Client Relationship Manager

Armed Forces Benefits Assoc.

Job Location:

Lincoln, NE - USA

Yearly Salary: $ 68000 - 70000

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

GENERAL DESCRIPTION:

The 5 Star Life Client Relationship Manager (CRM) is responsible for strategically managing new employer groups during and after the on-boarding process. CRMs work to increase customer retention by developing relationships with employers and broker-led employer groups and by providing excellent customer service. The CRM will work closely with Account Managers and Case Managers to ensure that group billing is accurate and timely assisting with any obstacles that may arise and helping to find solutions. This position requires high output work in the fast-changing Voluntary Benefits industry.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Work with Account Managers to facilitate a smooth hand-off from sales to the operations team during the client onboarding process
Demonstrate web portal tools and coordinate with sales enablement to facilitate enrollment tool training
Manage escalations from the Case Manager team acting as liaison between operations and groups to determine future course of action
Schedule and facilitate regular meetings with employer groups
Communicate information to sales team to assist in growing current book of business based on group needs
Assist case managers in root-cause analysis of billing and enrollment issues
Track group details regarding enrollment numbers claim volume billing and payment timing and other factors providing details to the leadership team for re-enrollment decisions
Analyze and provide data to leadership around potential lapsing of group enrollees assisting with tracking and determining appropriate actions for approval
Assist with the training of new Case Managers to ensure alignment across the team with billing and reporting processes

EDUCATION AND EXPERIENCE:

Undergraduate degree or equivalent work experience preferably in business administration or other related discipline
Minimum of 3 years work in client-facing role preferred

Strong written and verbal communication required

KNOWLEDGE SKILLS AND ABILITIES

Self-motivated you are a go-getter minor hurdles do not prevent you from achieving your objectives
Results oriented you have a proven record of setting achieving and exceeding production goals
Strong communication skills you are a good listener clearly articulate your thoughts in a professional manner and are very persuasive
Outgoing interpersonal skills you can speak with anyone
Organized you easily prioritize to maximize your efforts
Computer skills you are proficient with Microsoft Office and using a Contact Management System
Excel at time management

Required Experience:

GENERAL DESCRIPTION:The 5 Star Life Client Relationship Manager (CRM) is responsible for strategically managing new employer groups during and after the on-boarding process. CRMs work to increase customer retention by developing relationships with employers and broker-led employer groups and by prov...

GENERAL DESCRIPTION:

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Work with Account Managers to facilitate a smooth hand-off from sales to the operations team during the client onboarding process
Demonstrate web portal tools and coordinate with sales enablement to facilitate enrollment tool training
Manage escalations from the Case Manager team acting as liaison between operations and groups to determine future course of action
Schedule and facilitate regular meetings with employer groups
Communicate information to sales team to assist in growing current book of business based on group needs
Assist case managers in root-cause analysis of billing and enrollment issues
Track group details regarding enrollment numbers claim volume billing and payment timing and other factors providing details to the leadership team for re-enrollment decisions
Analyze and provide data to leadership around potential lapsing of group enrollees assisting with tracking and determining appropriate actions for approval
Assist with the training of new Case Managers to ensure alignment across the team with billing and reporting processes

EDUCATION AND EXPERIENCE:

Undergraduate degree or equivalent work experience preferably in business administration or other related discipline
Minimum of 3 years work in client-facing role preferred

Strong written and verbal communication required

KNOWLEDGE SKILLS AND ABILITIES

Self-motivated you are a go-getter minor hurdles do not prevent you from achieving your objectives
Results oriented you have a proven record of setting achieving and exceeding production goals
Strong communication skills you are a good listener clearly articulate your thoughts in a professional manner and are very persuasive
Outgoing interpersonal skills you can speak with anyone
Organized you easily prioritize to maximize your efforts
Computer skills you are proficient with Microsoft Office and using a Contact Management System
Excel at time management

Required Experience: