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This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems.
• Addresses issues in production proactively and handles complex client escalations
• Prioritizes and organizes work to increase effectiveness, efficiency, and productivity
• Monitors and reviews documentation requirements
• Resolves peer or customer escalations and inquiries
• Executes on policies and procedures in connection with firm policies and guidelines regarding document management
Required Qualifications:
• Data Entry experience - full keyboard and 10-key numeric keypad
• Ability to accurately key information adhering to SLA deadlines
• Proactively communicate and escalate issues (i.e. computer system problems, inaccurate information, out of balance transactions, etc.)
Desired Qualifications:
• Familiar with lockbox products, especially healthcare
• Familiar with medical terminology
• Policies, Procedures, and Guidelines Management
• Business Operations Management
• Adaptability
• Attention to Detail
• Customer and Client Focus
• Issue Management
• Collaboration
• Organizational Effectiveness
• Prioritization
• Problem Solving
• Confronting Bias
High School Diploma / GED / Secondary School or equivalent
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