Rise Services - Oklahoma City, OK
posted 2 months ago
Acumen, LLC. is a leading fiscal agent dedicated to providing innovative financial management services with a strong emphasis on customer service. The organization is committed to helping individuals with disabilities lead independent lives through participant-directed programs. The role of an Agent at Acumen is pivotal, as it embodies the mission of facilitating freedom, choice, and opportunity for clients and their families. Agents are responsible for enrolling, educating, and supporting clients throughout their journey with Acumen, which includes managing inbound and outbound communications, processing paperwork, and performing data entry with a high degree of accuracy. This position is essential for maintaining positive relationships with clients, their families, and support coordinators. Agents will engage in various tasks, including supporting clients during the enrollment process, processing related paperwork, and managing electronic communications. They will also be responsible for accurate data entry across multiple databases while adhering to deadlines. Building and nurturing relationships with clients and program contacts, including third-party organizations, is a key aspect of the role. Agents must stay informed about program rules and regulations to effectively communicate these to both internal and external stakeholders. Additionally, they will act as a liaison between clients and Acumen's departments, ensuring that any issues impacting clients are addressed promptly. The role requires agents to provide day-to-day support to clients, which includes researching and resolving inquiries within specified timeframes. Compliance with state and federal guidelines is crucial, especially when managing escalated issues. Agents will also develop strategies to promote existing programs through marketing and community outreach. The position demands collaboration with other departments to ensure effective communication and resolution of issues. Agents must be flexible in their working hours, as they may need to work weekends, weeknights, or holidays to meet client needs. Other duties may be assigned as necessary, and all employees are expected to support the company's cybersecurity posture by adhering to established policies and procedures.