Job Title: Client Success Manager
Department: Client Services
Location: Plano, TX; McKinney, TX; New Orleans, LA; Columbia, SC
Reports To: Manager, Client Services
Job Summary
The Client Success Manager manages the various stages of the Selerix end-to-end solution and serves as the primary point of contact for clients. This role is responsible for gathering client requirements and establishing a foundation for successful implementation of benefits enrollment, payroll integration, and carrier transmission. This position provides superior customer service by providing system knowledge and building and/or repairing (case) capabilities. Position manages a minimum case load of 5 to 10 cases.
Key Responsibilities
Serves as primary point of contact for Selerix’s Employer Groups.
Effectively perform project management role on case configurations.
Consistently maintains security and confidentiality of all client data per Selerix company policy and HIPAA requirements.
Acts as liaison between the Selerix team and the Client when researching and reporting on questions regarding the Selerix platform.
Accurately and timely provides resolution to client issues and concerns.
Works collaboratively with internal partners to resolve issues or setup.
Prioritize and manage multiple cases simultaneously so that client satisfaction is maintained at the standard required by the VP of Customer Operations.
Accurately addresses all assigned tasks within the project timeline leading to a client go-live status on Selerix platform.
Maintains knowledge and information on the system in order to provide superior customer support.
Effectively manages multiple client implementations simultaneously.
Participate in staff meetings, conference calls, and other meetings, as needed.
Performs other duties as required.
Qualifications
Bachelor’s Degree or relevant experience.
Minimum one year’s experience in insurance benefits. Experience in account management or client relationship role a plus.
Strong written and verbal communication skills.
Proficiency in Microsoft Office (Word, Excel, etc.).
Proven organizational and time management abilities.
Effective team collaborator with a strong sense of partnership.
Experience in managing projects with multiple stakeholders and timelines.