Team Leader

Health Plan Management Platform




Winston-Salem, NC


Business Operations & Analytics



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Position details

Client / Situation

  • Our client is a game-changing health plan management platform for self-insured employers, providing innovative data insights and services to reshape health care experience
  • They engaged us to find a Team Leader to manage day-to-day client service delivery and to drive continual improvement of their delivery systems

Objectives / Mandate

  • Oversee daily client activities to ensure appropriate client expectations are set and needs are met
  • Identify additional and addressable client needs and sales opportunities
  • Conduct client meetings to present business reviews and share feedback with internal teams
  • Work closely with internal teams to understand and improve upon the company’s delivery systems
  • Deliver customer experience excellence and proactively manage client retention
  • Manage, develop, and mentor junior team members within and independent of client teams

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