Client Care Specialist Job Description

Client Care Specialist Job Description

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Client care specialist provides guidance to clients on issues requiring immediate attention, including complaints, forgeries, lost/stolen cards or checks or passwords/user IDs, processing issues, online/mobile or Apple Pay and Android Pay enrollment, account inquiries, product and services suggestions, etc.

Client Care Specialist Duties & Responsibilities

To write an effective client care specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included client care specialist job description templates that you can modify and use.

Sample responsibilities for this position include:

Services clients by providing invoice reconciliation, claim/RX appeals, and other longer-term projects that typically require ongoing follow up
Develop and maintain strong client relationships and a thorough understanding of MarkitSERV products and services
Provide Golfer Care that leads to unparalleled, personalized service through all possible channels (phone, email, web, mobile, et al.)
Contact the customer after the loan has been conditionally approved and final approval, and all of the follow up calls in between
Responsible to update the information in the system of record keep up to date and accurate communication logs ensuring a smooth down stream process for the customer
Contact the customer to discuss the final terms and conditions of the loans discuss any questions
Immediately address all issues and concerns raised by the customer and involve the Mortgage Banker when appropriate
Perform duties related to Standby Letters of Credit, such as cancellations, draws and reductions
Maintains updated and accurate group plan and policy data in BXSI’s data management system
Assists with the registration of clients in a full range of client-focused resources, including but not limited to, ThinkHR and Succeed

Client Care Specialist Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Care Specialist

List any licenses or certifications required by the position: MDS, MCSE, MCP, BAT, CPR

Education for Client Care Specialist

Typically a job would require a certain level of education.

Employers hiring for the client care specialist job most commonly would prefer for their future employee to have a relevant degree such as Associate and Bachelor's Degree in Finance, Business, Business/Administration, Communication, Education, Human Services, Human Resources Management, Secondary Education, Supervision, Health

Skills for Client Care Specialist

Desired skills for client care specialist include:

Consumer lending products and underwriting process
Deposits
Lost/stolen checks and cards
Marketing support
Microsoft Office Suite
New business referrals
Services
Stop payments
Telephone transfers
Wire transfer

Desired experience for client care specialist includes:

Must possess at least 2-3 years of experience in loan operations or related field
Must be able to provide extraordinary customer service
Must be a quick learner and ability to manage multiple priorities
Must be able to deal with ambiguous situations
Creates benefit communications such as benefit booklets, video benefits setup and/or benefit enrollment packets for distribution to clients’ employees at enrollment
Creates accurate and timely standard and/or customized benchmarking reports

Client Care Specialist Examples

1

Client Care Specialist Job Description

Job Description Example
Our innovative and growing company is looking for a client care specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client care specialist
  • Facilitates the planning of Client Seminars including scheduling the venue and speakers, creating the agenda and other related tasks
  • Audits commission postings to ensure that the amounts and levels of commission paid by our carriers/vendors to our agency and producers are accurate
  • Follow-up calls with PCS provider agencies to resolve issues with in home care service delivery
  • Resolving PCS participants complaints regarding in home care
  • Initiating provider changes when recommended by designated state agency
  • Reporting alleged cases of Medicaid Fraud to designated state agency
  • Complete in-person assessments for Medicaid Long-Term Care applicant
  • Develop care plans for approved applicants
  • Support recipients with community resource referrals based on applicant needs such as housing, durable medical equipment and Meals on Wheels
  • Explain Louisiana’s Medicaid long term care programs to applicants
Qualifications for client care specialist
  • Typically has 3+ years of related client servicing experience and/or 2-5 years of experience in employee benefits, human resources, insurance and/or accounting
  • Excellent/professional verbal and written communication skills and a command of the English language
  • Proven ability to communicate effectively with colleagues, executive management and clients
  • Ability and preference to work in a team environment
  • Ability to multi-task and handle large volumes of activity during peak times of the year
  • Flexibility and ability to work overtime as necessary
2

