Client Services Specialist

Life Unlimited•Kansas City, MO

1d•Onsite

About The Position

The Client Services Specialist will be responsible for auditing individuals' ledgers and reporting on findings. The Client Services Specialist will assist the Representative Payee Manager with monthly statements and correspondence. This is an ideal position for a candidate with a background in healthcare billing.

Requirements

High School Diploma or G.E.D. Required
Must obtain and maintain Work Incentives Planning Certification within two years of employment
Great organizational skills are critical for success in this position to assure timely documentation and communication to all stake holders within the organization.
Demonstrates professionalism and accountability.
Ensures confidentiality and security of individual information.
Able to effectively speak, read and write English.
Able to think and act calmly to meet unusual occurrences of the job.
Ability to read, analyze and interpret most documents.
Excellent problem-solving skills, ability to coordinate multiple projects at once.
Excellent working knowledge and ability with Microsoft Office Suite.
Excellent working knowledge and ability with Adobe Acrobat Pro products.
Must carry minimum coverage applicable by law for auto insurance
Must Receive Seasonal Flu Vaccination

Nice To Haves

Experience with Sage Intacct Preferred

Responsibilities

Review ledgers and receipts for individuals for accuracy
Complete reports based on findings of ledger reviews and follow-up for corrections.
Reconcile cash counts to ledgers for each individual
Prepare client statements
Review and file incoming correspondence
Provide professional and timely correspondence to management to keep them informed of findings and resolutions
The ability to effectively and efficiently use computers or mobile devices to input, access, modify, or output information. This includes the ability to quickly access, store and retrieve data.
Other Duties as Assigned
Protects the rights of all individuals: Is knowledgeable about the rights of people with intellectual/developmental disabilities. Respects and advocates for the capabilities, dignity and rights of each individual and files a report any human rights violation immediately. All forms of abuse, neglect, and exploitation are unacceptable. Responsible for reporting any observation or suspicion of these to a member of administration.
Provides regular and timely communication/feedback. Collaborates with Representative Payee Manager on assigned tasks. Consistently communicates with the Chief Financial Officer, Controller and members of management to promote professional collaboration between departments. Seeks clarification when necessary.