Client Services Specialist |
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Client Services Specialist

A Client Services Specialist in the healthcare field is ensures that patients and clients have a positive experience. They act as a liaison between the company and its clients, in addition to assisting with complaints, orders, account questions, billings, and cancellations. A Client Services Specialist also assists Account Managers to ensure a high level of customer service.

Job Duties

  • Brings in customers through answering questions about products or services, as well as suggesting information about other products and services
  • Builds, maintains, and improves relationships with clients through regular communication
  • Processes documentation based on orders received from clients
  • Tracking and recording project progress in multiple CRM systems
  • Manages projects through their entire duration
  • Assists with other duties and projects as needed

Education and Experience

  • A Bachelor’s degree in a related field of study such as Business administration is required
  • Strong working knowledge of the healthcare industry is generally preferred
  • Proficiency in Microsoft Office applications such as Word, PowerPoint, Excel, and Visio is a must
  • The ability to manage multiple projects at one time
  • Excellent interpersonal skills are required

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