Client Success Specialist (Hybrid- DE, NJ, PA)

Independence Blue Cross; Philadelphia (Philadelphia County); Hybrid; USD 52,000 - 70,000; Full time

Job summary

Independence Blue Cross in Philadelphia seeks a Client Success Specialist to support onboarding and ongoing client success initiatives within a hybrid model. You will collect data, organize documentation, and assist with meetings to ensure timely and accurate deliverables.

Ideal candidates have 1–2 years in operational or client-support roles, strong communication, and a basic understanding of healthcare operations. This role emphasizes collaboration across internal teams.

Qualifications

• 1–2 years in an operational, client support, or project coordination role.
• Strong organizational and communication skills.
• Detail-oriented with a focus on quality and accuracy.
• Basic understanding of healthcare operations.
• Bachelor’s degree or equivalent years of experience.

Responsibilities

• Assist in coordinating client onboarding and renewal efforts under supervision.
• Collect and organize client data and documentation during pre-sale and onboarding.
• Support implementation managers with meeting prep and follow-up tasks.
• Monitor checklists and flag gaps or inconsistencies.
• Perform quality checks on deliverables and assist with testing outputs.
• Maintain accurate records of decisions, next steps, and client requirements.
• Capture meeting notes and document risks, take-aways, and future deliverables.
• Communicate with internal stakeholders to align timelines and deliverables.

Skills

Organizational skills

Communication skills

Attention to detail

Microsoft Office

Project coordination

Travel (out of area)

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Project

Job description

The Client Success Specialist plays a critical support role in the implementation process, focusing on data collection, documentation, and quality assurance. This role ensures that internal teams have the information needed to execute effectively and that client expectations are met.

Key Duties and Responsibilities

• Assist in the coordination of client onboarding and renewal efforts under the guidance of senior team members.
• Collect and organize client data and documentation during pre-sale and onboarding.
• Support implementation managers with meeting prep and follow-up tasks.
• Monitor checklist completion and flag gaps or inconsistencies.
• Perform quality checks on deliverables and assist with testing outputs.
• Maintain accurate records of decisions, next steps, client requirements and other required tools & templates.
• Capture meeting notes and document key risks, take-aways, and future deliverables.
• Communicate with internal stakeholders to ensure alignment on timelines and deliverables.

Required Skills & Experience

• 1–2 years in an operational, client support, or project coordination role.
• Strong organizational and communication skills.
• Detail-oriented with a focus on quality and accuracy.
• Basic understanding of healthcare operations.
• Proficiency in Microsoft Office Suite (Microsoft Excel, PowerPoint, and Project).
• Out of area travel may be required.
• Bachelor’s degree required or equivalent years of experience.

Hybrid

Independence has implemented a “Hybrid” model which consists of Associates working in the office 3 days a week (Tuesday, Wednesday & Thursday) and remotely 2 days a week (Monday & Friday). This role is designated as a role that fits into the “Hybrid” model. While associates may work remotely on our designated remote days, the work must be performed in the Tri-State Area of Delaware, New Jersey, or Pennsylvania.

IBX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their age, race, color, religion, sex, national origin, sexual orientation, protected veteran status, or disability.

Must have an Android or iOS device which is compatible with the free Microsoft Authenticator app.

Inclusion and Belonging

At IBX, everyone can feel valued, supported, and comfortable to be themselves, and all associates have a fair opportunity to achieve their full potential. We put these principles into action every day by acting with integrity and respect. Celebrating and embracing diverse thoughts and perspectives that make up our workforce means our company is more vibrant, innovative, and better able to support the people and communities we serve.

About Our Company

Serving more than 8 million people nationwide, including 2.5 million in southeastern Pennsylvania, Independence Health Group — together with its subsidiaries — is the leading health insurance organization in the Philadelphia region. Our mission to build healthier lives for you, your family, and your employees shapes our actions and decisions every day.

At Independence, we see each of our members as an individual, with unique needs and concerns. We’re dedicated to harnessing the very latest ideas and technologies to deliver access to care that meets those needs and surpasses your expectations. For more information about Independence access our website at www.ibx.com . We’re revolutionizing health care, and our focus is on you!

IBX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their age, race, color, religion, sex, national origin, sexual orientation, protected veteran status, or disability.