Client Service Manager
Location
Illinois
Posted
19 days ago
Salary
$55.4K - $80.0K / year
Seniority
Mid Level
Job Description
Client Service Manager
Trustmark
• Serves as the primary point of contact for brokers and employer groups ensuring accurate, timely, and high-quality support across all service and administrative needs. • Manages inquiries, resolves issues, coordinates with internal teams. • Coordinates client and broker onboarding, processes renewal paperwork, and maintains strong relationships that drive retention and client satisfaction. • Oversee intake and prioritization of internal and external inquiries. • Manage the end-to-end service workflows and monitor open service cases with timely follow-up. • Use independent judgment to resolve complex issues while balancing client needs with organizational policies. • Determine appropriate solutions and approve exceptions or escalated items within authority limits. • Collaborate with client retention executive on plan renewals and preparation, including plan changes, identifying client needs, and ensuring alignment with client goals. • Prepare and process renewal contracts and paperwork accurately and timely. • Welcome and educate new clients and brokers on Trustmark products and processes while ensuring a smooth transition from prior carriers and new sales. • Coordinate setup, system configuration, and delivery of onboarding materials; and conduct enrollment meetings as needed. • Identify customer service trends and develop job aids and process documentation. • Recommend and influence implementation of process improvement, insights on broker and employer needs, competitive dynamics, and operational challenges. • Conduct root-cause analysis on recurring issues, and lead initiatives to address systemic problems. • Represent client management in cross-departmental committees and projects focused on service operations and client experience.
Job Requirements
- Minimum 2-4 years’ experience in health insurance, employee benefits, or related customer focused roles.
- Experience working with brokers or employer groups.
- Strong understanding of medical insurance products and contracts.
- Excellent communication skills with the ability to simplify complex information.
- Proved complex problem-solving capabilities.
- High attention to detail and strong organizational skills.
- Proficiency with CRM systems, enrollment platforms, Microsoft Office, and Adobe.
- Customer-focused mindset with strong problem-solving and analytical skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Professionalism and relationship-building skills.
Benefits
- Health/dental/vision
- Life insurance
- FSA and HSA
- 401(k) plan
- Employee Assistant Program
- Back-up Care for Children, Adults and Elders
- Health and wellness initiatives
- Wellness program to reduce insurance premiums
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