Client Services Representative (Temporary)
Apply NowLocation:
Pittsburgh, PA, US
Company:
Baker Tilly is a leading advisory, tax and assurance firm offering solutions globally and across major U.S. financial centers.
Summary:
The Client Services Representative will support the Benefits Administration team with inbound and outbound customer contacts. Applicants are required to have a high school diploma and at least one year of customer service experience.
Requirements:
Hard Skills: customer service, data entry
Credentials: High School Diploma, Associates Degree
Experience: 1 year customer service experience
Job Description:
Job Description:
We are looking to hire a temporary Client Services Representative to support our Benefits Administration team. This position will begin in September and run through March 2026.
Responsibilities:
- Support large volumes of inbound and outbound contacts promptly.
- Identify customer needs, clarify information, research issues and provide next steps and solutions.
- Keep detailed records of contacts in the agent ticketing system.
- Maintain ownership of contact experience and resolution for assigned casework.
- Follow compliance guidelines and reference job aides when addressing varying topics.
- Accurately and actively utilize the ticketing process to collaborate with team members and resolve assigned cases.
- Maintain awareness of client updates, policy or procedure changes
- Ability to meet or exceed established goals for both internal call monitoring audits, contact metrics, and client satisfaction surveys.
- Project a professional attitude and positive image.
- Build sustainable relationships with internal service partners.
- Complete educational seminars to enhance knowledge, performance and maintain continuing educations requirements.
- Demonstrate strong soft skills, including active listening, empathy, and adaptability. Anticipate customer needs and tailor responses accordingly.
- Adhere to attendance and punctuality standards.
- Adapt to change and meet the changing demands of the work environment.
- Assist other department personnel as needed due to fluctuating workloads.
- Compliance with HIPAA regulations and all Baker Tilly Vantagen guidelines.
Qualifications:
- High School Diploma required, Associates Degree preferred.
- A minimum of 1 year customer service experience with high level of customer engagement.
- A basic understanding of health insurance terminology is preferred.
- Ability to effectively work in a remote contact center environment.
- Strong data entry skills and proficiency in the use of a PC, including use of multiple applications simultaneously.
- A hard-wired ethernet connection is ideal – high- speed WIFI is acceptable if stable.
- Ability to work in high pressure environment and deal effectively with all customers.
- Commitment to high quality service.
- Excellent oral & written communication skills.
- Ability to locate and interpret complex information from a variety of data sources.
- Ability to work in a fast-paced production and quality environment to meet required standards.
The compensation range for this role is $18 to $20. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, position, and geographic location.
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