Job Description
Role: Customer Operations Coordinator
Level Summary:
Experienced professional performing self-directed work.
Demonstrates sound judgment when working independently, obtaining solutions, and taking action on improvements.
Able to convey information with leadership in a professional manner.
Key Responsibilities:
Regularly demonstrates the ability to share best practices to facilitate growth across the team. Has a fundamental knowledge of configuration, payroll and edi. The associate can complete daily research and resolution in these areas independently.
Demonstrates the ability to complete research and resolution across multiple departments, within team standards, with little management level escalations needed.
Demonstrates extensive knowledge of business standards.
Demonstrates communication knowledge and possesses appropriate soft skills for ongoing relationship management. Also, possesses the ability to deliver difficult messages and translate technical explanations into client facing messaging.
Serves as an escalation point, both internally and externally. Can manage and drive issue resolution with little influence from leadership
Education, Experience & Certifications:
B.S. or B.A. required.
2+ years experience in data analysis, account management, or technical customer support-related roles.
Industry knowledge and experience is a plus: Insurance, Benefits Administration, SaaS, and Healthcare.
Proficient in Microsoft Excel, HTML, basic SQL, or report creation experience desired.
Key Differentiators:
Can complete responsibilities with minimal oversight.
Very comfortable completing basic tasks however may seek guidance on more difficult situations.
