Client Experience Specialist
Job Description
REQUIREMENTS
- High School Diploma or equivalent
- Strong customer service and communication skills
- Excellent organizational and multitasking abilities
- Ability to manage multiple priorities in a fast-paced environment
- Strong problem-solving skills
- Proficiency with Microsoft Office applications
Preferred
- Associate’s Degree or Bachelor’s Degree
- Experience in customer service, client services, healthcare, behavioral health, call center operations, employee assistance programs, or human services
- Experience working with confidential information
- Familiarity with CRM, database, or case management systems
RESPONSIBILITES
Client Support & Customer Service
- Manage a high volume of inbound calls and online service requests
- Provide exceptional customer support to EAP clients and providers
- Establish trusting, professional relationships with clients and vendors
- Identify client needs and connect individuals to appropriate resources
- Deliver timely follow-up and ensure resolution of client concerns
- Anticipate client needs and provide proactive support
Case Coordination
- Assess situations and determine appropriate referrals
- Assist clients in accessing available services and resources
- Coordinate with providers to facilitate service delivery
- Support provider recruitment efforts as needed
- Escalate complex situations appropriately
Documentation & Administrative Support
- Maintain accurate client records and documentation
- Enter information into company databases and systems
- Ensure compliance with company policies and procedures
- Monitor requests and manage multiple priorities simultaneously
Problem Solving & Conflict Resolution
- De-escalate client and provider concerns professionally
- Develop creative solutions to meet client needs
- Resolve issues efficiently while maintaining service excellence
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