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Client Service Representative

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • Microsoft Office
  • Customer Service
  • Troubleshooting (Problem Solving)
  • Problem Reporting
  • Relationship Management
  • Delegation Skills
  • Non-Verbal Communication
  • Accountability
  • Time Management
  • Teamwork
  • Organizational Skills
  • Detail Oriented
  • Prioritization

Roles & Responsibilities

  • 1 to 3 years of Medical Claims experience required; claim processing experience a plus.
  • Excellent verbal and written communication skills with strong customer service orientation.
  • Proficiency with Microsoft Office (Word, Excel, Access, PowerPoint) and web-based applications; RIMS Claim Processing System preferred.
  • High School Diploma or GED required; college degree preferred; strong organizational skills and ability to prioritize in a high-paced environment.

Requirements:

  • Serve as the primary point of contact for Allied members, HR representatives, brokers, and other clients, providing timely, professional, and courteous service.
  • Act as liaison between clients/brokers and Allied executives and departments; promptly escalate and route complaints to Claims, Eligibility, and Account Management; communicate resolutions.
  • Support Account Managers as needed and assist in renewal of existing cases through claim reviews and management of service level expectations.
  • Troubleshoot processes, identify improvements, and collaborate with Claims, Eligibility, and other internal teams to enhance efficiency and client satisfaction.

Job description

POSITION SUMMARY

The Client Service Representative is responsible for providing excellent client service to Allied members, including HR representatives, brokers, and other various clients. They are the main point of contact for all inquiries and issues and must provide resolution in a timely, professional, and courteous manner.

 

ESSENTIAL FUNCTIONS

  • Act as the liaison between the client/broker and Allied Executives and Departments involved with the benefit plan.
  • Promptly deliver client complaints to relevant departments, including Claims, Eligibility, and Account Management.
  • Serve as an additional resource for Account Managers as needed
  • Provide communication to clients and brokers regarding claim issue resolution, reporting, industry related and legislative information. 
  • Provide follow up to month end strategy by closing out open claim issues. 
  • Troubleshoot, identify, and improve internal processes with various Allied departments.
  • Work with and foster relationships with other internal teams such as Claims and Eligibility.
  • Help facilitate the renewal of existing cases by management of claim reviews and service level expectations.
  • Other duties as assigned

EDUCATION

  • High School Diploma or GED required.
  • College degree preferred.

 

EXPERIENCE AND SKILLS

  • 1 to 3 years of Medical Claims experience is required. 
  • Claim processing experience a plus.
  • Customer Service skills.
  • Intermediate level work experience with Microsoft Office, Word, Excel Access, and PowerPoint software applications.   Required
  • RIMS Claim Processing System   Preferred
  • Web Based Applications   Required
  • Excellent verbal and written communication skills.
  • Excellent organizational skills and attention to detail.
  • Ability to prioritize tasks and delegate them when appropriate.
  • Ability to function well in a high paced and at times stressful environment.

 

POSITION COMPETENCIES

  • Accountability
  • Communication
  • Customer Service Orientation
  • Functional/Technical Skills
  • Quality Focus
  • Time and Task Management

 

PHYSICAL DEMANDS

  • This is a standard desk role requiring extended sitting and computer work.

 

WORK ENVIRONMENT

  • Remote

 

Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive.

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

Compensation is not limited to base salary.  Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life and Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend.

Allied reserves the right to amend, change, alter, and revise, pay ranges and benefits offerings at any time.  All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process.  It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.

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