Client and Member Success Associate
$60,000–$65,000 year
RemoteUnited States
Job Summary
Respond to client communications, concerns, and inquiries efficiently while serving as the go-to resource for CRM product and process knowledge. Collaborate with internal and external stakeholders to identify pain points, define strategic initiatives, and facilitate innovative solutions for client engagement. Guide members through the balance bill defense process and manage assigned caseloads via a high-touch advocacy model to ensure timely issue resolution and remediation. Act as the liaison to the support organization for client knowledge and coordinate elevated internal and external member issue resolution with a sense of urgency. Travel 10-15% to support these efforts.
Required Qualifications
- High School Diploma or GED
- Bachelors Degree in Business or related concentration
- 2+ years' experience in client services, account management, or similar customer service related field
- Experience driving successful, solution-oriented client engagement
- Experience handling difficult internal and external business challenges
- Experience delivering exceptional client service that results in high client retention
- Experience in healthcare and/or employee benefits
- Ability to travel 10-15%
- Proficient in Microsoft Outlook
- Proficient in Microsoft Word
- Proficient in Microsoft PowerPoint
- Proficient in Microsoft Excel spreadsheets
Desired Qualifications
- Bachelors Degree in Business or related concentration preferred
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