Client Services Specialist Resume Samples

Description :

1. Processed mental health referral requests for two of the largest programs in the region with program capacity of 700+ youth.
2. Scheduled weekly disposition meetings with Clinical Program Managers to coordinate referral evaluation, assignment, and program capacity issues.
3. Maintained detailed records of all referral activity until final disposition to ensure a high level of customer service and safety for youth and families.
4. Developed trainings aimed to coach clinical staff to the admission procedures and referral requirements for new enrollments.
5. Supported other regions with the transferring of clinical treatment plans into a new electronic record system to comply with new county requirements.
6. Served as a member of the agency's Employee Engagement Committee.
7. Streamlined department procedures to improve the admission process resulting in more billing opportunities for Clinicians and Facilitators.

Experience

2-5 Years

Level

Junior

Education

Bachelor Of Arts

Description :

1. Serve as a resource to help facilitate the safe, timely, and appropriate use of home care.
2. Work with Health Plan staff in the coordination of complex home healthcare needs.
3. Collaborate with Health Plan staff to ensure appropriate compliance with Health Plan guidelines and pre-certification requirements.
4. Act as a support to the Senior Client Services Liaison between CareCentrix Operations and the Health Plan to promote collaboration and resolution regarding issues or concerns.
5. Seek clinical advice and guidance from clinical staff when necessary.
6. Collaborate with the Senior Client Services Liaison and Account Management to provide reports regarding utilization, satisfaction, and quality management activities.
7. Provide on-site support to assigned Health Plan offices as required.

Experience

5-7 Years

Level

Executive

Education

Psychology

Description :

1. Providing quality customer service to internal and external clients, including but not limited to handling inquiries received via phone and internet to identify viable potential clients.
2. Greet clients upon arrival for consultations.
3. Following up on inquiries received via email and other sources such as website, web chat, text and voicemail within two hours.
4. Navigating online Salesforce software to create and manage all inquiries electronically.
5. Effectively explaining the firm's intake procedure and scheduling consultations with attorneys.
6. Processing payment transaction, such as, personal checks, credit card transactions, bank transfer and money orders.
7. Receiving and organizing retainer/evaluation agreements; supporting documentation for client case files and ensuring proper dissemination to appropriate staff, attorneys and case investigators.
8. Constantly working to expand knowledge base of relevant legal practice areas to identify the type and strength of potential claims.

Experience

10+ Years

Level

Senior

Education

Public Administration

Description :

1. Routinely exceed first-call resolution goals and consistently praised for communicating effectively with all users.
2. Diagnose, identify and resolve first-tier software, hardware and connectivity issues for a variety of customer contacts.
3. Partner with customer's internal second and third-level support personnel to resolve complex issues.
4. Record cases for all clients in their respective ticketing systems to track, support, and resolve issues received across various mediums.
5. Identify and recommend training initiatives to increase self-sufficiency, generate additional revenue and growth of customer service and technical knowledge.
6. Accurately created and maintain data for analysis, entry, cleaning and extraction as applicable.
7. Liaison between vendors and customers for service requests involving hardware and software replacements.
8. Generated and distribute mark-up quotes for client support contracts to continue coverage for IT devices.

Experience

2-5 Years

Level

Junior

Education

Bachelor's In Management

Description :

1. Conferences with patient to explain benefits and financial responsibilities, and arranges for funding programs if necessary.
2. Schedules patient's deliveries and addresses all patient needs in one phone call with positive and caring attitude.
3. Ensures proper follow-ups are initiated so patient's therapy is not disrupted.
4. Ensures individualized care goals are met.
5. Ensures the highest quality of care is provided and is in compliance with federal, state, and local regulatory requirements and established departmental policies and procedures.
6. Ensures patients receive quality care by reviewing documentation, making visits with staff, reviewing care plans, conducting/participating in multidisciplinary team conferences, and reviewing patient satisfaction reports.
7. Plans and organizes work assignments, sets priorities and completes work with minimum supervision.
8. Adheres to the service policy and principles of the Advanced Care Scripts, Inc.

Experience

2-5 Years

Level

Executive

Education

Diploma

Description :

1. Confer with customers in a fast paced print- on- demand environment by email, EDI, fax, phone, and in person to provide information about products and services to retrieve orders based on a purchase order.
2. Keep records of customer interactions and transactions, recording details of inquiries, and comments, as well as actions taken.
3. Recommend improvements in products, packaging, shipping, service, or billing methods and procedures.
4. Compare disputed merchandise with original requisitions and information from invoices, and prepare invoices for returned goods.
5. Listen to and resolve customer complaints regarding services and products.
6. Provide staff with assistance in performing difficult or complicated tasks.
7. Plan and prepare work schedules, and assign employees to specific duties.
8. Attend company meetings to exchange product information and coordinate work activities with other departments.

