Client Success Manager/Employee Benefits (Life, Health Licensed)

Decisely•Alpharetta, GA

About The Position

The Client Success Manager (CSM) is a strategic advisor and trusted partner to our clients, ensuring their employee benefits programs evolve with business needs. You’ll own the client experience, drive retention, deliver data-backed insights, and identify growth opportunities through personalized, compliant, and consultative service. This role is ideal for someone who thrives at the intersection of relationships, innovation, and execution.

Requirements

5+ years in employee benefits, with at least 3 years of experience in sales and strategic account management.
Education: Bachelor’s degree in Business Administration, Operations, or a related field.
State Life and Health Insurance License required.
Proven experience with level-funded and self-funded plans, health plan captives, and PBM solutions.
Strong consulting, negotiation, and communication abilities with a track record of retaining and growing client relationships.
Advanced knowledge of navigating the internet as well as various Microsoft Office programs (i.e., Excel, PowerPoint, Outlook, etc.)

Nice To Haves

Bilingual (Spanish) is a plus!

Responsibilities

Develop and execute strategies to expand services and products within an assigned client portfolio.
Identify opportunities for cross-selling and upselling based on client needs and market insights.
Achieve/exceed retention and revenue growth targets.
Build and nurture strong relationships with senior decision-makers within client organizations.
Provide strategic guidance and customized solutions based on client goals and industry trends.
Host regular client meetings to review claims, benchmark analyses, and stewardship reports.
Proactively identify risks to client retention and implement mitigation strategies.
Present renewal strategies and outcomes, ensuring alignment with client needs and timely delivery.
Oversee the seamless delivery of benefits programs, ensuring compliance and operational efficiency.
Collaborate with internal teams to ensure accurate and timely implementation of benefit selections.
Add Service Delivery and meeting client experience, Service Level Agreements (SLAs)
Tracking activity via internal CRM