CSR II

Essential Duties and Responsibilities:

• Responsible for all client communications, conflict resolution, and compliance on client deliverables and revenue.

• Reviews all major deliverables with clients (i.e. strategic brief, function spec, tech spec, etc.) to ensure quality standards and client expectations are met.

• Oversees New Client Start Up Operations.

• Ensures that client issues are dealt with in an efficient manner, informing the Director of Client Services any problems that may arise.

• Oversees administration of each client contract according to the contract terms

• Approves Change Orders and invoices, and is responsible for periodic payment collections.

• Works closely with the project team to regularly update pertinent client data and maintain a continuous knowledge of set up and updates status in order to identify potential issues and/or opportunities within or related to any start up or database updated project.

• Ensures that all Medcor Triage processes and procedures are followed and quality standards are met.

• Pursues opportunities for account growth and new business, involving the DCR and VP of Sales as needed.

• Communicates the client's goals and represent the client's interests to the team
• Provides regular communication that meets or exceeds client expectations.
  

• Providers clients with an effective understanding of company capabilities and service, and communicates all triage offerings to the clients as appropriate.

• Responsible for regular input in CRM on all account activity, including status and call reports on a weekly basis.

• Oversee data warehouse training for key account contacts.

• Oversee annual client retraining when appropriate.

• Assist sales personnel with running reports using the data warehouse portal.

• Present via conference call or in person annual performance results and outcomes in accordance with client tier level benefits and the triage client review process.

JOB DESCRIPTION: ACCOUNT MANAGER CSR II

• Prepare all necessary stewardship documents for service review to included performance and ROI
• Review all other essential account informational items (i.e. system profile review) for accuracy.
• Ensure renewal terms for each account are properly processed and entered into the triage billing application.
• Re-supply clients with training and marketing materials and custom forms as needed. Charge back the costs of those forms to clients as appropriate.

To be a best fit for this position, you need:

• College graduate of any 4 yr./ 5yr. course
• Two years of operational, or customer service/client relations experience is preferred. Clinical experience in the medical field as a clinician is preferable as well to be able to discuss clinical issues with clients when necessary.
• Excellent English communication and interpersonal skills; ability to communicate effectively, both orally and in writing
• Ability to work independently and as part of a team and take on new tasks with high level of difficulty.
• Can interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Self-motivator with leadership qualities.
• Proficiency with e-mail, Microsoft Word, Outlook, Power Point.
• Flexible with work schedule