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Tackle client issues, questions, and escalations with a focus on delivering a positive experience, ensuring concerns are addressed and appropriate follow‑up is completed
Support clients in managing their accounts by walking them through procedures, platform functions, and service‑related inquiries
Record all client interactions, requests, and outcomes in the CRM system with precision to maintain accurate records and support internal reporting
Collaborate with cross‑functional departments such as operations, finance, and compliance to troubleshoot client challenges and maintain smooth service delivery
Uphold organizational expectations for professionalism, accuracy, and regulatory adherence in every client interaction
Engage in ongoing training to stay informed about product updates, internal policies, and industry standards to enhance service quality
Maintain full adherence to HIPAA requirements and internal privacy protocols
Requirements:
Strong ability to communicate clearly and professionally—both in writing and in conversation—when working with clients and internal departments
Proven success working within a fast‑moving, highly organized environment
Genuine enthusiasm for supporting others and delivering an outstanding service experience
Skilled at juggling multiple responsibilities while staying focused on what needs attention first
Confident using CRM platforms along with common workplace tools such as Microsoft Office and digital communication systems
Consistently maintains accuracy and precision when entering or reviewing client information
Solid critical‑thinking and problem‑solving abilities, with an emphasis on improving processes and overall performance
Completion of high school or an equivalent credential
additional education at the associate or bachelor level is preferred
What we offer:
medical, vision, dental, and life and disability insurance