Client Success & Onboarding Coordinator

ProAct - PBM; Village of East Syracuse (NY); On-site; USD 25,000 - 27,000; Full time

Job summary

ProAct - PBM supports day-to-day operations for both client-facing and internal departments. Coordinate internal support of all clients for customer service, account management, and quality assurance.

Provides back-up assistance for clients in the absence of a primary Account Manager. Responsibilities include onboarding new clients, managing group enrollments and eligibility, and preparing monthly, quarterly, and annual management reports.

Qualifications

• Must have high school diploma or GED.
• AS degree or higher preferred in business/admin fields.
• Excellent written and verbal communication required.

Responsibilities

• Provide day-to-day support to client-facing and internal teams.
• Perform QA audits to measure client satisfaction.
• Respond to client/member questions and resolve issues.
• Assist in onboarding new clients and eligibility, benefit design, and reports.
• Coordinate distribution of monthly/quarterly/annual management reports.
• On-site involvement in client service meetings and onboarding.

Skills

Communication

Customer service

Time management

Education

High School Diploma or GED

AS Degree or Higher in Business Administration/Marketing

Tools

Excel

Word

Job description

ProAct - PBM supports day-to-day operations for both client-facing and internal departments. Coordinate internal support of all clients for customer service, account management, and quality assurance.

Provides back-up assistance for clients in the absence of a primary Account Manager. Responsibilities include onboarding new clients, managing group enrollments and eligibility, and preparing monthly, quarterly, and annual management reports.