Senior Client Success Manager

About Beam:

Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. Today, Beam Benefits is a digitally-led employee benefits company that offers dental, vision, life, disability, and supplemental health coverage. The company simplifies and modernizes the $100+ billion ancillary benefits industry through its leading dental insurance product, breadth of ancillary benefits, AI-powered underwriting, diversified distribution channels, and next generation benefits administration technologically-driven customer experience.

As Beam continues to scale quickly, there is an increased focus on providing a consistent, extraordinary benefits experience for newly on-boarded and established brokers/clients. The ultimate goals being high retention and continued customer expansion. Client Success Managers (CSM), as members of the Customer Experience  Organization, aid in achieving these goals by ensuring high broker satisfaction, increasing client retention, and providing support for our Sales Team in continued effort to expand our broker relationships.

The core function of the CSM is to co-own broker/client-facing communication (emails, calls, video calls, etc) with our Sales Team; educating our partners and clients on our operations and self-service capabilities, and maintaining a high-level of service from Beam client onboarding through policy renewal and ongoing. During this time frame, the CSM will be a broker/client resource and advocate; analyzing client/broker experience and feedback, organizing data, and presenting material to various broker, partner, and/or internal stakeholders clearly and consistently.

• Working in a complex and dynamic business, simultaneously serving customers across employee benefits insurance product lines and growth and service channels
• Collaborating with a diversely skilled team to continuously improve
• Being empowered as an owner and expert
• Being motivated by improving how people access employee benefits

• Proactive client management to continue to drive value throughout the client contract by providing new group and new line pre-implementation support
• Support open enrollment by leading or participating in meetings and providing education to drive employee participation.
• Support renewals by quoting cross-sell and upsell opportunities, negotiating rates, educating brokers and groups on self-service tools, and resolving service escalations — all in close collaboration with internal teams to address client needs and feedback.
• Generate/request reports and derive insights from data, and convey those insights to drive new external/internal actions, strategies or product or process improvements
• Execute at a high volume with a variety of processes / activities which vary throughout the month and year in support of client experience and retention
• Collaborate cross-functionally with multiple internal team members on a wide variety of topics (Sales, Underwriting, Marketing, etc)

• 3-5 years of experience in a client facing role, sales experience required
• Requirement to secure your Life & Health license within 60 days of your start date
• Experience in communicating to multiple stakeholders both tactically and strategically; ideally across multiple mediums including phone, email and webinar/ live presentations (e.g. Keynote/Google Slides)
• A history of investigating and solving client issues, both simple and complex.
• Excellent organizational skills and attention to detail to manage an increasingly complex set of activities related to ongoing client successAbility to quickly learn new product lines and adapt to dynamic sales and service processes
• Experience with new technology products and platforms a plus
• Experience with Salesforce or other CRMs or Client Success tools preferred

Compensation and Benefits:

Beam offers a competitive base salary paired with an attractive variable compensation structure.

Employees benefit from performance-based bonuses and incentives, along with a comprehensive benefits package that includes health, dental, and vision insurance. Additionally, Beam provides a 401(k) plan with company matching, flexible time off, and the opportunity to participate in the equity program.

The base pay actually offered will take into account internal equity and budget for the open position and also may vary depending on the candidate’s job-related knowledge, skills, and experience, among other relevant factors. This range does not include an estimated value for any benefits, bonus, or other incentives that may be applicable based on position.