specification Development
• Account Implementation

• Service Orientation
• Communication
• Diligence
• Drive for Results
• Planning and Organizing

• Producer License for Life, Accident & Health

• HIPAA Compliance
• Privacy Regulations
• Information Security
• Business Conduct Code
• Market Research