Baker Tilly logo
Baker Tilly

At Baker Tilly, we care about you and the impact you make. Because the steps you take today define your tomorrow.

Client Services Representative

Location

United States

Posted

1 day ago

Salary

$19 - $33 / hour

Seniority

Mid Level

No structured requirement data.

Job Description

Client Services Representative

Baker Tilly

Role Description - Project a professional attitude and positive image. - Support large volumes of inbound and outbound contacts promptly. - Follow compliance guidelines and reference job aides when addressing varying topics. - Identify customer needs, clarify information, research issues and provide next steps and solutions. - Maintain ownership of contact experience and resolution for assigned casework. - Build sustainable relationships with internal service partners. - Keep detailed records of contacts in the agent ticketing system. - Complete educational seminars to enhance knowledge, performance and maintain continuing education requirements. - Maintain awareness of client updates, policy or procedure changes. - Demonstrate strong soft skills, including active listening, empathy, and adaptability. - Anticipate customer needs and tailor responses accordingly. - Accurately and actively utilize the ticketing process to collaborate with team members and resolve assigned cases. - Ability to meet or exceed established goals for both internal call monitoring audits, contact metrics, and client satisfaction surveys. - Adhere to attendance and punctuality standards. - Adapt to change and meet the changing demands of the work environment. - Assist other department personnel as needed due to fluctuating workloads. - Perform other related duties as assigned. - Compliance with HIPAA regulations and all Baker Tilly Vantagen guidelines. Qualifications - High School Diploma required, Associates Degree preferred. - 2 years experience accepted in lieu of degree. - A basic understanding of health insurance terminology is preferred. - Ability to effectively work in a contact center environment. - Ability to work in high pressure environment and deal effectively with all customers. - Commitment to high quality service. - Excellent oral & written communication skills. - Experience working in a remote position. - Strong data entry skills and proficiency in the use of a PC, including use of multiple applications simultaneously. - Ability to locate and interpret complex information from a variety of data sources. - Ability to work in a fast-paced production and quality environment to meet required standards. Requirements - In Houston, TX: pay rate range is $22.50 to $33.00. - In Madison, WI: pay rate range is $18.95 to $31.50.

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