Realize your fundraising potential so your mission can thrive.
Client Services Coordinator/Associate
Location
New York
Posted
67 days ago
Salary
0
Seniority
Mid Level
Job Description
Client Services Coordinator/Associate
Aperio Philanthropy
• Apoyar al equipo de Directores de Servicios al Cliente en la asociación de pensamiento y apoyo práctico a una cartera de clientes sin fines de lucro. • Adoptar un enfoque centrado en el cliente • Utilizar todos los recursos disponibles de Aperio para avanzar en los planes del proyecto de manera eficiente. • Construir y comprometerse con una cartera de 25-50 relaciones estratégicas, obtenidas de redes personales y contacto en frío.
Job Requirements
- 3+ años de experiencia en recaudación de fondos, incluyendo experiencia en recaudación basada en relaciones
- Experiencia solicitando regalos de $10,000+
- Capacidad de 'gestionar hacia arriba'
- Experiencia apoyando a líderes en relaciones con donantes y/o proyectos
- Atención excepcional a los detalles
- Excelentes habilidades de gestión de relaciones, interpersonales y de comunicación (escritas y orales)
- Experiencia gestionando proyectos hasta su finalización exitosa
- Excelentes habilidades organizativas y de gestión del tiempo
Benefits
- Flexibilidad laboral
Related Guides
Related Categories
Related Job Pages
More Client Services Representative Jobs
Job Opening: Intake Specialist Location: South Africa (Remote – US Hours) Type: Full-Time Hours: Monday to Friday (12pm-8pm EST) Responsibilities - Serve as the first point of contact for prospective clients and families via phone, email, and text. - Answer inbound calls promptly and professionally, providing clear information about services and the intake process. - Proactively follow up with clients to collect required documentation and move cases through the intake pipeline. - Maintain consistent communication with families, keeping them informed of next steps and timelines. - Track all intake activity and update client records accurately in internal systems. - Coordinate with clinical, scheduling, and insurance teams to ensure readiness for services. - Identify and escalate concerns or delays that may impact start of care.
• Delivering Client Value • Drive client value through effective execution of standard delivery model. • Implement best practices and streamline processes. • Foster strong relationships with client relationships. • Provide consistent, responsive support.
This position supports a resolute team for our clients Evernorth app & Express Scripts Pharmacy inquiries with expanded responsibilities in proactively educating on and recommending a multitude of Evernorth programs and services. The team consists of highly analytical, technical-minded Customer Service experts with depth of knowledge in resolving and navigating within a multifaceted health care setting. Candidates must have a proven track record in solutioning complex claim issues, identifying & navigating critical health conditions, and diligence in every interaction ensuring an accurate and firm focus on timely resolution. Ideal candidates must possess the ability to listen intently with a focus first on resolution to the reason for their outreach followed by recommendation of pharmacy benefit and vendor offerings that will achieve optimal emotional, financial, and physical health outcomes. This position must think and perform more critically & creatively, leveraging their call-center experience with a keen problem-solving skill to take their service in this role to the next level. The ability to operate in the absence of precise work instruction is critical for success. This position will have the following responsibilities related to supporting the pharmacy & Evernorth app needs of our members: - Will provide the highest level of service on inbound member interactions with some candidates also providing digital chat support to customers. - Assists customer with the Evernorth app including but not limited to: 1) Helping download, register, and log into the app; 2) Inform of all app features and highlight navigation steps to find vendor offerings; 3) Educate on Wellness Rewards and value propositions; 4) Troubleshoot app & provide follow-up on tickets submitted for resolution. - Supports member inquiries and needs for their Express Scripts mail order account including but not limited to: 1) Eligibility; 2) Benefit quotes; 3) Complex claim resolution or education; 4) Cost savings strategies; 5) Advanced support with prior authorizations; Advanced support on claims rejections & overrides. - Required to have a strong and thorough understanding of the full suite of Medical & Pharmacy benefits and external vendor offerings. - Confidently partner with other departments to ensure all members’ needs met to achieve resolution and recommendations for next steps in their healthcare journey. - Listens to understand members unique needs, while seeking more information through probing questions with the goal of offering vendor programs and services that apply to their past, current or future needs. - Investigates and resolves escalations, barriers to care, and complaints obtaining necessary information from policies and procedures. When knowledge base documents are not available to guide next steps, must be able to determine the best solution or option autonomously and accurately for customer. - Proactively offer outreaches to pharmacy, doctor or vendors as needed to bring next steps into action or resolution removing effort from the member. - Takes ownership and provides timely follow-up on any takeaway from member interactions. i.e., Evernorth app tickets, prior authorizations pending, findings from claim discrepancies, etc. - May serve as primary contact and liaison between customers, health plans, service centers, and/or functional areas. - Thorough technical knowledge of products and excellent communication skills. - Be a champion of change and adapt well to frequent adjustments to procedures. - Must be highly coachable and open to feedback to improve member experience driving a consistently accurate quality of service. QUALIFICATIONS: - High School diploma, GED or higher required and/or 2+ years’ work experience in customer service field. - Required 1+ years call experience in US Commercial Pharmacy Call Operations background; specifically PBM Commercial trained. - Ability to actively listen to understand current needs and complexities while identifying the next steps & potential future needs. - Excellent written and verbal interpersonal communication skills. - Adept with KnowledgeXchange & initiative-taking resource utilization. - Confidence with technology, innovational progress, and ability to toggle three or more systems. - Creative problem-solving and analytical skills with self-awareness of time to resolution. - Proven record of working independently to manage day in a fast-paced, quality driven environment. - Proficiency in Outlook and WebEx. PERFORMANCE REQUIREMENTS: - Consistently strong KPI scores over the last 12 months must be meeting or exceeding current targets. - Quality: ≥95% - Resolution: ≥90% - CSAT: ≥4.75 - Caller Effort: ≥85% If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload. For this position, we anticipate offering an hourly rate of 22 - 33 USD / hourly, depending on relevant factors, including experience and geographic location. This role is also anticipated to be eligible to participate in an annual bonus plan. At The Cigna Group, you’ll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you’ll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k), company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays. For more details on our employee benefits programs, click here. About The Cigna Group Doing something meaningful starts with a simple decision, a commitment to changing lives. At The Cigna Group, we’re dedicated to improving the health and vitality of those we serve. Through our divisions Cigna Healthcare and Evernorth Health Services, we are committed to enhancing the lives of our clients, customers and patients. Join us in driving growth and improving lives. Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws. If you need a reasonable accommodation to complete the online application process, please email seeyourself@thecignagroup.com for assistance. Please note that this email inbox is dedicated to accommodation requests only and cannot provide application updates or accept resumes. The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal, state and local ordinances.
Client Services Manager
Global Medical VA CareersGlobal Medical Virtual Assistants shelter Filipino healthcare and corporate professionals who want to work from home.
• Managing the day-to-day planning, operations, and problem-solving of a team of Medical Client-VA pairs to meet with required targets set by clients as a Client Services Manager • Partnering with clients in creating task lists for productivity and profitability of their businesses and Client-VA pairs • Working with clients to help grow their businesses with the help of all services offered by Global Medical as Client Services Manager • Medical Client-VA management • Managing the clients and their needs with Global Medical’s services (Mitigating concerns, anticipating growth, identifying patterns, handling situations, high-level escalations, negotiations, etc.)




