Client Services Representative

• Be the primary point-of-contact for enterprise-related customer inquiries coming through support channels.
• Monitor, triage, and manage the Enterprise support inbox and ticket workflow to ensure timely responses and resolution.
• Troubleshoot and resolve first line issues raised by enterprise hospital groups and administrators.
• Escalate complex issues to the appropriate Enterprise Account Manager or internal team while providing clear context and documentation.
• Maintain queue health by ensuring proper ticket routing, tagging, prioritization, and follow-up.
• Partner with Customer Support and internal teams to resolve issues without unnecessary escalation to Account Managers.
• Maintain internal trackers and documentation related to enterprise accounts and follow-up actions.
• Investigate complex scenarios by reviewing past tickets, notes, and internal data to provide clear summaries and recommended next steps.
• Coordinate cross-functional support with teams such as Operations, Product, Billing, and Customer Support when needed.
• Maintain Hubspot to ensure all client communications and support tickets are documented appropriately.
• Track and report on enterprise support trends, ticket themes, and recurring issues.

Senior Client Support Enterprise Specialist

• Serve as a day-to-day point of contact for clients and supporting ongoing communication and service needs
• Coordinate logistics for client meetings, litigation reviews, and educational trainings/webinars
• Track and manage action items, and follow-ups to ensure timely completion
• Support implementation and adherence to client service instructions and reporting requirements
• Act as a problem solver for any client service disruptions
• Focuses on building a relationship at every “touch-point”
• Act as a central point of contact for attorneys for client-related service needs and internal requests
• Coordinate with internal departments (billing, calendaring, HR, IT, operations) to resolve issues impacting service delivery
• Assist attorneys with administrative or operational needs tied to client expectations (reporting, presentations, data requests)
• Support execution of client-specific initiatives, including presentations, training, settlement days and process rollouts
• Assist in developing and maintaining client-facing materials such as reports, presentations, and status summaries
• Monitor progress of ongoing projects and ensure alignment with timelines and expectations
• Identify service gaps, communication breakdowns, or operational inefficiencies – act as a problem solver - escalate as needed
• Proactively follow up on outstanding items to ensure resolution and client satisfaction
• Maintain visibility into client activity to support consistency in service delivery across attorneys and offices

Client Services Manager

• Drive the flow of clients and pets through the hospital.
• Maximize productivity of the veterinary medical team.
• Ensure good communication with associates and clients.
• Educate clients about Optimum Wellness Plans, preventative care, and pet health needs.
• Manage finances by maintaining accurate balances and utilizing proper opening and closing procedures.
• Assist incoming and outgoing clients with required documentation and instructions.
• Provide professional and exceptional service at all times.
• Conduct administrative functions as necessary.

Client Service Coordinator

• Responsible for the overall satisfaction and retention of large enterprise employer commercial client(s) book of business
• Serve as the relationship owner on assigned book of business, incorporating internal support where and when as needed to foster relationships with C-suite, influencers, and decision makers at the plan
• Develop strategy plans, with support of clinical account consultant and account manager
• Support member and client satisfaction execution and net promoter score goals
• Provide deep and approachable plan recommendations with support of reporting and internal stakeholders
• Maintain thorough knowledge of contractual obligations assigned book of business, including financials, performance guarantees, terms, and regulatory/compliance
• Lead the account team in managing client vendor relationships as appropriate
• Lead client renewal process, including contract management
• Lead ownership of performance guarantee reporting and maintenance
• Lead regulatory and compliance components Interpret current pharmacy and healthcare trends, and meet with clients to provide proactive recommendations for plan management; find ways of adding value to the client curating offerings tailored to the client’s specific needs
• Identify and contribute to process improvement efforts across Capital Rx
• Assemble internal resources to overcomes challenges
• Anticipates customer needs and proactively identifies new opportunities within assigned accounts
• Develop a comprehensive knowledge of our business, including products and services. Strong ability to field questions from the client side, answer them and answer them correctly
• Review and advise on JUDI product roadmap to ensure current priorities and milestones will meet the client expectation

