Job Description
Description
• Tackle client issues, questions, and escalations with a focus on delivering a positive experience, ensuring concerns are addressed and appropriate follow‑up is completed.
• Support clients in managing their accounts by walking them through procedures, platform functions, and service‑related inquiries.
• Record all client interactions, requests, and outcomes in the CRM system with precision to maintain accurate records and support internal reporting.
• Collaborate with cross‑functional departments such as operations, finance, and compliance to troubleshoot client challenges and maintain smooth service delivery.
• Uphold organizational expectations for professionalism, accuracy, and regulatory adherence in every client interaction.
• Engage in ongoing training to stay informed about product updates, internal policies, and industry standards to enhance service quality.
• Maintain full adherence to HIPAA requirements a...
• Tackle client issues, questions, and escalations with a focus on delivering a positive experience, ensuring concerns are addressed and appropriate follow‑up is completed.
• Support clients in managing their accounts by walking them through procedures, platform functions, and service‑related inquiries.
• Record all client interactions, requests, and outcomes in the CRM system with precision to maintain accurate records and support internal reporting.
• Collaborate with cross‑functional departments such as operations, finance, and compliance to troubleshoot client challenges and maintain smooth service delivery.
• Uphold organizational expectations for professionalism, accuracy, and regulatory adherence in every client interaction.
• Engage in ongoing training to stay informed about product updates, internal policies, and industry standards to enhance service quality.
• Maintain full adherence to HIPAA requirements a...
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