22 results for Client Services Administrator in Hartland Wi
Client Services SpecialistWe are seeking a Client Services Specialist to join our team in the IT Software industry, located in Hartland, Wisconsin. This role provides a contract to employment opportunity, where you will be involved in processing customer applications, maintaining customer records, and resolving customer inquiries. <br><br>Responsibilities:<br><br>• Coordinate with internal teams to understand requirements and liaise with external vendors for execution.<br>• Review and confirm details on production plans in collaboration with internal teams and vendors.<br>• Create comprehensive job layouts and purchase orders.<br>• Organize the internal job approval process.<br>• Engage with multiple departments and partners for follow-ups to ensure the completion of production items.<br>• Detail the production process, ensuring the status of the operation is easily accessible and transparent.<br>• Acquire a comprehensive understanding of internal software systems.<br>• Manage and review reports to monitor the progress of projects and production jobs. <br>• Provide exemplary customer service.<br>• Perform data entry and order entry tasks.<br>• Handle email correspondence with efficiency and professionalism.Administrative Assistant<p>We are seeking a detail-oriented and versatile <strong>Administrative Assistant</strong> for a Waukesha area organization. This role is perfect for an individual who thrives in a dynamic environment and is eager to take on a variety of responsibilities. The successful candidate will provide essential administrative support, deliver excellent customer service, manage dispatching duties, assist with contract administration, and step into a warehouse support role as needed. If you enjoy multi-tasking, problem-solving, and contributing to the smooth operation of a fast-paced organization, this opportunity is for you.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Administrative Support:</strong></li><li>Perform general office duties, including data entry, managing correspondence, and organizing files.</li><li>Schedule meetings, maintain calendars, and assist with travel arrangements.</li><li>Prepare reports, presentations, and other business documents as needed.</li><li><strong>Customer Service:</strong></li><li>Serve as the primary point of contact for clients and customers, addressing inquiries and providing resolutions promptly.</li><li>Communicate effectively via phone, email, and in-person interactions, ensuring customers have a positive experience.</li><li><strong>Dispatching Duties:</strong></li><li>Coordinate and dispatch service technicians or delivery personnel to ensure timely and efficient operations.</li><li>Track and document scheduling changes or updates and relay information to the appropriate parties.</li><li><strong>Contract Administration:</strong></li><li>Create, review, and maintain contracts and agreements with attention to detail and accuracy.</li><li>Ensure appropriate filing, management, and compliance with all contractual documentation.</li><li><strong>Warehouse Support:</strong></li><li>Assist in organizing and maintaining inventory, ensuring accuracy and efficiency.</li><li>Help with shipping, receiving, and other warehouse-related tasks on an as-needed basis.</li></ul><p><br></p>Administrative AssistantWe are offering a contract for a permanent position as an Administrative Assistant in Brookfield, Wisconsin, United States. As an Administrative Assistant, you will be part of a team in the industry where you will handle documentation audits, liaise with both partners and team members, maintain detailed software notes, and provide customer and vendor coordination. <br><br>Responsibilities:<br>• Audit loan documentation for accuracy and completion.<br>• Establish and maintain open communication with partners and team members.<br>• Keep detailed records of all interactions in our software.<br>• Build and maintain strong relationships with partners and team members.<br>• Coordinate vehicle processing with customers and vendors.<br>• Aid team members in meeting individual and team deadlines and goals.<br>• Provide support for phone handling, application entry, and document handling.<br>• Utilize Microsoft Word, Outlook, and Excel proficiently.<br>• Handle inbound and outbound calls, and schedule appointments.<br>• Offer customer service and data entry support.<br>• Ensure loan approval documents are in order.<br>• Carry out auditing and documentation tasks.Customer Service Specialist<p>Robert Half is partnering with a manufacturing client in the Delafield, WI area seeking a Customer Service Specialist. In this role, you will be the key point of contact for customers and internal departments for orders. </p><p><br></p><p>This is a permanent placement opportunity providing full benefits including 401k matching, generous paid time off and growth opportunity. