Senior Client Success Manager – Central/Mountain/Pacific Time Zones
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Job Description
Client Success Manager ensuring broker satisfaction and client retention at Beam Benefits through managing onboarding, support, and renewals. Collaborating cross-functionally to drive high performance and client value.
Responsibilities:
- Provide proactive client management through managing the onboarding of new groups
- Own open enrollment support by leading or participating in meetings
- Own client renewals by identifying cross-sell and upsell opportunities
- Own a book of business and understand the needs of the brokers and clients
- Generate/request reports and derive insights from data
- Execute at a high volume with a variety of processes/activities
- Collaborate cross-functionally with multiple internal team members
Requirements:
- 3-5 years of experience in a client facing role
- Requirement to have your Life & Health license
- Experience in communicating to multiple stakeholders both tactically and strategically
- A history of investigating and solving client issues
- Excellent organizational skills and attention to detail
- Ability to quickly learn new product lines and adapt to dynamic sales and service processes
- Experience with Salesforce or other CRMs or Client Success tools preferred
Benefits:
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
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