Client Success & Relationship Manager

Employee Retention Benefits, Inc.; Covina (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Employee Retention Benefits, Inc. is seeking an Account Manager to serve as the primary liaison for assigned client accounts in California.

You will nurture relationships, coordinate with Sales, Operations, Enrollment, Support, and carriers, and guide clients through benefits enrollment and service issues. In this role you will monitor account activity, communicate proactively, document follow-ups, and advocate for client needs while working to ensure satisfaction and retention across open

Qualifications

• Experience managing client accounts and relationships.
• Ability to coordinate cross-functional teams including Sales, Operations, Enrollment and Support.
• Strong communication and problem-solving skills.

Responsibilities

• Serve as the primary point of contact for assigned client accounts.
• Build and maintain client relationships through regular communication and proactive outreach.
• Conduct scheduled meetings and check-ins to understand client needs and provide updates.
• Coordinate with internal teams to meet client service needs and ensure timeliness.
• Assist with enrollment steps and support during key milestones.

Skills

Client relationship management

Account management

Communication

Project coordination

Job description

Employee Retention Benefits, Inc. is seeking an Account Manager to serve as the primary liaison for assigned client accounts in California.

You will nurture relationships, coordinate with Sales, Operations, Enrollment, Support, and carriers, and guide clients through benefits enrollment and service issues. In this role you will monitor account activity, communicate proactively, document follow-ups, and advocate for client needs while working to ensure satisfaction and retention across open