Manage member renewals end to end, including invoicing, documentation, and completion
Support new business invoicing and sold case implementation activities
Own renewal results for an assigned block of business, contributing to persistency and growth targets
Track and maintain accurate renewal data to ensure timely delivery to the market
Coordinate sold case materials and ensure all required documentation is complete
Serve as a primary contact for member and agent inquiries related to renewals and new sales
Build strong partnerships with Sales, Relationship Managers, Accounts Receivable, and Member Services teams
Communicate with Accounting to confirm receipt of payments and resolve invoicing issues
Maintain accurate documentation within CRM and related systems
Set clear expectations and collaborate proactively to identify risks, opportunities, and solutions throughout the renewal lifecycle

3+ years of experience in relationship, account, or customer management; healthcare or insurance experience preferred
Ability to understand and explain membership contracts, plan options, and administrative policies
Strong customer focus with excellent relationship-building skills
Intermediate Microsoft Excel skills with strong attention to detail and math aptitude
Ability to manage multiple priorities in a fast-paced, high-volume environment
Strong organizational, problem-solving, and communication skills
Flexible, collaborative mindset with a continuous improvement focus

Member Relations Consultant

Key skills