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Client Service Specialist

2 months ago

Olympia, United States Willamette Dental Full time

Position Summary The Client Service Specialist will provide administrative support to the Sales team by offering exceptional customer service and support to clients. They will assist Account Managers with various reporting, documentation, and analysis. This is a Remote position. Essential Position Functions Support Key Accounts by attending board meetings, managing incoming meeting requests, and assisting with projects as needed. Support Sales and key accounts with administrative tasks: process New Group Case Reports, send out renewals, Experience Reports, Schedule A’s, Sales Reports, Performance Guarantees, packet requests, etc. Coordinate and participate in benefit fairs/open enrollment presentations. Establish a strong working relationship with brokers. Appoint brokers and process appointments through the appropriate State Insurance Office. Update Dynamics CRM and retain critical documentation. Analyze account information and make suggestions and recommendations as necessary. Problem-solve various group challenges that arise and balance being an advocate for both the Company and the account. Job Qualifications Education and Experience Bachelors degree in Business Administration or a related field and three years of experience in customer service, client relationship management, or sales; OR the equivalent combination of education and experience which will provide the ability to perform the essential functions of the position. Experience in the healthcare or insurance field is preferred. Licenses, Certifications and Registrations Must have a valid driver's license for the operation of a motor vehicle in Oregon, Washington, and/or Idaho and possess an acceptable driving record. Must have a State insurance license in good standing in Oregon, Washington, and Idaho, or become licensed immediately following employment. Knowledge of Strong working knowledge of the healthcare industry preferred. Microsoft Dynamics CRM or similar CRM Database Management. Microsoft Office (Word, PowerPoint, Excel, etc.) Skill In Critical thinking and the ability to support a fast-paced team culture. Interpersonal, written, and verbal communication methods. Organization and multitasking. Ability to The ability to manage multiple projects at one time. Appropriately direct internal and external inquiries. Maintain a high attention to detail across several simultaneous projects and timelines. Understand how business needs and sales and communication needs align. Work harmoniously and independently within a diverse, multidisciplinary team environment. Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Quickly adjust priorities when required. Handle many diverse projects at once and meet tight deadlines. Ability to travel overnight and work extended hours during key times, dependent upon business need. Company Overview Physical Requirements: The work is primarily performed while sitting and/or standing, but will require occasional walking, bending, stooping, and carrying light items such as papers, books, or other supplies. The incumbent uses a computer and other standard office equipment to complete tasks. This position may be eligible for a Hybrid work schedule. Willamette Dental Group is an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This job description is not meant to be an all-inclusive list of duties and responsibilities but constitutes a general definition of the position’s scope and function in the company. This position may be exposed to PHI in the course of his/her duties and will handle protected information (PHI) in a manner consistent with the Health Insurance Portability and Accountability Act of 1996 (HIPAA).

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