Client Care Specialist Job Description

Job Description Example
Our innovative and growing company is looking for a client care specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client care specialist
  • Works with a team, either as a team member or a team leader
  • Reports are written and maintained in ASPEN
  • Makes determinations regarding continued licensure/certification of a program
  • Determine when plans of improvement need to be developed and submitted by the service provider
  • Conducts follow-up reviews to determine if plan of improvement is completed
  • Complete quarterly in-home compliance surveys with Long Term Care recipients to ensure safety and client satisfaction
  • Explain technical or business concepts to a wide-range of audiences
  • Adhere to first-response and resolution time SLAs
  • Resolution of customer support queries (email, phone, live chat, Salesforce cases) 24X7 as it pertains to technical, functionality and market/data issues within agreed SLAs
  • Being 24x7, responsible to provide coverage on weekends as well and 3 days during the week
Qualifications for client care specialist
  • 2+ years social work or case management experience in a hospital , acute care, home health or direct care environment
  • Computer/typing proficiency to enter and retrieve data in electronic records
  • Experience with email, internet search, use of online calendars and other software applications
  • Current Louisiana driver’s license and automobile insurance coverage
  • Reliable transportation to travel to applicant homes, hospitals and nursing facilities with the service delivery area
  • Community field based case management experience
3

Client Care Specialist Job Description

Job Description Example
Our company is looking for a client care specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client care specialist
  • Additional support towards Ad-Hoc projects
  • Develop specialist status, thorough expertise, in an assigned product area
  • Monitor client query queues, diagnose and resolve any resulting trade exceptions or errors by working alongside other departments to provide resolution in a timely manner
  • Log and respond to clients’ requests by providing detailed analysis and feedback whilst retaining ownership
  • Identify and track system issues
  • Complete in-home compliance surveys with Long Term Care recipients to ensure safety and client satisfaction
  • Such duties may be assigned from time-to-time by the Director of Leadership Development
  • Capture client requirements & provide feedback to product groups
  • Constant focus on customer service and all process flows that lead to delivering best in class service
  • Actively plans for the development of all employees that will strengthen current and future capabilities and enable them to contribute fully
Qualifications for client care specialist
  • Ability to communicate complex information in a manner that others can understand
  • Experience working with vulnerable elderly and/or disabled adult populations with chronic medical and/or behavioral needs
  • Strong communication and interpersonal skills, ability to work independently part of a team
  • High School Diploma with 3-5 years experience in customer servicing role
  • Proficient in relative computer applications
  • The ability to work overtime is a requirement of the position
4

Client Care Specialist Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of client care specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client care specialist
  • Participation in various projects and feedback sessions to positively impact workflow, policies and procedures, system enhancements
  • Able to provide insight on content of data and / or provide technical support to customers
  • Resolve general and complex customer inquiries through phone or email correspondence and document within a CRM system
  • Has technical understanding of oil and gas software applications with emphasis on Production / Allocation
  • Ability to answer internal / external technical or information issues and customer requests
  • Carries out customer installations
  • Tests software improvements before release to customers
  • Must be articulate, patient, and professional and have strong interpersonal skills
  • Explain high-level technical and business concepts to a wide-range of audience
  • Is the initial point of contact for all non-dedicated Workforce Now clients and determines if resolution can be found on initial call (FCR - First Call Resolution) or if SOS Team resolution is required
Qualifications for client care specialist
  • Experience working with individuals from different backgrounds, and people who have strong opinions about how a problem should be resolved
  • Professional voice tone and demeanor
  • Comfortable working with a 'virtual team'
  • Reliable record of attendance
  • Comfort working primarily with technology (phone, computer) instead of direct personal interaction
  • Exceptional organizational skills, strong attention to detail and a high degree of accuracy
5

Client Care Specialist Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of client care specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client care specialist
  • Apply past experience and extensive product knowledge to resolve complex issues
  • Process work volumes as measured through established service quality standards and benchmarks
  • Identify and recommend solutions to recurring errors and service gaps
  • Recommend process changes to enhance workflow efficiency and effectiveness
  • Conduct investigations through various channels, including contact centers, paper, email, fax and internet
  • Provide telephone support to internal and external clients on technical and product specific issues by managing multiple technical support calls, prioritizing, and determining the next step
  • Support internal teams and external customers with application and technical support needs
  • Respond to client questions relating to the operation and content of products and updating and maintaining product and process documentation
  • Troubleshoot technical issues via phone and e-mail
  • Work cross-functionality to resolve technical, procedural and operational issues
Qualifications for client care specialist
  • Bachelor’s degree in Human Service field
  • Proficiency with all Microsoft Office programs, web browsers, and instant messaging
  • Strong telephone and interpersonal contact skills required
  • Prior experience in a call center or high-volume customer service environment
  • Solid Judgement
  • Abiltiy to Manage Stress

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