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Client Concierge Specialist
Leading Edge Administrators. Serve as the primary point of contact for inbound calls, emails, and digital inquiries from members and providers .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service within healthcare or insurance environments, focusing on claims processing, benefits education, and effective communication. Proficient in managing escalations and delivering personalized support while meeting performance metrics.
Highest-signal resume keywords
Customer Service ExperienceClaims ProcessingEscalation ManagementCRM Systems ProficiencyCall Center Metrics Familiarity
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Claims ProcessingBenefits EducationEligibility VerificationProblem ResolutionData EntryMS WordMS ExcelMS OutlookMS PowerPointKeyboard Navigation
Soft Skills
Empathetic CommunicationAttention to DetailSound JudgmentAdaptabilityTeam Collaboration
Tools & Technologies
CRM SystemsCustomer Support PlatformsWorkforce Management ToolsScheduling Tools
Industry Keywords
HealthcareInsuranceTPACall CenterCustomer Service
About the role
Key responsibilities & impact- Serve as the primary point of contact for inbound calls, emails, and digital inquiries from members and providers
- Deliver personalized, concierge-level service and provide tailored solutions, including outbound contacts
- Assist members with benefits education, eligibility verification, and plan navigation
- Guide members through claims inquiries, including status, processing, and explanations of benefits
- Support provider searches, appointment coordination, and healthcare navigation
- Research and resolve complex issues related to claims, billing, and coverage
- Investigate and resolve disputes and escalations by identifying root causes of denials, underpayments, and other errors
- Update and maintain accurate records of progress, actions taken, pending items, and status
- Communicate updates to internal and external stakeholders
- Escalate unresolved or high-impact issues appropriately
- Meet or exceed performance metrics for quality, accuracy, call handling time, time to resolution, work volume, and member satisfaction
- Deliver empathetic, professional communication and support retention through positive, seamless interactions
Requirements
What you’ll need- High school graduate or equivalent
- 2+ years of experience in a customer service or call center environment handling escalation/2nd tier inquiries in a healthcare, insurance or TPA environment
- Comfortable supporting multiple channels and adjusting to dynamic workloads
- Familiarity with call center metrics and quality standards
- Experience with claims processing, benefits, and eligibility systems preferred
- Experience with CRM systems or customer support platforms preferred
- Experience working escalations through emails and spreadsheets while meeting timely resolution
- Previous exposure to workforce management or scheduling tools
- Solid working knowledge of MS Word, Excel, Outlook, and PowerPoint
- Expert keyboard and computer navigation skills and ability to learn new programs
- Clear and professional communication with internal and external customers
- Ability to work individually and as part of a team
- Attention to detail, sound judgment, confidentiality, and discretion
- Ability to identify and resolve problems in a timely manner
- Ability to adapt to changes, manage competing demands, and handle unexpected events
- Ability to work overtime as required
- Regular, predictable attendance in the office is required
- Ability to talk, hear, speak, and use hands and fingers to operate a computer, telephone, keyboard/mouse
- Ability to lift and/or move up to 15 pounds occasionally