Client Service Manager

Self Bill Pro

. Serve as the main point of contact and relationship owner for a portfolio of clients .

Posted 10/23/2026full-timeRemote • Florida • United StatesMid-LevelSenior💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, with a strong focus on employee benefits account management and billing issue resolution. Proficient in data analysis and communication, ensuring effective client engagement and satisfaction.

Highest-signal resume keywords

Employee Benefits Account ManagementClient Relationship ManagementData Analysis and ManipulationMicrosoft Excel ProficiencyBilling Issue Resolution

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Lifecycle ManagementBilling ProceduresData AuditingBenefit Plan DetailsComplex Account ManagementProactive OutreachProcess Improvement834 EDI FilesLDEx EDI Files

Soft Skills

Customer-Centric MindsetRelationship-BuildingInterpersonal SkillsOrganizational SkillsAttention to DetailVerbal CommunicationWritten Communication

Tools & Technologies

Microsoft Office SuiteProject Management ToolsCRM SystemsBenefit Administration Platforms

Industry Keywords

Client SuccessBenefit AdministratorsInsurance CarriersBrokersEmployee Benefits

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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