Frisco Client Success Manager – Employee Benefits

Questpro; Frisco (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Questpro is seeking a Client Success Manager for our Employee Benefits practice, based in Frisco, TX. This role requires proactive engagement, strong relationship-building, and a relentless focus on delivering exceptional client experiences throughout the lifecycle of the relationship.

You will own client relationships from an operational perspective, drive renewal strategies, coordinate with cross-functional teams, and ensure smooth implementations and ongoing strategic support.

Qualifications

• 5+ years of Employee Benefits experience.
• Strong relationship-building skills.
• Excellent verbal communication.
• Highly organized and detail-oriented.
• Comfortable managing multiple priorities.
• Strong project coordination skills.
• Positive, solutions-oriented mindset.
• Passion for delivering exceptional client experiences.
• Able to work onsite 5 days per week in Frisco, TX.

Responsibilities

• Proactively serve as the primary day-to-day contact for assigned clients.
• Build trusted relationships with HR leaders and key decision-makers.
• Conduct proactive client outreach on a regular basis — not just when issues arise.
• Speak with at least one client by phone each business day to maintain relationships, uncover opportunities, and proactively address concerns.
• Schedule and facilitate quarterly business reviews and annual strategy meetings.
• Coordinate involvement of the sales/producer team when appropriate.
• Monitor client satisfaction.
• Anticipate service needs.
• Coordinate issue resolution across internal teams and vendors.
• Escalate concerns appropriately.
• Ensure commitments are met.
• Partner with internal Marketing & Underwriting teams to coordinate renewal timelines.
• Gather census information.
• Prepare clients for renewal strategy discussions.
• Present renewal recommendations alongside the sales team.
• Ensure a smooth renewal experience.
• Serve as the operational liaison between clients and vendors.
• Ensure accountability, timely communication, and issue resolution.
• Maintain accurate CRM and client documentation.
• Document client preferences and ongoing initiatives.
• Follow established workflows and service standards.
• Identify opportunities to improve client experience and operational efficiency.
• Know every client personally.
• Call clients before they call in.
• Anticipate issues rather than reacting to them.
• Owns the client relationship from an operational perspective.
• Make the sales team look great.
• Create clients who become genuine advocates.

Skills

Relationship-building

Verbal communication

Organization

Project coordination

Multi-priority management

Solution-oriented

Client experience focus

Employee Benefits experience

Education

5+ years of Employee Benefits experience

Job description

Questpro is seeking a Client Success Manager for our Employee Benefits practice, based in Frisco, TX. This role requires proactive engagement, strong relationship-building, and a relentless focus on delivering exceptional client experiences throughout the lifecycle of the relationship.

You will own client relationships from an operational perspective, drive renewal strategies, coordinate with cross-functional teams, and ensure smooth implementations and ongoing strategic support.