Strategic Account & Client Success Manager

Employee Retention Benefits; Covina (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

Employee Retention Benefits in Covina, CA is seeking an Account Manager to be the main contact for assigned client accounts, building strong relationships and guiding clients through enrollment and support processes.

You will collaborate with Sales, Operations, Enrollment, Support, and insurance carriers to ensure timely service delivery and issue resolution. Strong communication and organization are essential for success in this role.

Qualifications

• Strong communication and relationship-building skills.
• Excellent organizational and time management skills, including the ability to manage multiple priorities and deadlines.
• A client-focused approach to problem-solving and follow-up.
• Ability to communicate professionally and confidently with clients, insurance carriers, and internal teams.
• Ability to work collaboratively across departments.
• Experience in sales, customer service, benefits administration, or account management is preferred.

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, provide updates, and address concerns.
• Identify opportunities to expand services in ways that support each client's objectives.
• Support client satisfaction and retention by following through on requests and commitments.

Skills

Communication

Relationship-building

Time management

Cross-department collaboration

Sales/account management experience

Job description

Employee Retention Benefits in Covina, CA is seeking an Account Manager to be the main contact for assigned client accounts, building strong relationships and guiding clients through enrollment and support processes.

You will collaborate with Sales, Operations, Enrollment, Support, and insurance carriers to ensure timely service delivery and issue resolution. Strong communication and organization are essential for success in this role.