Client Manager
Listed on 2026-10-05
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Customer Service/HelpDesk
Client Relationship Management, Customer Success Management, Customer Service Rep
Description
Summary: The Client Manager 1 works closely with the Account Executive to service a portion of the BRMS client base. The Client Manager 1 is the day-to-day point of contact for each client account. The CM 1 strives to ensure service levels and expectations are being met by executing regular and proactive communication with all client administration and upper level on a day-to-day basis.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
- 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 AE.
- 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
- Work internally to create and maintain plan documents.
- Mediate between client and carrier.
- Create and update plan documents during and after Implementation
- Create and update during and after Implementation
- Maintain PPO Network contract application and Plan Cost Reports
- Respond to Anthem Blue Cross Utilization Management update requests
- Appropriately elevate issues and opportunities to Upper Management as need be.
- Provides 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
- Performs other duties and responsibilities as assigned by Management.
Supervisory Responsibilities: This job has no supervisor responsibilities
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
Requirements
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or
Experience:
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.
Language
Skills:
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.
Mathematical
Skills:
Ability to add and…
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