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Acumen Agent Jobs (NOW HIRING)

ACUMEN LLC

Acumen Client Services Agent - MA

Boston, MA · Remote

$24 - $26/hr

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 ...

Acumen Fiscal Agent

Client Services Agent

Trenton, NJ · Remote

$15.50 - $20.75/hr

At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matter, this is your sign. Acumen Fiscal Agent ...

Acumen Fiscal Agent

Client Services Agent

Trenton, NJ · Remote

$15.50 - $20.75/hr

At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matter, this is your sign. Acumen Fiscal Agent ...

Acumen Fiscal Agent

Client Services Agent

Trenton, NJ · Remote

$15.50 - $20.75/hr

At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matter, this is your sign. Acumen Fiscal Agent ...

ACUMEN LLC

Acumen Client Services Agent - ID

Boise, ID · On-site

$21/hr

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 ...

ACUMEN LLC

Acumen Client Services Agent - ID

Boise, ID · Remote

$21/hr

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 ...

Acumen Fiscal Agent

Client Services Agent

Ogden, UT · Remote

$15.25 - $20.25/hr

At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more ... About US Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler ...

Acumen Fiscal Agent

Client Services Agent

Hamilton, NJ · Remote

$15.50 - $20.50/hr

At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more ... Acumen Fiscal Agent is seeking a Client Services Agent to join our remote team. As a Client ...

Acumen Fiscal Agent

Client Services Agent

Hamilton, NJ · On-site

$15.50 - $20.50/hr

At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more ... About US Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler ...

Acumen Fiscal Agent

Client Services Agent

Ogden, UT · On-site

$15.25 - $20.25/hr

At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more ... About US Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler ...

Acumen Fiscal Agent

Client Services Agent

Ogden, UT · Remote

$15.25 - $20.25/hr

At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more ... About US Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler ...

Acumen Fiscal Agent

Client Services Agent

Hamilton, NJ · Remote

$14.75 - $20/hr

At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more ... About US Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler ...

Acumen Fiscal Agent

Client Services Agent

Ogden, UT · Remote

$15.25 - $20.25/hr

At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more ... Acumen Fiscal Agent is seeking a Client Services Agent to join our remote team. As a Client ...

Acumen Fiscal Agent

Client Services Agent

Ogden, UT · Remote

$15.25 - $20.25/hr

At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more ... About US Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler ...

Acumen

Client Services Agent

Hamilton, NJ · Remote

$15.50 - $20.50/hr

At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more ... About US Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler ...

ACUMEN LLC

Acumen Tax Supervisor

Mesa, AZ · On-site

$90K - $105K/yr

... agent. The Tax Supervisor is involved in all aspects of domestic transaction tax compliance and ... ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company ...

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Acumen Agent information

What are the key skills and qualifications needed to thrive as an Acumen Agent, and why are they important?

To thrive as an Acumen Agent, you generally need strong analytical skills, critical thinking, and a background in business or finance, often supported by a relevant degree or professional experience. Familiarity with data analysis tools, customer relationship management (CRM) systems, and industry-specific software is typically expected. Excellent communication, problem-solving abilities, and adaptability help distinguish top performers in this role. These skills enable Acumen Agents to deliver valuable insights, build client trust, and drive effective decision-making in complex business environments.

How does an Acumen Agent typically collaborate with other departments to achieve organizational goals?

As an Acumen Agent, collaboration with other departments is a critical part of the role. Agents frequently work alongside teams such as sales, marketing, and customer support to share insights and develop strategies that drive business growth. Open communication and regular meetings are common, ensuring that all stakeholders are aligned on objectives and progress. This cross-functional teamwork not only enhances problem-solving but also provides valuable opportunities for professional development and broadens your understanding of the organization as a whole.

What are Acumen Agents?

Acumen Agents are professionals who specialize in providing strategic insights, analysis, and solutions to help businesses make informed decisions. They often work in roles related to business intelligence, consulting, or data analysis, using their expertise to evaluate complex situations and offer recommendations. Acumen Agents may operate within various industries, including finance, technology, and management, and their work typically involves problem-solving, critical thinking, and effective communication. Their main goal is to help organizations navigate challenges and achieve their objectives efficiently.

What is the difference between Acumen Agent vs Customer Service Representative?

AspectAcumen AgentCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may require certifications in communication or salesHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentCall centers, online platforms, or in-office settingsCall centers, retail, or office environments
Industry UsageFinance, insurance, tech, and sales sectorsRetail, telecom, hospitality, and service industries
Common Search/ComparisonAcumen Agent vs Customer Service Representative

While both roles involve assisting customers, Acumen Agents often focus on specialized sales or technical support within specific industries, requiring particular certifications. Customer Service Representatives typically handle general inquiries and support across various sectors. The choice depends on the industry and the level of specialization needed.

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Acumen Agent jobs near you

Acumen Client Services Agent - CA

ACUMEN LLC

Los Angeles, CA • On-site

$25/hr

Full-time

Medical, Dental, Vision, PTO

Posted 26 days ago

Job description

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.

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