Client Relations Specialist – Insurance Account Manager

About the role

The Client Relations Specialist will manage a portfolio of insurance clients, ensuring they receive high‑quality service throughout the relationship. You will act as the main point of contact, guiding clients from onboarding through renewal while monitoring performance metrics.

Key responsibilities

• Onboard new accounts, review contracts and invoices, and create implementation checklists.
• Conduct awareness sessions to activate clients on Beyond services.
• Build and maintain strong client relationships, regularly surveying satisfaction.
• Follow up on payments and handle day‑to‑day client requests and inquiries.
• Monitor consumption and loss ratios, taking corrective actions as needed.
• Manage the renewal process and ensure timely contract extensions.

Required profile

• 2‑3 years of experience in client relations, account management, or a related field.
• Bachelor’s degree preferred; medical background (pharmacist) is a plus.
• Excellent verbal and written communication in English.
• Strong negotiation, presentation and client‑service skills.
• Self‑motivated, able to work under pressure and meet tight deadlines.

Required skills

• Proficiency with Microsoft Office suite.

What we offer

• Opportunity to work with a dynamic insurance portfolio.
• Professional development in client‑relationship management.