Client Services Agent

🔥 0 minutes ago

Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

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

• Enroll, educate and support Acumen clients throughout their lifecycle • Support employers and employees during the enrollment process • Process paperwork and manage electronic communications • Perform accurate data entry across multiple databases while meeting deadlines • Establish, foster and grow relationships with clients, program contacts and third-party organizations • Understand, maintain and explain program rules, regulations and implementation requirements • 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 and manage escalated issues • Develop strategies to grow existing programs through marketing, education and community outreach • Collaborate with internal departments to address issues effectively in verbal and written communication • Manage fluctuating call and email volumes • Provide customer service to clients and internal departments via phone and electronic communication • Work the schedule established by the hiring manager and perform other assigned duties • Support the company’s compliant cybersecurity posture by following relevant policies and procedures

🎯 Requirements

• At least one year of experience with manual data entry into databases • Prior experience in customer service and/or client relations • Ability to work independently with limited supervision • Self-starter with effective communication skills • Ability to work in a fast-paced environment • Ability to handle fluctuating inbound and outbound call volume • Flexible schedule availability, including weekends, weeknights and holidays • Experience working with multiple applications simultaneously • Ability to prioritize and handle competing requests • Knowledge and experience using Microsoft Word, Excel, PowerPoint, the Internet, email and PDFs • Patience, perseverance and follow-through mentality • 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-orientation skills • Ability to handle complex clients • Ability to plan for and meet multiple deadlines • High school diploma or equivalent, with some college preferred, or equivalent work experience • Willingness to obtain certain state-required certifications • Ability to travel, including overnight travel, by ground transportation and/or flight if required by the program • Valid driver’s license in the state of residence and valid automobile insurance if required by the program • Secure remote workspace with high-speed internet when applicable • Excellent communication and relationship skills with clients, state entities and colleagues • Ability to interact respectfully with people of varying abilities, educational backgrounds, authority levels and ethnicities • Ability to maintain confidentiality • Ability to speak in public, including delivering trainings • Ability to communicate effectively and diplomatically with diverse internal and external customers • Ability to sit for extended periods and perform repetitive data-entry and office-equipment tasks • Ability to work under stressful conditions and manage multiple assignments with specific deadlines • Vision ability, including close vision, color vision and focus adjustment

🏖️ Benefits

• Fully remote work arrangement • Flexible schedule, including consideration for occasional weekends, weeknights and/or holidays • Opportunity to obtain certain state-required certifications • Professional development through trainings and community outreach activities

Apply Now

Similar Jobs

🔥 2 hours ago

Lumelight

201 - 500

🏥 Healthcare

🛡️ Insurance

💼 Consulting

Client Services Specialist managing annual ACA reporting for Lumelight, an employee benefits compliance and administration business. Coordinating client accounts, data accuracy, reporting deadlines, and service delivery.

🔥 6 hours ago

Supplemental Health Care

501 - 1000

🏥 Healthcare

🎯 Recruiter

Client support manager leading SHC staffing operations, compliance, onboarding, and CSA performance. Improving processes, metrics, fill rates, assignment starts, and client service delivery.

🔥 6 hours ago

Supplemental Health Care

501 - 1000

🏥 Healthcare

🎯 Recruiter

Client Services Manager growing Supplemental Health Care’s healthcare staffing revenue through client acquisition and account management. Negotiating contracts, supporting recruitment, and expanding business opportunities.

🔥 11 hours ago

Confidence Wealth Management

11 - 50

💸 Finance

💼 Consulting

Client operations associate supporting Confidence Wealth Management, a fiduciary firm integrating investment, tax, and estate planning. Managing paperwork, onboarding, underwriting, Salesforce data, and client-service workflows remotely.

🇺🇸 United States – Remote

💵 $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🚫👨‍🎓 No degree required

🔥 11 hours ago

Confidence Wealth Management

11 - 50

💸 Finance

💼 Consulting

Client Service and Operations Associate supporting Confidence Wealth Management’s integrated investment, tax, and estate-planning services. Managing client paperwork, onboarding, underwriting, Salesforce data, and operational workflows.

🇺🇸 United States – Remote

💵 $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🚫👨‍🎓 No degree required