Client Retention & Success Specialist

MedaHealth Associates; Tampa (FL); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Direct leadership access

Ownership over client relationships

Florida-wide client support

Job summary

MedaHealth Associates is seeking a Client Success/Relationship Manager to own the ongoing relationship with our existing clients. You will ensure they are informed, supported, and satisfied, acting as the link between clients and internal teams to reduce churn and improve service.

In this hybrid role, you will balance in-office collaboration with remote work, managing a high volume of accounts and contributing to retention strategies across Florida.

Qualifications

• Experience managing a high volume of client interactions.
• Strong written and verbal communication skills.
• Comfort with CRM tools and follow-up processes.

Responsibilities

• Serve as main contact for existing clients with regular check-ins.
• Resolve client concerns calmly to prevent churn.
• Keep CRM and follow-up processes organized.
• Learn products, workflows, and industry rules to answer clients accurately.
• Identify at-risk accounts and work to retain them.
• Relay client feedback to management in a usable form.
• Adjust priorities as needs shift day to day.

Skills

CRM experience

Excellent communication

Retention mindset

Organizational skills

Fast learner

Tools

CRM software

Job description

MedaHealth Associates is a health and life insurance brokerage based in Tampa Bay, with offices in Downtown Tampa, Downtown St. Petersburg, Orlando, Brandon, and Fort Lauderdale. We're hiring someone to own the client relationship after the sale — keeping our clients informed, supported, and satisfied so they stick around. 4 days in office one work from home 10 am to 6 pm

The Role

This is a hybrid role: 4 days in-office, 1 day remote, working 10 AM–6 PM. You'll be the main point of contact for our existing clients. That means regular check-ins, fast problem-solving, and catching issues before they turn into cancellations. You'll also be the link between clients and our internal team — flagging patterns and feedback that help us actually improve.

What You Will Do

• Serve as the primary point of contact for existing clients, with regular check-ins to make sure their needs are being met
• Handle client concerns calmly and clearly, resolving issues before they lead to churn
• Keep the CRM and follow-up process organized so nothing falls through the cracks
• Learn our products, workflows, and industry rules well enough to give clients accurate, useful answers
• Spot at-risk accounts early and work to retain them
• Pass client feedback along to management in a way that's actually usable
• Adjust priorities quickly as things shift day to day

What We Are Looking For

• Strong written and verbal communication — clear, professional, and able to explain things simply
• Comfortable managing a high volume of clients and tasks without losing track of details
• Fast learner, especially in new or unfamiliar systems
• Experience with CRM tools and structured follow-up processes
• A genuine interest in retention — you'd rather solve a problem than lose a client over it
• Level-headed under pressure, especially with difficult conversations

Why MedaHealth

• Direct access to leadership
• Real ownership over client relationships, not a scripted call center role
• Growing company investing seriously in how it supports clients across Florida