Client Account Specialist/Transition Coordinator Associa Northern California
02.2021 - Current
Responded to all client inquiries and asked appropriate questions to facilitate resolution.
Interacted with team members across departments to research and resolve customer issues.
Provided excellent customer service by following up with clients, mailing out applications and responding to incoming calls.
Verified basic needs are being met, providing navigation assistance for various benefits and available services.
Maintained detailed records of client interactions, tracking progress and ensuring all documentation was up to date.
Managed client billing process, addressing discrepancies swiftly to maintain positive relationships built on transparency and trust.
Contributed to customer retention by proactively addressing potential concerns before they escalated into larger issues.
Assisted in the onboarding of new clients, providing comprehensive orientation sessions to familiarize them with company policies and procedures.
Enhanced client satisfaction by providing exceptional account management services and timely responses to inquiries.
Provided training for junior team members on best practices in account management, contributing to overall team development.
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