Client Services Support Representative

Join Our Team At Blitt & Gaines, P.C., we are committed to a supportive, high-performance, and inclusive workplace. If you value consistency, accuracy, and the ability to grow within a dynamic environment, we encourage you to apply today.

Job Summary:

The Client Services Support Representative is responsible for reviewing assigned accounts and determining the next appropriate action in accordance with established processes, coding requirements, and client-specific workflows. This role focuses on handling closures, settlements, and special handling claims while ensuring accuracy, compliance, and timely completion of tasks. The representative will utilize review lists, training materials, and documented procedures to apply the correct coding mechanisms and move accounts through the proper workflow. The ideal candidate is detail-oriented, able to follow instructions, works well with team members, and can adapt to evolving client needs and internal process updates.

Essential Duties:

• Review accounts from system queues, review lists, or task batches and determine the next appropriate action quickly and accurately.
• Apply proper coding and documentation based on established workflows for closures, settlements, and special-handling matters.
• Process settlement approvals, documentation updates, and follow-up actions within required timelines.
• Handle account closures, including verifying eligibility, confirming required documentation, and updating system statuses accordingly.
• Manage special-handling claims in accordance with client-specific instructions, escalation guidelines, and regulatory compliance.
• Follow documented procedures, training materials, and written instructions to apply coding and process steps consistently.
• Navigate multiple software systems, screens, and workflow tools efficiently.
• Maintain required accuracy, productivity, and quality benchmarks in a fast-paced, high-volume environment.
• Collaborate with internal teams, including operations, compliance, and management to resolve issues or clarify instructions.
• Communicate clearly with supervisors and management regarding discrepancies, challenges, or needed clarifications.
• Participate in team training sessions, cross-training, and process-improvement efforts as workflows evolve.
• Ensure all work is completed reliably, consistently, and within expected timeline.