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    Customer Success Manager - Dallas, United States - HireNetworks

    HireNetworks
    HireNetworks Dallas, United States

    2 weeks ago

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    Description
    We are seeking an experienced Client Success Manager for our client based in Old East Dallas. This is a direct-hire position based on-site with some local travel. The target salary is $65k - $75k with room based on experience and offers a very family/pet friendly atmosphere and benefits


    Summary:


    The Client Success Manager directly supports the Company Owner and the Marketing & Sales Representative during the sales / renewal phase of business; then once the account is acquired, either assumes complete responsibility of an account or acts in a support role as needed.

    The goal is to always maintain an extremely positive, painless relationship between the company, our clients, and vendors.


    Responsibilities of the Account Manager:


    Develop and maintain effective working relationships in liaison role with insurance company service partner contacts (such as underwriters, sales and service representatives) and client contacts.

    Act as liaison between client and benefit providers to resolve billing, claims, eligibility, COBRA and other various employee or customer service problems as they arise.

    Manage installation and renewal processes year after year with clients.
    Proficiently know marketplace, carriers, underwriting requirements & the benefits/services they offer.
    Keep other team members fully informed of all-important activities on client accounts.
    Participate in seminars and classes for skill and knowledge development.
    Claim processing, quality check of applications, and audit enrollment applications.

    Preparing and obtaining employee enrollment materials and presenting employee benefits via webinars, benefit fairs, face-to-face enrollment meetings and enrolling employees in the appropriate products.

    Assist in the communication of benefits in enrollment meetings, webinars with client and insurance companies.
    Independently manage with input from adviser(s) and team leader employee booklets, enrollment kits, enrollment forms, letters, and checklists.
    Preparing and insuring accuracy on audits, census data and quoting.
    Make regular service/relationship calls and visits to clients.
    Preparation of reports deemed necessary by the team leader and/or broker.
    Keep all information on accounts accurate and up to date.
    Provide guidance / assistance to other team members who are junior as needed.


    Qualifications and Skills:
    Bachelors degree (preferred). High School diploma or equivalent is required with a minimum of five years related industry experience and/or training.
    Ability to acquire and maintain a current Texas Life & Health insurance license.
    Through Knowledge or ability to learn Employee Benefits insurance.
    Proficient in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint) Adobe and able to use multiple technology devices.
    Ability to manage logins and work in various internet-based systems.
    Ability to perform duties in a high-pressure, fast-paced, always changing environment.
    Self-motivated and ability to work independently with limited supervision or within a group or team.
    Strong and professional written and verbal communication skills with customers or carriers. Bilingual Spanish is a plus.
    Ability to write, prepare, and present professional proposals or letters.
    Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division. Ability to apply mathematical operations to required tasks.
    by Jobble

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