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Client Services Agent

🔥 22 hours ago

🌵 Arizona – Remote

infoinfo

💵 $21 - $23 / hour

⏰ Full Time

🟢 Junior

📁 Client Services

🚫👨‍🎓 No degree required

Apply Now
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Logo of Acumen Fiscal Agent

Acumen Fiscal Agent

51 - 200 employees

Founded 1995

🏥 Healthcare

🏛️ Government

Healthcare • Government

Acumen Fiscal Agent is a long-established fiscal intermediary and fiscal employer agent that supports self-directed home care and Medicaid-funded programs across the United States. Since 1995 it has partnered with participants, families, state and federal programs, managed care organizations, counties, and Veteran programs to manage care funding, process payroll and taxes, prepare W-2s/1099s, handle Electronic Visit Verification (EVV), enroll participants and employees, track spending plans/budgets, and bill funding sources. Acumen specializes in enabling people who choose self-directed care to employ and manage their direct care workers while ensuring compliance with IRS, state and local tax, and Department of Labor requirements.

📋 Description

• Support employers and employees during enrollment • Enroll, educate, and support Acumen clients throughout their lifecycle • Handle inbound and outbound phone calls and emails • Process paperwork and manage electronic communication • Perform accurate manual data entry across multiple databases • Establish, foster, and grow relationships with clients and program contacts • Understand and communicate program rules, regulations, and implementation needs • Act as a communication liaison between clients and Acumen departments • Receive, research, and resolve client inquiries within contractual timeframes • Ensure compliance with state and federal guidelines • Manage escalated issues with client families and states • Develop strategies supporting existing program growth through marketing, education, and community outreach • Collaborate with internal departments to resolve issues • Manage fluctuating call and email volume • Provide customer service via calls and electronic communication • Work assigned schedules, including occasional weekends, weeknights, and holidays • Perform other related duties as assigned • Maintain a positive and compliant cybersecurity posture • Use office equipment and perform extended data-entry work

🎯 Requirements

• At least one year of experience with data entry • Prior experience in customer service and/or client relations • Experience working with multiple applications simultaneously • Knowledge and experience using Microsoft Word, Excel, PowerPoint, Internet, Email, and PDFs • Ability to work independently with limited supervision • Effective communication skills, orally and in writing • Ability to work in a fast-paced environment • Ability to handle fluctuating inbound and outbound call volume • Flexible schedule, including weekends, weeknights, and holidays • Ability to prioritize and handle competing requests • Patience, perseverance, and follow-through • Attention to detail and critical thinking skills • High standard of integrity • Basic math skills • Organizational skills, time management, and task orientation • Ability to handle complex clients • Ability to plan for and meet multiple deadlines • High school diploma or equivalent; some college preferred, or equivalent work experience • Willingness to obtain certain state-required certifications • Ability to travel, including overnight travel, if required by the program • Valid driver's license and automobile insurance within the state of residence, if required by the program • Secure remote workspace with high-speed internet, when applicable

🏖️ Benefits

• Company-sponsored medical, dental, and vision insurance for eligible employees and dependents • Access to voluntary benefits • 401(k) plan after 90 days of continuous employment • Wellness initiatives • Employee Assistance Program (EAP) • Accrued Paid Time Off (PTO) • Paid Sick Time (PST) • 14 paid federal holidays annually • Paid employee birthday holiday • Remote work arrangement

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