Client Account Specialist/Transition Coordinator
Associa Northern California
Stockton, CA
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.