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Associate Manager, Client Transition

February 20, 2026

Job Description:

Lead internal and external facing customer calls
Consult, engage, and communicate regularly with clients to gather and document business requirements and requests
Utilize video and record customer calls for internal training and Quality purposes
Serve as a strategic thought leader providing holistic coordination of the end to end implementation process acting in the role of project manager with a focus on customers in our premier segment (100 - 5,000 lives)
Provide consultation and recommendations on optimal administration of the case including case structure design for claims and billing, portal usage, and reporting needs
Develop, communicate, maintain, and manage a detailed project plan for the onboarding process which milestone and deadline success criterion are met or exceeded
Excel in professional presence and finesse with all levels of the customer’s team including senior management
Closely collaborate with Account Management team and various internal business partners to ensure a smooth onboarding process, completion, and transition
May lead team level project and process enhancements or support UAT testing; participate as subject matter expert on department initiatives and handle assigned tasks and assist with Standard operating procedures (SOPs)
May assist with developing training materials or standard operating procedures (SOPs); may deliver some functional training

Requirements:

3+ Years in Customer facing roles with demonstrated success
Project management skills
Minimum of 3 years of experience and knowledge of Group Insurance products
Self-motivation with a strong drive for results
Superior interpersonal skills including team collaboration, leadership, presentation, organizational, and communication skills
Superior consultative and problem-solving skills
Ability to manage work in a fast paced, deadline driven environment, juggling multiple priorities
Professionalism, efficiency, and calm demeanor under pressure
Proficiency in MS Office (Excel, Word, Power Point, Project)
Bachelor’s degree or equivalent experience

Benefits:

Medical, dental, vision, life insurance, disability insurance
Paid Time Off (PTO)
Leave of absences, such as parental and military leave
401(k) plan with company match (up to 4%)
Company-funded pension plan
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...