Job Closed

This listing is no longer active.

Client Relationship Specialist

Location

Texas

Posted

72 days ago

Salary

0

Seniority

Mid Level

EnglishExcel

Job Description

Client Relationship Specialist

AE Perkins

POSITION SUMMARY: The Client Relationship Specialist (CRS) is responsible for providing outstanding, dedicated client care while maintaining professional relationships with current, potential, and former clients. Working as part of a team that manages a portfolio of new and existing accounts, the CRS serves as the main point of contact for client questions or concerns, ensuring a positive and seamless client experience. The role involves resolving client issues, educating clients on products and services, and supporting strategies for retention and growth. Please note: Required working hours for the Client Experience department are 8:30 a.m. – 5:30 p.m. within your time zone. Note: AE Perkins is a holding company that supports three innovative operating entities: Ameriflex, Workforce Go, and Accresa. PRINCIPAL DUTIES & RESPONSIBILITIES (Core Competencies): Client Interaction and Issue Resolution: Serve as the primary contact for clients, addressing questions and concerns in a timely manner. Own client issues from start to finish, ensuring resolutions meet or exceed client expectations (Intermediate). Empathy and Client Care: Exhibit a high level of empathy and interpersonal skills when working with clients, ensuring they feel heard, supported, and valued (Advanced). Proactive Client Support: Anticipate client needs by identifying potential questions or concerns and providing answers before they arise, offering a proactive approach to service (Intermediate). Relationship Building and Retention: Build, maintain, and foster positive relationships with Plan Administrators, Brokers, and other stakeholders to support client retention and business growth (Intermediate). Client Education: Educate clients on systems, tools, and policies related to Ameriflex products and services, ensuring they can utilize offerings effectively (Intermediate). Account Organization and Documentation: Maintain organized and accurate account information for each client, including records of interactions, service issues, and resolutions (Advanced). Regulatory Compliance: Handle confidential information with discretion in accordance with HIPAA and other relevant regulations, remaining knowledgeable about all regulations related to business services (Advanced). Collaboration and Strategy Execution: Collaborate with internal partners to execute business plans and strategies that align with company goals (Intermediate). Efficiency and Resource Utilization: Leverage company resources and tools to maximize efficiency, ensuring a seamless and reliable service experience for clients (Intermediate). Additional Duties: Perform other duties as required to support business needs, as assigned by the Client Experience Manager (Beginner).

Job Requirements

  • KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
  • Service Orientation: Passion for delivering outstanding client service and maintaining a client-focused mindset (Advanced).
  • Problem-Solving Skills: Ability to think on your feet and resolve issues effectively, even in high-pressure situations (Intermediate).
  • Communication Skills: Superior written and verbal communication skills, with the ability to clearly convey information and handle client interactions with professionalism (Advanced).
  • Organizational Skills and Multitasking: Strong organizational abilities, with a keen attention to detail and the capability to manage multiple tasks and high call and email volumes (Advanced).
  • Adaptability and Stress Management: Ability to adapt quickly to changing priorities and work well under stressful conditions (Intermediate).
  • Technical Proficiency: Competence in navigating multiple web-based programs and utilizing technology to address client needs efficiently (Intermediate).
  • Goal Orientation and Initiative: Highly goal-oriented and self-motivated, with a drive to grow and advance within the organization (Advanced).
  • Team Collaboration: Strong ability to work as part of a team, supporting colleagues and contributing to a positive work environment (Intermediate).
  • Compliance Awareness: Understanding of HIPAA regulations and other compliance requirements for handling sensitive information (Advanced).
  • CREDENTIALS & EXPERIENCE:
  • Education: Bachelor’s Degree from an accredited institution required.
  • Experience:
  • 3+ years of account management experience preferred, with a focus on client relationship management and service delivery (Intermediate).
  • Experience in Benefits Administration preferred (Beginner).
  • Technical Skills:
  • Intermediate to advanced skills in Microsoft Excel and other data management tools preferred (Intermediate).
  • Travel Requirements: Ability to travel as needed, ideally once per year, to support client relationship initiatives (Beginner).

