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Client Success Specialist
3 months ago
Renaissance Benefits is seeking an experienced Client Success professional to join our growing team
At Renaissance, the Client Success Specialist will develop and maintain ongoing client relationships by preserving client satisfaction and enhancing the client experience through strong customer acumen, strong consulting/troubleshooting skills, and deep product/maintenance knowledge while maintaining a high degree of operational effectiveness.
What will this role entail?
- Manage the client relationship for escalations for group benefit accounts, ensuring all communications are completed timely and accurately.
- Work closely with benefit carriers to ensure accurate data transfer and system integrations, quickly research questions or clarifications to assist vendors with correcting data for seamless eligibility transfers.
- Conduct quick research and resolve various opportunities including eligibility, documentation, commission, ID cards and claims.
- Maintain strong working relationships with internal and external stakeholders. This includes weekly or bi-weekly cross-functional meetings.
- Prepare and deliver reports on area or accounts worked, track work cross-functionally.
- Prepare and issue all amendment documents and system endorsements.
- Troubleshoot and identify trends and implement resolutions timely and accurately to bring the best correction for the customer experience.
- Manage Agent and Broker Appointments during Implementation; ensure commissions are attached to the master policies according to the contract and sale of coverages.
- Act as the escalation point for operational issues with each account as they may arise; facilitates resolution through various internal teams.
- Other tasks as requested by Manager.
What must I possess to qualify?
- Position requires a bachelor’s degree in business administration, or related field and three years’ experience in customer and relationship management role within the healthcare field. Will accept any suitable combination of education, training, or experience.
- Position requires the ability to analyze and resolve problems; use independent judgment and communicate effectively with internal and external contacts.
- Proficient with Microsoft Office Suite.
- Experience with Salesforce CRM preferred.
