Health Advocate
Client Services Manager
At a glance
Location: US-PA-Plymouth Meeting Map
Posted: 05/29/2021
Closing: 06/28/2021
Degree: 2 Year Degree
Type: Full-Time
Experience: At least 5 year(s)
Health Advocate
Job description
Description - External
Responsible for performing critical information gathering and interpretation of data concerning client specifications about products, structure, billing, and eligibility; act as a project facilitator between sales and the operations team and create and distribute implementation plans to ensure timely delivery of assigned client installation services; conduct proactive business reviews through analysis and interpretation of data and make recommendations to clients based on the findings of the review; identify and execute opportunities for up-sales with clients as applicable; attend client events to ensure personalized touch point opportunities
Qualifications - External
Education * High School Degree or GED required * Associate's degree from an accredited college or university with major course work in business administration, liberal arts, public health, healthcare management, or a related field preferred Experience *Minimum of 5 year's customer facing, client service, sales, operations, benefit administration, project management, or account management experience required, preferably in a healthcare or call center based environment *Minimum 1 year of experience utilizing a client relationship management tool (e.g. Salesforce.com) is required *Minimum 1 year experience with database system and file transfers preferred Other *Intermediate knowledge of Microsoft Word, Excel, and Outlook required *Based on program may need to be bilingual in English, Spanish, etc. *Travel up to 25% may be required
Job requirements
  • Description - External
    Responsible for performing critical information gathering and interpretation of data concerning client specifications about products, structure, billing, and eligibility; act as a project facilitator between sales and the operations team and create and distribute implementation plans to ensure timely delivery of assigned client installation services; conduct proactive business reviews through analysis and interpretation of data and make recommendations to clients based on the findings of the review; identify and execute opportunities for up-sales with clients as applicable; attend client events to ensure personalized touch point opportunities
    Qualifications - External
    Education * High School Degree or GED required * Associate's degree from an accredited college or university with major course work in business administration, liberal arts, public health, healthcare management, or a related field preferred Experience *Minimum of 5 year's customer facing, client service, sales, operations, benefit administration, project management, or account management experience required, preferably in a healthcare or call center based environment *Minimum 1 year of experience utilizing a client relationship management tool (e.g. Salesforce.com) is required *Minimum 1 year experience with database system and file transfers preferred Other *Intermediate knowledge of Microsoft Word, Excel, and Outlook required *Based on program may need to be bilingual in English, Spanish, etc. *Travel up to 25% may be required 
Client Services Manager