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Client Services Agent
Acumen Fiscal Agent. Enroll, educate, and support Acumen clients throughout their lifecycle .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client enrollment, education, and support while ensuring compliance with state and federal guidelines. Proficient in managing data entry, customer service, and communication in a fast-paced environment.
Highest-signal resume keywords
Client Enrollment SupportData Entry ExperienceCustomer Service SkillsEffective CommunicationCompliance 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
Manual Data EntryMicrosoft WordMicrosoft ExcelMicrosoft PowerPointInternet ProficiencyEmail ManagementPDF HandlingMulti-Application UsageAttention to DetailCritical Thinking
Soft Skills
Effective CommunicationPatiencePerseveranceFollow-ThroughAbility to Handle Stress
Certifications & Qualifications
State-Required Certifications
Industry Keywords
Client RelationsProgram ComplianceCommunity OutreachCustomer ServiceCybersecurity Posture
Tech Stack
Tools & technologiesCyber Security
About the role
Key responsibilities & impact- Enroll, educate, and support Acumen clients throughout their lifecycle
- Support employers and employees during enrollment
- Process paperwork and manage electronic communication
- Perform accurate data entry in multiple databases
- Establish and maintain relationships with clients, program contacts, and third-party organizations
- Explain program rules, regulations, and implementation requirements to stakeholders
- Act as a liaison between clients and Acumen departments
- Receive, research, and resolve client inquiries within contractual timeframes
- Ensure compliance with state and federal guidelines
- Manage escalated issues involving client families and states
- Develop strategies for program growth through marketing, education, and community outreach
- Collaborate with internal departments to address issues
- Manage fluctuating call and email volume
- Provide customer service through calls and electronic communication
- Support the company’s compliant cybersecurity posture
- Perform other related duties as assigned
Requirements
What you’ll need- At least one year of experience with manual data entry into databases
- Prior experience in customer service and/or client relations
- High school diploma or equivalent; some college preferred
- Ability to work independently with limited supervision
- Effective communication skills, both oral and written
- Ability to work in a fast-paced environment
- Ability to handle fluctuating inbound and outbound call volume
- Flexible schedule, including weekends, weeknights, and holidays
- Experience using multiple applications simultaneously
- Knowledge of Microsoft Word, Excel, PowerPoint, Internet, email, and PDFs
- Ability to prioritize competing requests and meet multiple deadlines
- Patience, perseverance, follow-through, attention to detail, and critical thinking
- Ability to handle complex clients and stressful conditions
- Ability to maintain confidentiality
- Willingness to obtain certain state-required certifications
- Ability to travel, including overnight travel, when required by program
- Valid driver's license and automobile insurance within the state of residence, if required by program
- Secure remote workspace with high-speed internet when applicable
- Ability to sit for extended periods and perform repetitive data-entry and office-equipment tasks
- Ability to stand, walk, and talk for an hour or more
- Vision ability including close vision, color vision, and focus adjustment
Benefits
Comp & perks- Flexible schedule, including occasional weekends, weeknights, and holidays
- Remote workspace support with high-speed internet when applicable
- Opportunity to obtain certain state-required certifications
- Travel via ground transportation and/or flight, including overnight travel, when required by program