Dedicated Client Support Specialist

5 days ago


Poughkeepsie, New York, United States Marshall & Sterling Inc Full time

At Marshall & Sterling Inc, we are seeking a highly skilled and organized Assistant Client Services Specialist to join our team.

This role will provide superior service and administrative support for our department, ensuring the highest level of customer satisfaction.

Key Responsibilities:

  • Provide prompt and efficient assistance according to agency procedures and guidelines in the completion of administrative functions, mail, phone, receptionist, backup, etc.
  • Work in conjunction with Client Service Specialist or Sr. Client Service Specialist and provide service to customers, invoicing, processing enrollments and terminations, copying, scanning, claims, billing, COBRA, etc.
  • Utilize Image Right for maintaining and updating daily tasks.
  • Request ID cards.
  • Process transactions carefully paying attention to detail on a timely basis to minimize the potential for any errors and omissions exposure.
  • Assist in follow-up of outstanding claims in accordance with agency guidelines.
  • Assist in the completion of daily reports.
  • Maintain professional accreditation necessary to meet agency standards.
  • Participate in continuing education programs when available.
  • Build and maintain a favorable and professional work relationship with other staff members.
  • Communicate with Supervisor/Manager any issues to ensure excellent customer service.
  • Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
  • Adhere to established employee manual policies and guidelines.
  • Promptly report all E&O claims and potential E&O claims.
  • Maintain confidentiality in all aspects of client, staff, and agency information.

Requirements:

  • College degree preferred, high school diploma or equivalent required.
  • Experience and knowledge of Microsoft Office programs.
  • High level of organizational ability with attention to detail.

We offer a competitive salary range of $37,500 - $42,500 per year, influenced by factors including but not limited to relevant experience, education, and work location.



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