Customer Success Specialist

About

The Customer Success Specialist is responsible for maintaining and enhancing the organization’s customer communications by overseeing claim entry via a centralized system. In addition, they will increase the efficacy of the internal system by confirming accuracy of data and correcting when needed. This position will perform initial employee onboarding and support the executive management team on some tasks.

Essential Skills and Abilities

• Excellent communication skills, proper grammar, and letter writing ability
• Computer literate (i.e., word, excel, powerpoint)
• Competency in problem solving and decision-making
• Ability to delegate and supervise successfully
• Management of multiple projects simultaneously
• Strong organizational skills with attention to detail
• Energetic and Fired Up!
• Ability to work as a team player

Responsibilities

• Answer all incoming calls/receive and forward all faxes
• Maintain compliance for internal production system
• Intake information for all jobs/losses and prepare for production team's review
• Manage integrity of all internal systems data relative to claims, vendors, customers and jobs
• Assist employees with system related issues and coordinate trainings
• Conserve executive team's time by performing tasks such as reading, researching, and routing correspondence, drafting letters and documents, collecting and analyzing information, maintaining appointment schedules by planning and scheduling events
• Maintain company calendar with upcoming events, PTO, meetings, etc.
• Perform onboarding processes with new hires
• Develop and/or administer special projects in areas of operations, human resources, sales/marketing, and finance as directed
• Review and update upper management on status of calls from prior day

Benefits

• Competitive pay
• 100% paid healthcare premium
• Vision insurance
• Dental insurance
• 401(k)
• Life Insurance
• Flexible Spending Account
• Home Ownership Program
• Scholarship Program