Client Services Manager

UHA

$97K — $126K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or relevant work experience
  • 7-10 years in account management, sales, and client retention
  • 3-5 years managing or supervising teams
  • Proven leadership and team management skills
  • Strong communication and relationship-building abilities
  • Proficiency in Microsoft Office Suite
  • Ability to collaborate towards organizational goals

Responsibilities

  • Lead and develop Client Services Supervisors
  • Build and maintain relationships with brokers and clients
  • Support client retention and renewals
  • Conduct client retention meetings
  • Monitor department workflows using Salesforce
  • Oversee training materials and procedures
  • Ensure high-quality service during Open Enrollment presentations
  • Support business plan and performance improvement initiatives

Benefits

  • Competitive compensation
  • Excellent benefits package
Full Job Description
Client Services Manager

FLSA: Full-time, Exempt

Salary Range: $97,320 - $126,516 annually

General Description of Position:

The Client Services Manager leads and develops the Client Services Supervisors to ensure an exceptional experience for UHA's brokers and clients. This position oversees department workflow and service standards, supports client retention and renewals, strengthens relationships with brokers, consultants, and clients, and works closely with leadership to achieve departmental and organizational goals

What You'll Do:
  • Lead, coach, and develop Client Services Supervisors.
  • Build and maintain strong relationships with UHA brokers, consultants, and clients.
  • Support client relationship management, retention, and renewals.
  • Conduct client retention meetings based on departmental requirements.
  • Monitor department workloads, outstanding tasks, and opportunities through Salesforce.
  • Oversee training materials, procedures, and department workflows.
  • Ensure a consistently high level of service to brokers and clients.
  • Ensure the quality of Open Enrollment presentations.
  • Support departmental business plan and performance improvement initiatives.
  • Partner with leadership to support department operations and organizational goals.

What We're Looking For:
  • Bachelor's degree from an accredited university/college or relevant work experience.
  • 7-10 years of experience in account management and servicing, sales, and customer retention.
  • 3-5 years of experience supervising or managing teams.
  • Demonstrated ability to lead, manage, and review the work of associates.
  • Strong communication, relationship-building, organizational, and leadership skills.
  • Proficiency with Microsoft Office, including Excel, Word, PowerPoint, and Outlook.
  • Proficient PC keyboarding skills.
  • Ability to work collaboratively as part of a team toward organizational and management goals
  • Ability to travel on Oahu and, when necessary, to the neighbor islands.

Preferred Qualifications:
  • Medical insurance industry experience.
  • Experience with Salesforce or other CRM systems.
  • Experience with QNXT and MAS200.

Location Requirement:

*This position is based on Oahu and requires regular in-office work. Candidates must currently reside on Oahu.

Competitive compensation & excellent benefits offered

Visit our website at https://uhahealth.com/page/career-opportunities to apply and for details about vacant positions.

Similar Jobs

More Jobs at UHA

More Finance & Insurance Jobs

Find similar Client Services Manager jobs: