Client Retention Specialist

Client Retention Specialist
Company:

Sourcetech Solutions Inc.


Details of the offer

Essential Duties and Responsibilities: •Handle client calls for routine concerns and coordinate with Front-End Team.•Collaborate with departments for efficient issue resolution.•Provide guidelines for issue troubleshooting or escalate complex problems.•Respond promptly to client emails and maintain detailed records.•Collaborate with other departments for complex inquiries.•Coordinate with Front-End Team for renewal information.•Encode MAF and initiate COC issuance.•Identify accounts requiring AMLA follow-up and initiate contact.•Maintain tracking system and conduct monthly client follow-ups.•Generate MOA post-AMLA completion.•Coordinate contract signing, notarization, and database maintenance.•Retrieve and review soft copy reimbursement requests.•Coordinate with claims team and provide timely updates to clients.•Familiarize with Smartsheet for tracking and monitoring client concerns.•Regularly check and review incoming client concerns.•Collaborate with Front-End, claims, legal, and compliance teams.•Ensure clear and prompt communication with clients on various matters.•Follow up on concerns in Smartsheet, ensuring timely and appropriate action.•Escalate unresolved issues to higher management when necessary.Job Qualifications/Specifications: 1. Educational attainment: Bachelor's degree in business, marketing, sales, or a related field2. Years of relevant experience: at least 1-year administrative work3. Area/s of experience: HMO but not required4. Knowledge: Proficiency in using office software (Microsoft Office)5. Skills: • Organizational Skills• Effective written and verbal communication• Accuracy in handling information and documents• Ability to identify issues and find practical solutions• Balancing multiple tasks and responsibilities simultaneously• Willingness to adapt to changing work environments and tasks• Addressing inquiries and issues in a friendly and professional manner.• Properly documenting information for future reference• Ability to adapt to new technologies, procedures, or organizational changes• Medical related if possible but not required


Source: Whatjobs_Ppc

Job Function:

Requirements

Client Retention Specialist
Company:

Sourcetech Solutions Inc.


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