Healthcare Client Account Liaison

3 weeks ago


King of Prussia, Pennsylvania, United States PowerPay Full time
About the Role

We are seeking a highly skilled and motivated Healthcare Client Account Representative to join our growing team at PowerPay. As a key member of our team, you will be responsible for delivering exceptional customer service to our healthcare lending merchants and borrowers.

Key Responsibilities
  • Healthcare Merchant and Customer Support: Independently monitor the Healthcare loan dashboard in Vision, identify any application issues regarding credit freezes and fraud alerts, and contact merchants/borrowers to resolve them.
  • Healthcare Merchant and Customer Service: Deliver exceptional customer service by responding promptly to client inquiries via phone, email, or other communication channels. Provide accurate and detailed information regarding loan processes, terms, and conditions.
  • Team Collaboration: Work closely with the healthcare sales team to understand merchants' business and needs, loan products by vertical and PowerPay Healthcare value proposition, and sales strategies.
  • Documentation and Reporting: Maintain accurate and up-to-date records of all client interactions, inquiries, and resolutions in HubSpot and Vision. Prepare and provide feedback and reports on common loan issues, trends, and feedback to identify areas for improvement and streamline processes.
Requirements
  • Strong customer service and interpersonal skills for dealing with different types of customers, clients, and business outcomes.
  • Understanding of loan processes, terminology, and documentation.
  • Excellent communication and interpersonal skills, and build rapport and trust with clients.
  • Proficiency in troubleshooting and problem-solving, with strong analytical thinking and attention to detail.
  • Ability to work effectively under pressure and meet deadlines in a fast-paced HC lending environment.
  • Experience and proficiency with Vision, P4, Hubspot, and other relevant applications.
  • Adapting to changing priorities and working independently and as a team member.
  • Understanding healthcare consumer behaviors, industry trends, working knowledge, proficiency, and training experience with Vision Platform.
  • Desire to work hard and enjoy a challenge.

PowerPay offers a dynamic and supportive work environment, with opportunities for growth and development. We are committed to building a team that is passionate about delivering exceptional service to our clients.



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