Customer Retention Specialist

• Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options.
• Empathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation.
• Navigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM system.
• Analyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free.
• Retain Clients: Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program.
• Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives.
• Above all else, provide a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs.

Client Retention Specialist

• Act as an expert clinical resource for complex diabetes management scenarios requiring advanced judgment and intervention.
• Apply evidence-based diabetes management principles to guide patients and healthcare providers through Omnipod therapy challenges.
• Deliver advanced, personalized clinical education and training via phone and virtual platforms.
• Manage clinical retention quotas assigned for a defined geographic region, including complex customer scenarios.
• Execute established retention strategies while tailoring engagement to individual patient and regional needs.
• Build and maintain strong working relationships with healthcare providers to support continuity of care.

Senior Clinical Retention Specialist, Central Region

• Apply foundational, evidence-based diabetes management knowledge to support patient interactions and contribute to successful use of Omnipod therapy.
• Deliver personalized education and training to new and existing patients, and healthcare providers within the assigned region—via phone and virtual platforms.
• Provide proactive follow-up, clinical consultation, recommendations, and troubleshooting to ensure sustained device adoption.
• Educate customers and HCPs on Omnipod data and reporting tools to promote informed clinical conversations and therapy optimization.
• Maintain current clinical licensure, CDCES certification, and Omnipod product credentials to ensure compliant, accurate guidance.
• Conduct proactive outreach to assess satisfaction, reinforce product value, and resolve concerns, aligning outreach timing with regional time zones and access considerations.

Clinical Retention Specialist – Central

• Answering inbound calls from ExactCare’s existing patient base
• Assisting with general inquiries, making payments, and questions regarding claims
• Handling patient concerns and overcoming objections
• Ensuring all efforts are made to retain existing patients
• Maintaining a consistently positive attitude and patient first approach
• Maintaining current knowledge of products and services offered
• Embody AnewHealth’s Core Values in all communications and interactions
• Other duties as assigned.

Customer Retention Specialist jobs in Ohio

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Client Retention Specialist

Senior Clinical Retention Specialist, Central Region

Clinical Retention Specialist – Central

Retention Specialist