Assistant Client Services Specialist
Marshall+SterlingAbout the role
Description
Provide superior service and administrative support for department.
• Provide prompt and efficient assistance according to agency procedures and guidelines in the completi on of
administrative functions, mail, phone, receptionist, backup etc.
• Work in conjunction with Client Service Specialist or Sr. Client Service Specialist and provide service to customers,
invoicing, processing enrollments and terminations, copying, scanning, claims, billing, COBRA, etc.
• Utilize Image Right for maintaining and updating daily tasks.
• Request ID cards.
• Process transactions carefully paying attention to detail on a timely basis to minimize the potential for any errors and
omissions exposure.
• Assist in follow up of outstanding claims in accordance with agency guidelines.
• Assist in the completion of daily reports.
• Maintain professional accreditation necessary to meet agency standards.
• Participate in continuing education programs when available.
• Build and maintain a favorable and professional work relationship with other st aff members.
• Communicate with Supervisor/Manager any issues to ensure excellent customer service.
• Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
• Adhere to established employee manual policies and guidelines.
• Promptly report all E&O claims and potential E&O claims.
• Maintain confidentiality in all aspects of client, staff, and agency information.
• Perform other duties and projects as assigned.
Requirements
• College degree preferred, high school diploma or equivalent required.
• Experience and knowledge of Microsoft Office programs.
• High level of organizational ability with attention to detail.
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