Client Services Manager

Advise / Bloom, the insurance industry’s trusted growth partner, is looking for an experienced and dedicated professional to act as a primary point-of-contact for assigned call center and technology client(s) and is responsible for client satisfaction while providing excellent customer service, relaying expectations of the client to the Director of Account Management and the Operations team generally, and building relationships with prospective and current clients that will foster continued and expanded business relationships with the client. Account Managers are the eyes and ears of the client into Bloom day-to-day operations of the business. The right candidate will understand how to balance the need to advocate for their clients internally and to balance being the voice and representation of Bloom’s operations, externally.

Essential Functions (Primary):

• Leads new client implementations for assigned technology and/or call center accounts
• Act as primary communicator with clients in all aspects by acting as two-way communicator between Bloom and Client, Client and Bloom
• Cater to the concerns and immediate and ever-changing needs of prospective and current clients
• Work closely with Product Development or Implementation to ensure tracking of internal development tasks and carrying that forward to ensure positive and accurate communication with the client
• Proactively identify needs and client pain points of assigned clients, then drive for solutions
• Track, manage and create deliverables identified to meet client needs
• Responsible for contract governance for assigned clients with respect to ensuring adherence to the contract and acting as a liaison with Sales for upsell or renewal opportunities
• Understanding client reporting requirements to be able to assist in problem solving and proactive interpretation of reports
• Track, analyze and evaluate client data and program execution to ensure client goals are met
• Use sound judgment and advanced communication skills to effectively address and satisfy the needs of clients
• Effectively plan and lead conference calls with internal and external participants
• Prepare and deliver presentations to both internally and to the client
• Act as an intermediary for escalated customer service issues generated from the team and work with the client to provide a resolution
• Resolve any conflicts between the client and Bloom
• Promote teamwork at all times ensuring all Bloom staff is working in tandem to meet client needs
• Recognize opportunities to grow business relationships with clients and liaise with Sales to explore them
• Work with the client to make necessary preparations within Bloom prior to campaigns or selling seasons/busy periods

Education/Experience

• Bachelor’s Degree required
• Proficiency using MS Office programs (Excel, Word, PowerPoint)
• 5+ years’ experience in a professional client-facing service role, health insurance industry preferred

Skills/Knowledge

• Excellent written/verbal communication, and presentation skills
• Understanding of quality customer service
• Handles the pressures of stressful situations and deadlines well
• Works well in a team environment
• Self-motivated and goal-oriented
• Multi-tasking abilities
• Highly organized
• Creative and solutions-minded

Travel
Up to 25%

What We Offer At Advise / Bloom, we offer an engaging, supportive work environment, great benefits, and the opportunity to build the career you always wanted. Benefits of working for Advise / Bloom include:

• Competitive compensation

• Comprehensive health benefits

• Long-term career growth and mentoring

About Advise

Advise Insurance is a licensed Medicare agency that aims to preserve the patient–physician relationship and help build a better healthcare experience. We provide education that explains how Medicare works and helps beneficiaries select a plan that meets their healthcare needs and includes their trusted doctor.

About Bloom

As an insurance services company licensed in 48 contiguous U.S. states, Bloom focuses on enabling health plans to increase membership and improve the enrollee experience while reducing costs. We concentrate on two areas of service: technology services and call center services and are committed to ensuring our state-of-the-art software products and services provide greater efficiency and cost savings to clients.

Ascend Technology ™

Advise / Bloom provides advanced sales and enrollment automation technology to the insurance industry through our Ascend ™. Our Ascend™ technology platform focuses on sales automation efficiencies and optimizing the member experience from the first moment a prospect considers a health plan membership.

Advise / Bloom is proud to be an Equal Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.