Full-Time

Hybrid, 1-2 days/week onsite in office

Grapevine, TX

$75,000-110,000 Salary

The Client Success Manager will support the rollout and expansion of the Health Hotline, assist in open enrollment delivery, and provide white-glove service to clients. You’ll wear many hats — from preparing educational materials and helping with RFPs to directly resolving employee billing issues or handling open enrollment processes. It’s the perfect role for someone who wants to grow in employee benefits while doing meaningful, people-first work every day.

Here's What You'll Be Doing

Client Advocacy – The Health Hotline

• Serve as the main point of contact for employees utilizing the Health Hotline
• Provide warm, knowledgeable support in resolving billing issues, claims disputes, specialist access, and provider coordination
• Liaise with employer HR teams to ensure timely and accurate outcomes and with healthcare providers, insurance carriers
• Track and report usage trends to show program impact and identify opportunities for improvement
  
  

Client Success & Account Management

• Serve as co-lead or lead on designated client accounts
• Own day-to-day servicing for assigned groups, including benefit questions, eligibility, and carrier coordination
• Build relationships with HR and employer stakeholders to anticipate and respond to evolving needs
• Support monthly/quarterly reporting, renewal deliverables, and compliance documentation
  
  

Marketing & Growth Enablement

• Draft and publish compelling social content (especially LinkedIn) highlighting wins, testimonials, and new capabilities
• Assist in building out internal and external Health Hotline collateral as the program grows
• Help execute marketing campaigns and email outreach when appropriate
  
  

Open Enrollment Support

• Create and update presentation materials, plan summaries, and FAQs
• Participate in virtual or live employee meetings to present benefit information
• Record and distribute webinar sessions and support follow-up communications
  
  

Miscellaneous & Project Support

• Assist with RFPs, benchmarking, and proposal preparation
• Handle various ad-hoc client and internal support needs as they arise
  
  

Who We're Looking For

• Must have 5+ years of experience working in a client advocacy role for a benefits broker, with an insurance carrier, in HR (with DEEP expertise in employee benefits), or in a strong benefits administration role
• Excellent interpersonal, presentation, and communication skills — empathetic, articulate, and clear
• Detail-oriented with strong organizational and follow-through skills
• A problem-solver who can juggle multiple competing priorities in a fast-paced, service-driven environment
• Current Texas Life & Health Insurance License (Required. If not currently licensed, certification may be sponsored)
• Strong technical prowess with BenAdmin platforms, Salesforce, HubSpot, Canva, and the MS Suite of products
  
  

We're actively interviewing for this role, so we hope to hear from you today!

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
  
  

Work Location: Hybrid remote in Grapevine, TX 76051