Demo

Client Operations Specialist

swipejobs
Melville, NY Part Time
POSTED ON 3/22/2025
AVAILABLE BEFORE 4/20/2025
Job Description:

Are you a dedicated Customer Service Rep looking for your next REMOTE role? Do you have excellent attention to detail and data entry skills?

Apply today and join a team where your growth, well-being, and success are our top priority!

Details:

  • $22 per hour pay rate
  • Full Time
  • Contract
  • Remote - must work EST hours

What's in it for you?

  • Health, Dental, Vision insurance offered
  • 401k options
  • Work with a great team!

Only considering candidates with the following:

  • Two to four years' Customer Service or Account Service experience, or equivalent experience demonstrating the ability to build effective relationships and resolve a variety of issues
  • Excellent communication and interpersonal skills to effectively communicate with internal and external business partners
  • Critical thinking and analytical, with a solution-oriented approach to work
  • Must be detail oriented and accurate
  • Strong organization and time management skills to prioritize multiple tasks
  • Proven problem solving, negotiations and decision-making skills
  • Ability to work well and be comfortable with ambiguity and change
  • Demonstrate proficiency in MS Office applications
  • Ability to type 35 wpm
  • Must be available to work within the full range of division hours of operation

Responsibilities:

  • With minimal supervision in a distributed workforce, provide service to the company's clients and their brokers. This includes a high volume of routine to moderately complex issues and inquiries for small market clients.
  • Provide support on client servicing and operations related items, including client implementation, renewals, maintenance, analysis, and problem resolution.
  • Consistently deliver a high level of service to achieve and maintain high client and broker satisfaction levels and support client and member retention.
  • Perform all requirements needed to implement new and renewing clients from start to finish.
  • Determine appropriate group structure, enter data into appropriate systems, install standard rates and products, and issue group welcome notifications and documents within established time frames.
  • Participate in online installation meetings to analyze customer requirements, system capabilities and provide recommendations for structure and membership to support group's routine to moderately complex requirements.
  • Analyze customer requirements, provide education on our capabilities, and in collaboration with account team, provide recommendations for structure, membership, and billing to support group requirements within business standards.
  • Review new and renewing group structure, eligibility, and rates to ensure accurate group billing, reporting requirements, and member benefit availability.
  • Research, resolve and accurately respond to inquiries from clients, brokers, and business partners.
  • Obtain and verify partner (broker) licensing information to ensure commissions records are accurate.
  • Coordinate with business partners to resolve membership/billing issues by conducting audits of company and group files both manually and electronically; recommend resolutions and report results.
  • Identify revenue growth opportunities when communicating with clients and brokers and forward leads to appropriate sales partners.
  • Identify at-risk client and brokers, based on established triggers, and notify sales partners to help retain business.
  • Manage process for producing documents to compile contracts, including policies, amendments to the contract, 5500 forms etc., edit specifications to ensure legal obligations are met.

Click apply today!

$ 22.0/hr

Remote23

#Remote23

Salary : $22

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