Account Executive, PBA Enterprise Client Services

• Develop, coach and grow the Client Services team.
• Review reports and data to identify performance trends and coaching, and grow the Client Services team assigned to the position.
• This will be accomplished through reviewing reports and data to identify performance trends and coaching, setting career/development goals, and providing team and individual recognition and rewards.
• Manage a team of agents (or managers) and their achievement of key metrics.
• Monitor policy adherence and quality of work life.
• Responsible for achieving goals of a defined organization through the effective use of resources in the planning, staffing (workforce decisions), leading, and controlling of the assigned unit(s).
• Also, responsible for managing the performance of their employees.
• Effective performance management includes, ensuring employees understand their job responsibilities, setting performance objectives and providing periodic feedback on progress toward those objectives, and completing the performance appraisal process.
• 70% of this position will be managing the performance outcomes of a team of technical support engineers.
• 30% of this position will be managing strategic improvement projects that contribute to a Worry Free Experience™ for our customers and employees as measured by three primary KPIs: CSAT, FCR & Handling customer issues in a timely manner (productivity measurements).

• Administrative support for the Account Management Team.
• Setup, maintain and update Broker Management System.
• Process enrollments, changes and termination requests as needed.
• Request carrier renewals, documents and invoices.
• Support printing and shipping needs.
• Assist with value add invoicing processing.
• Assist with managing intake process.
• Assist with researching enrollment and billing requests.
• Provide high quality of work with a professional demeanor, technical accuracy and conformity to company policies.

Client Service Associate, Employee Benefits

• Build lasting, meaningful and enduring relationships with our key accounts
• Drive revenue through long-term partnerships and key account growth
• Manage and direct strategies and tactics for the team to execute and line up key performance indicators and financial objectives including revenue, expenses and ROI
• Manage all aspects of the account management revenue generation/expansion process including continued sales, communication and negotiation
• Collaborate with and/or manage relevant team members including Account Managers, Creator Partner Managers, and Revenue Operations
• Utilize marketing and sales collateral, visual presentations, research reports and sales to support our clients and help them achieve their objectives
• Collaborate with internal teams across multiple departments to create and deliver creative solutions for clients
• Providing reporting, projections and forecasts through multiple techniques including, competitive and industry analysis, client growth plans and revenue reports
• Provide day to day support and strategic solutions for client needs through entire campaign lifecycle from pre, during, and post campaigns
• Understand and become an expert on Pearpop’s execution process and effectively launch campaigns
• Responsible for establishing new relationships with incoming business development clients and growing long-term relationships and revenue across this portfolio

Director of Client Services – Creator

• Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System
• Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client
• Follows up on new business submissions with carriers not managed by Risk Placement Specialists
• Enters and rates policies in carrier websites and orders new policies as needed
• Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.)
• Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment
• Tracks claims and updates the agency management system with activity, payments, and closures
• Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letter to clients
• Order motor vehicle reports “MVRs” and loss runs as directed
• Reviews and processes mail
• Acts as a backup for office phone calls and walk-in traffic as needed
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• Performs other projects, duties, and tasks, as assigned.

Client Service Specialist – Commercial Lines

• Supporting client needs through the organization and completion of Help Desk tickets
• Providing immediate assistance for incoming client calls, either through direct resolution or proper escalation
• Maintaining a solid understanding of the KeyStone product and an in-depth understanding of the assigned area of specialization
• Providing after-hours client support on a rotating basis
• Ensuring prompt resolution is provided and requisite records of client requests and resolutions are maintained
• Providing high-level demonstrations and discussions of system functionality to clients as needed
• Assisting in client preparation for system releases and changes

Client Services Specialist

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
• Build impactful relationships with new and existing clients and maintain relationships with firm leadership.
• Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.
• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
• Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
• Mentor and coach junior team members.

Senior Tax Associate – Private Client Services

• Assist in leading the firm’s feedback ecosystem.
• Translate raw feedback and interview findings into actionable service improvement plans.
• Refine and overhaul the onboarding process.
• Partner with administrative leads to modify workflows.
• Assist with reporting and presentations integrating feedback data.

