Client Relationship Manager - IntelliScript (Remote)
About The Position
Milliman IntelliScript is a group of experts in fields ranging from actuarial science to information technology to clinical practice, developing and deploying data-driven, software-as-a-service (SaaS) products for clients in the insurance, health IT, and life sciences industries. As a business unit within Milliman, Inc., IntelliScript offers an entrepreneurial and collaborative culture of innovation, excellence, customer service, balance, and transparency, where every employee has a voice and opportunities for growth. The team is described as smart, down-to-earth, and rewarding of excellence with competitive compensation and benefits. Milliman invests in skills training, career development, and offers learning and mentoring opportunities, as well as Employee Resource Groups (ERGs) to influence policy and develop leaders. The company encourages employees to contribute to their professions and provides information on its commitments to people, diversity, inclusion, social impact, and sustainability on its website.
Requirements
- 2+ years of professional experience (can include internships)
- Must be able to demonstrate critical thinking skills
- Must be able to successfully manage ambiguous situations
- Desire to build and nurture trusted client relationships and long-term partnerships through a relationship-driven approach
- Past experience and continued ability to travel nationwide, up to 20% (usually day trips or overnight) for client meetings, conferences and company events
- Strong command of Excel, Outlook, Word, PowerPoint, Teams and Zoom
Nice To Haves
- Bachelor’s degree in any field
- Experience with Power BI
- Experience in insurance, underwriting, health care, financial services, and/or software-as-a-service (SaaS)
- Previous use of customer management systems, such as Salesforce
Responsibilities
- Independently manage a portfolio of client accounts, with responsibility for relationship development, retention, and performance
- Develop a thorough understanding of clients’ products, dedicated accounts, workflows and how our products integrate into their operations
- Utilize internal information and resources effectively to manage client business and overall portfolio
- Proactively identify client growth opportunities and educate customers on additional product offerings
- Coordinate and lead 2-3 in-person client meetings per month with stakeholders at all organizational levels
- Attend Regional and National Conferences and coordinate and staff conference booths as needed
- Provide training, ongoing support and account maintenance
- Take ownership of internal process improvements by identifying obstacles and proposing solutions
- Collaborate appropriately with other Milliman IntelliScript business units and departments, including operations, sales, marketing, analytics, IT, and legal
- Manage legal documents as needed, e.g. agreements, amendments, BAA, etc.
- Maintain accurate and up-to-date records of all contacts and activities in Salesforce
- Study current market conditions and industry trends that affect our clients and our business
- Represent the Milliman IntelliScript brand with maturity and professionalism
Benefits
- Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners
- Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges
- 401(k) Plan – Includes a company matching program and profit-sharing contributions
- Discretionary Bonus Program – Recognizing employee contributions
- Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses
- Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis
- Holidays – A minimum of 10 paid holidays per year
- Family Building Benefits – Includes adoption and fertility assistance
- Paid Parental Leave – 11 weeks of paid leave for employees who meet eligibility criteria
- Life Insurance & AD&D – 100% of premiums covered by Milliman
- Short-Term and Long-Term Disability – Fully paid by Milliman
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
