Details for Position: TX CSM

Client Success Manager

Location: Austin

The Client Success Manager is the face of Beneplace for unassigned clients and the back office support for assigned clients. The role will perform day-to-day operational responsibilities to drive client retention and profitable growth and may require attendance at benefit fairs. The Client Success Manager ensures that inquiries and tasks are completed in an agreed-upon timeframe to reinforce the responsiveness and strength of the Beneplace brand. The person in this role will also continually look for opportunities to enhance the efficacy and efficiency of the backoff processes. 


As with all roles within Beneplace, the Client Success Manager will work effectively with other departments internally and externally to drive the mission of Beneplace and the interest of the clients. This role is also expected to maintain a positive, professional environment, upholding the values of the organization. 


Specific Responsibilities 


  •  Address any day-to-day questions or tasks from the sales reps and account managers. 
  • Prepare reporting and presentation materials to demonstrate the Beneplace value proposition
  • Prepare for and attend benefits fairs. 
  • Maintain up-to-date client records in Salesforce
  • Address service inquiries from clients that do not have an assigned account manager, as needed.
  • Leverage critical thinking to identify and implement process improvements.
  • Participate in corporate-wide initiatives, as requested.
  • Other duties, as assigned.


Job Qualifications 


  • Bachelor’s degree or equivalent experience.
  • Strong knowledge of voluntary benefit products. 
  • Obtain/maintain Property & Casualty license.
  • Obtain/maintain Life & Health license.
  • Excellent project management skills.
  • Mastery of Microsoft Office Suite (Outlook, PowerPoint, Excel, Word). 
  • Ability to prioritize and self-manage workload.  
  • Excellent verbal and written communication skills.
  • Ability to gather and analyze data.


Other Information

The statements contained herein reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required, and the scope of responsibility but should not be considered an all-inclusive listing of work requirements.