Job Description

WHO WE ARE:

Enrollment123 is a rapidly growing, clear market-leading enterprise SaaS software and service provider serving the dynamic individual healthcare insurance market as well as adjacent insurance and non-insurance markets. Our core platform provides a frontend and backend system that allow our clients, both entrepreneurial and established companies, to manage their members, agents, carriers and products. Features include quoting and enrollment, lead management and CRM/member management, billing and payment processing, agent management and commission tracking, file processing and back office administration, TPA services and much more. Our primary clients include industry participants across the health insurance value chain (carriers/product vendors, FMOs/IMOs, wholesalers, agencies and brokerages, call centers, TPAs, and others). With our system, clients have a powerful, easy-to-use solution to manage enrollment, billing, administration and operations.

Beyond our core individual health insurance market, our product is used by many other entities who have recurring billing needs and multi-level sales / agent models. There is significant untapped potential for rapid growth in adjacent insurance and non- insurance marketplaces.

SCOPE:

We are searching for a growth-oriented Client Engagement Manager to support our high-potential client base. In this role, the Client Engagement Manager will work closely with our clients during their entire lifecycle with E123 from initial onboarding through to growth and maturity. This includes working with clients of ours who are start-ups to identify ways to get them launched in market faster, working closely with E123’s onboarding team to ensure the clients are launched on our platform as quickly as possible, and then working with our clients after launch to identify all possible ways in which we can support and accelerate their growth, and thereby our growth, including with our technology platform, our broader service offering, and our portfolio of product partnerships.

RESPONSIBILITIES:

• Serving as the primary day-to-day relationship manager for many of our key clients – you will be their go-to contact to address any needs they have
• Understanding our high-potential client’s business needs and initiatives with an eye on how E123 can support and enhance their operations.
• Taking a consultative approach to our clients and their priorities and help define how E123 can help deliver on their goals. This will be accomplished through both regularly scheduled reviews and ad hoc meetings.
• Conducting both quantitative and qualitative research and analyze/synthesize findings to present to clients.
• Identifying cross-sell opportunities or other growth opportunities within existing clients
• Assessing client’s satisfaction with E123 platform and intake suggestions for improvement/enhancement; thus promoting client engagement and satisfaction and increasing the likelihood of renewal.
• Thinking creatively and strategically about new value-add service offerings.
• Working cross-functionally with operations and technology/development team to ensure prioritization and execution of client requirements.
• Passionately delivering superior client service.

REQUIRED SKILLS & EXPERIENCE:

• 5+ years experience in a strategic account management/services role.

• Experience in the health insurance or insurance brokerage/agency world strongly

  preferred.

• Strong business development skills- ability to successfully grow client business.

• Strong strategic vision and creative thinking around new service offerings.

• Highly oriented towards solution generation and problem solving.

• Demonstrated ability to work collaboratively and successfully in a cross-functional team.

• Ability to assess and mitigate risk.

• Strong analytical and prioritization skills. Highly organized and focused on timely follow-ups.

• MBA a plus.

  **Estimated travel: 30% post-COVID.  Preferred location: Laguna Beach, CA or greater Los Angeles area but would consider remote/home-based with travel.

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