• Manage client onboarding from kickoff through successful implementation • Communicate clearly with clients via email, messaging platforms, and virtual meetings • Coordinate internal workflows and task tracking using project management tools • Ensure all onboarding steps are completed accurately and on time • Support customer service inquiries and provide timely, professional responses • Monitor campaign or implementation data and report on progress when required • Collaborate with internal team members to ensure smooth delivery • Identify issues proactively and propose solutions before they escalate • Maintain organized documentation inside CRM and project management systems

• Maintain and update customer accounts, ensuring accurate and up-to-date information. • Identify opportunities for cross-selling additional products and services to enhance customer satisfaction. • Nurture relationships with customers to foster high client retention and loyalty. • Consistently deliver exceptional customer service, going above and beyond to meet customer needs. • Knowledge of how to quote/remarket renewals, handle renewal reviews with customers, assist with some new business, endorse policies and have communication to build on client relationships with the customers. • Assist in reviewing policies and working with carriers, as well as billing and invoicing. • Assist in screening calls to streamline communication and reduce the workload for the department.

• Supporting our clients customers as a first point of contact. • Responsible for answering calls, providing product information, and helping the customer. • Delivering a consistent, elevated customer service experience. • Answering incoming customer calls and assisting with customer registration on our website. • Managing large amounts of inbound and outbound calls in a timely manner. • Identify customer needs to ensure the customer is provided complete and accurate information. • Process required transactions via mainframe or web-based applications. • Field incoming calls from customers seeking to place service calls and supply orders. • Place customer service and supply orders appropriately in IMS / e-Automate system. • Ensure data integrity when placing orders, including confirming customer information.

• Answer 80+ inbound calls per day from patients, doctor's office and/or private insurance carriers. • Initiate payment plans for patients for outstanding balances. • Routinely utilize multiple resources to resolve patient inquiries while on the phone. • Maintain performance goals. • Ability to become proficient with processes after completing a structured training program.