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    Client Partner - Dallas, United States - CareGuide Advocates

    CareGuide Advocates
    CareGuide Advocates Dallas, United States

    3 weeks ago

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    Description

    CareGuide believes everyone should have access to affordable healthcare. With over 25 years of experience in the health benefits industry, our expertise and innovative tools allow us to provide unmatched healthcare cost savings to our members.

    We are seeking a proactive and client-oriented Client Partner to act as a champion for our clients. The successful candidate will be responsible for providing exceptional customer service, resolving client issues, and coordinating with internal departments to ensure a seamless client experience through various stages of engagement.

    This is a hybrid position and will be based out of the Dallas, Texas. After the first month, the position will be majority remote (if desired). Our training program will provide knowledge and expertise in health benefits terminology, our cost containment services, and the industry at large. In addition, CareGuide values its employees and offers a generous benefits package, and a starting salary range of $65,000-$75,000 and will be based on experience.

    Responsibilities

    ● Build and maintain strong, long-lasting relationship with clients to enhance loyalty and retention

    ● Act as the primary contact for all client needs, including inquires and conflict resolution

    ● Serve as a liaison between clients and internal departments such as Sales, Operations and Finance to ensure smooth transactions and continuous service

    ● Maintain records of sales operations, client interactions and forecasts in our CRM system

    ● Analyze utilization and sales data and performance metrics to gauge progress towards targets and opportunities for improvement

    ● Regularly engage with clients to ensure they are fully utilizing CGA services

    ● Act as a loop closer by monitoring and pushing the completion of tasks necessary to maintain client relationships.

    ● Address and resolve problems efficiently, ensuring tasks are completed in a timely manner

    ● Coordinate specific departmental tasks, including sending invoices, ensuring timely payments, receiving claim files, obtaining signed documents, and closing cases


    Requirements

    Requirements

    ● High School diploma or equivalent required

    ● 2-3 years of proven experience in account or client management, preferably in a B2B or healthcare setting

    ● Comfort and familiarity with CRM platforms (CareGuide uses Zoho) and Microsoft Word products

    ● Strong interpersonal and communication skills to foster positive relationships

    ● Knowledge of customer service practices and commitment to exceptional client support

    ● Capability to conduct difficult conversations and set boundaries with clients effectively


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