Client Services Lead

October 20

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Enrollment & Eligibility • ACA Tracking & Reporting • Billing & Financial Reporting • Total Population Health Management • COBRA Services

1001 - 5000

💰 Private Equity Round on 2021-12

Description

• Act as the primary liaison between clients and production teams. • Conduct and manage client calls and provide training. • Maintain all client documentation. • Stay updated on product releases and system functionalities. • Collaborate with clients on product updates. • Deliver clear communication on system functionalities and resolution activities. • Drive continuous improvement in service delivery. • Coordinate Annual Enrollment activities and engage clients proactively. • Participate in sales finalist meetings and assist sales team. • Identify trends and training needs in partnership with internal teams.

Requirements

• College degree (or equivalent) preferred. • 5+ years of experience working directly with clients in the employee benefits/benefit administration industry. • Strong project management experience, especially with technology projects, is highly advantageous. • In-depth understanding of benefit administration and employee benefit programs, and their industry impact. • Comfortable with technology and adept at navigating systems. • Ability to troubleshoot issues and navigate Human Capital Management and/or Benefits Administration Systems. • Experience with Human Resources and HRIS/payroll systems is beneficial. • Excellent relationship management, project management, and analytical skills. • Ability to lead client meetings, deliver presentations, and build strong relationships. • Consultative communication style, providing clients with market insights and tailored solutions. • Proven ability to collaborate across functional areas to ensure a seamless customer experience. • Resilience under pressure, particularly during busy periods, with a knack for bringing order to chaos. • Resourceful problem solver, adept at finding solutions collaboratively. • Tech-savvy with a willingness to learn new technology and effectively communicate technical concepts to clients. • Availability to travel up to 10%.

Benefits

• Comprehensive benefits package • Quarterly bonus incentive plan