Centivo · 3 months ago
Client Operations Specialist
Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. The Client Operations Specialist plays a vital role in supporting the Client Success team by managing health insurance services and ensuring that client needs are met through process optimization and effective communication.
Health CareInformation TechnologyMedical
Responsibilities
Act as Subject Matter Expert, representing the voice of the customer and client success, on any product, network, vendor discussions and rollouts
Identify Client Success needs and requirements related to such rollouts, ensuring timely distribution of deliverables to Client Success
Support will be expected but not limited to Open Enrollment, Plan Renewals and any plan changes
Project management and system support for internal systems (Plan Manager, Portal) will be required of this role
Ensure accuracy and integrity of client data in internal systems
Monitor KPIs related to client satisfaction, service level agreements (SLAs), and operational performance
Alert Client Success if KPI’s are not meeting targets and make recommendations to improve performance
Identify inefficiencies in client-facing processes and propose solutions
Develop and maintain standard operating procedures (SOPs)
Partner with all areas of the organization, including but not limited to: Client Success, Account Management, Product, and IT, to ensure consistent delivery of outputs
Assist with any broad claims issues when necessary
Identify issue impact and communicate root causes and resolution steps clearly to client success, while also working with Communications on external communication if/when necessary
Handle client inquires by collaborating with Claims and Member Care departments to resolve and/or escalate member issues, including VIP member issues with internal Customer Advocacy team
Provide timely updates on system changes, process impacts, or service issues/outages
Own the intake, tracking, and resolution of broad operational client issues (e.g., file failures, processing delays, network changes, etc)
Log, track, and resolve escalations by coordinating with internal departments like claims, IT, eligibility, etc
Identify issue impact and communicate root causes and resolution steps clearly to client success
Support Client Success with integration of third-party vendors for clients (e.g., PBM, eligibility vendors, point solutions, etc)
Facilitate internal process including requirement gathering, ticket submission and monitoring
Qualification
Required
Experience working with health insurance products (HMO, PPO, HDHP, etc.), funding types (fully insured, ASO, Level Funded), and regulations (ACA, HIPAA)
Strong organizational and project management skills
Proficiency with MS Office (Excel, Outlook, Word)
Excellent written and verbal communication skills; ability to speak clearly and concisely, conveying complex or technical information in a manner that others can understand, as well as ability to understand and interpret complex information from others
Holds high Customer Service standards and aims to be client-orientated with a drive for quality service
5 years of experience in health insurance, healthcare, or employee benefits, preferably in a client-facing or operational role
Must have worked in a TPA or direct carrier setting
Experience working in JIRA, SQL and Tableau
Preferred
Bachelor's Degree
Experience working with self-funded healthcare plans
Knowledge of claims administration, billing cycles, and eligibility system
Experience with CRM's and health plan administration systems
Company
Centivo
Centivo offers a digital health plan aimed at self-funded employers looking to provide employees with care.
Funding
Current Stage
Growth StageTotal Funding
$226.4MKey Investors
Morgan HealthB CapitalBain Capital Ventures
2024-09-24Series Unknown· $75M
2024-09-24Debt Financing
2022-07-19Series B· $30M
Recent News
2025-08-26
2025-08-20
Company Ventures
2025-08-12
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