Client Relations Specialist

Description

The Client Relations Specialist develops and maintains relationships with current and prospective clients and/or their representatives as well as case managers through excellent customer service and knowledge of the services that Rever Grand provides. This position assists new clients through the onboarding process and ensures consistent and ongoing satisfaction through regular contact with clients and/or their representatives.

Duties/Responsibilities:

• Promote and educate clients and/or their representatives on the services that Rever Grand provides.
• Contact prospective clients and/or their representatives to assess client’s needs and establish an ongoing relationship.
• Assist clients and/or their representatives through all facets of the onboarding procedure, including completion of necessary paperwork and processing of contracts, answering all questions thoroughly.
• Develop and maintain ongoing relationships with clients, representatives, and case managers through superior customer service.
• Ensure proper maintenance of client records to ensure accuracy and confidentiality.
• Conduct ongoing follow-ups with clients and/or representatives to ensure quality assurance and maintain the service relationship.
• Act as a point of contact in the administrative office for clients and/or their representatives; facilitate resolution of client issues.
• Manage a service relationship with case managers, processing client referrals that come from case managers.
• Communicate via phone, email and/or text message with employees, clients, and external contacts, exuding excellent service skills, knowledge, and professionalism.
• Utilize data entry systems to respond to and document phone calls, emails, and text messages with strong attention to detail.
• Learn and maintain a thorough knowledge of the paperwork that is required for Rever Grand to provide services to clients.
• Maintain strict confidentiality of sensitive and private information.
• Adhere to all policies and procedures set forth by Rever Grand as well as state regulations.
• Perform other duties as assigned.

Education and Experience:

• High school diploma or equivalent.
• Three or more years of experience in customer service and/or data entry and analysis, or other related areas.
• Knowledge of Community Living Supports Agency operations a plus.

Requirements

Required Skills/Abilities:

• Strong customer service skills.
• Excellent verbal and written communication skills.
• Strong problem-solving skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and other computer programs.
• Ability to learn and adapt to various software systems.
• Excellent time management, prioritization, and organization skills.
• Strong work ethic with attention to detail.
• Creative thinking skills and ability to collaborate with other team members.
• Ability to communicate with a variety of individuals on the level that suits them best.
• Ability to exhibit discretion and good judgment.
• Ability to adhere to strict confidentiality standards.
• Ability to understand complex paperwork and compliance requirements.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Limited periods of standing, walking, reaching, stretching may be required.
• Frequent communication verbally and electronically.
• Occasionally lift and/or move up to 15 pounds.

Other Requirements:

• Must pass and maintain background clearance as defined by Oregon State Background Regulations.

EEO Statement: Rever Grand is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations as applicable. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Supervisory Responsibilities:

• None