Job Title: Client Success Executive
Department: Client Services
Location: Plano, TX; McKinney, TX; New Orleans, LA; Columbia, SC
Reports To: Manager, Client Services
Job Summary
The Client Success Executive manages the various stages of the Selerix end-to-end solution and serves as the primary point of contact. This role is responsible for gathering client requirements and establishing a foundation for successful implementation of benefits enrollment, payroll integration, and carrier transmission.
The Client Success Executive delivers superior customer service by providing system knowledge and building and/or repairing (case) capabilities. This position manages a heavier case load (20 or more) and plays a critical role in maintaining strong client relationships. In addition, the Client Success Executives also support the broader Client Service team by assisting with training and guiding Client Success Coordinators and Client Success Managers.
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 preferred
3–5 years of experience in insurance benefits
Experience in Account Management or Client Relationship role
Excellent written and verbal communication
Proficient in Microsoft Office (Word, Excel, etc.)
Self-directed with a strong sense of urgency
Proven ability to multitask in a fast-paced environment
Collaborative team player with a proactive mindset