Client Success Coordinator (Future Opening) jobs in United States
cer-icon
Apply on Employer Site
company-logo

NFP, an Aon company · 1 week ago

Client Success Coordinator (Future Opening)

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. As a Client Success Coordinator, you will serve as a crucial link between clients and various teams to optimize prescription benefit programs and ensure clinical initiatives are seamlessly integrated.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Responsibilities

Specialty Copay Assistance Program (SCAP) – facilitates member and specialty pharmacy calls, enrollment in copay card programs, runs accumulator reports, performs daily auditing of specialty claims, triggers member letters, updates copay card program tracker with max dollar funds
Patient Assistance Program (PAP) – helps find financial assistance for specialty members that are either excluded from specialty benefit or enrolled in Direct Procurement Solutions (DPS)
Individual Medication Management (IMM) – identifies new IMM drug utilizers, sends member letters, updates, and maintains list in CRM Zoho
Reporting – management of client and broker reporting requests, supports consultants in creation of client performance reviews, and aggregation of PBM and consulting outcomes
Data Integrity – management of data platform integrity via monthly audits of eligibility, and missing or incorrect data in system, and collaboration with BI team to resolve errors
CRM Management – maintenance of CRM Zoho via monthly updates of missing or modified information to ensure the most current status and documentation is captured in the system for each client
AI Alert Emails – weekly emails to brokers and clients on identified high dollar claims, new specialty and new non-specialty high dollar claims, and other outliers in their utilization
Case Management – collaboration with PBM partners to resolve escalated member issues, plan issues, reporting issues, etc

Qualification

CRM ZohoData Integrity ManagementPatient Assistance ProgramCollaboration

Required

Experience in client management or a related field
Strong communication skills, both verbal and written
Ability to collaborate effectively with various teams and external partners
Proficiency in CRM systems, preferably Zoho
Strong analytical skills and attention to detail
Experience in data management and integrity
Ability to manage multiple tasks and prioritize effectively
Knowledge of prescription benefit programs and clinical initiatives

Benefits

PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs

Company

NFP, an Aon company

company-logo
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.

Funding

Current Stage
Public Company
Total Funding
$948.45M
Key Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M

Leadership Team

leader-logo
Douglas Hammond
CEO
linkedin
leader-logo
Caleb Noel
Executive Vice President, Chief Financial Officer
linkedin
Company data provided by crunchbase