Client Experience Specialist
About The Position
Under direct supervision, this position is responsible for ensuring all functions regarding set-up, waivers, eligibility, enrollment and customer care are completed. This includes responsibility for processing new data or changes into the various systems, answering waivers, eligibility and enrollment questions or verifying status, and reconciliation of discrepancies. Your Impact Complete all incoming services tasks (as assigned to the CES-I role within the group) accurately and in a timely manner. Assist the universities for adding students, deleting students, making any status changes, etc. Assist the students regarding waivers, eligibility and enrollment questions, changes, support e-mails, refunds, etc. Group service ticket queue monitoring, tracking and completing (tickets within queue). Emergency adds of students who were left off original file, not been sent to us yet, etc. Processing and reconciling of payments received from the universities. Assist the carriers and TPA’s with questions, such as dates and coverage periods. Reconciling of Invoices and Discrepancy reports; sending invoices to schools; monitoring payments. Assist accountant with monthly payments that are sent to carriers and schools.
Requirements
- Bachelor’s Degree (preferred)
- Previous customer service and data entry experience preferred
- PC proficiency to include Microsoft Word, Excel, PowerPoint, and Outlook
Nice To Haves
- Accounting or health insurance experience a plus
Responsibilities
- Complete all incoming services tasks (as assigned to the CES-I role within the group) accurately and in a timely manner.
- Assist the universities for adding students, deleting students, making any status changes, etc.
- Assist the students regarding waivers, eligibility and enrollment questions, changes, support e-mails, refunds, etc.
- Group service ticket queue monitoring, tracking and completing (tickets within queue).
- Emergency adds of students who were left off original file, not been sent to us yet, etc.
- Processing and reconciling of payments received from the universities.
- Assist the carriers and TPA’s with questions, such as dates and coverage periods.
- Reconciling of Invoices and Discrepancy reports; sending invoices to schools; monitoring payments.
- Assist accountant with monthly payments that are sent to carriers and schools.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
