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Posted: 08/20/2026 Employment Type: Full-time Job Number: 13862

Job Description

Benefits Success Manager

Setting/Hours: 100% In-Office | 8-5

Join trak group in partnering with a growing client in Cincinnati, Ohio that’s expanding its Shared Services team.
Position Overview
We are seeking a relationship-driven Benefit Success Manager to serve as a primary advocate and point of contact for employer clients. This position partners closely with Benefit Consultants to onboard new clients, implement benefit programs, educate employees and administrators, manage renewals, and deliver an exceptional ongoing client experience.

The Benefit Success Manager works directly with business owners, C-suite executives, and HR administrators at organizations with approximately 10–300 employees. The ideal candidate combines strong account management and customer service skills with the confidence to lead client meetings, solve problems, and coordinate effectively across Sales, Claims, Administration, and external benefit partners.
Key Responsibilities Client Relationship Management

Serve as a primary point of contact for assigned employer clients.
Develop trusted relationships with business owners, executives, HR administrators, and other client stakeholders.
Respond to client questions and coordinate timely resolution of service issues.
Conduct proactive outreach to existing and prospective clients to understand needs and strengthen relationships.
Identify opportunities to improve the client experience and overall service delivery.
Support client retention through proactive communication, education, benefit reviews, and renewals.

Benefits Implementation & Education

Partner with Outside Benefit Consultants during client visits to gather requirements and support new policy implementations.
Coordinate onboarding activities to ensure a smooth transition for new clients and their employees.
Educate client administrators and employees on benefit processes and available resources.
Coordinate and lead client renewal meetings.
Process benefit plan implementations, changes, and exceptions within internal systems.
Ensure client requirements are accurately communicated across internal teams.

Account Administration

Maintain accurate prospect and client information within the CRM.
Document client interactions, follow-up activities, and account notes.
Generate client reports, member packets, refund notices, and other benefit-related materials.
Manage Agent of Record updates and related administrative processes.
Research and resolve prescription-related issues with pharmacy vendors.
Assist with preparation of client proposals, presentations, and sales collateral.

Cross-Functional Collaboration

Serve as the liaison between clients and internal Sales, Claims, and Administration teams.
Partner with Benefit Consultants to ensure client expectations and commitments are met.
Coordinate internally to resolve complex account or member issues.
Communicate account updates, concerns, and opportunities to appropriate stakeholders.
Help improve internal processes that affect client satisfaction and retention.

Required Qualifications

College degree or equivalent combination of education and professional experience.
3+ years of account management, business development, client services, or related experience.
Strong relationship-building and customer service skills.
Confidence communicating directly with business owners, C-suite executives, and HR professionals.
Ability to lead professional in-person client meetings and presentations.
Strong written and verbal communication skills.
Excellent organizational skills and attention to detail.
Ability to manage multiple accounts, deadlines, and priorities with limited supervision.
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.
Experience working within CRM platforms and performing basic data manipulation.
Willingness and ability to obtain required insurance licensing.
Ability to travel up to 50%, primarily for local and regional client meetings.

Preferred Qualifications

Employee benefits or health insurance industry experience.
PBM/pharmacy benefits knowledge.
Experience supporting employer-sponsored benefit programs.
Inside customer service or client success experience.
Experience managing renewals, implementations, or benefit enrollment activities.
Existing health and/or insurance licensing.

Ideal Candidate Profile
The strongest candidate will be a client-facing relationship manager who enjoys both people and process. This person should be comfortable sitting across the table from a business owner or HR leader, explaining benefits clearly, addressing concerns, and then coordinating internally to make sure commitments are executed accurately.

Success in this position requires someone who is proactive rather than reactive—a person who follows up without being prompted, keeps detailed account information organized, anticipates client needs, and takes ownership of issues through resolution. Previous employee benefits or PBM experience is particularly valuable, but strong account managers from other service-oriented industries may also translate well.
Benefits

Medical, dental, and vision insurance
Life insurance
401(k) with company match
Paid time off
Professional development assistance

If you're ready to take the next step in your career and want to make an impact, partner with trak group to explore this opportunity.

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About Cincinnati, OH

Ready to embark on an exciting career journey in the vibrant city of Cincinnati, Ohio? Look no further! Cincinnati, situated on the northern banks of the Ohio River, offers a perfect blend of bustling urban life and scenic beauty. Known for its iconic skyline, historic architecture, world-class museums like the Cincinnati Art Museum, and top-notch performing arts venues such as the Aronoff Center for the Arts, this city has something for everyone. With the Cincinnati Reds and Cincinnati Bengals calling this city home, sports enthusiasts can cheer on their favorite teams at Great American Ball Park and Paul Brown Stadium. Explore the lush landscapes at Eden Park or indulge in the city's famous Cincinnati-style chili. Discover your next career opportunity amidst the enchanting charm and endless possibilities that Cincinnati has to offer. Dive into our job listings now and take the leap towards a fulfilling career in this dynamic region!