Client Relations Specialist
1 week ago
Full-time
Position Overview
The Client Engagement Associate plays a vital role in ensuring a seamless experience for clients, their families, case managers, and funding sources. This position is essential for maintaining effective communication and operational efficiency within the organization.
Key Responsibilities
As a Client Engagement Associate, your primary duties will include:
- Managing referrals from case managers and funding sources.
- Effectively communicating client information both verbally and in writing, ensuring accuracy in client care plans and updates.
- Collaborating with case managers to guarantee appropriate service delivery.
- Addressing client inquiries and concerns with professionalism.
- Utilizing ServTracker and Dashboard for operational management.
- Assisting colleagues with various projects and tasks as required.
- Demonstrating strong multitasking abilities.
- Sorting and distributing incoming correspondence as per established protocols.
- Representing the organization positively within the community.
- Adhering to agency policies, regulatory requirements, and necessary certifications.
- Performing additional duties as assigned.
Qualifications
The ideal candidate will possess:
- Exceptional verbal communication skills.
- Proficiency in Microsoft Office applications.
- Clear and concise speaking abilities.
- Strong listening skills and the ability to follow instructions.
- Capability to manage multiple tasks efficiently.
- Strong reading comprehension skills.
- Reliable transportation and a valid driver's license, along with necessary insurance.
- Sound judgment in handling calls and recognizing urgent situations.
- A willingness to learn about the client population to respond effectively to inquiries.
- Compliance with background check requirements.
Education and Experience
The minimum qualifications include:
- A high school diploma or equivalent, with prior experience in a receptionist or customer service role preferred.
- Proficiency in Windows-based computer systems.
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