Health Advocate
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Client Service Manager
Location
United States
Posted
22 hours ago
Salary
Not specified
High School5 yrs expEnglishSalesforce
Job Description
• Responsible for implementation, communication, and maintaining a strong client relationship with assigned high-level clients ensuring internal resources are available to accommodate client installations, changes, and reporting requests while adhering to corporate and departmental policies and procedures.
• Serve as the primary contact and liaison for the sales team and assigned high-level clients to ensure smooth processing of client data uploads and installation into the core operations system.
• Perform critical information gathering and interpretation of data concerning client specifications about products, structure, billing, and eligibility.
• Review and interpret healthcare benefits documents including Summaries of Benefits & Coverage (SBCs), Summary Plan Descriptions (SPDs), and Formularies.
• Act as a project facilitator between sales and the operations team and create and distribute implementation plans to ensure timely delivery of assigned client installation services.
• Provide support to assigned high-level accounts by responding to inquiries or resolving issues of concern, tracking resolutions of issues, and following up with other internal departments as necessary in a timely manner.
• Escalate issues to internal teams as necessary to ensure problems and concerns are addressed in a timely manner and coordinate the efforts of other teams and relay the information back to client.
• Conduct proactive business reviews through analysis and interpretation of data and make recommendations to clients based on the findings of the review.
• Identify and execute opportunities for up-sales with clients as applicable.
• Ensure complete and accurate documentation of every client interaction in order to keep track of services being provided and provide internal teams a source to obtain information regarding client activities.
• Respond to client requests through a variety of channels (e.g., phone, email, chat, etc.).
• Attend client events to ensure personalized touch point opportunities.
Job Requirements
- High School Degree or GED required
- Associate’s degree from an accredited college or university with major course work in business administration, liberal arts, public health, healthcare management, or a related field preferred.
- Minimum of 5 years customer-facing, client service, sales, operations, benefit administration, project management, or account management experience required, preferably in a healthcare or call center based environment.
- Minimum 1 year of experience utilizing a client relationship management tool (e.g. Salesforce.com) is required.
- Minimum 1 year experience with database system and file transfers preferred.
- Previous experience working with health insurance plans including medical, dental, vision, group, private, and Medicare.
- Intermediate knowledge of Microsoft Word, Excel, and Outlook required.
- Based on program may need to be bilingual in English, Spanish, etc.
- Travel up to 25% may be required.
Benefits
- Health Advocate employees enjoy helping people every single day.
- Employees are given the training they need to do their jobs well.
- Employees work with supervisors and staff who are supportive and friendly.
- Employees have room to grow, and many supervisors are promoted from within the company.