Teams at Employer Direct Healthcare

Manage a portfolio of clients and brokers to ensure delivery and long-term value. Own execution of account plans, coordinate cross-functional deliverables, resolve service issues, drive adoption, retention, upsell, and maintain CRM data hygiene while supporting engagement marketing.

Lead end-to-end planning and execution of 200+ open enrollment benefit fairs annually and internal events, managing logistics, vendors, staffing, budgets, reporting, and cross-functional coordination. Build scalable systems, improve processes, support annual client conference, and develop creative activations to elevate member experience.

The Client Success Executive manages key client relationships, develops strategies for retention and growth, and leads client success initiatives while mentoring account managers and ensuring satisfaction.