Allied Benefit Systems ยท 10 hours ago
Client Relationship Manager
Allied Benefit Systems is seeking a Client Relationship Manager to oversee client satisfaction and serve as a key resource for Account Management Teams. The role involves managing client relationships, resolving issues, and ensuring compliance while providing personalized support to clients and brokers.
Health CareInsuranceWellness
Responsibilities
Serves as primary point of contact between the Key Business Partner Account Management, Sales, Agents/Brokers, Employer Groups and various Allied departments to provide oversight of plan administration
Represents Allied at business functions to promote positive image of the company
Maintains and has ownership of a block of key accounts
Monitors overall customer experience of individual book of business including call metrics, claim account metrics and performance guarantees to improve client and customer satisfaction
Strong understanding of New Business and Reissue submission paperwork received from BPO Clients to ensure plan details are communicated correctly to the BPO Core Group and for Customer Service Questions
Cultivates strong, productive, and influential relationships with Key Business Partners, driving retention and new business growth
Support facilitation of the renewal of existing cases by management of overall service and maintaining service level expectations
Client facing providing support during onboarding process and is capable of independently resolving issues while improving the overall client experience
Fosters a sense of urgency and commitment to achieve goals resulting in the ability to influence the organization to meet and exceed customer expectations
Executes effective resolutions for escalated client issues including root cause analysis to mitigate future concerns
Executes effective resolutions for routine problems (i.e., billing, employer and member concerns, etc.) by working with the appropriate departments and the client to ensure resolution
Partners with Senior staff to proactively address critical issues
Troubleshoot, identify, and improve internal processes with various Allied departments
Collaborates with the Allied Compliance team to stay up to date on all compliance and regulation topics
Provide communication to clients regarding ACA compliance
Provide Administrative Procedures and website training
Produce and analyze Ad Hoc reporting when requested
Demonstrates Excellent interpersonal communication skills, both written and verbal, with the ability to tailor messages to the appropriate audience
Demonstrates strength and understanding of all workflows and business processes to execute the overall service strategy for BPO Clients
Other duties as assigned
Qualification
Required
Bachelor's degree or equivalent work experience required
3-5 years Group Health Insurance/Benefits experience required, preferably in an Account Management or client facing role
Excellent verbal and written communication skills
Excellent sales and customer service skills
Proficient with Microsoft Office Suite or related software
Ability to prioritize tasks and to delegate them when appropriate
Ability to function well in a high-paced and at times stressful environment
Strong sense of urgency
Excellent time management skills with a proven ability to meet deadlines
Strong analytical and problem-solving skills
Self-starter with ability to be proactive and take independent action
Strong critical thinking skills
Team player and good listener
Preferred
Producer's license preferred
Benefits
Medical
Dental
Vision
Life & Disability Insurance
Generous Paid Time Off
Tuition Reimbursement
EAP
Technology Stipend
Company
Allied Benefit Systems
Allied offers insurance products, self-insurance solutions, custom insurance and healthcare solutions to the individuals and organizations.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Stone Point Capital
2021-02-18Private Equity
Recent News
2025-06-04
2025-06-03
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