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Client Success Coordinator Team Lead
Confirmed live in the last 24 hours
Experience Level
Desired Skills
Customer Service
  • Prioritize and organize work to meet deadlines
  • Have strong organizational and time management skills, and can prioritize across multiple projects while managing workload
  • Ability to take initiative and be self-motivated while exercising effective problem solving and appropriate decision-making
  • Knowledge and understanding of healthcare/health-plan benefits and structure
  • Knowledge of self-funded insurance, claims processing, and managing client inquiries
  • Strong customer service skills
  • Demonstrate an attention to detail and a commitment to delivering clear and precise work
  • Assist and work in tandem with the Client Success Manager, to be client-orientated with a drive for quality service
  • Demonstrated ability to meet performance goals, including accuracy and productivity
  • 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
  • Associate's degree
  • Three (3) years of experience using healthcare claims system, Javelina preferred
  • Regular interactions with account managers, sales team, underwriting, carriers, TPA's, brokers, stop-loss carriers, and other applicable vendors and clients
  • Strategic Thinking - Knack for sorting through clutter to find the best route, often by pulling up from the current complexity to identify patterns that guide future direction and allow one to narrow the options and articulate the options from which others can work backward
  • Business Acumen - A keenness and quickness in understanding and dealing with a business situation (risks and opportunities) in a manner that is likely to lead to a good outcome. Critical to this is an ability to think beyond their own function
  • Systems/Analytical Thinking - Demonstrates the ability to think fluidly and integrate information. Able to anticipate non-linear and non-obvious relationships. Often includes an ability to think holistically/conceptually - very powerful when accompanied by ability to communicate & clarify tactically
  • Flexibility/Working through Ambiguity - Tendency to be energized by new experiences/perspectives that test assumptions and thinking. Considers different points of view, sometimes with fragmented information, to arrive at practical, effective, actionable next steps
  • Communicate - Managers discuss the company's vision and strategies, the department's direction and goals, and in times of crisis, what we know and don't know to make sure team members know what they need to know
  • Clarify - As managers, it's up to us to clarify what good looks like. What do we expect? What do our clients, customers or colleagues need? If our teams are not performing as expected, managers must clarify expectations and ensure understanding
  • Coach - Managers provide recognition and feedback; help team members find solutions to challenges; amplify good and filter weaker aspects of organizational culture and the work as they coach employees in their day-to-day performance and their growth and career development
  • Connect - Managers help our teams see their collective purpose and how their work connects to the greater whole. We connect people within our company and network
  • Customize - As managers, we need to understand what makes each team member unique, and then customize, tailor and adapt how we support them
  • Empathy - We treat your problem as if it is our problem. Because it is. We are always glad to help because we care
  • Resourcefulness - If it needs to be done, we'll figure it out and get it done, or make sure it gets done
  • Integrity - We do the right thing. Always. That includes placing people before profits
  • Possibility - We start with Yes
  • Reliability - We will always do what we say we will. You can count on us. Every single time
  • Teamwork & Collaboration - We treat each other with respect and listen, support and value each other's opinions as we work toward our shared goals
  • Monitoring and managing the team's assignments, including resource balancing
  • Developing policies, processes and procedures to further improve the department's services
  • Defining staffing ratios and further define roles and responsibilities with the department
  • Lead the development\management of Salesforce functionality and workflows to automate manual processes
  • Ensure knowledge transfer and training is delivered, retained and reinforced
  • Drive efficiencies through automation through established technology platforms (Salesforce)
Desired Qualifications
  • Experience in self-funded claims operations
  • Prior leadership experience
  • Knowledge in Microsoft O365 products
  • Experience in implementing workflow automations

201-500 employees

Self-funded employer health plan
Company Overview
Centivo’s mission is to bring affordable, high-quality healthcare to the millions of Americans who struggle to pay their healthcare bills. The company is building an alternative to traditional insurance carriers, by offering the technology, network, customer support, and population health management to fully administer health benefits for all or a portion of an employee population for self-funded employers.
  • Insurance: Medical, dental, vision, life & diability
  • 401k plan
  • Access to a health savings account
  • Commuting and dependent care FSA
  • Competitive salary, bonus, & equity
Company Core Values
  • Empathy
  • Resourcefulness
  • Integrity
  • Possibility
  • Reliability
  • Teamwork & Collaboration