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ACUMEN LLC
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  • Acumen Client Services Agent - MA  

    - Boston
    ABOUT THE COMPANYAcumen, LLC. is one of the nation's leading fiscal ag... Read More
    ABOUT THE COMPANY

    Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our clients lives by what they do. Among many benefits to working here, we offer medical, dental and vision coverage, generous paid time off, and incentive bonuses to those who qualify.

    OVERVIEW AND ESSENTIAL JOB FUNCTIONS

    Agents at Acumen must exhibit a service-forward mindset as they embody the organization's mission of facilitating freedom, choice and opportunity for individuals with disabilities and their families. The Agent is responsible for enrolling, educating and supporting Acumen clients throughout their lifecycle with the organization, which involves inbound and outbound phone calls and emails, processing paperwork and manual data entry into multiple databases with a high degree of accuracy. This role is critical to ensuring the company as a whole has a positive and healthy working relationship with new and existing clients, their families and support coordinators.

    Support clients (employers and employees) during their enrollment process Process related paperwork and manage electronic communication Accurate data entry using several databases simultaneously while meeting deadlines Establish, foster and grow relationships with clients and program contacts including third party organizations Understand and stay up to date on program rules, regulations and implementation needs while being able to effectively communicate and explain said rules to external and internal stakeholders Act as a communication liaison between the clients and across all Acumens departments, which includes communicating any opportunities and/or issues that may directly impact the client or Acumen Accurate day-to-day support to clients which includes receiving, researching and resolving all client inquiries within contractual specific timeframes Ensure compliance with all state and federal guidelines including the management of all escalated issues with client families and states within contractual specific timeframes Develop strategies to support the growth of existing programs through marketing, education and community outreach to potential recipients and social services organizations Work collaboratively with other internal departments in order to ensure all issues are addressed effectively in a verbal and written fashion Manage a fluctuating volume of calls and emails Provide effective and efficient customer service via calls and/or electronic communication to clients and internal departments Working hours as established by the hiring manager, while remaining flexible to work occasional weekends, weeknights and/or holidays to meet the needs of the clients we serve Perform other work related duties as assigned ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act
    MINIMUM QUALIFICATIONS At least one year of experience with data entry (manual keying in of information into databases) Works well independently with limited supervision Works as a self-starter with effective communication skills Ability to work in a fast paced environment Prior experience in customer service and/or client relations Ability to handle fluctuating inbound and outbound call volume Must be able to work a flexible schedule, including but not limited to weekends, week nights and holidays Experience working with multiple applications simultaneously Ability to prioritize and handle competing requests successfully Knowledge and experience using Microsoft Word, Excel, PowerPoint, Internet, Email and use of PDFs Patience, perseverance, and follow through mentality Ability to communicate both orally and in writing in a professional manner Attention to detail and critical thinking skills The ability to handle responsibility with limited supervision High standard of integrity Ability to use basic math skills Demonstrates excellent organizational skills, time management, and task orientation Good interpersonal communication skills Ability to handle and accommodate complex clients Must be able to plan for and meet multiple deadlines High school diploma or equivalent with some college preferred (or equivalent work experience) PREFERRED QUALIFICATIONS Willingness to obtain certain state required certifications Ability (if required by program) to travel, including overnight(s), via ground transportation and/or via flight Maintain a valid driver's license within the state of residence and valid automobile insurance (if required by program) Able to provide a secure remote workspace with high speed internet when applicable Acumen is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. Read Less
  • Acumen Executive Director - AL  

    - Birmingham
    ABOUT THE COMPANY Acumen, LLC. is one of the nation's leading fiscal a... Read More
    ABOUT THE COMPANY

    Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our clients lives by what they do. Among many benefits to working here, we offer medical, dental and vision coverage, generous paid time off, and incentive bonuses to those who qualify.

    OVERVIEW AND ESSENTIAL JOB FUNCTIONS

    The Executive Director empowers Acumen to achieve its mission of facilitating freedom, choice and opportunity through innovative fiscal agent solutions. Individuals in this role are charged with representing Acumen to all stakeholders within their assigned territory. Time is spent at every level, including working with state partners, local program staff, and most importantly our clients. Executive Directors are responsible for identifying growth opportunities within existing programs and forging new business opportunities that enable Acumen to serve more families. This position may be assigned direct reports with related supervisory responsibilities. The professionalism, work ethic and standards displayed in this position will have a dramatic effect on the reputation and continued success of the company.

    Establish, foster and grow relationships with key stakeholders including state/program representatives, third party case worker organizations, key decision makers within local, state and national agencies, and advocacy groups. Develop strategies to support the growth of existing and new programs through marketing, education and community outreach to potential recipients and social services organizations. Act as liaison between the funding entity and Acumen; communicate any opportunities and/or issues that may directly impact the client or Acumen. Assist with contract renewals, expansions and contract outcomes; communicate changes that may impact services received and services rendered in a timely and efficient manner. Supervise a staff, which involves direct and indirect responsibilities such as interviewing, selecting, training, motivating, providing performance evaluations, overseeing wage and salary administration, and developing goals as well as procedures to ensure achievement of goals. Understand and stay up to date on the program rules, regulations and implementation needs while being able to effectively communicate and explain said rules to external and internal stakeholders. Represent Acumen publicly at events such as conferences, trade shows, forums, stakeholder groups, pre-bidders, etc., which may require public speaking in order to actively market services to the general public. Report program statistics and information to key stakeholders through survey results and regular reporting as necessary. Provide one on one and/or group training and support to enrolling employers, employees and contract partners on a regular basis and as needed/requested. Organize, structure, and schedule one on one or group training sessions to meet the needs of the client. Work a flexible work schedule, including but not limited to weekends, week nights and holidays. Travel when needed, including overnight, via ground transportation and/or flight to meet with customers, contract partners, and state level representatives. ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act accordingly.
    MINIMUM QUALIFICATIONS Bachelors degree; and Minimum of three (3) years experience in organizational management related to self-directed services. Prior experience managing and supervising team members. Must have the ability to work remotely. Must be able to work a flexible work schedule, including but not limited to weekends, week nights and holidays. Must be able to travel, up to 60%, including overnight(s), via ground transportation and/or via flight. Maintain valid drivers license within state of residence and valid automobile insurance. Acumen is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. Read Less

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Astrid-Lindgren-Weg 12 38229 Salzgitter Germany