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Remote Records Retention Jobs in Michigan (NOW HIRING)

Manulife

$89K - $105K/yr

This is a remote role open to any location in continental US Manulife is a leading international ... Audit medical record summaries to ensure documentation is in accordance with our established ...

jetfuel.agency

Growth Strategist

Grand Rapids, MI · Remote

$116K - $150K/yr

We're fully remote, and we're AI-native in how we operate, not in how we talk about it. Our team ... Founders can check your track record on that. What This Role Is Not * This is not a single-channel ...

jetfuel.agency

Growth Strategist

Grand Rapids, MI · On-site +1

$116K - $150K/yr

We're fully remote, and we're AI-native in how we operate, not in how we talk about it. Our team ... Founders can check your track record on that. What This Role Is Not * This is not a single-channel ...

jetfuel.agency

Growth Strategist

Grand Rapids, MI · Remote

$116K - $150K/yr

We're fully remote, and we're AI-native in how we operate, not in how we talk about it. Our team ... Founders can check your track record on that. What This Role Is Not * This is not a single-channel ...

PharMerica

HR Business Specialist

Detroit, MI · Remote

... is a remote position. Benefits and perks for You! * Medical, Dental, Vision insurance * Health ... record retention, audits, etc. * Maintains thorough knowledge of company policies, state and ...

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Remote Records Retention information

What is the difference between Remote Records Retention vs Remote Data Entry Specialist?

AspectRemote Records RetentionRemote Data Entry Specialist
CredentialsTypically requires knowledge of records management, certifications like CRM or CDIARequires proficiency in data entry tools, basic computer skills, sometimes certifications in data management
Work EnvironmentOffice or home-based, handling document storage, compliance, and retention policiesPrimarily computer-based, entering data into databases or spreadsheets
Industry UsageLegal, healthcare, government, corporate sectorsRetail, healthcare, finance, administrative support

Remote Records Retention focuses on managing and maintaining records according to legal and organizational policies, while Remote Data Entry Specialists primarily input and update data in digital systems. Both roles often work remotely and require strong organizational skills, but they serve different functions within organizations.

What are popular job titles related to Remote Records Retention jobs in Michigan? For Remote Records Retention jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Remote Records Retention jobs in Michigan look for? The top searched job categories for Remote Records Retention jobs in Michigan are:
What cities in Michigan are hiring for Remote Records Retention jobs? Cities in Michigan with the most Remote Records Retention job openings:
Remote Records Retention jobs near you

Client Retention Specialist (Remote)

Beyond Finance

Grand Rapids, MI • On-site, Remote

$13.75 - $18.75/hr

Other

Re-posted 4 days ago

Beyond Finance rating

8.5

Company rating: 8.5 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job description

About The Role

Our Customer Success Team serves as the primary point of contact for valued customers enrolled in Beyond Finance's financial hardship programs. Our Retention Specialists play a critical role in ensuring the continued loyalty of our Beyond customer base. As a Retention Specialist, your primary responsibility will be to educate and assist clients who are facing financial hardship and exploring options to become debt-free. You will play a crucial role in retaining clients within the Beyond Finance financial hardship debt program. In this position, you will interact with clients primarily through inbound phone calls and be responsible for deescalating upset clients, empathizing with their financial difficulties, and helping them navigate the Beyond Finance program. Their primary focus is on our at-risk customers who are struggling with the use and/or value of their enrolled program, requiring creative problem solving to help them better realize and understand the value of their decision.

Key Responsibilities:

  • Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options.
  • Empathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation.
  • Navigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM system.
  • Analyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free.
  • Retain Clients: Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program.
  • Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives.
  • Above all else, provide a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs

What We Look For

  • Required - Experience in Retention, Sales, or Collections
  • High school diploma or equivalent (Associate's or Bachelor's degree is a plus)
  • Ability to work in a fast-paced environment and handle high call volumes
  • Resilient and able to remain calm under pressure
  • Demonstrated ability to negotiate and deescalate client issues effectively  
  • Tech saavy and proficiency with a Client Relationship Management system (CRM)
  • Strong customer focus and adaptability to different personality types
  • Strong verbal and written communication skills along with active listening
  • Supports team/department collaboration & inclusion
  • Troubleshooting  and problem solving skills 
  • Ability to multi-task, set priorities and manage time effectively
  • Willingness to adapt to a changing environment and learn about new financial solutions.

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