Client Services Agent

Company: Rise Services, Inc.
Location: Charlotte
Posted on: April 3, 2025

Job Description:

ABOUT THE COMPANY

Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our clients lives by what they do. Among many benefits to working here, we offer medical, dental and vision coverage, generous paid time off, and incentive bonuses to those who qualify.

OVERVIEW AND ESSENTIAL JOB FUNCTIONS

Agents at Acumen must exhibit a service-forward mindset as they embody the organization's mission of facilitating freedom, choice and opportunity for individuals with disabilities and their families. The Agent is responsible for enrolling, educating and supporting Acumen clients throughout their lifecycle with the organization, which involves inbound and outbound phone calls and emails, processing paperwork and manual data entry into multiple databases with a high degree of accuracy. This role is critical to ensuring the company as a whole has a positive and healthy working relationship with new and existing clients, their families and support coordinators.

* Support clients (employers and employees) during their enrollment process
* Process related paperwork and manage electronic communication
* Accurate data entry using several databases simultaneously while meeting deadlines
* Establish, foster and grow relationships with clients and program contacts including third party organizations
* Understand and stay up to date on program rules, regulations and implementation needs while being able to effectively communicate and explain said rules to external and internal stakeholders
* Act as a communication liaison between the clients and across all Acumens departments, which includes communicating any opportunities and/or issues that may directly impact the client or Acumen
* Accurate day-to-day support to clients which includes receiving, researching and resolving all client inquiries within contractual specific timeframes
* Ensure compliance with all state and federal guidelines including the management of all escalated issues with client families and states within contractual specific timeframes
* Develop strategies to support the growth of existing programs through marketing, education and community outreach to potential recipients and social services organizations
* Work collaboratively with other internal departments in order to ensure all issues are addressed effectively in a verbal and written fashion
* Manage a fluctuating volume of calls and emails
* Provide effective and efficient customer service via calls and/or electronic communication to clients and internal departments
* Working hours as established by the hiring manager, while remaining flexible to work occasional weekends, weeknights and/or holidays to meet the needs of the clients we serve
* Perform other work related duties as assigned
* ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act

Qualifications

MINIMUM QUALIFICATIONS

* At least one year of experience with data entry (manual keying in of information into databases)
* Works well independently with limited supervision
* Works as a self-starter with effective communication skills
* Ability to work in a fast paced environment
* Prior experience in customer service and/or client relations
* Ability to handle fluctuating inbound and outbound call volume
* Must be able to work a flexible schedule, including but not limited to weekends, week nights and holidays
* Experience working with multiple applications simultaneously
* Ability to prioritize and handle competing requests successfully
* Knowledge and experience using Microsoft Word, Excel, PowerPoint, Internet, Email and use of PDFs
* Patience, perseverance, and follow through mentality
* Ability to communicate both orally and in writing in a professional manner
* Attention to detail and critical thinking skills
* The ability to handle responsibility with limited supervision
* High standard of integrity
* Ability to use basic math skills
* Demonstrates excellent organizational skills, time management, and task orientation
* Good interpersonal communication skills
* Ability to handle and accommodate complex clients
* Must be able to plan for and meet multiple deadlines
* High school diploma or equivalent with some college preferred (or equivalent work experience)

PREFERRED QUALIFICATIONS

* Willingness to obtain certain state required certifications
* Ability (if required by program) to travel, including overnight(s), via ground transportation and/or via flight
* Maintain a valid driver's license within the state of residence and valid automobile insurance (if required by program)
* Able to provide a secure remote workspace with high speed internet when applicable

Acumen is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. 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.

If you require reasonable accommodation for any part of the application process or hiring process, please submit your request through one of the following methods listed below:

(a) Dedicated fax 866-268-8885

(b) Dedicated email hrdept@riseservicesinc.org DISABILITY ACCOMMODATION REQUESTS ONLY

(c) US mail - 4554 E Inverness Ave Mesa, AZ 85206- Attn Human Resources

(d) Dedicated phone 1-866-242-2714 Option 1 (Employment Opportunities) DISABILITY ACCOMMODATION REQUESTS ONLY

Keywords: Rise Services, Inc., Charlotte , Client Services Agent, Sales , Charlotte, North Carolina