Client Manager
About this role
Client Manager
The Client Manager oversees a dedicated book of business comprised primarily of lower-complexity clients, delivering consistent service and lifecycle support. This role serves as a primary point of contact for clients, coordinates with internal teams, and ensures service expectations, compliance requirements, and documentation standards are met throughout the client relationship.
Essential job duties include but are not limited to:
- Manages a dedicated Book of Business: small-to-medium volume book of primary low-complexity clients (e.g., fully insured, standard plans) with moderate service intensity and standardized service models.
- Serves as a primary point of contact for assigned clients, supporting all phases of the client lifecycle.
- Manages Salesforce – with ownership of workflow, tracking, and data quality for assigned BOB.
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