Wellness Client Service Associate - REMOTE JOB, Full-Time, $40,000 - $45,000/yr
Updated: Jan 16
Healthbreak, Inc.
Remote
Full Job Description
Healthbreak is a corporate wellness services provider with a 33-year track record of successfully helping companies and their employees embrace healthy living. We innovate, customize, integrate, create, engage, analyze, report, manage, get the wellness word out, have fun and best of all, we generate award winning wellness programs. This position provides a great opportunity for the right professional to provide digital solutions to employers across the United States.
ROLE OF POSITION
The Client Service Associate will have dual responsibilities in the delivery of employer wellness programs for Healthbreak clients using a mobile-first digital platform. Serve as the main support team member for up to five Client Service Managers in program delivery functions such as submitting cases and maintaining logs in CRM and project management tools, file management, and generating reports and analytics. Also serves as the primary point of contact for up to 10 Healthbreak SMB clients in the implementation and management of their programs. Oversee both high-tech and high-touch offerings that engage individuals in their health and well-being, drive improvements in health risks, contain costs and build a culture of health in the workplace. Provide excellent customer service, proactive solutions, and respond immediately to any requests to ensure optimal retention of business.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Become proficient in all elements of wellness platform, systems and tools that are foundational to team’s success. Consult with and support team members and clients as system super-user.
Support Client Service Managers in service delivery functions through completion of accurate and timely requests as assigned. Follow project timelines and monitor milestones, accountabilities, and deliverables through completion of project.
Administer the implementation, enrollment, engagement, and completion stages for each assigned client’s program. Coordinate, implement and evaluate additional programming such as seminars, challenges, and special events.
Leverage CRM software to submit and track program configuration, file integrations, and data services and reporting cases. Maintain case log and provide frequent status updates.
Attend internal/external meetings, product training, and office hours to ensure alignment with technology partner.
Support customer service delivery by resolving client-specific consumer tickets and completing documentation.
Proactively monitor and ensure satisfactory resolution of client technical support issues.
Create a positive, supportive and healthy environment for clients and participants.
Maintain records of participation and other data for all programs using systems provided.
Prepare communications, including strategy and timeline, and distribute marketing materials, draft targeted emails, and other communications as outlined.
Troubleshoot all issues immediately, work to resolve quickly, document and share with others as outlined in procedures.
Leverage the provided reports and online dashboards to interpret and report out for each customer on metrics such as engagement, health risks, group participation, and other data.
Be an engaged Healthbreak Team Member, participate on special projects, and other work as assigned.
Supervisory Duties/Responsibility
No direct employee supervision. Possible oversight of contract labor or vendors as required.
Travel Expectation
No out-of-state travel expected.
QUALIFICATIONS
Bachelor's Degree in a health-related field preferred. Additional industry certifications are a bonus.
Experience with wellness platforms and digital health applications is a plus.
Excellent interpersonal and writing skills.
Ability to prioritize tasks and manage multiple projects in a fast-paced, entrepreneurial environment.
Strong organizational, detail orientated, analytical, and problem-solving skills.
Strong knowledge of MS Office suite: including Word, Excel, PowerPoint, Outlook, Teams, and OneNote.
Experience working with Excel formats (.xlsx, .csv. txt) and file transfer protocols is a plus.
A high level of professionalism, customer service and positive work behavior.
WORKING CONDITIONS
Working Environment - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.
Physical Demands - The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to stand; use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
NOTE
This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Individuals may perform other duties as assigned.
Job Type: Full-time
Pay: $40,000.00 - $45,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Health insuranceHealth savings account
Life insurance
Paid time off
Paid training
Work from home
Schedule:
8 hour shift
Day shift
Monday to Friday
Education:
Bachelor's (Preferred)
Experience:
Customer service: 1 year (Preferred)
Microsoft Excel: 2 years (Preferred)
Wellness digital platform: 1 year (Preferred)
Work Location: Remote
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