Acumen LLC - Tulsa, OK
posted 2 months ago
Acumen, Inc. is a leading fiscal agent dedicated to providing innovative financial management services with a strong emphasis on customer service. The Client Services Agent plays a pivotal role in supporting individuals with disabilities and their families by facilitating their enrollment and ongoing support within the organization. This position requires a service-oriented mindset, as agents are responsible for managing client relationships and ensuring a seamless experience throughout the client lifecycle. The role involves a variety of tasks including handling inbound and outbound communications, processing paperwork, and performing data entry with a high degree of accuracy. Agents must establish and maintain relationships with clients, their families, and support coordinators, ensuring that all inquiries are addressed promptly and effectively. Additionally, agents are expected to stay informed about program rules and regulations, acting as a liaison between clients and various departments within Acumen. Agents will also be responsible for developing strategies to enhance existing programs through marketing and community outreach, while ensuring compliance with state and federal guidelines. The position requires flexibility in working hours, including the possibility of weekends and holidays, to meet the needs of clients. Overall, the Client Services Agent is essential in fostering a positive relationship between Acumen and its clients, ensuring that they receive the support and resources necessary to lead independent lives.