Client Relationship Manager - IntelliScript (Remote)

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office or Remote
72K-132K Annually
Junior
Healthtech • HR Tech • Insurance • Consulting
The Role
Manage a portfolio of client accounts to ensure satisfaction and retention. Deliver training, support, and customized reports, lead client meetings and conferences, identify growth opportunities, maintain Salesforce records, coordinate cross-functional teams, manage legal documents, and drive process improvements to optimize client outcomes and revenue.
Summary Generated by Built In

What We Do

Milliman IntelliScript is a group of a few hundred experts in fields ranging from actuarial science to information technology to clinical practice. Together, we develop and deploy category-defining, data-driven, software-as-a-service (SaaS) products for a broad spectrum of insurance, health IT and life sciences clients. We are a business unit within Milliman, Inc., a respected consultancy with offices around the world.

Candidates who have their pick of jobs are drawn to IntelliScript’s entrepreneurial and collaborative culture of innovation, excellence, exceptional customer service, balance, and transparency. Every single person has a voice in our company, and we challenge each other to push the outer limits of our full, diverse potential. And, we’ve shown sustained growth that ensures you’ll have room to grow your skillset, responsibilities, and career.

Our team is smart, down-to-earth, and ready to listen to your best ideas. We reward excellence and offer competitive compensation and benefits. Visit our LinkedIn page for a closer look at our company, and learn more about our cultural values here.

Milliman invests in skills training and career development and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERGs) are employee-led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their varied professions, including leadership in professional organizations. Please visit our website to learn more about Milliman’s commitments to our people, diversity and inclusion, social impact, and sustainability.

 What this position entails

Delivering exceptional ROI, the Milliman IntelliScript Irix® rules engine offers clients intelligent analysis of prescription histories and other medical data. Irix empowers life and health insurance underwriters to make informed decisions by generating comprehensive, customized reports that streamline the risk analysis process.

Reporting to the Team Lead, Client Relationships, the Client Relationship Manager supports the Client Relationship Management team in ensuring client satisfaction and revenue retention. Our clients depend on us to present and interpret data that influences their daily business operations. In this role, the Client Relationship Manager collaborates with Client Relationship Managers, Sales Executives, Analytics, Operations, and technical product teams to deliver detailed, accurate reports, draw meaningful inferences from data, and identify significant trends.

What you will be doing

    • Independently manage a portfolio of client accounts, with responsibility for relationship development, retention, and performance
    • Develop a thorough understanding of clients’ products, dedicated accounts, workflows and how our products integrate into their operations
    • Utilize internal information and resources effectively to manage client business and overall portfolio
    • Proactively identify client growth opportunities and educate customers on additional product offerings
    • Coordinate and lead 2-3 in-person client meetings per month with stakeholders at all organizational levels
    • Attend Regional and National Conferences and coordinate and staff conference booths as needed
    • Provide training, ongoing support and account maintenance
    • Take ownership of internal process improvements by identifying obstacles and proposing solutions
    • Collaborate appropriately with other Milliman IntelliScript business units and departments, including operations, sales, marketing, analytics, IT, and legal
    • Manage legal documents as needed, e.g. agreements, amendments, BAA, etc.
    • Maintain accurate and up-to-date records of all contacts and activities in Salesforce
    • Study current market conditions and industry trends that affect our clients and our business
    • Represent the Milliman IntelliScript brand with maturity and professionalism

    What we need

      • 2+ years of professional experience (can include internships)
      • Must be able to demonstrate critical thinking skills
      • Must be able to successfully manage ambiguous situations
      • Desire to build and nurture trusted client relationships and long-term partnerships through a relationship-driven approach
      • Past experience and continued ability to travel nationwide, up to 20% (usually day trips or overnight) for client meetings, conferences and company events
      • Strong command of Excel, Outlook, Word, PowerPoint, Teams and Zoom

