Client Services Operations Support Representative I

Machinify

. Provide clerical support, including copying, filing, document and mail processing, basic data entry, phone calls, and operating general office equipment .

Posted 9/24/2026full-timeRemote • United StatesMid-LevelSenior💰 $18 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in clerical support tasks, including data entry, document processing, and customer service, while maintaining attention to detail and meeting deadlines. Capable of utilizing Microsoft Excel and Word, along with general office equipment, to efficiently manage workflows and client interactions.

Highest-signal resume keywords

Clerical Support ExperienceMicrosoft Excel ProficiencyCustomer Service SkillsData Entry SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryBasic Math SkillsTyping Skills10-Key SkillsDocument ProcessingMail ProcessingFilingPayment ProcessingOffice Equipment OperationWorkflow Management

Soft Skills

Problem-Solving SkillsWritten Communication SkillsOral Communication SkillsMultitasking SkillsOrganizational Skills

Certifications & Qualifications

High School Diploma or Equivalent

Industry Keywords

Customer ServiceClerical SupportRegulatory StandardsClient ClearancesOffice Equipment

About the role

Key responsibilities & impact

Provide clerical support, including copying, filing, document and mail processing, basic data entry, phone calls, and operating general office equipment
Process incoming correspondence, including posting payments by check, EFT, and debit/credit card
Contact insurance carriers and healthcare providers by phone to gather payment information
Enter data into various applications and systems for applicable workflows
Perform assigned tasks accurately and efficiently while following company, department, client, regulatory, contractual, and other standards
Meet or exceed quality, productivity, and assigned goals/objectives
Obtain and maintain client clearances for system and record access as required
Complete assigned training and apply the learned knowledge appropriately
Complete other assigned tasks to meet business needs

Requirements

What you’ll need

Some experience working in a customer service or clerical job is required
One (1) year or more of related office clerical support experience is preferred
High school diploma or equivalent is required; proof will be sought prior to hire
Ability to perform basic tasks in Microsoft Excel and Word programs with occasional assistance
Basic use of general office equipment and ability to adapt to new office equipment and tools
Basic problem-solving skills and good written and oral communication skills
Ability to quickly learn internal and client applications
Fast and accurate typing and 10-key skills
Basic math skills to calculate numbers and percentages
Timely follow-up, multitasking, and workload prioritization skills
Very detail-oriented and highly organized
Ability to prioritize daily workloads and meet daily deadlines
Ability to work efficiently independently and collaboratively
Strong customer service skills
Responsible, dependable, and reliable
Ability to obtain and maintain required client clearances for system/record access
Ability to complete assigned training on time with acceptable scores

Benefits

Comp & perks

Work from anywhere in the US; digital-first workplace
Top Medical/Dental/Vision offerings
FSA/HSA
Tuition reimbursement
Competitive salary
401(k) with company match
Additional health and wellness benefits and perks
Flexible and trusting environment where you’ll feel empowered to do your best work