Client Information Specialist

Job Duties

• Provide customer service to the external and internal customers.
• Answer and assess incoming telephone calls.
• Provide assistance and information about issues and case statuses.
• Verify client information to ensure the caller is authorized to receive case information.
• Transfer calls to appropriate employee.
• Enter accurate notes into the computer system to inform Support Officers and others.
• Take changes of mailing addresses and employment information.
• Update cases accordingly or advise Support Officer if caller is providing address information for other party on the case.
• Mail materials to clients.
• Update confidential information within established guidelines.
• Greet and determine client needs.
• Ensure clients are signed in.
• Contact appropriate department.
• Take photocopies of client identification.
• Ensure clients are seen with appointed timeframe.
• Provide assistance to clients with inquiries regarding procedures and processes.
• Take client complaints.
• Resolve problems or complaints.
• Forward clients to appropriate individual when needed.
• Fax forms when needed.
• Perform routine research to determine proper solutions.
• Stock pamphlets, documents, sign-in sheets, applications and business cards.
• Distribute various forms to clients and employees.
• Process requests for documents and materials per established procedures.
• Notarize documents.
• Notify appropriate staff members for subpoenas.
• Notify security of possible threats.
• Complete /provide work and school excuses for clients.
• Contact translator for clients.

Minimum Qualifications

• A high school diploma or equivalent with one (1) year of clerical or office administration experience.
• Any equivalent combination of training and experience.

Additional Requirements

• Must meet background check requirements.

Benefits

• Extensive health benefits for all full-time permanent employees.
• Life insurance coverage for all permanent employees.
• Guaranteed 10 paid holidays every year.
• A 14 percent employer contribution to your OPERS pension plan.
• Earn a potential monetary incentive during our annual wellness incentives for employees/spouses enrolled in healthcare.