Client Success Associate

Collective Health is a technology company working to create the healthcare experience we all deserve. Founded in 2013, our team of engineers, designers, product managers, and actuaries are redefining the $1 trillion-dollar market of employer-sponsored health benefits with data-driven and people-focused products.

The Client Success Associate (CSA) services accounts in partnership with the Client Success Manager (CSM) with the goal of delivering a delightful client experience and building positive client relationships. The CSA serves as a liaison between employers, brokers/consultants, and Collective Health’s internal operations teams, to support with issues such as billing, claims, and eligibility.

• Support assigned book of business in a client-focused, effective, and efficient manner
• Support the CSM with day-to-day services and developing and maintaining long lasting relationships with clients
• Respond to client concerns and issues, identify root causes, and serve as a liaison with internal Collective Health teams
• Organize and follow up with internal functional areas to ensure resolution of claims and/or service issues
• Work with internal partners on process development and improvement where needed to support client needs
• Train clients on specific billing, claims and service processes and procedures
• Work with CSM to coordinate Collective Health participation at open enrollment events and health fairs
• Work with the CSM to coordinate and conduct administrative meetings with external clients, documenting meeting discussions and tracking next steps
• Support CSM in driving group growth and new sales opportunities

• Bachelor's degree and typically two plus years related experience, preferably in sales, account management, health plan administration or equivalent combination of education and experience
• Knowledge of the healthcare industry and related benefit products and services
• Excellent communication and project management skills
• Excitement about Collective Health’s mission of improving healthcare in the US
• An overall enthusiasm and desire for constant learning and self-improvement