Client Services Representative

1 day ago

Sacramento, California, United States RISE INC FAMILY Full time
About the Role

We are seeking a highly motivated and detail-oriented Client Services Agent to join our team at RISE INC FAMILY. As a Client Services Agent, you will play a critical role in supporting our clients throughout their lifecycle with our organization.

Key Responsibilities
  • Support clients during their enrollment process, ensuring a smooth and efficient experience.
  • Process related paperwork and manage electronic communication, maintaining accurate records and meeting deadlines.
  • Establish and foster relationships with clients and program contacts, including third-party organizations.
  • Stay up-to-date on program rules, regulations, and implementation needs, effectively communicating and explaining them to external and internal stakeholders.
  • Act as a communication liaison between clients and across all departments, addressing opportunities and issues that may impact clients or the organization.
  • Provide accurate day-to-day support to clients, resolving inquiries within contractual timeframes.
  • Ensure compliance with state and federal guidelines, managing escalated issues with client families and states within contractual timeframes.
  • Develop strategies to support the growth of existing programs through marketing, education, and community outreach.
  • Collaborate with internal departments to address issues effectively.
  • Manage a fluctuating volume of calls and emails, providing effective and efficient customer service.
  • Work flexible hours, including occasional weekends, weeknights, and holidays, to meet client needs.
Requirements
  • At least one year of experience with data entry and a strong understanding of database management.
  • Ability to work independently with limited supervision and as a self-starter with effective communication skills.
  • Experience in customer service and/or client relations, with a focus on building strong relationships.
  • Ability to handle fluctuating inbound and outbound call volume, prioritizing and handling competing requests successfully.
  • Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and email, as well as experience with PDFs.
  • Patience, perseverance, and follow-through mentality, with excellent organizational skills, time management, and task orientation.
  • Ability to communicate professionally, both orally and in writing, with attention to detail and critical thinking skills.
  • High standard of integrity, with the ability to handle responsibility with limited supervision.
  • Ability to use basic math skills and accommodate complex clients.
  • High school diploma or equivalent, with some college preferred (or equivalent work experience).
Preferred Qualifications
  • Willingness to obtain certain state-required certifications.
  • Ability to travel, including overnight stays, via ground transportation and/or flight, if required by the program.
  • Maintain a valid driver's license within the state of residence and valid automobile insurance, if required by the program.
Equal Employment Opportunity

RISE INC FAMILY is an Equal Employment Opportunity (EEO) employer, embracing diversity in all its forms. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

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