Client Success Manager

About the Company

Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers.

Responsibilities

• Provide ongoing service and support to the Client Success Executive, partnering across internal and external departments to resolve claims, benefit, and enrollment issues
• Record and monitor all inquiries through completion and maintain client trackers
• Handle client inquiries and collaborate with claims and member care teams
• Execute follow-ups on open items and tasks related to issue resolution and benefit plan changes
• Provide operational support and coordination on client projects, including renewals and terminations
• Support open enrollment meetings and prepare renewal confirmation forms
• Maintain data accuracy in Salesforce and the Master Client Workbook
• Prepare client-related reporting and run claims impact reports

Requirements

• 3 years of experience in client service, account management, or operations within health benefits, insurance, or a related industry
• Strong working knowledge of health plan operations, including claims, benefits, and enrollment processes
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong written and verbal communication skills
• Proficiency working across systems such as Salesforce
• High attention to detail and strong organizational skills
• Willingness to travel on a minimal-to-moderate basis for client support needs
• Bachelor's degree preferred, or equivalent combination of education and experience