Client Relationship Manager - Remote in Florida

at  USAble Life

When it comes to making a meaningful difference in the lives of our customers and employees, USAble Life is always ready. We are a diverse group of individuals working together to go the extra mile. Through our DEI initiatives, employees feel empowered to bring their talents and voice to our culture.
Our passion for delivering the best products is matched only by our passion for our people. We are committed to making a meaningful difference in the lives of others which extends beyond our office walls. USAble Life has a long tradition of supporting our communities, and we’re proud of the fact that our employees share that commitment.
We have been recognized as a “Best Places to Work” in Arkansas, Florida, and Hawaii. You’ll be rewarded with opportunities for personal and professional development and opportunities for advancement. This, coupled with our engaging culture and a comprehensive benefits package, ensures we are committed to our employees.
Check out how we make a meaningful difference in the lives of others!
https://player.vimeo.com/video/518665804

What We Offer You:

• A culture that values employees and celebrates, empowers, and inspires a diverse workforce
• Outstanding and affordable benefits package
• Yearly bonus potential and annual increases
• PTO provided at date of hire
• 11 paid holidays
• 401(k) with up to 6% match; fully vested from day 1
• Remote opportunities with company-provided equipment
• Team-oriented, collaborative group of peers
• Career advancement opportunities
• Tuition Reimbursement
• Employee Assistance Program
• Inclusion Council and Employee Resource Groups
• Recharge Days and Volunteer Time Off
• This is a remote position in Florida.

The starting base salary range for an Client Service Manager is $51,000 to $86,000. Actual salaries will vary by geographic location and are based on factors such as candidate’s qualifications, experience, skills, competencies, and company tenure & equity. In addition to base compensation, this role is eligible for an annual incentive plan based on company performance and individual performance.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

• Working knowledge of the insurance industry and ancillary insurance products
• Knowledge of the marketing and sales process and customer purchasing needs
• Strong customer service orientation and skills
• Strong detail orientation and organizational skills
• Strong problem solving and resolution skills
• Excellent oral, written, and interpersonal communication skills
• Intermediate level MS Word, Excel, and PowerPoint skills
• Project management skills
• Ability to multi-task and meet deadlines under pressure
• Ability to identify customer needs and work with sales staff to help identify opportunities
• Ability to travel to support relationship building with key accounts - 10% of time
• Ability to develop and strengthen relationships with multiple business partners

REQUIRED EDUCATION AND EXPERIENCE

• Bachelor’s Degree in related field, or equivalent related experience can substitute
• 2+ years of related experience
• Or equivalent military experience
• Active Insurance Producer license in Health & Life (must be obtained within 60 days of employment and is a condition of employment)

• Serve as hands-on, “go-to” point of contact responsible for service satisfaction from contract execution through customer support.
• Contributes to the service strategy for assigned customers. Develops and maintains service relationships with periodic calls to discuss needs/opportunities.
• Serves as liaison between home office and assigned clients. Works closely with partner service and sales representatives, agencies and/or brokers to provide essential communications, support issue resolution and answer questions.
• Provides end-to-end service resolution, handles customer escalations and provides prompt, efficient, detailed, customer-oriented service and resolutions. Researches and resolves questions and issues surfaced by customers. Engages internal teams on escalated service issues, including membership eligibility, billing, customer service, plan set-up, and claim payment.
• May help to identify potential cross sell and upsell opportunities for existing accounts and supports the Sales team with existing and new sales opportunities as needed
• Provides service support such as preparing reports, summarizing issues, delivering renewals and correspondence for assigned groups
• Prepares performance reports and service performance trends for each account against the plan and present findings to leadership.
• Contributes to process improvement efforts to better service our distribution channels
• Other duties as assigned.