Acumen Fiscal Agent

Client Services Agent

Posted 30+ days ago

Job summary

  • Job post source

    This job is directly from Acumen Fiscal Agent

  • Job overview

    The Client Services Agent at Acumen Fiscal Agent plays a crucial role in supporting clients with disabilities, ensuring they receive the necessary assistance and guidance throughout their engagement with the organization.

  • Responsibilities and impact

    Daily responsibilities include enrolling and educating clients, managing paperwork, maintaining accurate data entry, and fostering relationships with clients and third-party organizations while ensuring compliance with regulations.

  • Compensation and benefits

    Acumen offers medical, dental, and vision coverage, generous paid time off, and incentive bonuses for qualifying employees.

  • Experience and skills

    Candidates should have at least one year of data entry experience, strong communication skills, and a background in customer service or client relations, with a high school diploma or equivalent preferred.

  • Career development

    Opportunities for growth may include obtaining state-required certifications and potential advancement within the organization.

  • Work environment and culture

    Acumen promotes a positive work environment focused on making a difference in clients' lives and values diversity and equal opportunity.

  • Company information

    Acumen, LLC is a leading fiscal agent known for innovative financial management services aimed at helping individuals lead independent lives through participant-directed programs.

  • Team overview

    The specific team dynamics and size are not detailed, but collaboration with various internal departments is emphasized for effective client support.

  • Job location and travel

    The job requires flexibility in working hours, including weekends and holidays, but specific geographical location details are not provided.

  • Application process

    Candidates can apply by submitting their requests for reasonable accommodations through dedicated methods listed in the job description, including fax, email, and phone.

  • Unique job features

    The role distinguishes itself by its focus on supporting individuals with disabilities and the requirement for a flexible schedule to meet client needs.

Company overview

Acumen Fiscal Agent is a company that specializes in providing fiscal intermediary services, primarily for individuals with disabilities and seniors who are self-directing their care. They facilitate the management of funds for clients who receive Medicaid or other public assistance, ensuring compliance with state and federal regulations. Acumen makes money by charging fees for their services, which include payroll processing, tax filing, and financial reporting. Founded in 1995, the company has grown to become a leader in the fiscal intermediary industry, known for its commitment to empowering individuals to have greater control over their care and support services.

How to land this job

  • Tailor your resume for the Client Services Agent position at Acumen Fiscal Agent by emphasizing your customer service experience, proficiency in data entry, and ability to manage communications effectively.

  • Highlight your skills in relationship building, as the role requires establishing and nurturing connections with clients and program contacts.

  • Apply through multiple platforms such as Acumen's corporate site and LinkedIn to maximize your chances of being noticed for this role.

  • Connect with current employees in the client services division on LinkedIn to inquire about the position; ice breakers could include asking about their experiences at Acumen or discussing recent changes in the industry.

  • Optimize your resume for ATS by incorporating keywords from the job description like 'customer service,' 'data entry,' and 'communication skills' to enhance your visibility during the application process.

  • Consider utilizing Jennie Johnson's Power Apply feature to streamline your application process, ensuring you can focus your time on preparing for interviews and networking.

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