Senior Client Service Manager – Client Experience

• Serve as the technical and operational engine of the advisory pod — ensuring all planning materials, analyses, and deliverables are prepared with accuracy and delivered on time, enabling the Financial Advisor to focus entirely on client relationships and decision-making.
• Prepare all client meeting materials in advance, including retirement projections and income analysis, investment performance and portfolio analysis, financial planning summaries and supporting outputs.
• Ensure all materials are accurate, clearly presented, and delivered within established timelines
• Maintain and update client planning data within the firm's planning systems and tools
• Coordinate with RIA Operations partners to facilitate timely execution of client recommendations and instructions
• Liaise with insurance brokerage partners to support the implementation of risk management and insurance strategies
• Ensure all implementation steps are tracked, confirmed, and communicated appropriately
• Capture and manage all post-meeting action items with clear ownership and deadlines
• Monitor progress on outstanding items and proactively follow up to ensure timely resolution
• Support the Financial Advisor in maintaining a seamless, friction-free client experience between meetings
• Work closely with the Financial Advisor to ensure alignment across all client workstreams
• Communicate proactively on timelines, dependencies, and any issues that may affect delivery
• Contribute to continuous improvement of internal processes, templates, and planning workflows

Client Service Associate

• Lead the client service and operations function supporting advisors, recordkeepers, retirement plan sponsors, and enterprise wealth partners.
• Own the full post-sale lifecycle, including onboarding, implementation, adoption tracking, and ongoing value delivery.
• Develop scalable service models, governance standards, and operating playbooks.
• Monitor client adoption and satisfaction metrics to improve retention and growth.
• Oversee end-to-end operational workflows supporting managed accounts and advice across retirement and wealth clients and platforms.
• Drive process improvement and automation to increase efficiency and scalability.
• Own monthly and quarterly billing cycles, ensuring accurate fee application and fiduciary compliance.
• Oversee reconciliation, reporting, audit readiness, and revenue accuracy.
• Lead cross-functional initiatives tied to partner implementations and product enhancements.
• Build and develop a high-performing Client Service and Operations team.

Director of Client Service and Operations

• Manage client renewals, service instructions, pricing, reporting, and contracts for assigned accounts.
• Serve as the primary client contact, driving customer satisfaction and retention.
• Oversee invoicing, audits, and accounts receivable follow-up.
• Analyze and communicate loss data and cost drivers to clients.
• Coordinate projects, identify service issues, and support cross-selling opportunities.
• Lead and develop team members, including hiring, performance management, and coaching.
• Support quality initiatives and perform additional duties as needed.
• Travel as required.

• Oversees a team of Client Service Managers to ensure efficiency and high-quality service, including hiring, training, and supervising team members to create high performing teams.
• Provides ongoing and consistent feedback to develop skills and improve performance, including Quality Assurance processes and regular coaching sessions to improve Client Satisfaction.
• Handles client inquiries, complaints, and feedback to improve service standards, acting as a point of escalation for clients/brokers and internal Navia teams.
• Proactively maintains close relationships with clients and brokers, educating them on opportunities to further develop the partnership to address client challenges.
• Accountable for hitting goals and targets by evaluating performance, conducting reviews, handling promotions or disciplinary action.
• Reports team performance and action plans to improve based on gaps identified in data analysis.
• Communicates priorities and updates to the team through regular team and individual meetings, acting as a change champion for the department.
• Reports technical issues, identifies opportunities for process improvements, and contributes ideas for enhancing efficiency and effectiveness.
• Documents enhancements to processes to ensure scalability.
• Collaborate with partners cross-functionally to ensure a seamless and cohesive experience for clients.
• Ensures adherence to industry regulations and company policies, including audit plan setups, payroll deduction reporting, change in status, eligibility and renewals as needed.

Client Services – Team Manager

• Act as the primary owner of day‑to‑day client relationships.
• Develop a deep understanding of each client’s business needs, requirements, and benefit strategy.
• Manage client expectations through proactive, transparent communication.
• Simultaneously manage a diverse portfolio of clients varying in size, scope, and services.
• Represent Navia at client benefit fairs to educate participants on plan features and benefits.
• Ensure completion and documentation of all items on each client’s service schedule.
• Provide timely project updates, deliverables, timelines, and issue‑resolution details.
• Escalate complex client issues to appropriate internal team members.
• Support client invoicing by reviewing work‑in‑progress reports and associate time/billing entries.
• Manage annual benefits open enrollment processes for assigned clients.
• Lead implementation of new clients and services onto Navia’s platforms.
• Manage the creation, review, and negotiation of service agreements and renewals.
• Document and manage client change orders and new work processes.
• Educate and train clients on system usage; lead system demos and webinars.
• Provide guidance on plan design, system functionality, and compliance considerations.
• Train internal associates on client benefit plans, systems, and processes.
• Identify and implement process improvements to ensure efficient service delivery.
• Ensure all client documentation is current in internal systems.

