Client Success Manager

Job not on LinkedIn

🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $75k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Centivo

WebsiteLinkedInAll Job Openings

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 • Partner with the Client Success Executive on renewals, escalations, and ongoing plan administration • Resolve claims, benefit, and enrollment issues with internal teams and external vendors • Record and monitor inquiries through completion and maintain client trackers • Track and follow up on member and VIP member issues • Enter and track Cigna SRS tickets through resolution • Escalate client inquiries and concerns appropriately • Review HCC notices for accuracy and threshold compliance • Execute follow-ups on open items, cross-functional tasks, and benefit plan changes • Coordinate client projects, including renewals and terminations • Set up and maintain access to reporting tools and employer portals • Update Salesforce with client and broker contact information • Support open enrollment meetings, communications, and member portal testing • Prepare renewal confirmation forms and review SBCs, SPDs, amendments, plan documents, and ID cards • Enter client-specific information from the MCW into Salesforce • Maintain the Master Client Workbook and benefit summaries after go-live • Send Zakipoint data as required • Support reporting ticket requests, 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 • 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 • Strong written and verbal communication skills for interacting with clients, brokers, and internal teams • Comfort working across Salesforce, Plan Manager, and other systems while maintaining data accuracy • 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 for open enrollment and client support • Authorization to work in the United States for any employer • Centivo does not sponsor work authorization visas • Experience owning a book of client accounts or directly supporting an account executive/manager with a book of business

🏖️ Benefits

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