Relationship Manager, Client Experience

Imagine360; United States; Remote; USD 70,000 - 80,000; Full time

Job summary

An established industry player in healthcare solutions is seeking a Relationship Manager to enhance client experiences and ensure satisfaction. This remote role involves managing client relationships, educating clients on benefits, and coordinating internal support services. The ideal candidate will have a strong background in insurance and excellent communication skills. Join a dynamic team dedicated to providing superior service and fostering long-term client loyalty. This opportunity not only offers a chance to make a significant impact but also to grow within a supportive and innovative environment.

Benefits

Health Plan Options

Company Paid Employee Premiums for Disability

Life Insurance

Parental Leave Policy

20 Days PTO

10 Paid Holidays

Tuition Reimbursement

401k Company Contribution

Professional Development Initiatives

Diversity and Inclusion Initiatives

Qualifications

• 3+ years of experience in insurance agency or TPA specializing in employee benefits.
• Proficiency in Microsoft Office Suite and internet navigation.

Responsibilities

• Manage overall client satisfaction and retention for assigned portfolio.
• Conduct regular client meetings to report on key indicators and trends.

Skills

Client Relationship Management

Communication Skills

Problem Solving

Presentation Skills

Multi-tasking

Education

Bachelor's Degree

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Join to apply for the Relationship Manager, Client Experience role at Imagine360.

Imagine360 is currently seeking a Relationship Manager to join our Client Experience team! In this role, you will be responsible for overall client satisfaction, providing superior service to brokers and employers in your portfolio. Responsibilities include member education, client communication plans, and program analytics. You will communicate regularly with employer HR professionals and broker partners to resolve issues in administering healthcare benefit plans using a reference-based pricing model. The goal is to earn client renewals annually and maintain loyalty with brokers.

This position aims to add value to clients and enhance their experience, serving as a trusted advisor. It involves coordinating internal support services to ensure successful plan implementation and ongoing satisfaction, leading to client renewal each year. You will act as a liaison among staff, clients, brokers, and vendors, requiring a comprehensive understanding of client benefit plan design. Additionally, you will identify opportunities to increase revenue for Imagine360 while improving plan outcomes.

Position Location: 100% remote

Responsibilities include but are not limited to:

1. Accountable for the overall administration, retention, and growth of your portfolio.
2. Manage onboarding of new plans and educate clients on related products and services.
3. Support clients through annual renewals, including renewal of TPA services, stop loss coverage, claims review, and audits.
4. Conduct regular client meetings to report activity, trends, and recommend improvements.
5. Create ongoing education programs and marketing tools for clients/members.
6. Participate in health fairs, conduct onsite or virtual presentations, and guide employee enrollment meetings.
7. Inform and educate clients about coverage details, exclusions, and exposures.
8. Adapt and incorporate new duties related to client satisfaction as assigned.

Required Experience / Education:

• Bachelor's Degree preferred.
• 3+ years of experience in insurance agency or TPA, focusing on employee benefits and self-funded medical plans.
• Proficiency in Microsoft Outlook, Word, Excel, PowerPoint, and internet navigation.
• Ability to resolve problems independently and multi-task.
• Ability to travel up to 30% as needed.
• Strong verbal and written communication skills.
• Strong presentation skills.
• Commitment to skill development and fostering a positive work environment.

Licenses or Certifications:

Must obtain Life and Disability Producer's License within six months of probation.

What Imagine360 offers:

• Multiple health plan options.
• Company-paid premiums for disability and life insurance.
• Parental leave policy.
• 20 days PTO + 10 paid holidays.
• Tuition reimbursement.
• 401(k) company contribution.
• Professional development and continuous learning.
• Participation in diversity and inclusion initiatives.

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Imagine360, with 50+ years of healthcare expertise, offers innovative, member-focused health plan solutions. We are an equal opportunity employer.