116 Client Success Manager Jobs in Dallas, TX
HireNetworks is Hiring a Client Success Manager Near Dallas, TX
Job Description
- Develop and maintain effective working relationships in liaison role with insurance company service partner contacts (such as underwriters, sales and service representatives) and client contacts.
- Act as liaison between client and benefit providers to resolve billing, claims, eligibility, COBRA and other various employee or customer service problems as they arise.
- Manage installation and renewal processes year after year with clients.
- Proficiently know marketplace, carriers, underwriting requirements & the benefits/services they offer.
- Keep other team members fully informed of all-important activities on client accounts.
- Participate in seminars and classes for skill and knowledge development.
- Claim processing, quality check of applications, and audit enrollment applications.
- Preparing and obtaining employee enrollment materials and presenting employee benefits via webinars, benefit fairs, face-to-face enrollment meetings and enrolling employees in the appropriate products.
- Assist in the communication of benefits in enrollment meetings, webinars with client and insurance companies.
- Act as liaison between client and insurance companies to independently resolve all service problems. Specifically, assist the client in resolving billing, claim, eligibility, COBRA and customer service problems.
- Independently manage with input from adviser(s) and team leader employee booklets, enrollment kits, enrollment forms, letters, and checklists.
- Preparing and insuring accuracy on audits, census data and quoting.
- Make regular service/relationship calls and visits to clients.
- Preparation of reports deemed necessary by the team leader and/or broker.
- Keep all information on accounts accurate and up to date.
- Provide guidance / assistance to other team members who are junior as needed.
- Bachelor’s degree (preferred). High School diploma or equivalent is required with a minimum of five years related industry experience and/or training.
- Maintain a current Texas Life & Health insurance license.
- Through Knowledge or ability to learn Employee Benefits insurance.
- Proficient in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint) Adobe and able to use multiple technology devices.
- Ability to manage logins and work in various internet-based systems.
- Ability to perform duties in a high-pressure, fast-paced, always changing environment.
- Self-motivated and ability to work independently with limited supervision or within a group or team.
- Strong and professional written and verbal communication skills with customers or carriers. Bilingual Spanish is a plus.
- Ability to write, prepare, and present professional proposals or letters.
- Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division. Ability to apply mathematical operations to required tasks.
Job Summary
Full Time
$92k-130k (estimate)
05/01/2024
05/19/2024
HireNetworks.com
MORRISVILLE, NC
25 - 50
2001
Private
CRAIG STONE
<$5M
Business Services
Related Companies
About HireNetworks
HireNetworks provides recruiting, staffing and search services to companies.
The following is the career advancement route for Client Success Manager positions, which can be used as a reference in future career path planning. As a Client Success Manager, it can be promoted into senior positions as a Customer Success Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Success Manager. You can explore the career advancement for a Client Success Manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Success Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Success Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Success Manager job description and responsibilities
Customer Success Managers are responsible for creating loyal customers who come back again and again.
02/14/2022: Twin Falls, ID
Build meaningful relationships with each client to truly understand their challenges, and create custom solutions to meet their unique needs.
02/23/2022: Bradenton, FL
Provides on-boarding training, support, and compliance expertise to ensure assigned clients understand and comply with applicable standards and laws for mobile marketing / engagement.
02/18/2022: Vincennes, IN
Manage the renewal process, develop long-term relationships with customers and operate as a client advocate.
03/04/2022: Saint Paul, MN
Provide updates & training to existing clients on any new features that are rolled out.
01/06/2022: Shreveport, LA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Success Manager jobs
A Customer Success Manager seeks to develop a positive customer experience and fosters relationships and support brand loyalty.
03/04/2022: Port Arthur, TX
Customer success managers should keep a track of the customer’s product expiration dates and take follow-ups to renew their contracts.
02/01/2022: San Bernardino, CA
The CSM may work with clients to understand their desired outcomes from their Thrive services and sets personalized benchmarks for success.
02/25/2022: Orlando, FL
The Client Success Manager must seeks to develop a positive customer experience, fosters relationships and support brand loyalty.
01/03/2022: Schenectady, NY
Must understand client needs and offer solutions and support.
01/03/2022: Albany, NY
Step 3: View the best colleges and universities for Client Success Manager.
