Acumen Fiscal Agent

Operations

• 🌎 Change the world. Get paid for it.
• Acumen Fiscal Agent helps disabled, military veterans, and the elderly live more independent, empowered lives.
• Acumen is one of the nation’s largest and most trusted providers of fiscal agent services.
• Process Improvement Analyst responsible for analyzing processes, identifying improvements, and developing strategies to enhance operational efficiency.
• Conduct thorough analyses of existing processes and workflows to identify inefficiencies.
• Gather data and generate insights to support process improvement initiatives.
• Develop and implement action plans to streamline processes and enhance service delivery.
• Collaborate with cross-functional teams to design, test, and execute process improvements.
• Monitor the effectiveness of changes and adjust strategies as needed.
• Provide training and support for employees to adopt new processes and tools.
• Report on progress and outcomes of improvement initiatives to management.

Process Improvement Analyst

Client Services Representative

• Change the world. Get paid for it.
• At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives.
• Acumen Fiscal Agent began 30 years ago with a bold idea to simplify self-directed home care services.
• One of the nation’s largest and most trusted providers of fiscal agent services.
• Provide exceptional support to clients via phone, email, and chat
• Assist clients in understanding and navigating our financial products and services
• Resolve client issues and concerns efficiently, ensuring their satisfaction
• Document client interactions accurately in our system
• Collaborate with internal teams to ensure comprehensive client support
• Offer feedback on service trends to further enhance the client experience
• Conduct follow-ups with clients to ensure complete satisfaction and resolve any lingering issues

Client Services Agent

• Change the world; get paid for it — Acumen helps disabled, military veterans, and the elderly live independently.
• Acumen Fiscal Agent: 30-year provider of self-directed home-care fiscal agent services.
• Remote Client Services Agent role focused on assisting Spanish-speaking clients with financial services.
• Respond to client inquiries via phone, email, and chat; resolve issues and ensure satisfaction.
• Guide clients through financial products and services and document interactions accurately.
• Collaborate with internal teams, provide service trend feedback, and conduct follow-ups to ensure resolution.
• Use CRM tools and manage multiple tasks with strong problem-solving and organizational skills.

• 🌎 Change the world. Get paid for it.
• At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matter, this is your sign.
• About US: Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler, and more personal way to deliver self-directed services to individuals needing home care and their families.
• Today, Acumen is proud to be one of the nation’s largest and most trusted providers of fiscal agent services.
• We’re not just processing payroll or paperwork, we’re helping people live fuller, more independent lives. Come be part of something meaningful!
• What is the job? Acumen Fiscal Agent is seeking a Bilingual Client Services Agent to join our remote team. This role is specifically aimed at providing exceptional support to our diverse clientele, with a focus on assisting Spanish-speaking clients. As a Bilingual Client Services Agent, you will serve as a vital link between our clients and our services, ensuring clear communication and a high standard of customer care. You will respond to inquiries, resolve issues, and guide clients through our financial products and services. The ideal candidate will have strong bilingual communication skills, a passion for helping others, and a deep understanding of customer service principles. Join our dynamic team, where you can leverage your bilingual abilities to make a significant difference in the lives of our clients while growing your career in a supportive environment.
• Responsibilities: Provide exceptional support to Spanish-speaking clients via phone, email, and chat; Assist clients in understanding and navigating our financial products and services; Resolve client issues and concerns efficiently, ensuring their satisfaction; Document client interactions accurately in our system; Collaborate with internal teams to ensure comprehensive client support; Offer feedback on service trends to further enhance the client experience; Conduct follow-ups with clients to ensure complete satisfaction and resolve any lingering issues

Client Services Agent, Bilingual

• Provide exceptional support to clients via phone, email, and chat
• Assist clients in understanding and navigating our financial products and services
• Resolve client issues and concerns efficiently, ensuring their satisfaction
• Document client interactions accurately in our system
• Collaborate with internal teams to ensure comprehensive client support
• Offer feedback on service trends to further enhance the client experience
• Conduct follow-ups with clients to ensure complete satisfaction and resolve any lingering issues

Process Improvement Analyst

Client Services Agent

Client Services Agent

Client Services Agent, Bilingual

Client Services Agent - Remote