       What you bring to the table

        • Able to conduct thorough analysis and present effective resolutions
        • Demonstrated “let’s find a way to do it” attitude – no task is too big or too small
        • Exceptional communication skills: articulate and professional when speaking with clients as well as with colleagues, via all mediums (phone, email, video conferencing, etc.)
        • Thrive in an entrepreneurial and collaborative culture
        • Able to balance following (and repeating) a detailed process with observing trends to solve business challenges
        • Dedicated to getting the details right
        • Enjoys learning and actively seeks opportunities to expand knowledge and skills
        • Self-motivated to identify needs, research situations, present solutions, and find common ground with others who may hold different perspectives
        • Pursues professional education and ongoing growth
        • Excels at prioritizing multiple concurrent tasks, including projects at various stages
        • Strong multi-tasking and organization skills

         Wish list

        • Bachelor’s degree in any field
        • Experience with Power BI
        • Experience in insurance, underwriting, health care, financial services, and/or software-as-a-service (SaaS)
        • Previous use of customer management systems, such as Salesforce

        Location

        The expected application deadline for this job is September 30, 2026. This position is open to remote work. Applicants must be willing to travel to the Milliman office in Brookfield, WI as needed and travel nationwide for meetings, conferences, and team events (up to 20%).

        Compensation

        The overall salary range for this role is $71,700 - $131,905. For candidates residing in:

        • Alaska, California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, Pennsylvania, Virginia, Washington, or the District of Columbia, New York City, Newark, San Jose, or San Francisco the salary range is $82,455 - $131,905.
        • All other locations the salary range is $71,700 - $114,700.

        A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc.

        Benefits

        We offer a comprehensive benefits package designed to support employees’ health, financial security, and well-being. Benefits include:

        • Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners
        • Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges
        • 401(k) Plan – Includes a company matching program and profit-sharing contributions
        • Discretionary Bonus Program – Recognizing employee contributions
        • Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses
        • Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis
        • Holidays – A minimum of 10 paid holidays per year
        • Family Building Benefits – Includes adoption and fertility assistance
        • Paid Parental Leave – 11 weeks of paid leave for employees who meet eligibility criteria
        • Life Insurance & AD&D – 100% of premiums covered by Milliman
        • Short-Term and Long-Term Disability – Fully paid by Milliman

        Equal Opportunity

        All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran. 

        #LI-REMOTE

        Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
        This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

        Skills Required

        • 2+ years of professional experience (can include internships)
        • Ability to demonstrate critical thinking skills
        • Ability to successfully manage ambiguous situations
        • Relationship-driven approach to build and nurture client partnerships
        • Willingness and ability to travel nationwide up to 20% (day trips or overnight)
        • Strong command of Excel, Outlook, Word, PowerPoint, Teams, and Zoom
        • Exceptional communication skills across phone, email, and video conferencing
        • Ability to conduct analysis and present effective resolutions
        • Maintain accurate and up-to-date records of contacts and activities in Salesforce
        • Bachelor's degree in any field
        • Experience with Power BI
        • Experience in insurance, underwriting, health care, financial services, and/or SaaS
        • Previous use of customer management systems (e.g., Salesforce)

        Milliman Compensation & Benefits Highlights

        The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Milliman and has not been reviewed or approved by Milliman.

        • Healthcare Strength Core coverage includes subsidized medical, dental, and vision, plus company-paid life, AD&D, and disability. Materials highlight robust health protections as part of the standard package.
        • Retirement Support A 401(k) with matching is paired with profit-sharing contributions described as generous. These features can significantly bolster long-term compensation when contributions are strong.
        • Parental & Family Support Paid parental leave and family-building support (adoption and fertility) are available alongside caregiver and emotional support resources. These programs extend protection beyond core insurance to meet family needs.

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        The Company
        HQ: Seattle, WA
        3,644 Employees
        Year Founded: 1947

        What We Do

        Milliman is among the world’s largest independent actuarial and consulting firms. Founded in Seattle in 1947, Milliman has offices in key locations worldwide. Through consulting practices in employee benefits, healthcare, investment, life insurance and financial services, and property & casualty/general insurance, Milliman serves the full spectrum of business, financial, government, union, education, and nonprofit organizations. In addition to consulting actuaries, Milliman’s body of professionals includes numerous other specialists, ranging from clinicians to economists.

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