- Serve as the single point of contact for assigned clients
- Provide information regarding eligibility, billing, member services, and benefit structure
- Interpret client-specific data related to products, billing, eligibility, and plan specifications
- Design, prepare, and coordinate member communications on behalf of clients
- Deliver timely reporting and insights
- Develop creative solutions to client challenges
- Lead client events (virtual and onsite) to strengthen engagement
- Travel occasionally (less than 10%)
- Handle escalated calls from members and clients
- Ensure gold-standard service delivery and maintain service quality expectations
- Maintain strong follow-up practices (24–48 hour turnaround expectations)
- Support the Advocacy team with group-specific questions
- Oversee age-ins and disenrollments
- Provide cross-team training when new groups or changes are introduced
- Assist with operational coordination and special projects as assigned
- High School diploma or equivalent
- 4+ years of experience in customer-facing roles such as client service, account management, sales, operations, benefit administration, or project management
- 2+ years of healthcare-specific experience (health insurance, provider billing, client benefits, Medicare, or medical call center environment)
- Life & Health License (Arizona) – must obtain within 6 months (company sponsored)
- Proficiency in Microsoft Word, Excel, and Office applications
- Strong written and verbal communication skills
- Professional, self-aware, and detail-oriented
- Experience with Medicare, Medicare Advantage, or Supplement plans (fully insured or self-funded)
- Salesforce proficiency
- ADIP certification
- Experience managing multiple client accounts simultaneously
- Strong presentation skills and client-facing professionalism
- Comfortable managing 12–18 client accounts simultaneously
- Proactive problem solver who proposes solutions
- Collaborative and willing to "roll up sleeves" during peak seasons
- Highly organized and prepared for client-facing presentations
- Thrives in fast-paced, service-driven environments
- Takes initiative and consistently delivers exceptional service
- Hybrid schedule (3–4 days onsite weekly; additional remote flexibility during off-peak seasons)
- Business casual dress code
- Fast-paced, team-oriented environment (October–December is peak season)
- Supportive, mission-driven culture
- Work in company
Service Availability Manager Infrastructure Services-Availability Management
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Client Services Manager - 249756 - Mount Laurel - MedixTM
Description
Client Service Manager
Division: Account Management
About the Role
We are seeking a Client Service Manager (CSM) to serve as the primary point of contact for assigned healthcare and union/fund clients, supporting retiree populations with a high-touch, service-driven approach. This is a hybrid, client- and member-facing position that blends account management, benefit administration, healthcare support, and operational coordination.
The ideal candidate brings healthcare account management or health insurance experience (Medicare experience strongly preferred), thrives in a collaborative environment, and enjoys solving problems—not just identifying them. This role requires professionalism, organization, and the ability to manage multiple priorities across a portfolio of 12–18 clients.
Training Program
All new hires participate in a structured 12-week paid training program:
Weeks 1–6: Hands-on training with the Retiree Advocacy (Call Center) team
Weeks 7–12: CSM-specific training, shadowing, and collaboration with billing and operations
Training is full-time and in-person. After completion, the role transitions to a hybrid schedule (3–4 days in-office; 1–2 remote depending on season).
Key Responsibilities
Client Management & Account Oversight
Escalation & Service Excellence
Advocacy Team Support (Call Center Partnership)
Required Qualifications
Preferred Qualifications
Ideal Candidate Profile
Work Environment & Culture
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