Benefits

  • NOTE: Starting pay for this position is set at $50,000.00 - $53,000.00 annually with additional bonus potential.
  • BENEFITS
  • Medical Insurance
  • Vision Insurance
  • Dental Insurance
  • 401(k) Matching
  • Flexible Spending Accounts
  • Health Savings Accounts
  • Disability & Life Insurance
  • Employee Assistance Program
  • LegalShield
  • ID Shield
  • Commuter Reimbursement Plan
  • Tuition Reimbursement
  • Bonus Pay – Our Client Experience team operates on a quarterly bonus structure with earning potential between 4% and 6% of base compensation quarterly.
  • ADDITIONAL BENEFITS INCLUDE:
  • Wellable membership
  • Telescope Health (telehealth) through Accresa
  • Intellect (mental health) application
  • Employee engagement activities, including voluntary events, raffles, book club, and more!
  • PHYSICAL DEMANDS AND WORKING CONDITIONS:
  • Work in an office environment; sustained posture in a seated position for prolonged periods of time; use hands to grasp and reach; occasionally stoop or kneel; see, hear, and speak with sufficient acuity to successfully perform all aspects of the job; use telephone and write or use a keyboard to communicate through written means; lift up to five pounds of weight.

Related Job Pages

More Client Services Representative Jobs

Full TimeRemoteTeam 5,001-10,000H1B No Sponsor

At SCP Health, what you do matters As part of the SCP Health team, you have an opportunity to make a difference. At our core, we work to bring hospitals and healers together in the pursuit of clinical effectiveness. With a portfolio of over 8 million patients, 7500 providers, 30 states, and 400 healthcare facilities, SCP Health is a leader in clinical practice management spanning the entire continuum of care, including emergency medicine, hospital medicine, wellness, telemedicine, intensive care, and ambulatory care. Why you will love working here: - Strong track record of providing excellent work/life balance. - Comprehensive benefits package and competitive compensation. - Commitment to fostering an inclusive culture of belonging and empowerment through our core values - collaboration, courage, agility, and respect. RESPONSIBILITIES: - Work efficiently and in a professional manner utilizing multiple forms of engagement (blended inbound/outbound calls, chat, SMS/Text, and email) in a fast paced and challenging contact center environment across multiple lines of business. - Manage general inquiries, track appointments, remind patients of appointments, and follow all processes and procedures while demonstrating sensitivity to any issues. - Serves as a navigator to the clinic/hospital for insurance companies or insurance utilization review department by providing clinical information to obtain pre-certification from payers/adjusters/nurse case managers for workers’ compensation referrals. - Intake accurate collection of data to complete the coordination of care/referral for program service lines (occupational health services and workers compensation visits). - Assist and track referrals/appointment scheduling, prior authorizations, and/or insurance billing verification, when applicable for tests/procedures, including surgical procedures, diagnostic procedures, provider appointments, outpatient rehab services, etc. - Assemble information concerning referral needs to assist with expediting and coordinating care. - Per client referral guidelines, provide information to appropriate parties to assist with referral navigations/care coordination within client’s health system/hospital. - Responsible for staying abreast of state specific worker’s compensation and occupations health laws and regulation. - Check eligibility and obtain authorization for ordered services via insurance companies or acceding vendor portals. - Track and reconcile patient referral orders for assigned areas with follow through to completion, such as return to work regular duty or maximum medical improvements (MMI). - Contact utilization review organizations and insurance companies (adjusters and nurse case managers) to ensure prior approval requirements are met. Present necessary medical information such as clinical notes, orders, and/or referrals for said services. - May assume advocate role on the patient's behalf with the carrier to ensure approval of the necessary services for the patient in a timely fashion. - Utilize client department service lines and identified service providers to coordinate care. Establish and maintain relationships with identified service providers, work comp adjusters and nurse case managers. - Ensure that referrals are addressed in a timely manner and track all referral outcomes. - Communicate and remind patients, employers, adjusters, and nurse case managers of scheduled appointments. - Meet key performance goals including call handling metrics, quality performance, and attendance. - All other duties as assigned. QUALIFICATIONS: Education: - High School Diploma or equivalent required - Medical Office Administration experience or Medical Assistant Certification preferred Certification and Licenses: - Medical Assistant Certification preferred Previous Experience: - Two years’ patient care coordination or patient scheduling experience or equivalent - One year customer service experience - Previous occupational health, or workers compensation experience preferred - EMR experience a plus Knowledge Skills and Abilities: - Thrives working in fast based, changing, and growth-oriented environment - Ability to quickly learn new processes and workflows - Ability to listen to caller while entering data and documenting information accurately - Strong communication skills, oral and written - Great active listening skills - Patient and empathetic attitude - Excellent interpersonal skills - Computer literate with attention to detail and the ability to learn new software applications and methods of engagement - Problem solving abilities - Excellent customer service skills - Bilingual a plus but not required Pay Range: $14.45 - $27.02This range represents the anticipated base salary for this role. Actual compensation will be determined based on experience, qualifications, and internal equity considerations. . We offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance, including medical dental, vision insurance, a 401(k) plan with a company match, paid time off and holidays, professional development support, and employee wellness resources. Visit our website for further information. https://myscpbenefits.com/ Login name: corp-guest Password: weheal