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Generate new business by building rapport with current and previous customers</li><li>Assist internal departments with administrative as needed tasks</li><li>New product order entry </li><li>Sales reporting including status on orders </li><li>Regularly use Microsoft products including ERP system </li></ul>Customer Service RepresentativeWe are offering a permanent employment opportunity for a Customer Service Representative in the Healthcare/NHS industry, based in Waukesha, Wisconsin. As a Customer Service Representative, you will be responsible for handling client and provider communication, maintaining reports, and managing inquiries. <br><br>Responsibilities:<br>• Handle inbound and outbound calls, promptly returning any missed calls<br>• Efficiently manage email correspondence with clients, providers, and internal departments<br>• Conduct reviews of provider history in MedCheck, Scheck and SalesCloud <br>• Collaborate with supervisors and other departments to provide clear and accurate responses to inquiries<br>• Proactively contact providers to discuss findings as necessary<br>• Maintain and update reports and spreadsheets as required<br>• Ensure punctuality and consistent attendance<br>• Utilize Microsoft applications for data entry and other tasks<br>• Apply knowledge of medical terminology and coding in day-to-day operations<br>• Perform additional duties as assigned by the management.Staff Accountant<p>We are in search of a Staff Accountant to join our team in the manufacturing sector, based in West Allis, Wisconsin. The role involves providing support to the finance department, administering biweekly payroll, preparing financial reports, and serving as a backup for accounts payable and accounts receivable functions.</p><p><br></p><p>For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.</p><p><br></p><p>Responsibilities:</p><p>• Administering payroll on a biweekly basis</p><p>• Assisting the Controller in various finance department operations</p><p>• Preparing and maintaining financial reports and materials for annual audits</p><p>• Serving as a backup for accounts payable and accounts receivable functions when necessary</p><p>• Completing business unit reports as required</p><p>• Conducting general accounts analysis and reconciliations, including bank reconciliations, fixed assets, employer’s benefit costs, accruals, prepaid expenses and cash analysis</p><p>• Preparing and filing all required external reporting to National Industries for the Blind and the General Services Administration</p><p>• Assisting with the month-end close process, including analyzing account activity, recording accruals, and creating financial reports</p><p>• Coordinating inventory cycle count process within NetSuite Smart Count and investigating inventory variances</p><p>• Working with Business Unit leaders to perform financial review of quotes and bill of materials/routing for finished goods production parts</p><p>• Handling all internal sales reporting and all sales and use tax reporting</p><p>• Maintaining and reporting on all Wisconsin Rehabilitation Tax Credit customer contracts</p><p>• Preparing annual Accounts Payable Form 1099 reporting</p><p>• Performing deposits on checks received through desk scanner</p>Accounting AdministratorWe are offering a contract for a permanent employment opportunity for an Accounting Administrator in Brookfield, Wisconsin. This role is within the finance industry and will take place in a fast-paced office environment. <br><br>Responsibilities:<br>• Efficiently manage customer loans and invoice processing as part of Accounts Receivable tasks<br>• Accurately enter invoices and process payments associated with Accounts Payable duties<br>• Conduct account reconciliation to ensure accurate customer credit records<br>• Handle and record wire and ACH payments as part of the Cash Management function<br>• Provide top-notch customer service to customers, bank partners, and vendors, resolving inquiries as needed<br>• Work in collaboration with other departments to ensure timely and accurate data entry and reporting<br>• Assist with the process of both month-end and year-end closings<br>• Leverage proficiency in Microsoft Excel, Oracle, QuickBooks and SAP in carrying out responsibilities.Accounts Payable Specialist<p><strong>Join Robert Half's Full-Time Engagement Professionals Practice!