Client Services Agent

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $25 / hour

⏰ Full Time

🟢 Junior

📁 Client Services

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Acumen Fiscal Agent

WebsiteLinkedInAll Job Openings

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

• Enroll, educate and support Acumen clients throughout their lifecycle • Support employers and employees during enrollment • Process paperwork and manage electronic communications • Perform accurate data entry across multiple databases while meeting deadlines • Establish, foster and grow relationships with clients and program contacts • Stay current on program rules, regulations and implementation needs and explain them to stakeholders • Act as a liaison between clients and Acumen departments • Provide day-to-day client support by researching and resolving inquiries within contractual timeframes • Ensure compliance with state and federal guidelines • Manage escalated issues involving client families and states • Develop strategies to grow existing programs through marketing, education and community outreach • Collaborate with internal departments to address issues effectively • Manage fluctuating call and email volume • Provide customer service through phone and electronic communication • Perform other assigned work-related duties • Support Acumen's compliant cybersecurity posture by following policies, procedures, standards and guidelines

🎯 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 • 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 • Professional oral and written communication skills • Attention to detail and critical thinking skills • Ability to handle responsibility with limited supervision • High standard of integrity • Basic math skills • Organizational, time management and task-oriented skills • 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 • Valid driver's license and automobile insurance within the state of residence, if required by program • Secure remote workspace with high-speed internet when applicable • Ability to maintain confidentiality • Ability to speak in public, including trainings • Ability to interact effectively with diverse stakeholders • Ability to sit for extended periods and perform repetitive data-entry motions • Ability to work under stressful conditions and handle multiple assignments with deadlines

🏖️ Benefits

• Fully remote work arrangement, while residing in Southern California • Flexible schedule, including occasional weekends, weeknights and holidays as needed • Opportunity to obtain certain state-required certifications • Travel opportunities, including overnight travel, if required by program • Secure remote workspace with high-speed internet when applicable