Senior Client Service Manager

Jobtailor; Alabama; Hybrid; USD 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking an experienced account management professional to maintain and grow key client relationships, analyze utilization data, and design benefit proposals.

The role requires licensure in Life/Health and strong problem solving, communication, and planning skills to deliver accurate implementation and enrollment support for complex client needs.

Qualifications

• 3+ years of related, progressive experience.
• Licenses for Life, Accident & Health required or must be obtained within 45 days of hire.
• Service orientation, diligence, problem solving, communication and drive for results.
• Ability to plan and organize work effectively.

Responsibilities

• Partner with Client Managers to maintain and grow existing business and ensure positive relationships.
• Prepare benefit design analyses for proposals and quotes.
• Run financial reports and analyze utilization data and market research.
• Develop specifications for implementing new products for clients.
• Conduct enrollment meetings during account renewals as needed.
• Collaborate with Sales Support Analysts to ensure accurate account processing and service delivery.
• Provide direction to other incumbents and resolve complex problems with innovative solutions.

Skills

Account Management

Financial Analysis

Problem Solving

Communication

Drive for Results

Planning and Organizing

HIPAA Compliance

Education

Producer License for Life, Accident & Health

Job description

Responsibilities

• Partner with assigned Client Manager(s) to maintain and grow existing business and ensure positive account relationships
• Assist in preparing benefit design analyses for specialized proposals and quotes
• Run financial reports and perform basic financial analysis on utilization data and market research
• Develop detailed specifications for implementing new products for clients
• Conduct enrollment meetings during account renewal when needed
• Analyze operational business problems, resolve issues, and recommend alternative account solutions
• Leverage internal resources for service and problem resolution
• Collaborate with Sales Support Analysts to ensure accurate account processing, setup, and service delivery
• Develop work plans, documents, and processes for account implementation communications
• Serve as primary contact for day-to-day account service issue resolution
• Support customers during sales contract implementation and throughout the relationship
• Adapt procedures and processes to complex requirements
• Provide direction to other incumbents
• Solve complex problems using broad perspectives and innovative solutions
• Travel as required

Requirements

• 3 or more years of related, progressive experience
• State specific Producer Licenses for Life, Accident & Health are required or must be obtained within 45 days of hire
• Service orientation
• Diligence
• Problem Solving
• Communication
• Drive for Results
• Evaluates Critically
• Influence, Persistence & Resilience
• Planning and Organizing
• Must comply with HIPAA, privacy, information security, code of business conduct, applicable laws, regulations, company policies, and training requirements

Core Competencies

Demonstrates expertise in account management, financial analysis, and client relationship building, with a strong focus on problem-solving and compliance with industry regulations. Proficient in developing specifications for product implementation and adapting processes to meet complex client needs.

Highest-signal resume keywords

• Producer License for Life, Accident & Health
• Financial Analysis
• Account Management
• Problem Solving
• Client Relationship Management

Hard Skills

• Financial Reporting
• Benefit Design Analysis
• Utilization Data Analysis
• Specification Development
• Account Implementation

Soft Skills

• Service Orientation
• Communication
• Diligence
• Drive for Results
• Planning and Organizing

Certifications & Qualifications

• Producer License for Life, Accident & Health

Industry Keywords

• HIPAA Compliance
• Privacy Regulations
• Information Security
• Business Conduct Code
• Market Research