United States
$14 - $27 / hour
Job Closed
CSC logo

Associate Entity Portfolio Specialist *Hawaii based candidates only*

CSC

CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world. With more than 8,000 employees, CSC operates in more than 140 jurisdictions, delivering solutions that help businesses thrive. We pride ourselves on our client-focused approach, market-leading expertise, and unmatched global reach.

Full TimeRemoteTeam 5,001-10,000Since 1899H1B Sponsor

Associate Entity Portfolio Specialist Remote for Hawaii-Based Candidates Only Monday-Friday, 8am-5pm As an Entity Portfolio Specialist (EPS), you will be responsible for providing exceptional service for CSC’s top corporate and law firm clients through maintaining the accuracy of their entity records. The EPS Team works closely with multiple of CSC’s business areas to meet our customers’ compliance needs and enhance their ability to maximize the Entity Management platform. Our commitment to build genuine relationships and support both our external and internal customers plays an integral role in retaining revenue for the enterprise and allowing clients to better focus their attention on running their businesses.   Some of the things you will be doing: - Ensure the accuracy of our Company Records database through processing update requests received internally or directly from a client - Develop and maintain client relationships built on trust and quality of work, keeping the entity portfolios of CSC’s major corporate of law firm clients in compliance - Serve as an expert in the Entity Management Platform through facilitating on-the-spot training and demonstrations - Be knowledgeable across many service areas within CSC - Work with Strategic Account Managers (SAM) and leader to communicate and resolve any client issues encountered - Complete the New Unit Placement Report and process credit and/or rebill invoice adjustments by the end of each workday   What technical skills, experience, and qualifications do you need? - 5+ years of Customer Service experience is preferable, yet not required - Strong organizational and time-management skills - Exceptional written and verbal communication skills - Ability to multitask in fast-paced, deadline-driven environment - Agility to shift focus based on the needs of the business - Proficiency with Microsoft Office applications and experience utilizing the Salesforce CRM platform is a plus Candidates for this position must be eligible to work in the country without sponsorship At CSC, compensation decisions are dependent on a number of factors including job location and the knowledge and experience of each individual. A reasonable estimate of the current range is $50,00-$55,000. CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.® Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other. CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers. We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging, CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. We encourage candidates to apply directly to our website and not through third-party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications. At CSC®, we’re always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It’s also the reason we’re the trusted partner of many of the world’s most successful organizations. CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That’s why we are the leading provider of business administration and compliance solutions. - CSC is a great place to work with smart and dedicated people. - We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work. - We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals. - Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance. - CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more. - As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.

United States
Lowe's Companies, Inc. logo

Provider Specialist

Lowe's Companies, Inc.

Do it right for less. Start with Lowe's.

