Client Services Specialist (Sales Support) in Jacksonville, Florida at Streamline Imaging LLC

ROLE:
Streamline is a leading third-party administrator specializing in worker's compensation claims, particularly for Diagnostic and Outpatient Therapy claims. We are dedicated to providing exceptional service, customized solutions, and access to high-quality providers, ensuring our clients achieve optimal results. The role of the Client Services Specialist is critical to maintaining Streamline’s core values and relationships with clients. Streamline has been recognized as one of the top Places to Work in the Jacksonville, Florida area.

POSITION SUMMARY:
Under the direction of the Sales VP, our ideal candidate will be responsible for maintaining sales documents/presentations, standard reporting, and supporting the ad hoc needs of the sales team. You will play a crucial role in maintaining our client relationships by ensuring that information from sales is properly distributed to internal departments and implemented. Your responsibilities will include reporting, client maintenance, data analysis, developing marketing materials, client onboarding, and conference planning and support.

DUTIES AND RESPONSIBILITIES:
Reporting consisting of daily volume reports, monthly/quarterly/yearly reporting, and ad hoc reports
Assist with Presentations and Stewardships as needed
Monitor Customer Maintenance inbox: add/update contacts and payors, assist with operations inquiries
Client Onboarding: Payor setup in Magellan and Magellan Finance, communication with internal departments about payor requirements, Clinical set up as needed, assist AM with any additional onboarding requirements
Provider heat maps, pricing grids, and customized client presentations, as needed
Conferences planning and support, including booking hotels, tracking spending and tasks, assisting the conference coordinators as needed
Develop/design promotional materials such as sales event flyers and marketing materials (Sales, Clinical, Provider Relations, etc.), shipping materials out as needed
Collaborate with IT on any onboarding/customer maintenance related tickets, develop and QA new reporting, and assist with audit projects as needed
Weekly review of operational referrals (reports based in the Magellan Pipeline)
Monitor and assist with Sales Support Email Requests

QUALIFICATIONS:
Strong analytical and investigative skills with an attention to detail
Proficient data entry skills with a high level of accuracy
Intermediate knowledge of MS Office (Excel, Word, PowerPoint, Teams)
Previous experience in and/or knowledge of workers compensation
Excellent communication and interpersonal abilities
Customer-focused, Goal-driven mindset with the ability to work independently, as well as working with a team
Strong organizational skills

PREFERRED QUALIFICATIONS:
Knowledge of workman's compensation claims and healthcare industry
Ability to navigate complex datasets and perform data validation
Familiarity with customer service principles
Creative mindset/abilities
Proficient in Magellan