We're looking for a proactive and detail-oriented Client Relations Coordinator to support daily operations by managing client communication, coordinating requests, and ensuring a smooth and organized experience from start to finish. This fully remote opportunity is ideal for someone who enjoys working with people, staying organized, and keeping processes running efficiently. In this role, you'll use established systems, tools, and training to assist with client interactions, track important updates, and maintain consistent communication. You'll work independently while ensuring accuracy, professionalism, and a high standard of service in every interaction. What You'll Do: Serve as a point of contact to support client needs and requests Coordinate timelines, updates, and key details related to client services Communicate with clients and team members to gather and confirm information Track progress, monitor outstanding items, and follow up as needed Maintain organized and up-to-date digital records Ensure all client interactions are handled professionally and efficiently Support overall workflow by keeping tasks on schedule and organized What We're Looking For: Strong communication and interpersonal skills Ability to manage multiple tasks and prioritize effectively Experience in customer service, client relations, coordination, or administrative support (preferred, not required) Comfortable working independently in a remote environment Detail-focused, dependable, and proactive Tech-savvy and able to learn new systems quickly Must be a citizen of the US, UK, Australia, Mexico, Spain, or LATAM Why This Role Stands Out: Fully remote flexibility Structured onboarding and ongoing support Clear systems and processes designed for success Opportunity for long-term growth and skill development Supportive and collaborative team environment

• CSA is responsible for receiving and responding to all types of communication: phone, email and web inquiries from customers (physician offices, laboratories, and hospitals), sales representatives and patients, while demonstrating a positive and professional image for Guardant Health at all times • Contribute to volume growth in the territory by resolving cases quickly with a sense of urgency • Work in a team environment and contribute to the department and company goals • Keep precise and clear documentation of all email, fax, phone communications and follow-up activities • Adhere to Standard Operating Procedures (SOP’s) pertaining to data entry and data verification requirements • Enter and qualify new customer information into Salesforce.com and LIMS • Contact physicians and other medical personnel to obtain missing information required to complete the order entry process • Partner with the Clinical lab to ensure client information is correctly entered • Send/re-send patient reports as requested by the customers • Communicate professionally and effectively with all individuals, including external customers and internal Guardant Health team members • Assist with other administrative duties as assigned based on Company needs • Assist with kit ordering, coordinating Offsite Phlebotomy Services as needed • Communicate to clients, patients and sales team using Salesforce (CRM) and other integrated software platforms • Achieve team and individual goals and monitor personal metrics • Use problem solving skills to resolve customer complaints and escalated situations • Demonstrate flexibility and adaptability in a fast-paced dynamic environment

