Client Services Agent - California

Acumen LLC • Full-time • Remote (US) • 1w ago

Description:

ROLE AND ESSENTIAL FUNCTIONS - WHILE REMOTE, MUST BE IN SOUTHERN CALIFORNIA

Agents at Acumen must exhibit a service-forward mindset as they embody the organization's mission of facilitating freedom, choice and opportunity for individuals with disabilities and their families. The Agent is responsible for enrolling, educating and supporting Acumen clients throughout their lifecycle with the organization, which involves inbound and outbound phone calls and emails, processing paperwork and manual data entry into multiple databases with a high degree of accuracy. This role is critical to ensuring the company as a whole has a positive and healthy working relationship with new and existing clients, their families and support coordinators.

Support clients (employers and employees) during their enrollment process
Process related paperwork and manage electronic communication
Accurate data entry using several databases simultaneously while meeting deadlines
Establish, foster and grow relationships with clients and program contacts including third party organizations
Understand and stay up to date on program rules, regulations and implementation needs while being able to effectively communicate and explain said rules to external and internal stakeholders
Act as a communication liaison between the clients and across all Acumen’s departments, which includes communicating any opportunities and/or issues that may directly impact the client or Acumen
Accurate day-to-day support to clients which includes receiving, researching and resolving all client inquiries within contractual specific timeframes
Ensure compliance with all state and federal guidelines including the management of all escalated issues with client families and states within contractual specific timeframes
Develop strategies to support the growth of existing programs through marketing, education and community outreach to potential recipients and social services organizations
Work collaboratively with other internal departments in order to ensure all issues are addressed effectively in a verbal and written fashion
Manage a fluctuating volume of calls and emails
Provide effective and efficient customer service via calls and/or electronic communication to clients and internal departments
Working hours as established by the hiring manager, while remaining flexible to work occasional weekends, weeknights and/or holidays to meet the needs of the clients we serve
Perform other work-related duties as assigned
ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act

RESPONSIBILITIES AS A TEAM MEMBER

Takes personal responsibility for actions. This is demonstrated through owning problems, problem solving and not projecting problems or failures to others or the "system" if not warranted
Demonstrates excellence in work standards, is tenacious in completing tasks
Able to effectively problem solve and make decisions. To include resolving crisis situations and developing resolutions between parties
Works well with other team members and departments
Demonstrates the ability to interact and cooperate using respectful relations in order to efficiently accomplish mutual goals and assignments
Requests support from team with ample time to accommodate the support request in order to meet deadlines
Ensures effectiveness in processes to achieve/seek best practice

EQUIPMENT NORMALLY USED

Telephone and headset, computer, multiple screens, copier, scanning system, printer, postage machine, calculator, and fax machines
May use other office equipment as needed

Requirements:

QUALIFICATIONS - WHILE REMOTE, MUST BE IN SOUTHERN CALIFORNIA

At least one year of experience with data entry (manual keying in of information into databases)
Works well independently with limited supervision
Works as a self-starter with effective communication skills
Ability to work in a fast paced environment
Prior experience in customer service and/or client relations
Ability to handle fluctuating inbound and outbound call volume
Must be able to work a flexible schedule, including but not limited to weekends, week nights and holidays
Experience working with multiple applications simultaneously
Ability to prioritize and handle competing requests successfully
Knowledge and experience using Microsoft Word, Excel, PowerPoint, Internet, Email and use of PDFs
Patience, perseverance, and follow through mentality
Ability to communicate both orally and in writing in a professional manner
Attention to detail and critical thinking skills
The ability to handle responsibility with limited supervision
High standard of integrity
Ability to use basic math skills
Demonstrates excellent organizational skills, time management, and task orientation
Good interpersonal communication skills
Ability to handle and accommodate complex clients
Must be able to plan for and meet multiple deadlines
High school diploma or equivalent with some college preferred (or equivalent work experience)

PREFERRED QUALIFICATIONS

Willingness to obtain certain state required certifications
Ability (if required by program) to travel, including overnight(s), via ground transportation and/or via flight
Maintain a valid driver's license within the state of residence and valid automobile insurance (if required by program)
Able to provide a secure remote workspace with high speed internet when applicable

COMMUNICATION SKILLS

Excellent communication and relationship skills with all stakeholders, including clients, state entities, and colleagues
Ability to effectively and respectfully interact with client base that has varying levels of ability, educational backgrounds, authority, and ethnicities
Ability to maintain confidentiality
Ability to speak in public, including trainings
Ability to communicate effectively with diverse internal and external customers to accomplish a task or reach an understanding diplomatically and respectfully

PHYSICAL AND MENTAL DEMANDS

The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job, with or without accommodation.

The employee must be able to sit for extended periods of time entering data into multiple systems
The employee is regularly required to use their fingers, hands, arms, and eyes to input data and fold and/or cut paper
The employee may be required to answer the phone as well as respond to team members and internal customers
The employee is required to operate and maintain a variety of office equipment including a computer, copy machines, scanning and reading equipment and a calculator requiring repetitive motion of the fingers, hands, arms, and eyes
The employee is frequently required to stand, walk, and talk for an hour or more
Vision ability is required to do the job, including close vision, color vision and the ability to adjust focus
Ability to work under stressful conditions that may require handling multiple work assignments with specific deadlines
Ground travel upon demand