Client Service Manager

🔥 1 minute ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $80k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

👻 Ghost score 1%

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Self Bill Pro

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

🛡️ Insurance

💼 Consulting

☁️ SaaS

💰 $2.6M Seed Round - Self Bill Pro on 2025-10

Insurance • Consulting • SaaS

Self Bill Pro is a SaaS platform that automates monthly employee benefits billing by integrating directly with HRIS systems to produce carrier-approved invoices that precisely match enrollment data. It reduces administrative work and billing errors by validating enrollments against plan designs, handling prorations, retroactive adjustments, and changes from QLE or EOI, and delivering secure, fully managed billing services with dedicated account support.

📋 Description

• Serve as the main point of contact and relationship owner for a portfolio of clients • Build and maintain relationships with client stakeholders, benefit administrators, brokers, and benefit carriers • Run proactive client-lifecycle touchpoints, including post-onboarding check-ins, periodic health checks, and pre-renewal outreach • Keep brokers informed of client communications and maintain the broker relationship • Own the controllable retention rate for the book of business • Own inbound client inquiries end-to-end through full resolution • Explain benefit changes and data flow into billing to clients • Partner with internal cross-functional teams to resolve billing and benefit-related issues • Interface with benefit administration platforms and insurance carriers to execute data or account updates • Guide clients to appropriate resources when issues cannot be solved directly and follow up on resolution • Create and deliver precise, on-time monthly benefit invoices • Coordinate daily with Client Services Administrative Specialists on invoice creation and account expectations • Audit data between carrier, payroll/HRIS, and billing systems • Identify root causes of enrollment, date, premium, and coverage discrepancies • Correct discrepancies and follow up with relevant systems or parties to prevent recurrence • Train and guide clients on billing procedures and benefit plan details • Lead clients through the annual renewal process and manage billing changes and transitions • Monitor account health and flag early warning signs • Identify and surface billing and account-management process improvements

🎯 Requirements

• Bachelor's degree and 3+ years of experience in employee benefits account management, client success, or a client-facing relationship management role, or 7+ years of relevant experience • Customer-centric mindset with strong relationship-building and interpersonal skills • Comfortable initiating proactive outreach and scheduling calls rather than defaulting to email • Ability to manage a portfolio of complex client accounts, including hands-on billing issue resolution • Familiarity with 834 and LDEx EDI files • Strong analytical acumen; comfort with data analysis and manipulation, particularly in Microsoft Excel • Excellent verbal and written communication skills • Proficient with Microsoft Office Suite, project management tools, and CRM systems • Strong organizational skills and attention to detail • Able to work independently and collaboratively in a fast-paced startup environment • Must be located in the United States • Must be legally authorized to work in the United States • Must not require employment visa sponsorship

🏖️ Benefits

• Remote work model • Collaborative, ambitious team environment • Opportunity to use smart, scalable technology to modernize benefits billing