Overview
The Client Services Specialist supports the Client Services team by managing client data, supporting client interactions, and ensuring client deliverables meet established expectations. This role handles a broad range of responsibilities, including client data entry and quality assurance, reporting and performance analysis, client communication, and administrative support. The incumbent maintains strong relationships with assigned clients, mentors team members, and supports ongoing account management and strategic goals.
Responsibilities
Develops and maintains strong client relationships through proactive service, clear communication, and responsiveness.
Supports implementation, ongoing maintenance, and quality assurance of client programs.
Manages detailed client data entry tasks, including physician, service, class/event data, and fulfillment materials, ensuring accuracy and completeness.
Prepares detailed analyses, performance reports, and presentations; identifies trends and provides actionable recommendations for enhancing client satisfaction and performance.
Provides administrative and project support to Client Services team, including meeting preparation, revenue forecasting, project timelines, and client interactions.
Performs quality audits, conducts research to resolve data inconsistencies, and ensures compliance with client-specific requirements.
Mentors and supports training of junior representatives; contributes to onboarding and process documentation.
Qualifications
Bachelor's degree preferred; High School Diploma/GED required.
Minimum 2-3 years of relevant client service experience, preferably within healthcare (health insurance, managed care, customer services, tele-health).
Demonstrated ability to manage client accounts, perform detailed data entry, and communicate effectively across multiple platforms.
Proficient in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) and experience with Salesforce or similar CRM tools.
Strong analytical, problem-solving, and organizational skills.
