Customer Success Manager Full-time

The Boon Group, Inc. - West Lake Hills, TX
$60,000 USD/Annually
401K, Dental Insurance, Life Insurance, Medical Insurance, Vision Insurance

Customer Success Manager

Employee Benefits Customer Success Manager Opportunity with The Boon Group, Inc. - An AssuredPartners subsidiary

 

Salary: $55,000 to $60,000 annual salary 

Experience Level: Junior Level Account Management or Client Services experience (1-4 years client services experience ideal)

Office Location: In-office role at 6300 Bridgepoint Parkway, Austin, TX 78730 (this is not a remote work position) with 10% travel

Work Hours: Typical hours are Monday - Friday from 8 AM to 5 PM CST (we can offer flexible schedules!)

Additional Perks: Bonus eligible position, clear path to promotion, and work from home policies!

 

Salary and Benefits:

We’re looking for motivated account manager professionals who are dedicated to their career and to our clients!

  • COMPETITIVE PAY: We offer a base salary 
  • FULL BENEFITS: medical, dental, vision, 401k and match, generous PTO/vacation time (15 days starting), holiday pay and more
  • CAREER ADVANCEMENT: defined promotion track all the way up to leadership level
  • TRAINING: All licensing and training provided - no experience or licenses required
  • LOCATION: Awesome location in the heart of Austin and family office environment
  • BUSINESS CASUAL: Smart casual office-wear (jeans are the go-to)
  • WE CARE: We're all about culture and creating a positive environment that cares: "[I] recently joined Boon Group and it's probably the first company I worked for that actually cares about its employees...I feel I made the right choice in coming to work for Boon. It was everything that was promised and explained to me prior to joining the team." - 2018 Anonymous Glassdoor Employee Review

 

About The Boon Group:

The Boon Group is a third-party administrator and benefit wholesaler providing employee benefits, insurance products, and services to hourly employees. Based in Austin, Texas for 25 years, we have evolved into a national enterprise, becoming the industry leader in providing affordable benefits solutions. Headquartered by the 360 Bridge, we offer exciting career opportunities in the increasingly dynamic field of employee benefits. Opportunities include competitive pay and great benefits in a friendly and casual environment. We are in high growth mode and looking to add new talent to our expanding organization.

 

Employee Benefits Customer Success Manager Responsibilities:

 

The Big Picture:

Provides the day-to-day management and client service support for assigned clients. The Employee Benefits Customer Success Manager will serve multiple clients with various employee benefits and act as a liaison between the clients, brokers, vendors and internal Company resources and departments. They serve as a subject matter expert on the Services Contract Act and the Davis Bacon Act and other health insurance and compliance arenas.

 

The Day-to-Day:

  • Act as the client’s advocate and main point of contact Liaise with internal departments and decision-makers
  • Liaise with internal departments and decision-makers
  • Develop and nurture relationships with clients
  • Keeps the client informed of all day-to-day changes, billing or enrollment issues, compliance information, etc.
  • Ensures accurate and timely servicing of accounts
  • Stays abreast of current news, legislation, technologies, and trends in the employee benefits industry
  • Drives renewal process from beginning to end including reporting, quote request submission, & coordination with internal departments
  • Develop expertise on legislation pertaining to government contracting
  • Assists in the open enrollment process and all activities with the client, vendors and internal departments
  • Renew and grow your book of business
  • Travel to client offices on a regular basis
  • Follow the company policies and procedures required to comply with applicable data privacy and confidentiality requirements, including but not limited to SOC controls, and HIPAA Privacy and Security regulations.
  • Constant strive for growth for the current book are integral to bringing in new accounts for the Company as well as maintaining positive relationships with existing clients and growing those accounts

 

Employee Benefits Customer Success Manager Qualifications:

The Right Person For the Job:

  • Willing to travel to client offices (up to 10% travel cross-country)
  • Service-oriented individual 
  • Knowledge of employee benefit plans or interest in learning
  • Strong interpersonal and communication skills
  • Strong analytical thinker with attention to detail
  • Ability to work independently and under pressure meet deadlines
  • Positive attitude
  • Solutions-oriented

 

Employee Benefits Customer Success Manager Required Education & Experience:

  • REQUIRED: Bachelor’s degree or equivalent education and related experience
  • REQUIRED: 1+ years of experience in an account management or client services role
  • Experience with Microsoft Office (Word, Excel, Outlook and PowerPoint)
  • Experience in the employee benefits industry or insurance brokerage space a plus
  • Salesforce experience preferred

 

Licenses/Certifications:

  • General Lines, Life, Accident, Health and HMO license (Group 1 License) - Willing to obtain within 90 days of hire, Boon maintained and paid for

 

Physical Demands:

  • Little physical effort
  • Repetitive motions
  • Regular national travel required
  • Job Type: Full-time
  • Compensation: $60,000 USD
  • Pay Frequency: Annually

Benefits

  • 401K
  • Dental Insurance
  • Life Insurance
  • Medical Insurance
  • Vision Insurance