Client Relationship Manager Jobs in Mequon, WI (NOW HIRING)

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. 

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