Client Services Support Representative

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At Blitt & Gaines P.C. we are committed to a supportive high-performance and inclusive workplace. If you value consistency accuracy and the ability to grow within a dynamic environment we encourage you to apply today.

Job Summary:

The Client Services Support Representative is responsible for reviewing assigned accounts and determining the next appropriate action in accordance with established processes coding requirements and client-specific workflows. This role focuses on handling closures settlements and special handling claims while ensuring accuracy compliance and timely completion of tasks. The representative will utilize review lists training materials and documented procedures to apply the correct coding mechanisms and move accounts through the proper workflow.

The ideal candidate is detail-oriented able to follow instructions works well with team members and can adapt to evolving client needs and internal process updates.

Essential Duties:

Review accounts from system queues review lists or task batches and determine the next appropriate action quickly and accurately.

Apply proper coding and documentation based on established workflows for closures settlements and special-handling matters.

Process settlement approvals documentation updates and follow-up actions within required timelines.

Handle account closures including verifying eligibility confirming required documentation and updating system statuses accordingly.

Manage special-handling claims in accordance with client-specific instructions escalation guidelines and regulatory compliance.

Follow documented procedures training materials and written instructions to apply coding and process steps consistently.

Navigate multiple software systems screens and workflow tools efficiently.

Maintain required accuracy productivity and quality benchmarks in a fast-paced high-volume environment.

Collaborate with internal teams including operations compliance and management to resolve issues or clarify instructions.

Communicate clearly with supervisors and management regarding discrepancies challenges or needed clarifications.

Participate in team training sessions cross-training and process-improvement efforts as workflows evolve.

Ensure all work is completed reliably consistently and within expected timeline.

Knowledge Skills and Abilities:

High school diploma or equivalent required; some college preferred.

Proficiency with computers data-entry systems and Microsoft Office (Excel Outlook Word) is required.

Prior experience in client services administrative support account review or similar detail-oriented roles preferred.

Strong reliability and consistent attendance are essential.

Comfort working in a fast-paced high-volume environment with frequent updates and process changes.

Ability to learn new systems tools and workflows quickly and apply them with confidence.

Ability to follow instructions and documented procedures precisely.

Effective written and verbal communication skills.

Strong organizational and time-management skills.

Ability to work effectively as part of a team.

What We Offer:

Competitive base pay

Paid Time Off (PTO) and Paid Holidays

Comprehensive benefits package: Medical Dental Vision Life Insurance

Short-Term Disability

401 (k) retirement plan

Profit sharing

Professional Growth and Advancement Opportunities