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Client Services Agent - Boise, ID

Acumen

Boise, ID

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JOB DETAILS
SKILLS
Call Volume, Communication Skills, Community and Social Services, Customer Escalations, Customer Relations, Customer Support/Service, Data Entry, Detail Oriented, Establish Priorities, Financial Management, Financial Services, Follow Through, Insurance, Internet Security, Life Insurance, Maintain Compliance, Marketing, Mathematics, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Organizational Skills, Policy Implementation, Presentation/Verbal Skills, Problem Solving Skills, Resolve Customer Issues, Social Work, Strategic Planning, Time Management
LOCATION
Boise, ID
POSTED
1 day ago
ABOUT THE COMPANY

Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our clients lives by what they do. Among many benefits to working here, we offer medical, dental and vision coverage, generous paid time off, and incentive bonuses to those who qualify.

Requirements

OVERVIEW AND ESSENTIAL JOB FUNCTIONS

Agents at Acumen must exhibit a service-forward mindset as they embody the organization's mission of facilitating freedom, choice and opportunity for individuals with disabilities and their families. The Agent is responsible for enrolling, educating and supporting Acumen clients throughout their lifecycle with the organization, which involves inbound and outbound phone calls and emails, processing paperwork and manual data entry into multiple databases with a high degree of accuracy. This role is critical to ensuring the company as a whole has a positive and healthy working relationship with new and existing clients, their families and support coordinators.

  • Support clients (employers and employees) during their enrollment process
  • Process related paperwork and manage electronic communication
  • Accurate data entry using several databases simultaneously while meeting deadlines
  • Establish, foster and grow relationships with clients and program contacts including third party organizations
  • Understand and stay up to date on program rules, regulations and implementation needs while being able to effectively communicate and explain said rules to external and internal stakeholders
  • Act as a communication liaison between the clients and across all Acumens departments, which includes communicating any opportunities and/or issues that may directly impact the client or Acumen
  • Accurate day-to-day support to clients which includes receiving, researching and resolving all client inquiries within contractual specific timeframes
  • Ensure compliance with all state and federal guidelines including the management of all escalated issues with client families and states within contractual specific timeframes
  • Develop strategies to support the growth of existing programs through marketing, education and community outreach to potential recipients and social services organizations
  • Work collaboratively with other internal departments in order to ensure all issues are addressed effectively in a verbal and written fashion
  • Manage a fluctuating volume of calls and emails
  • Provide effective and efficient customer service via calls and/or electronic communication to clients and internal departments
  • Working hours as established by the hiring manager, while remaining flexible to work occasional weekends, weeknights and/or holidays to meet the needs of the clients we serve
  • Perform other work-related duties as assigned
  • ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act
MINIMUM QUALIFICATIONS
  • At least one year of experience with data entry (manual keying in of information into databases)
  • Works well independently with limited supervision
  • Works as a self-starter with effective communication skills
  • Ability to work in a fast paced environment
  • Prior experience in customer service and/or client relations
  • Ability to handle fluctuating inbound and outbound call volume
  • Must be able to work a flexible schedule, including but not limited to weekends, week nights and holidays
  • Experience working with multiple applications simultaneously
  • Ability to prioritize and handle competing requests successfully
  • Knowledge and experience using Microsoft Word, Excel, PowerPoint, Internet, Email and use of PDFs Patience, perseverance, and follow through mentality
  • Ability to communicate both orally and in writing in a professional manner
  • Attention to detail and critical thinking skills
  • The ability to handle responsibility with limited supervision
  • High standard of integrity
  • Ability to use basic math skills
  • Demonstrates excellent organizational skills, time management, and task orientation
Benefits
  • Health Benefits
  • 401k - matching
  • Paid Time Off
  • Holidays off with pay
  • Sick days with pay
  • Life insurance
  • Pet insurance

About the Company

A

Acumen

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