Client Relationship Manager
About The Position
We are seeking a relationship-driven professional with a background in sales, account management, and/or high-touch client service to join the growing Client Service team. The Client Relationship Manager serves as the primary point of contact for clients navigating their claims journey and is the front-office relationship lead, building trusted relationships, driving claim progress, and delivering a high-touch client experience. This role offers clear career pathing and long-term growth opportunities. High performers may advance to Senior Client Relationship Manager, Team Lead, Operations, or other leadership tracks. The organization states that it is committed to developing talent internally and promoting from within. The position is suited to someone who thrives in a fast-paced, metrics-driven environment and takes pride in delivering exceptional client experiences.
Requirements
- Background in sales, account management, client success, or high-volume customer service.
- Comfort managing a book of clients with accountability for responsiveness and follow-through.
- Strong communication skills and ability to build trust and confidently handle sensitive conversations.
- Highly organized, with the ability to manage multiple priorities simultaneously.
- Detail-oriented while maintaining a client-first mindset.
- Motivated by performance, productivity, measurable outcomes, and long-term career growth.
Responsibilities
- Own and manage a portfolio of approximately 100 claims.
- Serve as the dedicated front-office relationship lead, providing proactive updates and high-touch service throughout each claim's lifecycle.
- Coordinate with insurance carriers, medical providers, and third parties to secure necessary documentation and move claims forward.
- Identify coverage opportunities, damages, and recovery potential through detailed claims review.
- Open and manage claims, ensuring filings and deadlines are met.
- Track and manage liens, balances, and related financial components with strong attention to detail.
- Use Litify (Salesforce) to maintain accurate, up-to-date client records and performance metrics.
- Collaborate cross-functionally with internal teams, providing updates and strategic insights.
- Maintain organized files to ensure claims are positioned for successful transition when necessary.
Benefits
- Medical insurance, including dental and vision
- Paid time off, including vacation and sick time
- Robust holiday schedule
- Summer Fridays with early closures from Memorial Day through Labor Day
- 401(k) plans with matching for qualifying employees
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
