Client Success Manager/Employee Benefits (Life, Health Licensed)
About The Position
At Decisely Insurance Services, LLC, we are on a mission to revolutionize the InsurTech industry by delivering innovative solutions that truly make a positive difference, for our clients and our organization! Our commitment to identify and hire the most progressive, diverse, equitable and inclusion talent drives our work culture and product development. We believe in creating a workplace where everyone feels valued, empowered, and inspired to bring their best selves to work. Decisely’s culture is a proven, 100% “team-first” culture, where our client successes are shared; not hoarded. Humility, autonomy and flexibility aren’t perks-they’re our foundation!
Requirements
- 5+ years in employee benefits, with at least 3 years of experience in sales and strategic account management.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
