Client Service Manager

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Self Bill Pro

11 - 50 employees

Founded 2023

🛡️ Insurance

💼 Consulting

☁️ SaaS

🔥 Funding within the last year

💰 $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 onboarding check-ins, health checks, and pre-renewal outreach • Own inbound client inquiries through full resolution, including billing questions and benefit invoice issues • Explain benefit changes and data flows into billing • Partner with internal teams and interface with benefit administration platforms and insurance carriers to resolve issues and execute updates • Create and deliver accurate, timely monthly benefit invoices • Coordinate with Client Services Administrative Specialists on invoice creation and account expectations • Audit data across carrier, payroll/HRIS, and billing systems • Identify root causes of enrollment, date, premium, and coverage discrepancies; correct issues and prevent recurrence • Train and guide clients on billing procedures and benefit plan details • Lead clients through annual renewals, billing changes, and transitions • Monitor account health and flag warning signs • Identify process-improvement opportunities in billing and account management

🎯 Requirements

• Bachelor's degree and 3+ years of experience in employee benefits account management, client success, or client-facing relationship management, or 7+ years of relevant experience • Employee benefits experience • Customer-centric mindset and strong relationship-building and interpersonal skills • Ability to initiate proactive outreach and schedule calls • Ability to manage complex client portfolios and resolve billing issues • Familiarity with 834 and LDEx EDI files • Strong analytical skills and comfort with data analysis and manipulation, particularly in Microsoft Excel • Excellent verbal and written communication skills • Proficiency with Microsoft Office Suite, project management tools, and CRM systems • Strong organizational skills and attention to detail • Ability to work independently and collaboratively in a fast-paced startup environment

🏖️ Benefits

• Remote work model • Collaborative, ambitious team • Smart, scalable technology environment • Opportunity to modernize benefits billing • Permanent employment

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