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Client Services Agent
Acumen Fiscal Agent. Support clients (employers and employees) during enrollment .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client support and relationship management, ensuring compliance with state and federal guidelines while effectively handling data entry and communication tasks. Proficient in managing fluctuating call and email volumes, with a strong focus on organizational skills and attention to detail.
Highest-signal resume keywords
Data Entry ExperienceCustomer Service SkillsMicrosoft Office ProficiencyClient Relations ExperienceCompliance Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryMicrosoft WordMicrosoft ExcelMicrosoft PowerPointEmail CommunicationInternet NavigationPDF ManagementBasic Math SkillsTime ManagementTask Orientation
Soft Skills
Professional CommunicationAttention to DetailCritical ThinkingOrganizational SkillsFlexibility
Certifications & Qualifications
State-Required Certifications
Industry Keywords
Client SupportProgram GrowthCommunity OutreachCybersecurity ComplianceContractual Timeframes
Tech Stack
Tools & technologiesCyber Security
About the role
Key responsibilities & impact- Support clients (employers and employees) during enrollment
- Process paperwork and manage electronic communication
- Perform accurate data entry using several databases while meeting deadlines
- Establish, foster, and grow relationships with clients and program contacts
- Understand and communicate program rules, regulations, and implementation needs
- Act as a communication liaison between clients and Acumen departments
- Provide day-to-day client support by receiving, researching, and resolving inquiries within contractual timeframes
- Ensure compliance with state and federal guidelines
- Manage escalated issues with client families and states
- Develop strategies supporting program growth through marketing, education, and community outreach
- Collaborate with internal departments to address issues effectively
- Manage fluctuating call and email volume
- Provide customer service by phone and electronic communication
- Work occasional weekends, weeknights, and holidays as client needs require
- Perform other related duties as assigned
- Support the company's compliant cybersecurity posture by following policies, procedures, standards, and guidelines
Requirements
What you’ll need- At least one year of experience with data entry (manual keying in of information into databases)
- Must be located in PA, OH, IL, or IN
- Prior experience in customer service and/or client relations
- Experience working with multiple applications simultaneously
- Knowledge and experience using Microsoft Word, Excel, PowerPoint, Internet, Email, and PDFs
- Ability to handle fluctuating inbound and outbound call volume
- Ability to work a flexible schedule, including weekends, weeknights, and holidays
- Ability to prioritize and handle competing requests successfully
- Professional oral and written communication skills
- Attention to detail and critical thinking skills
- Basic math skills
- Excellent organizational skills, time management, and task orientation
- Ability to handle complex clients and multiple deadlines
- High school diploma or equivalent with some college preferred (or equivalent work experience)
- Willingness to obtain certain state-required certifications
- Valid driver's license and automobile insurance if required by program
- Ability to provide a secure remote workspace with high-speed internet when applicable
- Ability to travel, including overnight travel, if required by program
Benefits
Comp & perks- Company-sponsored medical, dental, and vision insurance for eligible employees and dependents
- Access to additional voluntary benefits
- 401(k) plan after 90 days of continuous employment
- Wellness initiatives
- Employee Assistance Program (EAP)
- Accrued Paid Time Off (PTO)
- Paid Sick Time (PST)
- 14 paid federal holidays annually
- Employee birthday holiday
- Total of 15 paid holidays annually
- Flexible remote work arrangement