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Client Management Specialist

Versant Health
UKRemotefull_timeVerifiedPosted 22 May 2025

About the role

Client Management Specialist


Client Management Specialist
Who are we?
Versant Health is one of the nation’s leading administrators of managed vision care, serving millions of our clients’ members nationwide. We are driven by our mission to help members enjoy the wonders of sight through healthy eyes and vision.

As a Versant Health associate, you can enjoy a comprehensive Total Rewards package, which includes health and dental insurance, tuition reimbursement, 401(k) with company match, pet insurance, no-cost-to-you vision insurance for you and your qualified dependents. We are also invested in your success. There are many opportunities for advancement and development throughout all stages of your career with us.

See how you can make a difference with the support of strong leadership and a team environment.

See Everything, Be Anything™.

What are we looking for?
The Client Management Specialist works closely with the Client Management team to support efforts to retain and grow new and existing clients, provide back-up support, generate/edit/distribute weekly and monthly reports, (i.e., Sales, CM, pipeline reports, weekly activity logs and similar documents).

Where you will have an impact
• Update Salesforce as needed for the Sales and Client Management Team
• Communicate with multiple departments, health plans and consultants as needed in partnership with Sales and Client Management to support the retention, sales and growth of assigned clients
• Maintain files, edit and distribute reports
• Act as Project Manager on key initiatives including the Business Plan
• Work as a Sales and Client Management support and back-up when Client Managers are traveling, or need immediate assistance
• Obtain current data and information gathered from subject matter experts, as well as support the response to proposals within required time frames, in partnership with Sales Operations, as so directed
• Schedule, participate in and engage in meetings as needed
• Responsible for activity tracking across the Client Management team including conferences and events
• Other duties as assigned

What’s necessary to do the job?
• High School Diploma, GED, or equivalent work experience; associate or bachelor’s degree preferred
• 1 or more years of related work experience in managed care or other insurance strongly preferred
• Knowledge and experience in the insurance, health, or vision care industry preferred
• Proficiency in Microsoft Office and General mathematical skills to include basic adding, subtracting, multiplication and division
HIPAA & Security Requirements
All Associates must comply with the Health Insurance Portability Accountability Act of 1996 (HIPAA) as it pertains to disclosures of protected health information (PHI) as described in the Notice of Privacy Practices and HIPAA Privacy Policies and Procedures. As a component of job roles and responsibilities, Associates may have access to covered information, cardholder data or other confidential customer information which must be protected at all times. As a result, Associates must explicitly adhere to all data security guidelines established within the Company’s Privacy & Security Training Program.

Versant Health will never request money from candidates who seek employment with us and will never ask for any payment as part of the recruitment process.

Versant Health is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at Versant Health without regards to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.

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Company

Versant Health

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