Full TimeRemoteTeam 10,001+Since 1946H1B No Sponsor

Innovate Remotely This position is fully remote, allowing you to enjoy the flexibility of working from home while collaborating with skilled team members and contributing to groundbreaking solutions. Additional Job Description Your Impact The PROvider Specialist is primarily responsible for completing specific activities in support of a defined Provider Management model. This includes conducting business and other performance-related business discussions with Independent Service Providers. The PROvider Specialist will compile data to organize packets for business reviews, reviewing documentation submitted by Service Providers, sending out business review invitations and required documents to Providers and Lowe's stakeholders, capturing feedback/actions from business reviews, recapping, tracking, and following up on required action plans. The PROvider Specialist will need to have foundational knowledge of Power BI, SPM, IMS, performance reporting, phone and computer systems, and be familiar with the contents of the Lowe's Services Agreement (LSA). To be successful, the individual in this role uses various systems to complete work and must be able to learn and utilize new systems and tools with training. In addition, this individual will need to be able to adapt to rapidly evolving business needs. What You Will Do - Works within the system-based work queue to identify activities ready for review. - Prepares for business reviews ahead of scheduled dates for reviewing performance reporting - Compile and review materials needed to prepare for PROvider business reviews - Communicates with Independent Service Providers ahead of schedule business reviews - Organizes and sends out invitations and the required documents to PROviders and Stakeholders - Captures feedback, takeaways, and other important notes during business reviews to recap for stakeholders - Tracks and follows up on activities requiring actions - Draws from experience supporting the program to offer ways to improve the Provider experience. - Being friendly and professional in engaging PROviders. - Keeps all reporting, packets, and files organized and accessible - Leads business reviews by discussing Provider performance metrics, feedback, and other relevant business topics - Execute daily and weekly assigned job duties Required Qualifications - High school diploma or GED, General Education, or equivalent years of experience in lieu of education requirement, if applicable - Up to 1 Year Experience in a call center, office administrative, high-volume retail, service support, or similar work environment. - If the state or local municipality requires a salesperson license for this position, you must either be licensed or pass the requisite licensing exam within sixty (60) days of starting employment in this position Preferred Skills/Education - Other Associates or a Bachelor's Degree in a related field - Experience in the remodeling or construction industry, Lowe’s store experience - Experience using CRM (Customer Relationship Management) tool, MS Word, MS Excel, and MS Outlook. Benefits - 401 (k) with up to 4.25% match - Discounted Employee Stock Purchase Plan (15% discount on strike price) - Tuition-Free Education - 10-week Maternity/Parental Leave - 10% Associate Discount For information about our benefit programs and eligibility, please visit https://talent.lowes.com/us/en/benefits. Pay Range: $20.67 - $34.52 per hour Starting rate of pay may vary based on factors including, but not limited to, position offered, location, education, training, and/or experience. For information regarding our benefit programs and eligibility, please visit our benefits page. Lowe's hourly remote associates cannot reside in Alaska, California or Hawaii. Lowe's salaried remote associates cannot reside in Alaska or Hawaii. About Lowe’s Lowe's Companies, Inc. (NYSE: LOW) is a FORTUNE® 100 home improvement company serving approximately 16 million customer transactions a week, with total fiscal year 2025 sales of more than $86 billion. Lowe's employs approximately 300,000 associates and operates over 1,700 home improvement stores, 530 branches and 130 distribution centers. Based in Mooresville, N.C., Lowe's supports the communities it serves through programs focused on creating safe, affordable housing, improving community spaces, helping to develop the next generation of skilled trade experts and providing disaster relief to communities in need. For more information, visit Lowes.com. Lowe’s is an equal opportunity employer and administers all personnel practices without regard to race, color, religious creed, sex, gender, age, ancestry, national origin, mental or physical disability or medical condition, sexual orientation, gender identity or expression, marital status, military or veteran status, genetic information, or any other category protected under federal, state, or local law. Qualified applicants with arrest or conviction records will be considered for Employment in accordance with applicable laws, including the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Lowe’s believes that conviction records may have a direct, adverse, and negative relationship to the following job duties: accessing company property, assets, information and products; partnering, supervising, and regularly working with other Lowe’s employees; and adhering to and monitoring compliance and safety guidelines. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

United States
$21 - $35 / hour
Job Closed
Full TimeRemoteTeam 51-200Since 2020H1B No Sponsor