</strong></p><p>Robert Half is expanding its <strong>Full-Time Engagement Professionals Practice</strong> and is seeking talented <strong>Accounts Payable (A/P) Clerks</strong> to join our team! In this full-time, permanent position, you'll work closely with clients' Accounting Managers to support their AP/Finance Departments. Key duties include invoice matching and batching, reconciling sub-ledgers to the general ledger (G/L), resolving A/P issues, processing checks and expense reports, and assisting with audits. This is a fantastic opportunity to grow in an engaging, fast-paced environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Execute full-cycle A/P processes, ensuring accuracy and compliance.</li><li>Provide internal customer service and support administrative tasks.</li><li>Organize, scan, and file key financial documents.</li><li>Assist with audits and other duties as required.</li></ul><p><strong>Why Choose Robert Half?</strong></p><p>As a <strong>Full-Time Engagement Professional</strong>, you’ll manage diverse <strong>Accounting & Finance projects</strong>, from interim roles (e.g., reconciliation, audit prep, process improvement) to tackling business challenges. You'll also participate in professional networking and support business development efforts, with additional compensation available for successful new-business contributions.</p><p><strong>Apply Today!</strong></p><p>If you’re detail-oriented, technically skilled, and passionate about client relationships, submit your most recent resume and let’s discuss the next step in your career!</p><p><strong>Robert Half is an Equal Opportunity Employer.</strong> M/F/Disability/Veterans.</p>Sales Support AssociateWe are seeking a Sales Support Associate to join our team, operating in the industry. The role is based in Milwaukee, Wisconsin, 53226, United States, and offers a contract to permanent employment opportunity. In this role, you will be required to manage client proposals, maintain records, and provide support to the sales and account management teams.<br><br>Responsibilities:<br>• Collaborate with the Vice President, Account Managers, and Sales Executives to manage a variety of projects<br>• Accurately process and record client prospect and renewal information<br>• Maintain and update various databases, encompassing vendors, clients, brokers, and more<br>• Generate monthly reports for both internal and external use<br>• Assist in managing office supplies and maintaining both electronic and paper files<br>• Provide post-sales support and superior customer service<br>• Handle detailed documentation and data entry tasks<br>• Prepare proposals for the sales team and manage the stock of brochures and flyers<br>• Track quote requests, record responses, and prepare customer quotes<br>• Monitor new and renewal sales activity and report accurately.Legal Assistant<p>Robert Half is searching for a Legal Assistant to join a wonderful firm located in Waukesha, Wisconsin. This role is key in providing comprehensive legal administrative support, including preparing and proofreading legal documents, maintaining electronic files, and managing client relations. The Legal Assistant will also be responsible for managing the calendar schedules of attorneys and assisting in various administrative duties within the law firm. </p><p><br></p><p>Responsibilities:</p><p><br></p><ul><li>Ensure efficient and accurate handling of client inquiries and provide administrative support to timekeepers.</li><li>Oversee and manage attorneys' calendars with precision and punctuality.</li><li>Perform dictation tasks with high attention to detail and accuracy.</li><li>Monitor and maintain electronic file system to ensure up-to-date and organized records.</li><li>Undertake the client intake process, ensuring high levels of customer service and professionalism.</li><li>Format and proofread legal documents, ensuring they meet the required standards.</li><li>Balance check registers as part of financial management duties.</li><li>Provide expertise in various areas of law including Trusts & Estates, Labor & Employment, and Corporate Law.</li><li>Use Word and Excel proficiently for a variety of tasks.</li></ul>Accounts Receivable Specialist<p><strong>Robert Half's Full-Time Engagement Professionals Practice is expanding!</strong></p><p>Robert Half is looking to add additional <strong>Accounts Receivable (A/R) Clerks</strong> to our stimulating operation! This position works closely and reports to an Accounting Manager at the Client's site and handles all general administrative needs of the AR/Finance Department. The candidate will mainly focus on invoicing, cash applications, resolving A/R discrepancies, updating and reconciling accounts receivable ledgers to the general ledger, and assisting with collections activities. Join a fast-growing team in this exciting job opportunity that offers career growth.</p><p><strong>Major Responsibilities:</strong></p><ul><li>Execute daily processes and controls accurately and in a timely manner, ensuring compliance with company policies.