Client Success Specialist

Live Life Healthy LLC • Birmingham, AL

2d

About The Position

The Client Success Specialist in our business plays a pivotal role in managing relationships with large and key accounts across the United States. This position is responsible for maintaining and servicing current clients and new clients as they are onboarded onto our product. The successful candidate will act as the primary liaison between the company and its clients, ensuring that client needs are met with our benefits program offerings. By leveraging deep industry knowledge and strategic account development, the Account Manager will contribute significantly to revenue growth and market presence. Ultimately, this role demands a proactive approach to account management to foster long-term partnerships and achieve business objectives of maintaining a satisfied client.

Requirements

• Bachelor’s degree in Business, Finance, Marketing, or a related field.
• Minimum of 1 year experience in account management within insurance industry.
• Proven track record managing large and key accounts.
• Excellent communication, negotiation, and interpersonal skills.

Nice To Haves

• Experience with CRM software such as Salesforce.
• Demonstrated ability to work cross-functionally in a matrixed organization.
• Knowledge of regulatory compliance and risk management in finance and insurance.
• Prior experience in inside sales roles with a focus on consultative selling.

Responsibilities

• Manage and nurture relationships with large and key customer accounts to ensure high levels of satisfaction and retention.
• Collaborate with internal teams including sales, implementations and service center as needed.
• Conduct regular account reviews, prepare reports on account status, and report any substantial changes in product utilization of your client group.
• Utilize available tools to track account activity, sales pipeline, and customer interactions effectively.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level