Customer Success Manager - Dallas, United States - HireNetworks

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.