Client Services Manager 256744

Medix™; Mount Laurel Township (NJ); On-site; USD 60,000 - 85,000; Full time

Job summary

Medix is seeking a proactive Client Service Manager to oversee post-sale client relationships and deliver end-to-end service support for a portfolio of group plan clients.

The role emphasizes resolving escalated inquiries on eligibility, billing, and health benefits, with a focus on travel for client meetings and events. On-site training is followed by hybrid work options after onboarding.

Qualifications

• Requires high school diploma or equivalent; bachelor’s degree preferred.
• Active Health Insurance License required or willingness to obtain within mandatory timeframe.
• Strong public speaking and group presentation capabilities; able to manage multiple priorities under tight deadlines.

Responsibilities

• Serve as the primary post-sale contact for an assigned portfolio of client accounts, maintaining strong relationships with plan decision-makers.
• Act as the second-level escalation owner for complex member inquiries covering billing, eligibility, disenrollments, age-ins, and benefit plan features.
• Identify recurring service gaps and root causes, collaborating with internal operations teams to improve processes and prevent future escalations.
• Independently plan, coordinate, and deliver member education sessions, retiree seminars, and benefit training presentations.
• Assist implementation teams during peak open-enrollment periods to ensure client groups are prepared for plan dates.
• Travel up to 10% to lead client meetings, retiree presentations, and health fairs.

Skills

Public speaking

Group presentations

Customer service

Relationship management

Education

High School Diploma or equivalent

Bachelor’s degree preferred

Tools

Salesforce

Job description

We are seeking a proactive, execution-oriented Client Service Manager to manage a portfolio of assigned group plan clients and deliver exceptional end-to-end service support. This role is responsible for overseeing post-sale client relationships, resolving complex escalated inquiries regarding eligibility, billing, and health benefits, and identifying root causes to prevent recurring service issues.

The ideal candidate thrives in high-touch, fast-paced environments, excels at public speaking and client presentations, and displays strong judgment when navigating complex healthcare benefit structures.

This role is onsite in Mount Laurel, NJ

Key Responsibilities

• Client & Portfolio Management: Serve as the primary post-sale contact for an assigned portfolio of 12 to 18 client accounts, maintaining strong relationships with plan decision-makers.
• Issue Escalation & Resolution: Act as the second-level escalation owner for complex member inquiries covering billing, eligibility, disenrollments, age-ins, and benefit plan features.
• Proactive Prevention: Identify recurring service gaps and root causes, collaborating with internal operation teams to improve processes and prevent future escalations.
• Member Education & Events: Independently plan, coordinate, and deliver member education sessions, retiree seminars, and benefit training presentations.
• Peak Season Operations: Assist implementation teams during peak open-enrollment periods to ensure client groups are fully prepared for effective plan dates.
• Travel: Travel up to 10% (primarily during Q4: October, November, and December) to lead client meetings, retiree presentations, and health fairs.

Position Structure & Training

• In-Office Onboarding: Role is fully in-office for the first 90 days during a comprehensive 7 to 10-week structured training program. Training combines hands-on advocate training with dedicated client management shadowing and billing cross-training.
• Hybrid Work Flexibility: Following the 90-day onboarding period, employees qualify for hybrid flexibility:
• Peak Season: 1 Work-From-Home day per week.
• Non-Peak Season: Up to 2 Work-From-Home days per week (based on team assignment).

Requirements & Qualifications

• Licensure: Active Health Insurance License required (or willingness to obtain within mandatory timeframe).
• Experience: 4+ years of customer service, account management, benefits administration, or client operations experience within healthcare, Medicare, or insurance carrier environments.
• Key Skills: Strong public speaking and group presentation capabilities; ability to manage multiple priorities under tight deadlines.
• Technical Skills: Proficiency in Microsoft Office (Excel, Word, PowerPoint) and experience using CRM/database tools (Salesforce experience preferred).
• Workplace Requirement: Must be comfortable working in-office full time for the initial 90-day training period prior to transitioning to a hybrid schedule.
• Education: High School Diploma or equivalent required; Bachelor’s degree preferred.

Why Join Us?

• Competitive base salary with an annual 15% bonus opportunity.
• Comprehensive benefits package including health coverage and 401(k) retirement options.
• Structured 7-10 week paid training and mentoring program to set you up for success.