• training, supervising and ongoing development of associates and seniors
• Prepare and review tax returns for individuals, partnerships, corporations, and other entities
• Build impactful relationships with clients and maintain relationships with firm leadership
• Cultivate expertise in and impart specialized knowledge congruent with firm niches
• Actively solicit new client relationships and participate in client/potential client seminars

Tax Manager – Private Client Services

• Building relationships with our clients to better understand their unique needs and concerns
• Responding to customer inquiries in a professional, accurate, and in a timely fashion
• Responding to customer inquiries via Outlook, Salesforce, or phone
• Navigating quickly between multiple databases quickly and accurately
• Fulfilling requests and answering questions for internal and external customers
• Review and process of legal documents
• Research and analysis of legal documents

Associate Client Service Representative

• The Revenue Cycle Client Services Manager oversees and manages client relationships with Physician Billing Services (PBS) in all areas of the Revenue Cycle.
• Coordinates responses to client concerns/issues effectively with the PBS Management team.
• Coordinates all on-boarding activities related to the revenue cycle for new providers including but not limited to: understanding of services to be provided, charge documents, EMR and Practice Management system set up, workflows for charge capture identified and documented, time of service collection process, and client expectations.
• Have a good understanding of services provided by the client and how these services are accurately billed to payers.
• Functions as the primary point of contact for the client to front-end revenue cycle issues and helps streamline business operations as they relate to the revenue cycle.
• Works collaboratively with coding/compliance departments to ensure providers are receiving appropriate training and feedback.
• Works in close partnership with the operational management team and all PBS departments in order to be proactive in assuring successful charge entry, resolution of accounts receivable and patient satisfaction.
• Guides and participates with appropriate PBS management team members in conducting “special projects” as requested by the client.
• Participates in monthly management meetings to organize, coordinate and enhance service functions and provides monthly Client Activity Summaries and Progress Reports to Executive Management.
• Maintains regular communications with Coding Department to monitor APCs and resolves subsequent coding issues.
• Supports Operations as appropriate in calls or face-to-face meetings on behalf of clients to resolve reimbursement issues with difficult payers.
• Handles in a professional and confidential manner all correspondence, documentation, and files Personnel Management.
• Responsible for managing personnel, including the preparation of employee performance reviews; job interviewing and hiring; determination of raises, promotions, transfers, and terminations.
• Manages daily activities, including determining specific employee work assignments. Reviews employee activities for completeness, accuracy, and effectiveness, adjusting staff workload and/or monitoring staff productivity.
• Counsel's employees regarding work, attendance, etc. as appropriate, and within departmental guidelines analyses reports on, and provides recommendations for billing, collection, and accounts receivable results, such as A/R aging, volumes and trends.
• Recommends Epic system changes as appropriate, documents monthly trends for the key performance indicators of aging days, charges, revenue, denials trend and quality reviews.
• Prepares and delivers oral and written presentations to PBS Director and client, keeps employees advised of client issues and concerns. Communicates in a clear, effective, and timely manner.
• Attends monthly or quarterly meetings with Departmental Managers and Supervisors to discuss client progress. Works closely with other Supervisors and Managers to resolve issues identified during report analyses, and to decide upon future plans of action.

See all jobs on JobTailor

Senior Client Support Enterprise Specialist

Client Services Manager

Client Service Coordinator

Account Executive, PBA Enterprise Client Services

Client Services Manager

Client Service Associate, Employee Benefits

Director of Client Services – Creator

Client Service Specialist – Commercial Lines

Client Services Specialist

Senior Tax Associate – Private Client Services

Senior Client Support Enterprise Specialist

Senior Client Service Manager – Client Experience

Client Service Associate

Director of Client Service and Operations

Client Services Manager

Client Services – Team Manager

Client Services Manager

Tax Manager – Private Client Services

Associate Client Service Representative

Client Service Manager – Professional Revenue Cycle