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Virtual Client Care Administrative Assistant

About the role

• Accurately document all findings and interactions in the CRM system
• Maintain professionalism and empathy in all client and provider interactions
• Contact providers on behalf of clients to request and review outstanding invoices and verify balances
• Coordinate timely follow-ups with stakeholders
• Negotiate with providers on behalf of clients after training period
• Participate in daily, weekly, and monthly team meetings
• Confirm insurance coverage applicability for clients
• Communicate with multiple providers and consolidate inquiries for efficiency

• Minimum of 1 year of experience with a client-facing role or customer service.
• Sales Experience is required
• Bilingual proficiency (English and Spanish)
• Strong attention to detail and organizational skills
• Excellent verbal and written communication skills
• Emotional maturity and ability to handle sensitive information
• Empathetic and professional demeanor
• Ability to work independently and as part of a team
• Comfortable with CRM systems and VoIP tools
• Availability to work Monday to Friday, 9:00 AM–6:00 PM EST
• Familiarity with CRM: Neos
• Familiarity with VoIP: Intermedia
• Must work Eastern Standard/Eastern Daylight Time hours

• Remote job opportunity
• Great Place to Work Certification environment