Job Title:

Benefit Success Manager Reports To:

Client Services Manager Work Location:

In-person Overview As a Benefit Success Manager at ClaimLinx, you are the face of our service team and the primary advocate for our clients. In this highly collaborative role, you will partner closely with our Outside Benefit Consultants to implement new policies, educate clients, and ensure an exceptional customer experience. You will work directly with business owners, C-suite executives, and HR administrators (for companies of 10-300 employees), acting as the central liaison between our clients and our internal Sales, Claims, and Administration teams. If you are a proactive problem-solver who thrives on building strong professional relationships and guiding clients toward success, we want you on our team.

What You Will Do Client Engagement & Implementation:

Accompany Outside Benefit Consultants on client visits to gather policy requirements and facilitate smooth onboarding. Educate client administrators and employees on the ClaimLinx process, including coordinating and leading renewal meetings. Drive client retention through continued education, renewals, and benefit reviews. Conduct independent calls to existing and prospective clients to maintain strong connections and assess ongoing needs.

Relationship Management:

Serve as the primary internal and external liaison to ensure swift, accurate responses to client inquiries and a seamless implementation process. Develop and maintain strong working relationships with potential clients, existing clients, Outside Benefit Consultants, and internal ClaimLinx associates. Identify opportunities to enhance the customer experience and optimize service delivery.

Account Administration & CRM Management:

Manage prospect and client data within the ClaimLinx CRM, ensuring all interactions and notes are accurately documented. Process plan implementations, changes, and exceptions within internal systems. Handle ongoing service processes, including generating client reports, member packets, refund notices, and managing Agent of Record updates. Research and resolve prescription-related issues directly with pharmacy vendors. Assist in creating client proposals and sales collateral. What You Bring to the

Team Experience:

A college degree or equivalent experience, plus at least 3 years of business development or account management experience. (Inside customer service, PBM and industry knowledge are highly preferred).

Licensing:

Willingness to secure a valid insurance license in the states/territories where ClaimLinx operates.

Communication:

Exceptional interpersonal skills with the ability to communicate confidently with company owners and executives, and conducting in-person meetings.

Technical Skills:

Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and experience with CRM platforms and basic data manipulation.

Work Style:

Highly organized, detail-oriented, and able to multitask in a fast-paced environment without direct supervision.

Travel:

Ability to travel up to 50% of the time (primarily local/regional travel for client visits). Benefits Health, Dental, and Vision insurance Life insurance 401(k) with company matching Paid time off Professional development assistance

Pay:

$45,000.00 - $47,500.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance

Work Location:

In person