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Client Success Executive - Northeast

We exist for workers and their employers -- who are the backbone of our economy.  That is where Centivo comes in -- our mission is to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills.

The Client Success Executive will work with Centivo’s functional experts, 3rd party vendors and sales to support the ongoing delivery of Centivo health plan products and services for our clients and their members to deliver on business objectives. Act as primary point of contact for clients post-implementation and will be responsible for all levels of strategic and tactical support on behalf of Centivo to ensure high levels of satisfaction and retention of clients and their members.

Responsibilities Include:

  • Serve as the key day-to-day contact for clients overseeing all aspects of the health plan solution and TPA services for clients – including (but not limited to) member engagement and customer service, claims processing, PBM, provider network arrangements, and employer analytics & reporting.

  • Ensuring a new client’s seamless transition from implementation to ongoing account management

  • Interacting with brokers/consultants to oversee and resolve issues for clients, successfully growing client relationships in your portfolio through increased benefits participation, increased rates of selection by members, and expansion into additional geographic markets where applicable

  • Building and maintaining strong personal relationships across the client organization, including HR and Finance through formal and informal communication and engagement.

  • Lead the renewal process, which includes preparing and delivering reports on Centivo performance and health and claims data & analytics to your clients and presentation of design and product enhancements.

  • Identifying, tracking, and resolving issues raised by the client by coordinating resolution with Centivo team members and 3rd party partners

  • Collaborating on the enhancement of Centivo’s client implementation and client success (account management) methodologies and making recommendations for ongoing process improvement

  • Participating in sales meetings to represent the voice of client success and team that prospective clients would be working with

Required Skills and Abilities: 

  • Prioritize and organize own work to meet deadlines

  • Strong customer service skills

  • Higher level Excel and PowerPoint

  • Excellent verbal and written communication skills; ability to speak clearly and concisely, conveying complex or technical information in a manner that others can understand, as well as ability to understand and interpret complex information form others, including but not limited to reimbursement policy standards

  • Strong interpersonal skills, establishing rapport and working well with others

Preferred Experience/Skills:

  • Bachelor's degree or equivalent experience is required

  • 3 years of health plan experience, including with self-funded accounts

  • 3 years Client Success (Account Management) experience in employer-sponsored benefits

  • Bilingual (Spanish) and experience communicating with client in multiple languages

Work Location:

This position is fully remote with a preference for residence in NYC Area or Buffalo, NY.

Who we are:

Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies. For more information, visit centivo.com.

Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.

Average salary estimate

$72500 / YEARLY (est.)
min
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$60000K
$85000K

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What You Should Know About Client Success Executive - Northeast, Centivo

Are you ready to make a difference as a Client Success Executive with Centivo? Based in Buffalo, this exciting role puts you at the heart of our mission to revolutionize healthcare for workers and their employers. As the primary point of contact for our clients after implementation, you’ll be the driving force that supports the ongoing delivery of Centivo’s innovative health plan products. Your expertise will be essential in managing day-to-day client interactions, ensuring a seamless transition from onboarding to ongoing relationship management. You’ll cultivate strong relationships with clients and their members and be the go-to person for everything from member engagement to claims processing. Your analytical skills will shine as you prepare performance reports and present new product enhancements to ensure client satisfaction and retention. You'll also collaborate with brokers to resolve issues effectively and have the opportunity to provide input on client success methodologies. With your knack for communication and strong problem-solving abilities, you'll help our clients navigate the healthcare landscape smoothly. If you bring three years of experience in health plans and account management, particularly in employer-sponsored benefits, then we want you on our team! While Centivo is headquartered in Buffalo, we offer a fully remote position, preferably for candidates in the NYC area or Buffalo. Join us to help us fulfill our mission of making healthcare more accessible and affordable for everyone!

Frequently Asked Questions (FAQs) for Client Success Executive - Northeast Role at Centivo
What are the main responsibilities of a Client Success Executive at Centivo?

A Client Success Executive at Centivo is responsible for overseeing the day-to-day interactions with clients, managing health plan solutions, streamlining transitions post-implementation, and nurturing client relationships. This involves handling member engagement, addressing customer service queries, and ensuring effective claims processing. You'll also prepare performance reports and participate in renewal processes, playing a vital role in maintaining high levels of client satisfaction.

