40 applicants

Company

Employer Direct Healthcare · 2 days ago

Client Success Manager

Remote, USA

Full-time

Remote

Mid Level

3+ years exp

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U.S. Citizen Only

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Responsibilities

Establish, cultivate and manage the client relationship at multiple levels, serving as a healthcare consultant and trusted business advisor

Build relationships with consultants and brokers, recognizing the value they bring to our clients

Work closely with the Account Executive to manage upsells of new product lines and renewals of current clients

Effectively plan, negotiate and influence the interactions and relationships with clients, their brokers / consultants and internal team members to achieve strategic client goals

Responsible for value delivery to client including plan performance, account management and service results

Meet with clients semi-annually or quarterly or more often as necessary

Prepare, host and follow-up an annual planning session with the client

Create and clearly articulate the value story, trend drivers and tracking of solutions performance to the client

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client relationship managementHealthcare consultingEmployee benefits experienceProject managementBusiness acumenCollaboration skillsPositive energyCustomer focus

Required

Proven track record of working with clients for relationship management and consultation within health care benefits segment

3-5 years of experience within employee benefits, benefits consulting/brokering or insurance industries

Excellent negotiation, collaboration, and listening skills

Excellent messaging, positioning and presentation of information for client impact

Unparalleled project management skills - identify a goal and the steps needed; actively manage action steps to accomplish goal

Strong business and financial acumen; strong problem-solving, judgment and analytic skills

Ability to work under pressure and prioritize responsibilities

Prior success in a fast-growing organization

Willingness to travel up to 25% of the time to clients, Lantern headquarters (Dallas) and appropriate industry events.

Preferred

Move Fast: Acting with urgency to respond to client and business needs

Be Comfortable in a Fast-Paced Environment: that can be challenging but highly rewarding

Be Good with Numbers: both in how they articulate value propositions but also in how they measure and report success

Be Strategic Thinkers/Problem Solvers: both in how they work cross functionally, and also in how they build their function and supporting systems/processes

Be Customer Focused: always looking to understand, advocate for and improve how we engage with our prospects

Have High Energy and a Positive Outlook: infusing their engagement with prospects and internal teams with positive energy to help achieve our joint goals