About the Role We are looking for a full-time Intake Coordinator to join our Transformative Care Center (TCC) team. This is a fully remote role — candidates must reside in the Chicagoland area and be available Monday through Friday, 9:00 AM–5:30 PM CT. (Bilingual- English/Spanish highly preferred) The Intake Coordinator serves as the first point of contact for patients, creating a welcoming and supportive introduction to care. This role guides patients through their journey by answering questions, scheduling appointments, verifying insurance, and ensuring all information is accurate and complete. By combining empathy, professionalism, and problem-solving, the Intake Coordinator helps patients overcome obstacles, connects them with the right services and providers, and ensures a seamless transition into care. Essential Duties and Responsibilities The essential duties and responsibilities include the following. Other duties may be assigned. Our Team • Role model the organization's mission, vision, and values in every interaction with team members, providers, and patients. • Work closely with clinic providers, administrative staff, and TCC teammates to ensure seamless coordination and clear communication across teams. • Participate actively in team meetings, daily huddles, and required trainings to enhance knowledge, alignment, and service quality. • Build trust and credibility with clinic teams, serving as a direct extension of each clinic and a key partner in patient care delivery. • Communicate effectively and professionally through Microsoft Teams, email, and EMR platforms, maintaining responsiveness and accountability. • Foster a positive, collaborative culture by using a compassionate, patient-centered approach in all interactions. • Identify workflow opportunities and participate in process improvement initiatives while adhering to established policies and procedures. Our Patients • Embody Transformative Service principles by creating exceptional first impressions and fostering meaningful, lasting patient relationships. • Apply the AGILITY call philosophy to understand patient needs and connect them with appropriate services, providers, and care pathways. • Educate patients on available treatments, programs, and next steps using clear, accessible, and supportive communication. • Coordinate patient scheduling across multiple clinics and providers to ensure optimal appointment flow and preparedness. • Verify insurance eligibility and provide accurate guidance on coverage and financial considerations. • Provide appointment preparation instructions, consent information, and orientation to clinic expectations and policies. • Manage referrals, care transitions, and follow-up communications to support continuity of care. • Respond promptly and professionally to patient inquiries via phone, email, and voicemail in accordance with service level standards. • Maintain strict confidentiality of patient health and financial information in compliance with HIPAA. Our Business • Maintain accuracy and completeness of patient data within EMR and CRM systems. • Adhere to HIPAA and all applicable privacy, compliance, and regulatory standards. • Support efficient schedule management by minimizing appointment gaps through proactive coordination and communication. • Assist with referral processing, document management, and administrative tasks as assigned. • Contribute to billing accuracy by following established authorization, payment, and documentation procedures. • Demonstrate adaptability, professionalism, and reliability in a fast-paced, evolving work environment. Qualifications Required: • High school diploma or equivalent. • 1–3 years of experience in a healthcare, call center, or patient access environment. • Proven ability to manage a high call volume and maintain service quality under pressure. • Excellent communication, empathy, and organizational skills. • Experience with EMR systems, insurance verification, and scheduling workflows. • Strong attention to detail and ability to follow established procedures accurately. Preferred: • Associate's or Bachelor's degree in Healthcare Administration or a related field. • Experience in behavioral health or integrated care settings. • Familiarity with CRM systems and HIPAA compliance standards. • Bilingual – English/Spanish preferred. Why Work With Us? At Stella Mental Health, we recognize that we have a responsibility to foster a culture of respect, empathy, and collaboration among our team, patients, and partners. Our vision is to be a leader in delivering patient-centered care that respects and celebrates diversity, promotes equity and inclusion, and improves health outcomes for all. Ready to Make an Impact? If you are highly motivated and passionate about providing exceptional patient care, we encourage you to apply. We can't wait to hear from you! Benefits: - 401(k) matching - Dental insurance - Health insurance - Paid time off (including your birthday off) - Vision insurance - Paid Parental Leave Schedule: Monday to Friday, 9:00 AM – 5:30 PM CT Requirements: • Must reside in the Chicagoland area (Required) • Healthcare, call center, or patient access experience: 1 year (Required) • Insurance verification / scheduling: 1 year (Required) • EMR or CRM experience: 1 year (Preferred) • Bilingual English/Spanish (Preferred) At Stella, we believe that diversity, equity, and inclusion are essential values that enrich our work environment and enhance our ability to serve diverse communities. We strive to integrate these values into every aspect of our organization, from hiring and training to policies and practices. Our vision is to be a leader in delivering patient-centered care that respects and celebrates diversity, promotes equity and inclusion, and improves health outcomes for all. What We Offer: A supportive and collaborative work environment. A mission-driven organization that makes a positive impact on people's lives.

United States
$21 - $26 / hour
Job Closed