Why You’ll Love Working at Quorum At Quorum Federal Credit Union, we are a cutting-edge credit union that operates as a technology company, delivering innovative financial solutions to our members. As a remote organization, we thrive on collaboration and recognize outstanding performance. We are the ideal workplace for self-motivated individuals who are committed to organizational success and eager to join a dynamic team of professionals. We stand out as a best-in-class employer, offering a unique and supportive work environment that fosters personal and professional growth. Our culture is built on valuing teamwork, recognizing achievements, and providing the tools and resources needed to excel. If you are looking for a place where you can make a meaningful impact, enjoy a flexible and fulfilling work experience, and be part of a forward-thinking team, Quorum Federal Credit Union is the perfect fit for you.    How You’ll Make an Impact The Member Service Representative supports member telephone inquiries including but not limited to opening accounts, assisting with loan applications, credit card, account information and account changes. The Member Service Representative is responsible for educating members about self-service options and must be able to sell/cross sell products and services to new and existing members of the Credit Union. What You’ll Be Doing   Key Responsibilities and Accountabilities - Maintain service standards as required by position benchmarks for quality, turnaround time, accuracy and follow up. Performance is primarily based on quality and productivity measures including but not limited to schedule adherence, call quality scores and process adherence. - Provides members with account information and performs account transactions including accepting loan applications, opening accounts, and processing transfers, withdrawals, and other deposit product servicing functions. Strives to provide first contact resolution when within Credit Union policy. - Ensures adherence to company policies and procedures and Banking/Credit Union Regulations. - Educate new and existing members on loan and deposit products and other services. - Authorizes service fee refunds and waivers within established guidelines for this position. - Promotes use of virtual banking services, such as online and mobile banking, automated phone service and resolves user issues. - Participates in new product testing and other organization/departmental projects as assigned. - Provides input to management on workflow issues, patterns, and improvements. - Promotes and demonstrates a positive work atmosphere by communicating in a manner consistent with professional standards to work effectively with members, co-workers, management, and vendors. - Keeps abreast of industry developments including but not limited to changes in regulations and technology. - Performs additional duties as required. What You Bring to the Team  - The Member Service Representative works remotely, under minimal supervision, exercising independent judgment. This person must be action oriented, self-motivated, and creative while being highly functional. - High School Diploma or equivalent; college degree preferred; will consider experience in lieu of degree. - Minimum of one year experience in financial services industry, in a call center. - Must maintain required scores on Call Monitoring. - Excellent problem-solving, organizational, analytical, verbal, and written communication skills. - Strong decision making and time management skills with the ability to manage multiple projects/duties. - Trustworthy with the ability to maintain highest level of integrity and trust. - Proficiency in Microsoft Office, specifically Word, Excel, and PowerPoint. The ability to use multiple software applications concurrently to resolve member inquiries - Flexible to work a structured schedule that includes evening hours up to 7:00 p.m. (EST) in a remote environment which is free from distraction. Tools & Work Environment  - Stable internet connection with speeds high enough for video conferencing and screen sharing    - Smartphone with current iOS/Android OS     - Prolonged periods sitting at a workstation and working on a computer    - Ability to communicate with coworkers and customers via email, chat, teleconference, and/or phone    Where You Can Work   Candidates must reside within the United States. We are not able to consider applicants who reside in Montana, Nebraska, Rhode Island, or Puerto Rico.  Quorum's opportunities are based in the U.S., and U.S. work authorization is required. We are not able to provide current or future sponsorship.   Compensation & Rewards    Compensation for this role is $21/hour with the potential for discretionary incentive compensation based on both company and individual performance.  Benefits That Support You    - Excellent health insurance packages with a Health Reimbursement Account option - Life, AD&D, Short-Term Disability and Travel Insurance - 401k plan with company match dollar for dollar up to 6 percent* - Generous time-off policy with paid time off (PTO), volunteer time off (VTO), birthday PTO, and company-observed holidays - Monthly stipend for wellness activities and mental health* - Tuition reimbursement - Pet Benefits, including insurance, discounts, “pawternity” PTO day, and more - Bonus/commission plan for qualifying roles - Employee perks (including mortgage discounts!) - PTO purchase and sell-back programs - Rewards and peer recognition programs - Trust-based, out-come oriented remote work environment for most roles  *After 6 months of service   Important Compliance Information   - Quorum is an Equal Employment Opportunity employer. Qualified applicants will be considered for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, marital status, protected veteran status, or disability status.   - Quorum will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Reasonable accommodations are available upon request for applicants and/or employees with qualifying disabilities throughout the application and employment process.  - Qualified Applicants with arrest or conviction records will be considered for employment in accordance with all applicable federal, state, city and local laws, rules, and regulations.  - This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. The company reserves the sole right and discretion to make changes to this job description.  - Each employee is required to uphold the Credit Union's compliance with all policies, procedures, and required regulations including the Bank Secrecy Act and our Anti-Money Laundering policy.  - This document does not create an employment contract, implied or otherwise, other than an "at-will" relationship.

Role Description To determine account management strategies related to client service plans; to be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; to provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models; and to oversee the work of other local Client Services staff. Essential Functions and Responsibilities - Provides stewardship reporting to clients; identifying and educating clients on issues and trends impacting programs. - Conducts pre-renewal visits reviewing client loss experience and general company performance. - Reviews and identifies areas of potential dissatisfaction prior to renewal meetings. - Performs client renewal, contract revision, and Client Service Instruction preparation for complex programs. - Negotiates changes or improvements to service plan. - Facilitates the reduction of process barriers, technology constraints, or resource constraints by directing and influencing the activities of other internal departments such as information technology, operations and business development. - Coordinates client invoicing, audits and accounts receivable follow up for assigned clients. - Resolves all major customer service issues. - Identifies and solicits cross-selling opportunities. - Participates in local insurance community through advanced education and affiliation memberships. - Supervises and directs personnel assigned to programs requiring multiple Account Representatives. - Ensures compliance with all applicable Quality initiatives. Additional Functions and Responsibilities - Performs other duties as assigned. - Supports the organization's quality program(s). - Travel as required. Supervisory Responsibilities - Provides support, guidance, leadership and motivation to promote maximum performance. - Administers company personnel policies in all areas and follows company staffing standards and training recommendations. - Interviews, hires and establishes colleague performance development plans; conducts colleague performance discussions. Qualifications - Bachelor's degree from an accredited college or university preferred. - CPCU, AIC and/or ARM or other related designation preferred. - Ten (10) years related experience or equivalent combination of education and experience required to include two (2) years account manager experience or five (5) years adjuster experience including two (2) years in a supervisory capacity. - Excellent oral and written communication, including presentation skills. - PC literate, including Microsoft Office products. - Analytical and interpretive skills. - Strong organizational skills. - Excellent interpersonal skills. - Excellent negotiation and facilitation skills. - Leadership/management/motivational skills. - Ability to work in a team environment. - Excellent account rounding ability. - Strong understanding of workers compensation, liability and disability claims management. - In-depth knowledge of client servicing. - Ability to handle conflict and confront challenging issues in a fast work environment. - Ability to meet or exceed Performance Competencies. Work Environment - Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines. - Physical: Computer keyboarding, travel as required. - Auditory/Visual: Hearing, vision and talking. Benefits - Comprehensive benefits package including medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits.