Customer Service Archives - Walrath Recruiting, Inc.

25 10, 2021

Client Service Associate

jobs2021-10-25T10:03:01-04:00Comments Off on Client Service Associate

Our client is currently seeking a Client Service Associate to enhance the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date Onboard new client accounts, which includes the collection of required documentation and client information Perform administrative duties that support Financial Advisors in daily business practices, including [...]

25 10, 2021

Client Service Associate

jobs2021-10-25T09:42:30-04:00Comments Off on Client Service Associate

Our client is currently seeking a Client Service Associate to enhance the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date Onboard new client accounts, which includes the collection of required documentation and client information Perform administrative duties that support Financial Advisors in daily business practices, including [...]

21 10, 2021

Compliance Billing Specialist

jobs2021-10-21T13:49:29-04:00Comments Off on Compliance Billing Specialist

Our client is currently seeking a Compliance Billing Specialist who will be responsible for providing front-line consultative customer service via phone and e-mail to customers. This is a full-time, direct-hire position with excellent benefits. Responsibilities Include: Identify customer goals and challenges, and utilize product and industry knowledge to provide answers and initiate orders. (Training will be provided) Oversee the entire order process (from creation through invoice and follow-up) Maintain up-selling or cross-selling opportunities, and build positive working relationships with customers and strategic partners Manage process inquiries and issues; execute account maintenance and entry of delivery instructions Assist with general billing, [...]

12 10, 2021

Insurance Account Executive-Remote

jobs2021-10-12T09:47:28-04:00Comments Off on Insurance Account Executive-Remote

Our client is currently seeking an Insurance Account Executive to promote and sell their product to potential and existing clients. This is a full-time, permanent position and it is fully remote. Responsibilities Include: Oversee existing resources, such as reports, for potential sales opportunities. Maintain communication with new and existing clients to promote and sell coverage and achieve annual sales goals. Oversee the sale of coverage from the underwriting process to close of sale. Ensure all necessary forms are completed and filed for incoming clients. Document all sales activity. Qualifications: Associates Degree in Business Management, Marketing, or related field. Must have [...]

11 10, 2021

New Patient Liaison

jobs2021-10-11T09:48:46-04:00Comments Off on New Patient Liaison

Our client is currently seeking a New Patient Liaison to assist with daily administrative duties pertaining to patients. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Field incoming calls and direct to appropriate personnel. Schedule new and existing patient appointments using and office scheduling template and respond to cancel or reschedule requests in a timely manner. Obtain all necessary patient and insurance information for new patients and patient referrals and set them up in the system. Collect co-pays and other out of pocket expenses at the time of visit. Assist in the scheduling of outpatient appointments and obtain [...]

8 10, 2021

Benefits Coordinator

jobs2021-10-08T09:52:46-04:00Comments Off on Benefits Coordinator

Our client is currently seeking a Benefits Coordinator to support the comprehensive benefits and employee leave programs. This is a full-time, contract role. Responsibilities Include: Satisfy employee inquiries regarding new hire enrollment, qualifying life events, retirement, disability, injury and leaves of absence. Process new and existing employee benefits using the Oracle Advanced Benefits System. Ensure benefit data is up-to-date and accurate. Reconcile monthly billing for payment of benefit plans and self-pay premiums. Process and track all workers' compensation and disability claims and coordinate leave of absences. Maintain OSHA logs and submit all necessary paperwork to avoid penalties. Lead the Annual Employee Benefits [...]

6 10, 2021

Senior Client Service Associate

jobs2021-10-06T13:44:28-04:00Comments Off on Senior Client Service Associate

Our client is currently seeking a Senior Client Service Associate to create and maintain long-term relationships with their clients. This is a full-time, permanent position with excellent benefits. Responsibilities include: Answer phone calls, resolve client service needs, take messages as needed. Daily interactions with clients regarding admin & financial tasks. Utilize CRM for tasks, notes, messages, contact information, and reports. Prepare reports, account opening forms and service forms for client meetings. Provide ongoing service for the firm’s client forms. Manage calendar for Partners, schedule and confirm appointments. Qualifications: Bachelor’s degree in Business Related Field. 3+ years of experience in Financial [...]

6 10, 2021

Office Assistant

jobs2021-10-06T12:40:53-04:00Comments Off on Office Assistant

Our client is currently seeking an Office Assistant to assist with daily administrative and membership tasks. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Perform administrative and clerical duties such as faxing and emailing, maintaining file systems and preparing data as needed. Answer and direct incoming calls to the appropriate personnel. Process membership applications and payments. Ensure membership information is kept up-to-date and assist in the resolution of membership concerns. Qualifications: Associate's Degree, and previous experience in an administrative role is required. Excellent customer service skills and familiarity with data input/information systems. Proficient in Microsoft Office Suite. Excellent written [...]

1 10, 2021

Client Service Specialist

jobs2021-10-01T13:05:18-04:00Comments Off on Client Service Specialist

Our client is currently seeking a Client Service Specialist who will be responsible for providing front-line consultative customer service via phone and e-mail to customers. This is a full-time, direct-hire position with excellent benefits. Responsibilities Include: Identify customer goals and challenges, and utilize product and industry knowledge to provide answers and initiate orders. (Training will be provided) Oversee the entire order process (from creation through invoice and follow-up) Maintain up-selling or cross-selling opportunities, and build positive working relationships with customers and strategic partners Manage process inquiries and issues; execute account maintenance and entry of delivery instructions Assist with general billing, [...]

1 10, 2021

Clinical Research (RN)

jobs2021-10-01T10:21:00-04:00Comments Off on Clinical Research (RN)

Our client is currently seeking a Clinical Research (RN) to oversee patient participating in clinical trials. This is a full-time, permanent position with excellent benefits. Responsibilities Include: Assist in the screening and enrollment of potential patients for clinical trial eligibility. Monitor the health and safety of patients and ensure all treatment plans comply with regulatory and ethical requirements. Oversee data collection and assist in communications between the patient and their health care team. Review and submit billing information to appropriate personnel. Work with research teams on the promotion of clinical trials and recruiting patients for long-term clinical trials. Ensure regulatory paperwork [...]