Innovative Care Management, Inc. is dedicated to putting people at the center of every decision in the complex healthcare environment. They are seeking a relationship-driven Customer Success Manager to serve as the primary point of contact for a portfolio of clients, ensuring a seamless experience and delivering meaningful value.
Responsibilities:
- Own and manage relationships for a portfolio of client accounts, serving as the primary point of contact
- Lead regular client meetings, business reviews, and renewal coordination efforts
- Proactively communicate with clients to provide updates, address concerns, and ensure a high level of satisfaction
- Monitor account health, identifying risks and opportunities to strengthen relationships and expand services
- Navigate complex or sensitive conversations with professionalism, including escalations and financial discussions
- Respond to and resolve client, broker, and partner inquiries through collaboration with internal teams
- Track client activity, service utilization, and performance trends, and provide insights through reporting
- Ensure timely delivery of reports and proactively address any delays or issues
- Maintain accurate documentation, including CRM updates, client records, and benefit materials
- Support client-facing activities such as meetings, presentations, and events
Requirements:
- At least 3 years of experience in client services or account management within healthcare, health insurance, or medical management
- Experience working with TPAs, brokers, consultants, or carriers
- Strong organizational and time management skills, with the ability to manage multiple priorities independently
- Excellent communication skills, with a high degree of professionalism, empathy, and emotional intelligence
- Proven ability to problem-solve, manage escalations, and navigate complex client situations
- Ability to work both independently and collaboratively in a fast-paced, remote environment
- Comfort with CRM systems, reporting tools, and learning new technology platforms
- Ability to handle confidential information in compliance with HIPAA
- Experience with renewals, retention strategies, and client presentations
- Familiarity with self-funded health plans and medical terminology
- Bachelor's degree in healthcare, business, or a related field