Client Manager Coordinator

Job Title:  Client Manager Assistant                                                               

Reports To: Director of Administration & Compliance

Work Environment: Business Office

Travel:  None Required

Job Summary:

The primary responsibility of the Client Manager Assistant for Consolidated Admin Services is to represent Consolidated Admin Services in communications and interactions with clients and participants, in-person, over the phone, and in writing. The Client Manager Assistant supports Consolidated Admin Services with various account customer service activities, administrative functions, and special projects. Client Manager Assistant is an integral part of Consolidated Admin Services providing superior service to our clients and participants.

Duties/Responsibilities:

To perform this job successfully, the individual must be able to perform each essential function of the job satisfactorily. This includes but is not limited to the following: Duties/Responsibilities:

• Represents CAS in a friendly and professional manner in-person, over the phone, and in writing
• Assists with facilitation of emails internally by saving out client documentation and forwarding it to the correct service team
• Alerts Client Managers and escalate situations as needed
• Assists in processing enrollments
• Assists with updating salesforce records with client changes
• Assists with entering COBRA Renewal Rates
• Process renewal audits
• Assists with updating renewal trackers
• Assists with ongoing client reports
• Assists with administration of custom client processes
• Maintains the "Pending" folder and follow up internally on outstanding items
• Serves as backup for color pod emails
• Understands how legal and regulatory changes impact services provided
• Assists other teammates and teams as needed
• Other duties as assigned, including special projects

Minimum Requirements:

• High School Diploma or equivalent, Bachelor’s degree preferred
• Customer Service experience preferred
• Proficient experience with spreadsheets and/or bookkeeping software, data entry, word processing, e-mail management, and file management
• Excellent communication skills
• Excellent attention to detail skills
• Presents a professional image
• Ability to build rapport and collaborate with others

Knowledge, Skills, and Abilities:

To perform this job successfully, the individual must demonstrate the knowledge, skills and abilities required to perform the job.  This includes but is not limited to the following:

• Proficient experience with spreadsheets and/or bookkeeping software, data entry, word processing, e-mail management, and file management
• Excellent interpersonal skills, ability to relate to a wide range of people, collaborates well with others
• Excellent communication skills to include:
  • actively listens
  • adapts communication style to audience
  • friendly
  • confident
  • gives and receives feedback
  • volume and clarity
  • empathetic
  • respectful
  • understands nonverbal cues
  • responsive
• Displays initiative, a desire to learn and develop, a willingness to help others
• Generates ideas, solves problems as they arise
• Excellent attention to detail skills to include:
  • organizational skills
  • time management skills
  • analytical skills
  • observational skills
• High level of efficiency, accuracy, and responsibility
• Handles and protects confidential and sensitive information with utmost importance
• Excellent understanding of customer care and services
• Prioritizes and manages different tasks at once
• Works effectively to deadlines
• Thrives in pressured or stressful situations
• Committed and flexible attitude, adaptable
• Mathematical and deductive reasoning
• Critical thinking
• Sense of rigor, able to deal with something in a comprehensive, thorough, and complete way, leaving no room for inconsistencies
• Presents a professional image
• Must be flexible with work schedule to support cyclical work demand

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time w