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Assistant Client Services Specialist

Marshall+Sterling
Poughkeepsie, United Statesfull_timeVerifiedPosted 16 Oct 2024

About 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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Company

Marshall+Sterling

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