Client Partner

CareGuide believes everyone should have access to affordable healthcare. With over 25 years of experience in the health benefits industry our expertise and innovative tools allow us to provide unmatched healthcare cost savings to our members.

We are seeking a proactive and clientoriented Client Partner to act as a champion for our clients. The successful candidate will be responsible for providing exceptional customer service resolving client issues and coordinating with internal departments to ensure a seamless client experience through various stages of engagement.

This is a hybrid position and will be based out of the Dallas Texas. After the first month the position will be majority remote (if desired). Our training program will provide knowledge and expertise in health benefits terminology our cost containment services and the industry at large. In addition CareGuide values its employees and offers a generous benefits package and a starting salary range of $65000$75000 and will be based on experience.

Responsibilities

Build and maintain strong longlasting relationship with clients to enhance loyalty and retention

Act as the primary contact for all client needs including inquires and conflict resolution

Serve as a liaison between clients and internal departments such as Sales Operations and Finance to ensure smooth transactions and continuous service

Maintain records of sales operations client interactions and forecasts in our CRM system

Analyze utilization and sales data and performance metrics to gauge progress towards targets and opportunities for improvement

Regularly engage with clients to ensure they are fully utilizing CGA services

Act as a loop closer by monitoring and pushing the completion of tasks necessary to maintain client relationships.

Address and resolve problems efficiently ensuring tasks are completed in a timely manner

Coordinate specific departmental tasks including sending invoices ensuring timely payments receiving claim files obtaining signed documents and closing cases

Requirements

Requirements

High School diploma or equivalent required

23 years of proven experience in account or client management preferably in a B2B or healthcare setting

Comfort and familiarity with CRM platforms (CareGuide uses Zoho) and Microsoft Word products

Strong interpersonal and communication skills to foster positive relationships

Knowledge of customer service practices and commitment to exceptional client support

Capability to conduct difficult conversations and set boundaries with clients effectively