Who We Are

At Decisely, we are on a mission to revolutionize the InsurTech industry by delivering innovative solutions that genuinely make a positive difference for our clients and our organization. As a client-centric company, we are deeply committed to delivering exceptional customer service and building strong, lasting relationships with our clients. We seek passionate, service-driven individuals who share our dedication to putting clients first. 

Our commitment to hiring the most progressive, diverse, equitable, and inclusive talent drives both our work culture and product development. We believe in creating a workplace where everyone feels valued, empowered, and inspired to bring their best selves to work, while contributing to a service-oriented environment that ensures our clients' success.

Client Engagement Manager (CEM)

The Client Engagement Manager (CEM) is a strategic advisor and trusted partner to our clients, ensuring their employee benefits programs evolve with business needs. You’ll own the client experience, drive retention, deliver data-backed insights, and identify growth opportunities through personalized, complaint, and consultative service. This role is ideal for someone who thrives at the intersection of relationships, innovation, and execution.

What You’ll Do 

Strategy & Cross-Selling

• Develop and execute strategies to expand services and products within an assigned client portfolio.
• Identify opportunities for cross-selling and upselling based on client needs and market insights.
• Achieve/exceed retention and revenue growth targets.

Client Retention & Engagement

• Build and nurture strong relationships with senior decision-makers within client organizations.
• Provide strategic guidance and customized solutions based on client goals and industry trends.
• Host regular client meetings to review claims, benchmark analyses, and stewardship reports.
• Proactively identify risks to client retention and implement mitigation strategies.
• Present renewal strategies and outcomes, ensuring alignment with client needs and timely delivery.

Client Management

• Oversee the seamless delivery of benefits programs, ensuring compliance and operational efficiency.
• Collaborate with internal teams to ensure accurate and timely implementation of benefit selections.
• Add Service Delivery and meeting client experience, Service Level Agreements (SLAs).
• Tracking activity via internal CRM.

Consulting & Market Expertise

• Maintain in-depth knowledge of level-funded, self-funded, and alternative health plan solutions, including captives and pharmacy benefit managers (PBMs).
• Stay current on industry regulations and trends to offer innovative, compliant solutions.
• Utilize analytics and benchmarking tools to enhance client offerings and decision-making.

Success Starts With…

• Driving Retention and Growth – Increase revenue and strengthen retention as a trusted advisor through proactive engagement, strategic cross-selling, upselling, and identifying new opportunities for client expansion.
• Mastering Benefits Knowledge – Apply deep expertise in health, dental, vision, and voluntary products—including level- and self-funded plan designs.
• Navigating Compliance – Maintain up-to-date proficiency in ACA, ERISA, COBRA, and other regulatory requirements to ensure client compliance.
• Optimizing Operations – Embrace processes and leverage technology to boost efficiency, accuracy, and service delivery.
• Building Lasting Partnerships – Cultivate trust through expert consulting, skilled negotiation, and consistent client engagement.
• Championing the Client – Deliver white-glove service with empathy, responsiveness, and a solutions-first mindset.
• Adapting with Agility – Tackle complex challenges with flexibility, innovation, and a proactive approach to change.

What You Bring to the Table

• 5+ years in employee benefits, with at least 3 years of experience in sales and strategic account management.
• Education: Bachelor’s degree in Business Administration, Operations, or a related field.
• State Life and Health Insurance License required.
• Proven experience with analyzing claims data, designing health plan offerings, and presenting level-funded and self-funded plans, health plan captives, and PBM solutions.
• Strong consulting, negotiation, and communication abilities with a track record of retaining and growing client relationships.
• Advanced knowledge of navigating the internet as well as various Microsoft Office programs (i.e., Excel, PowerPoint, Outlook, etc.)
• Bilingual (Spanish) is a plus!

You’ll Thrive Here If You…

• Bring a consultative, solutions-driven mindset to every conversation.
• Thrive in fast-paced, remote environments with high ownership and collaboration.
• Are a relationship builder who leads with empathy and accountability.
• Love making data-driven decisions and simplifying complex topics for clients.
• Embrace technology, change, and continuous improvement.

Why Join Decisely?

•   Mission-driven culture with people at the center of everything we do.
•   Remote-first flexibility with a high-performing, connected team.
•   Opportunity to make a measurable impact across client portfolios.
•   Growth pathways, mentorship, and access to development resources.
•   A chance to shape the future of InsurTech with purpose and precision!

Additional Information

Physical Requirements:

This is a primarily remote role requiring the ability to sit or stand for extended periods and communicate clearly via phone and video. Some travel (up to 10%) may be required for client meetings or internal events.