Client Service Coordinator

7 days ago


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

At Marshall & Sterling Inc, we are seeking a highly skilled and detail-oriented Client Service Coordinator to join our team. This role will provide exceptional service and administrative support for the department, ensuring seamless day-to-day operations.

Job Summary

The Client Service Coordinator will be responsible for providing prompt and efficient assistance according to agency procedures and guidelines in the completion of administrative functions, mail, phone, receptionist, backup, etc. You will work closely with Client Service Specialists and Sr. Client Service Specialists to provide service to customers, handle invoicing, process enrollments and terminations, copying, scanning, claims, billing, COBRA, etc.

Key Responsibilities

  • 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.
  • Perform other duties and projects as assigned.

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 such as relevant experience, education, and work location. As an equal opportunities employer, we welcome applications from qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.



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