Offer summary

Qualifications:

Associate's Degree in Business or related field or equivalent knowledge., 3 years of experience in customer service., Excellent communication and problem-solving skills., Proficiency in Microsoft Office and data entry with emphasis on speed and accuracy..

Key responsibilities:

Maintain client profiles and keep account requirements updated.

Act as a client liaison and coordinate meetings for sales representatives.

Assist in documenting sales opportunities and client concerns in CRM.

Run client reports and perform customer retention calls, sharing results with sales representatives.

Job description

Department:

09120 AMG Occ Health Shared Services - General Administration

Status:

Full time

Benefits Eligible:

Yes

Hours Per Week:

Schedule Details/Additional Information:

Monday - Friday

Approx. 8am - 5pm

Major Responsibilities:

Responsible for maintaining the client profile and keeping all detailed account requirements up to date with timely and accurate information. Informs supervisor/staff of new clients and service needs.
Administers and compiles a company survey to access client satisfaction.
Acts as a client liaison and coordinates tours and meetings for sales representatives.
Assists sales representatives in documentation of sales opportunities, meetings and asset creation in CRM (Salesforce).
Performs the initial intake of any client concerns related to billing or service. Resolves independently or alerts supervisor/director for resolution. Documents all issues and shares monthly report with the program supervisor.
Remain knowledgeable on all services we provide and be able to articulate the program benefits and high level of care patient’s receive.
Coordinate employer events with the direction of sales representatives to include, invites, venue, and catering as needed.
Runs client reports from EMR or other software systems by request of sales or operations.
Review client revenue reports to spot trends with may indicate future sales activities and opportunities.
Perform Customer Retention calls and share results/report with Sales Rep.

Licensure, Registration, and/or Certification Required:

None Required.

Education Required:

Associate's Degree (or equivalent knowledge) in Business or related field.

Experience Required:

Typically requires 3 years of experience in customer service.

Knowledge, Skills & Abilities Required:

Excellent communication and problem solving skills.
Experience in Microsoft Office and applications.
Demonstrated self-directed, results orientated, approach to building client relations.
Ability to handle difficult calls or situations and maintain professionalism.
Above average organizational skills.
Training or experience in keyboarding/data entry with emphasis on speed and accuracy.
Willingness to travel to other Occupational Health Clinics in their market for meetings and projects.

Physical Requirements and Working Conditions:

Position requires travel, may be exposed to severe road and weather hazards.
Generally exposed to a normal office environment.
Operates all equipment necessary to perform the job.

This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.

Pay Range

$24.85 - $37.30

Our Commitment to You:

Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so you can live fully at and away from work, including:

Compensation

Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training
Premium pay such as shift, on call, and more based on a teammate's job
Incentive pay for select positions
Opportunity for annual increases based on performance

Benefits and more

Paid Time Off programs
Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
Flexible Spending Accounts for eligible health care and dependent care expenses
Family benefits such as adoption assistance and paid parental leave
Defined contribution retirement plans with employer match and other financial wellness programs
Educational Assistance Program

About Advocate Health

Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation’s largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.

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