Hartloff Benefit Solutions, LLC · 1 week ago
Client Success Partner
East Aurora, NY
Full-time
Onsite
New Grad, Entry LevelHartloff Benefit Solutions, LLC is a full-service employee benefits and Medicare firm looking for a highly motivated Client Success Partner. The role involves supporting the Account Manager and Account Executive with day-to-day client service needs, renewals, open enrollment prep, and internal brokerage operations while ensuring exceptional service delivery.
Employee BenefitsFinancial ServicesHealth InsuranceInsurance
Hiring Manager
April Hartloff, GBDS
Responsibilities
Handle day to day servicing
Prepare and process renewals, proposals, and enrollment materials
Maintain client information with accuracy in our CRM and systems
Submit paperwork, track timelines, and follow up with clients and carriers
Collaborate with the team to ensure seamless implementation and service
Assist with special projects and client initiatives
Manage EASE/Employee Navigator enrollments
Stay on top of industry trends and product knowledge
Qualification
Required
Must be tech-savvy - We work a lot with excel! This is a MUST
Genuine Empathy – the ability to understand a client's perspective, concerns, and goals
Ownership Mentality – taking full responsibility and following through consistently
Proactive Nature – anticipating needs and issues before they arise rather than reacting
Strong Communication Instincts – knowing how to adjust tone, timing, and messaging naturally for different clients and situations
Problem-Solving Mindset – instinctively looking for solutions rather than focusing on limitations or blame
Resilience Under Pressure – remaining calm, professional, and effective in high-stake situations
Adaptability – comfort with change, ambiguity, and evolving client needs or business priorities
Trust-Building Ability – earning creditability and confidence through consistency, honesty, and reliability
Curiosity – a natural desire to understand how clients operate and how success is defined
Comfortable juggling multiple priorities in a fast and changing environment
Strong written and verbal communication skills
Detail oriented but also able to zoom out and see the big picture
Ability to step in when needed during peak busy periods
Must be tech savvy (excel, Microsoft office, outlook, CRM software)
Willingness to obtain your NY LAH license within 90 days (if not already licensed)
Preferred
Industry knowledge basics are preferred, but we are willing to train the right person
Benefits
Insurance
PTO
Retirement
Professional development
And more!
Company
Hartloff Benefit Solutions, LLC
The strategic healthcare consultants at Hartloff Benefits Solutions LLC will help you design, manage, and implement your employee benefits programs so that you can focus on the day to day running of your business.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase