Client Success Manager/Employee Benefits (Life, Health Licensed)

CLIENT SUCCESS MANAGERS (must be Life, Health, Accident/Sickness licensed)

Hello Client Success Managers: We’re hosting an exclusive Virtual Coffee Chat and would love to meet you!

This is a relaxed, engaging opportunity to connect with us, learn more about the role, and explore what makes our culture special. If you’re interested in joining the conversation, simply apply — invitations will be extended to selected candidates.

We can’t wait to connect with talented professionals who are ready to make an impact.

ABOUT DECISELY:

At Decisely Insurance Services, LLC, we are on a mission to revolutionize the InsurTech industry by delivering innovative solutions that truly make a positive difference, for our clients and our organization! Our commitment to identify and hire the most progressive, diverse, equitable and inclusion talent drives our work culture and product development. We believe in creating a workplace where everyone feels valued, empowered, and inspired to bring their best selves to work. What about our culture, you ask?  Decisely’s culture is a proven, 100% “team-first” culture, where our client successes are shared; not hoarded. Humility, autonomy and flexibility aren’t perks-they’re our foundation!

POSITION SUMMARY:

The Client Success Manager (CSM) is a strategic advisor and trusted partner to our clients, ensuring their employee benefits programs evolve with business needs. You’ll own the client experience, drive retention, deliver data-backed insights, and identify growth opportunities through personalized, compliant, and consultative service. This role is ideal for someone who thrives at the intersection of relationships, innovation, and execution.

KEY RESPONSIBILITIES:

Strategy & Cross-Selling

• Develop and execute strategies to expand services and products within an assigned client portfolio.
• Identify opportunities for cross-selling and upselling based on client needs and market insights.
• Achieve/exceed retention and revenue growth targets.

Client Retention & Engagement

• Build and nurture strong relationships with senior decision-makers within client organizations.
• Provide strategic guidance and customized solutions based on client goals and industry trends.
• Host regular client meetings to review claims, benchmark analyses, and stewardship reports.
• Proactively identify risks to client retention and implement mitigation strategies.
• Present renewal strategies and outcomes, ensuring alignment with client needs and timely delivery.

Client Management

• Oversee the seamless delivery of benefits programs, ensuring compliance and operational efficiency.
• Collaborate with internal teams to ensure accurate and timely implementation of benefit selections.
• Add Service Delivery and meeting client experience, Service Level Agreements (SLAs)
• Tracking activity via internal CRM

KEY COMPETENCIES:

Strategy & Cross-Selling

• Strategic thinking, business acumen, sales awareness, market insight and negotiation skills

Client Retention & Engagement

• Relationship building, executive communication, client empathy, problem-solving, industry knowledge
• Project management, service delivery, compliance awareness, attention to detail, CRM accuracy, team collaboration

Client Management 

• Project management, service delivery, compliance awareness, attention to detail, CRM accuracy, team collaboration

REQUIRED QUALIFICATIONS/EDUCATION, SKILLS and/or EXPERIENCE:

• 5+ years in employee benefits, with at least 3 years of experience in sales and strategic account management.
• Education: Bachelor’s degree in Business Administration, Operations, or a related field.
• State Life and Health Insurance License required.
• Proven experience with level-funded and self-funded plans, health plan captives, and PBM solutions.
• Strong consulting, negotiation, and communication abilities with a track record of retaining and growing client relationships.
• Advanced knowledge of navigating the internet as well as various Microsoft Office programs (i.e., Excel, PowerPoint, Outlook, etc.)
• Bilingual (Spanish) is a plus!

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. There are instances where the company holds on-site meetings in which your presence will be required - ability to travel independently to clients; some air travel may be required. 

WORK ENVIRONMENT AND ENVIRONMENTAL CONDITIONS:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The noise level in the work environment is usually moderate.  There is no or very limited exposure to physical risk.