Acumen Fiscal Agent

Compliance

• Develop and implement quality assurance policies and procedures.
• Conduct regular audits and assessments to ensure compliance with regulatory standards.
• Monitor and analyze quality performance metrics and provide recommendations for improvement.
• Provide training and support to staff on compliance requirements and quality assurance practices.
• Prepare reports for management detailing compliance status and improvement initiatives.
• Collaborate with other departments to address compliance issues and enhance service delivery.
• Stay current with industry regulations and best practices related to quality compliance.

Quality Compliance Manager

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

Quality Compliance Manager

Process Improvement Analyst

Client Services Agent

Client Services Agent

Client Services Agent, Bilingual

Client Services Agent - Remote