Client Success Manager

🕒 August 11

🗽 New York – Remote

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💵 $75k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

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👻 Ghost score 11%

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Logo of Centivo

Centivo

201 - 500 employees

Founded 2017

🏥 Healthcare

🛡️ Insurance

⚕️ Healthcare Insurance

Healthcare • Insurance • Healthcare Insurance

Centivo is an innovative health plan provider for self-funded employers that focuses on delivering high-quality healthcare at an affordable cost. The company believes in the power of primary care to improve health outcomes and reduce costs. Centivo offers plans with free primary care, no deductibles, and low, predictable copays, thereby encouraging members to utilize their health benefits without financial burden. The plans are curated to meet stringent price and quality standards, promoting a strong relationship with primary care providers and integrating virtual care options. Centivo's approach is designed to reduce overall medical expenses while enhancing the healthcare experience for both employers and employees.

📋 Description

• Provide day-to-day operational support for Centivo's client experience • Attend and support client meetings and open enrollment sessions • Support the Client Success Executive with renewals, escalations, and ongoing plan administration • Resolve claims, benefit, and enrollment issues • Coordinate across internal teams and external vendors • Maintain accurate client-facing systems, workbooks, and communications • Record and monitor inquiries through completion and maintain client trackers • Handle client inquiries and collaborate with claims and member care teams • Track and follow up on member issues, including VIP member issues • Enter and track SRS tickets for Cigna issues through resolution • Escalate client inquiries and concerns as appropriate • Review HCC notices for accuracy and appropriate thresholds • Execute follow-ups on open items, cross-functional tasks, and benefit plan changes • Provide operational support for client projects, renewals, and terminations • Set up and maintain reporting tools and employer portal access • Update Salesforce with client and broker contact changes • Support open enrollment meetings, communications, and member portal testing • Prepare renewal confirmation forms • Review SBCs, SPDs, amendments, plan documents, and ID cards for accuracy • Enter client information from the MCW into Salesforce • Maintain the Master Client Workbook and benefit summaries post go-live • Send Zakipoint data as required • Support reporting tickets, run ad hoc reports, and provide tracking and follow-up • Prepare client-related and internal reports • Run claims impact reports and review initial renewing invoices

🎯 Requirements

• Bachelor's degree preferred, or equivalent combination of education and experience • 3 years of experience in client service, account management, or operations within health benefits, insurance, or a related industry such as PBM • Strong working knowledge of health plan operations, including claims, benefits, and enrollment processes • Ability to manage multiple priorities, track detailed work through completion, and meet deadlines in a fast-paced environment • Strong written and verbal communication skills • Ability to interact professionally with clients, brokers, and internal teams • Comfort working across systems such as Salesforce and Plan Manager • Ability to maintain data accuracy across multiple sources • Ability to coordinate across internal departments and external vendors • High attention to detail and strong organizational skills • Willingness to travel on a minimal-to-moderate basis • Authorized to work in the United States for any employer • Centivo does not sponsor work authorization visas

🏖️ Benefits

• Equity option grants • Bonus • Health benefits, some employer paid • Paid time off (PTO) • Remote work option • Ability to work from home • Minimal-to-moderate travel for open enrollment and client support needs

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