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Licensed Broker Customer Success Manager

Company: VirtualVocations
Location: Riverside
Posted on: February 4, 2025

Job Description:

A company is looking for a Broker Customer Success Manager.



Key Responsibilities

Facilitate smooth customer transitions and inspire confidence in products and services
Act as the relationship lead for customers, managing plan data and the annual renewal process
Provide strategic advice to brokers and clients, while managing potential escalations


Required Qualifications

5+ years of experience in a fast-growing environment in the health or benefits space
Understanding of health plan operations and finances is a plus
Licensed broker or willingness to obtain a broker license within 6 months
Values-oriented with a passion for improving the healthcare system
Ability to foster trust and maintain a culture of continuous learning

Keywords: VirtualVocations, San Bernardino , Licensed Broker Customer Success Manager, Executive , Riverside, California

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