Client Manager

Venbrook Group; Woodland, Northern (CA, KY); On-site; USD 60,000 - 85,000; Full time

Job summary

Venbrook Group is seeking a dedicated Client Service professional to independently service a designated book of business for school clients, building trusting relationships and responding to inquiries within 24 business hours. You will be the primary day-to-day contact for athletic trainers, school offices, and health staff, coordinating with the Client Executive.

In this role you will manage claims inquiries, maintain Salesforce records, explore cross-selling opportunities, and travel quarterly

Qualifications

• 3 to 5 years of account management experience in the insurance industry.
• Willingness to work Pacific Time business hours.
• Active Accident & Health or Life & Health license in the state of residence, required within 90 days of hire.
• Bachelor’s degree or equivalent work experience.

Responsibilities

• Manage designated book of business and respond to inquiries within 24 business hours.
• Serve as primary day-to-day contact for school staff and coordinate with the Client Executive.
• Maintain client files and ensure accurate documentation and cross‑selling opportunities.
• Travel quarterly for internal onsite meetings and client reviews.

Skills

Client service

Composure

Communication

Attention to detail

Analytical thinking

Education

Bachelor's degree or equivalent work experience

Job description

Client service

Independently service a designated book of business, developing strong, trusting relationships with school clients and responding to all inquiries within 24 business hours. Serve as the primary day-to-day contact for the working-level staff who run the program at each institution, typically athletic trainers, insurance office staff, student health center staff, and district and school business office staff, partnering with the Client Executive, who owns the decision-maker relationships. Conduct regular meetings and strategic reviews to discuss plan performance, address concerns, and explore opportunities to improve service. Manage day-to-day client servicing, resolving inquiries and complaints related to insurance products, policy changes, benefits, claims, and billing. Demonstrate a working understanding of routine coverages and policy terms, and explain them clearly to schools, students, and families. Build and maintain a client service calendar aligned to the academic year, so enrollment periods, waiver deadlines, and renewal milestones stay on schedule. Report to the SVP and Student Insurance leadership on account status, financial, servicing, and renewal progress as needed and upon request.

Member and claims support

Manage the claims email inboxes, handling claims questions from members, customers, and providers. Manage the customer service phone line, answering inquiries and following up on issues until they are resolved. Support students and families through enrollment and waiver processes, including questions about eligibility, coverage, and deadlines. Coordinate with carriers and third-party administrators on claims research and escalation, and elevate complex matters to the Client Executive. Support the setup, testing, and ongoing maintenance of client enrollment portals.

Documentation and growth

Maintain client files and records in Salesforce, AMS360, and other systems, documenting all account activity clearly enough for others to pick up. Uphold documentation, data-accuracy, and errors-and-omissions (E&O) standards across client records and member interactions. Assess and act on opportunities to develop additional account revenue by cross-selling other products in the portfolio. Stay current on student insurance products, carrier partners, and the regulatory landscape affecting school and student coverage. Perform additional duties and special projects as assigned.

Travel

Travel for internal onsites and client meetings on a quarterly basis and as directed by the SVP.

What You Bring

• Client service: builds trust with school partners and keeps them well served and well informed.
• Composure: handles member and provider calls with patience, including in difficult moments.
• Communication: explains coverage, claims, and policy terms clearly, in writing and by phone.
• Attention to detail and strong follow-through across many open items at once.
• Analytical and problem-solving strength, with sound judgment about when to escape.

Required Minimum

3 to 5 years of account management experience in the insurance industry. Willing and able to work Pacific Time business hours, regardless of home location. Active Accident & Health or Life & Health license in the state of residence, required within 90 days of hire, with willingness to obtain non-resident licenses as needed. Bachelor’s degree or equivalent work experience.

Nice to Have

• Background in student health.
• Spanish speaking.
• Experience with student enrollment portals or waiver administration.
• Experience supporting K-12 or higher education clients.

We’re proud to share that Venbrook has been ranked #1 on the 2025 list of Healthiest Employers in California, our 2nd year in a row being recognized!