Client Service Specialist

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Date: Mar 24, 2024

Location: Neenah, WI, US, 54957

Company: J. J. Keller & Associates, Inc.

Requisition #: 19081
Functional Area:  Account Management; Audit/Risk/Compliance; Client Service
Employment Type:  Full-Time
Work Options:  In Office at Location Specified Above #LI-Onsite
Work Hours:  Monday - Friday 1030am - 7pm

Position Summary

J. J. Keller is hiring a Client Service Specialist! Are you passionate about helping clients in a non-call center type environment? Are you seeking variety in your day-to-day work? Do you want to work for a company who makes a difference in the lives of their clients, their employees, and your local community? If you answered YES to any of those questions, then this role might be a good fit for you, and we encourage you to check it out further!

 

As a Client Service Specialist, you will have an assigned account base and will act as a liaison between your clients and J. J. Keller's services to ensure the client's needs are met in an efficient and effective manner. Given the fast growth in the Managed Services department, we’ve had a successful track record of seeing associates join this team and continue to grow in their careers with the company. In this role you will be responsible for:

  • Building relationships with your client base and frequently communicating with them via phone and email.
  • Running and formatting reports to share with your clients. 
  • Collaborating with internal teams to ensure your client base's information and documentation is accurate. 

 

If you want to learn more, watch the following video to hear from our Associate Director of Client Service:  https://www.loom.com/share/5ab00725049f4f6a9f0db60755bebe1d

Job Responsibilities

  • Establishes and maintains relationships with assigned clients and manages client relationship.  Serves as the primary interface between J. J. Keller and the client, to include such tasks as:
    • Maintaining an open line of communication via phone, e-mail, fax, and correspondence
    • Educating clients on regulatory requirements, providing interpretations and best practices
    • Determining clients' needs and how J. J. Keller can best serve those needs
    • Researching and resolving invoice and payment issues
    • Updating client specific profile information
  • Monitors client responsibilities to ensure compliance with service requirements; analyzing compliance trends and if applicable, developing formal improvement programs.
  • Ensures company and client-specific processes and procedures are completed accurately and in a timely manner.  Assists with internal documentation of processes and procedures.
  • Updates and analyzes client-specific reports.
  • Maintains expertise pertaining to applicable local, state and federal regulations in order to provide education and clarification to clients.
  • Assists with the implementation of new clients, including initial audits.
  • Maintains confidentiality of client information under the FCRA, HIPAA, and other regulatory entities.  Adheres to the department's data security policies pertaining to Personal Identification Information.

Why J. J. Keller?

  • Starting wage of $24/hr. 
  • Monday - Friday, with the ability to flex working time
  • Annual Reviews, Merit Increases & Quarterly Bonus Program
  • Medical / Dental / Vision Insurance
  • Tuition Reimbursement, eligible your FIRST DAY
  • 401(k) with Employer Match +  Annual Company-Funded Profit Sharing
  • 17 Days Paid Time Off (PTO) + 8 Paid Company Holidays + 1 Paid Floating Holiday 
  • On-Site Fitness Center + Cafe + Free Wellness Clinic

About our Neenah, WI Corporate Headquarters

There's a lot to love about our home office in Neenah, Wisconsin, including:

  • Jean-friendly environment, every day of the week!
  • Cafe that offers breakfast, lunch and multiple a la carte items
  • FREE access to our onsite Fitness Center, Yoga Studio and a fully paid online Fitness Subscription
  • FREE access to our J. J. Keller Wellness Center, with access to some prescriptions at no cost 
  • Near 1-mile long walking trail that wraps around the campus 
  • Multiple collaboration stations 

 

Want to check it out yourself? Follow this link https://www.jjkeller.com/learn/campus#0 and click ' See inside our Vinland Facility'!

Qualifications

Experience/Education:

  • 3 years of total office experience with 1+ year of client services experience in a professional services environment.
  • Post-secondary education in a business-related field preferred. 
  • In lieu of degree or experience, would consider a combination of education and related office experience.

Other Skills/Qualifications:

  • Proficiency in MS Word with intermediate Excel skills required.
  • Strong organizational, problem solving, communication, and critical thinking skills.

Physical Requirements

Work is performed primarily in a standard office environment. Work involves operation of personal computer equipment for extended periods of time. Occasional travel to offsite offices, customer sites and/or industry and training events may also be required, depending on assignment.

We Protect People & The Businesses They Run™

 

Every associate at J. J. Keller makes a difference by creating safer, more respectful workplaces. Whether serving our customers directly with expertise in safety and regulatory compliance or supporting the business with specialized skills, together we contribute to better workplaces for people across North America.

 

J. J. Keller History:  November 1, 2023, marked 70 years of business for J. J. Keller & Associates, Inc. Click HERE to take a tour through three generations of this family-owned business – from our founding as a one-man consulting firm through decades of delivering on our purpose of protecting people and the businesses they run.

 

J. J. Keller Career Stories:  Click HERE to hear from our associates about what they have to say about life as an associate at J. J. Keller.

 

J. J. Keller Earns 7th Great Place to Work Certification™:  Click HERE to find out what makes J. J. Keller great.

 

J. J. Keller Certified as a Top 100 Most Loved Workplace® in America:  Click HERE to find out why our associates LOVE working at J. J. Keller.

 

2023 Top Company for Women to Work for in Transportation:  Click HERE to learn more about this prestigious recognition.

 

If you experience system-related issues or need assistance with the online application, please call (920) 720-7700.

 

Professional Referral Program:  Not the right role for you, but know someone who could be a great fit? Click HERE to refer them to us through our Professional Referral Program and you will earn a cash payment if your referral is hired.

 

J. J. Keller & Associates, Inc. is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.


Nearest Major Market: Oshkosh
Nearest Secondary Market: Appleton

Job Segment: Call Center, Yoga, Compliance, Law, Customer Service, Hospitality, Legal

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