Client Intake Specialist

We are seeking a Client Intake Specialist to support our Client Engagement team working with our Healthcare or Education line of business

Job Responsibilities

• Serve as the initial point of contact for all incoming client inquiries, ensuring all calls are thoroughly and accurately documented
• Resolve tier one technical or financial contract concerns or questions for assigned clients (e.g., small contract clients) in an accurate and timely manner
• Review technical questions from clients, to include a complete review of the issue, troubleshooting, problem resolution, and communication to appropriate stakeholders
• Escalate requests not within scope of responsibility to appropriate resource and ensure each task is followed to resolution
• Partner with internal technical resources to coordinate maintenance tasks, ensuring a timely and complete resolution to client inquiries
• Serve as a client liaison which may include participating in problem resolution with other internal teams, as necessary
• Accurately respond to technical questions delivered by clients and maintain detailed notes in customer database, ensuring to escalate requests outside scope of responsibility to supervisor
• Exercise exceptional customer service skills in an effort to optimize each contact with the client
• Ensure that calls are processed in strict adherence to established policies, procedures, quality standards

Minimum Qualifications

Education

• Associates degree from an accredited college or university in Business Administration, Computer Science, Communications, or related field required. Equivalent work experience may be substituted for educational experience
• Bachelor's degree from an accredited college or university in Business, Computer Science, Communications, or related field preferred

Experience

• Minimum 2 year customer service experience in a business to business environment or technical support experience required
• Minimum 1 year notifications systems experience preferred
• Minimum 1 year experience working in the healthcare, education or technical industries preferred
• Time spent in pursuit of an advanced degree (e.g. Junior/Senior year of a Bachelor's, etc.) may be substituted in lieu of equivalent work experience requirements
• Intermediate knowledge of Microsoft Word, and Excel is required

Compensation will commensurate with experience. The pay range for this role for candidates in Colorado starts at $17.00 an hour.