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What qualifications are required for the Client Success Executive position at Centivo?

To qualify for the Client Success Executive role at Centivo, candidates should possess a Bachelor's degree or equivalent experience. They should have at least three years of experience in health plan management, especially with self-funded accounts, as well as three years of account management experience in employer-sponsored benefits. Strong communication skills and proficiency in Excel and PowerPoint are essential, while bilingual proficiency in Spanish is a plus.

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What skills are necessary for success as a Client Success Executive with Centivo?

Successful Client Success Executives at Centivo need excellent organizational skills to prioritize tasks, strong customer service abilities, and advanced communication skills to convey complex information clearly. Furthermore, interpersonal skills are vital for building and maintaining client relationships, while analytical skills help in identifying issues and proposing informed solutions.

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How does Centivo support professional development for Client Success Executives?

Centivo is dedicated to the professional growth of its employees, including Client Success Executives. The company encourages participation in training programs, workshops, and industry seminars. Collaboration with experienced team members also provides valuable mentorship opportunities, ensuring that employees stay updated on industry trends and best practices.

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Is the Client Success Executive role at Centivo remote, and where is the company located?

Yes, the Client Success Executive position at Centivo is fully remote, with a preferred residence in the NYC area or Buffalo, NY. Centivo is headquartered in Buffalo, NY, and has offices in New York City, promoting a flexible work environment while fostering a strong team culture.

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Common Interview Questions for Client Success Executive - Northeast
What do you think is the most important aspect of client success in this role?

In my view, the most important aspect of client success is building strong, trust-based relationships with clients. It’s essential to understand their unique needs and consistently deliver value. Open communication and proactive resolution of issues are critical in ensuring clients feel supported and valued.

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Can you describe a time when you resolved a client issue successfully?

Yes, during my previous role, a client faced delays in claims processing. I took immediate action by coordinating with our internal teams to streamline the issue resolution process and kept the client informed at every step. Ultimately, we resolved the issue promptly, which not only satisfied the client but also improved our operational processes.

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How do you prioritize tasks when managing multiple client accounts?

I prioritize tasks based on urgency and impact. I create a daily task list that allows me to focus on the most pressing client needs while ensuring timely follow-ups on ongoing projects. Utilizing CRM software helps me track deadlines and manage my time effectively.

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What tools or platforms have you used for client management?

I’ve worked with several CRM platforms like Salesforce and HubSpot. These tools help manage client interactions, track communication history, and analyze client data, enabling me to provide personalized service while ensuring no client needs are overlooked.

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How do you approach building relationships with clients?

Building relationships with clients starts with understanding their business and unique challenges. I invest time in regular check-ins and informal conversations to spark trust and rapport. I also take a personal interest in their successes, which fosters loyalty and long-term collaboration.

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How would you handle conflicted feedback from a client?

I would approach conflicted feedback by first seeking to understand the client's perspective and the reasons behind their dissatisfaction. I believe in actively listening and empathizing with their concerns before discussing potential solutions. This approach demonstrates commitment to their success.

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What metrics do you believe are most important to measure client success?

Key metrics for measuring client success include client satisfaction scores, retention rates, and engagement levels. Moreover, tracking response times for inquiries and the frequency of client renewals are crucial indicators of how effectively we are meeting client needs.

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How do you ensure that you stay informed about your clients' industries?

I make it a priority to stay informed by regularly reading industry news, attending relevant webinars, and engaging with my clients to understand any market developments they are facing. This knowledge enables me to provide informed advice and tailored solutions to my clients.

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What methods do you use for communicating updates and performance metrics to clients?

I use a combination of regular email updates, scheduled conference calls, and formal reporting. I find that personalized updates, combined with visual presentations of performance metrics, are the most effective ways to convey important information and ensure clarity.

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What do you hope to achieve as a Client Success Executive at Centivo?

I hope to leverage my experience to enhance client satisfaction and retention at Centivo. My goal is to build lasting relationships, significantly improve the impact of our health plans, and work collaboratively with clients to ensure they receive the highest levels of service and value from our partnership.

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Centivo is a health plan administrator that connects self-funded employers and employees with healthcare. Centivo offers a large network, claims processing, and population health management to employers.

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Full-time, remote
DATE POSTED
January 14, 2025

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