Experience

10+ Years

Level

Senior

Education

Customer Service

Description :

1. Answered a constant flow of customer calls with up to 110 calls in queue per minute.
2. Addressed and resolved customer product complaints empathetically and professionally.
3. Gathered and verified all required customer information for tracking purposes.
4. Defused volatile customer situations calmly and courteously.
5. Accurately documented, researched and resolved customer service issues.
6. Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
7. Resolved service, pricing and technical problems for customers by asking clear and specific questions.

Experience

7-10 Years

Level

Management

Education

Bachelor Of Arts

Description :

1. Collaborated with internal Client Services, Product Development, and Data Services teams, and worked closely with clients including teachers, administrators, technology staff, parents, and professional development providers.
2. Assisted users with functionality and navigational questions for software products.
3. Maintained detailed logs of all communications.
4. Monitored resolution of escalated issues & ensured appropriate follow-up.
5. Identified inconsistencies in software behavior prior to end user discovery.
6. Handled bug reporting and incident management to facilitate the resolution of errors.
7. Established a solid reputation for thoroughly documenting tickets using clear and concise language.

Experience

2-5 Years

Level

Junior

Education

B.A

Description :

1. Maintain client files and case records and notebooks for Account Managers.
2. Assist Account Manager with scheduling team meetings and conference calls.
3. Receive incoming calls from clients, vendors, providers or other business associates and internal staff and ensures accurate and timely communication of information to the Account Management team members.
4. Responds to callers as directed or as needed, especially in the absence of an Account Manager.
5. Processes outgoing mail including faxes, expresses, inter-office Assist with preparation of Annual Reports and Annual Employee Surveys.
6. Update Internal Electronic data bases - Wiki and CRM with client information.
7. Update Customer Service Shell; and provides quality validation of confirmation notices.
8. Maintain database of SLA/PS&G results and assists the Account Management team with trend data collection and reporting.

Experience

10+ Years

Level

Senior

Education

Healthcare Management

Description :

1. Checked-in all clients entering the facility.
2. Completed drug screens according to assigned random schedule for each client check-in.
3. Performed breath analysis on each client who entered the facility for any purpose and provided a written or computerized result.
4. Completed initial intake process with clients to completion, including intake paperwork, input into Company database, and assignment of groups and other services.
5. Provided general office administration duties, including answering phones.
6. Provided general customer service to all who entered the facility, including clients, customers and the general public.
7. Assisted case managers with case coordination, communication with appropriate official agencies, and preparation and distribution of reports.
8. Prepared and filed charts and performed data entry as assigned.

Experience

2-5 Years

Level

Executive

Education

Diploma

Description :

1. Perform site visits for outside clients/groups by showing our space and capabilities and answering questions.
2. Assist the Client Services Supervisor with the logistics for meetings and events which include audio visual, catering and room set-ups.
3. Schedule, confirm, orders catering and all other aspects of conference room reservations and set-ups for the Firm.
4. Coordinate Conference Center cleaning with housekeeping/facilities departments.
5. Assist lawyers, staff and visitors with technology and audio-visual equipment such as laptops, telephones and lighting that may be necessary for presentations, etc.
6. Maintain a hospitality/concierge style level of service in the Conference Center in order to assist with lawyer, staff, and visitor needs.
7. Schedule transportation for lawyers and visitors.

Experience

5-7 Years

Level

Executive

Education

Bachelors Of Science

Description :

1. Reported to Terminal and Site Performance Manager.
2. Main point of contact for approximately 70 Integrated Services customers.
3. Identified equipment and supplies from internal and external stakeholders to fulfill orders.
4. Facilitated resolution through various customer communication channels to address equipment, service and contract issues.
5. Prepared monthly Automated Teller Machine performance reports and provided a data analysis to customer base.
6. Researched and analyzed numerous internal and external database systems.
7. Organized recurring meetings with customer to address concerns and identify areas of improvement and opportunity.
8. Facilitated the development and implementation of appropriate plans and interventions to achieve desired outcomes with internal stakeholders.

Experience

2-5 Years

Level

Executive

Education

Bachelor Of History