</li><li>Provide excellent customer service to internal and external business partners and clients.</li><li>Maintain proper storage of invoices, payment records, and other documents by organizing, logging, scanning, and filing them.</li><li>Assist the AR/Finance Department with administrative tasks.</li><li>Help with internal and external audits as required.</li><li>Process, verify, and post receipts, ensuring proper application to customer accounts.</li><li>Reconcile accounts receivable ledgers to ensure all payments are accounted for and properly posted.</li><li>Handle cash applications and payment discrepancies while working closely with customers to resolve outstanding balances.</li><li>Open, organize, and distribute department mail daily.</li><li>Carry out additional tasks as assigned.</li></ul><p>Below is more information about this opportunity with Robert Half as well as the skillset and experience needed. If you have this experience and feel this might be a good career opportunity for you, please respond with your most recent resume and interest!</p><p>This opportunity with Robert Half's Full-Time Engagement Professionals Practice is a full-time, permanent position as a Project Accountant. As an employee of our practice, you will help scope, plan, and execute a variety of <strong>Accounting & Finance projects/engagements.</strong> Your engagements will range from interim staff roles, such as Reconciliation, Month End, Audit prep/remediation, etc., to implementing process improvements and addressing business challenges of our clients.</p><p>As a member of our staff, you will participate in practice activities that include professional networking events and assisting our business development staff in staying abreast of industry trends and new business opportunities with your assigned clients.</p><p>Additional compensation will be available for assistance in developing successful new business for Robert Half's Full-Time Contract team. Our individuals need to be successful not only in technical accounting/analysis but also in client relationships and project management!</p>Customer Success Agent<p><strong>Job Description: Remote Call Center Representative (Contract to Hire)</strong></p><p><em>Must Reside in Wisconsin</em></p><p><strong>Position: Remote Call Center Representative</strong></p><p><strong>Job Type:</strong> Contract to Hire</p><p><strong>Location:</strong> Remote (Candidates must be physically located in Wisconsin)</p><p><strong>Compensation:</strong> Competitive hourly rate with potential for conversion to permanent hire</p><p><br></p><p><strong>Overview:</strong></p><p>We are seeking a dedicated and customer-focused <strong>Remote Call Center Representative</strong> to join our client’s team. This is a <strong>contract-to-hire</strong> opportunity offering stability and growth. The ideal candidate must reside in Wisconsin and bring strong communication skills, attention to detail, and a passion for providing excellent customer service.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle inbound and outbound customer calls in a professional and courteous manner.</li><li>Provide accurate information regarding products, services, and policies to customers.</li><li>Resolve customer inquiries and complaints in a timely and effective manner.</li><li>Maintain and update customer records in the database with a high level of accuracy.</li><li>Adhere to company protocols and performance standards for call handling and quality assurance.</li><li>Collaborate with team members and supervisors to improve processes and provide feedback.</li><li>Meet or exceed performance metrics, including call handling time, customer satisfaction, and first-call resolution.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Candidates <strong>must be located within Wisconsin</strong> and authorized to work in the United States.</li><li>Prior experience in a call center, customer service, or related field preferred.</li><li>Strong verbal and written communication skills.</li><li>Excellent problem-solving and interpersonal abilities.</li><li>Computer proficiency, including familiarity with CRM software and Microsoft Office.</li><li>Ability to work independently and manage time effectively in a remote environment.</li><li>High-speed internet connection and a quiet home office setup conducive to professional calls.</li></ul><p><strong>Why Join?</strong></p><ul><li>Opportunity for permanent hire and career advancement.</li><li>Work remotely while contributing to an industry-leading company.</li><li>Comprehensive training and development for long-term success.</li><li>Competitive compensation with room for growth.</li></ul><p><strong>Schedule:</strong></p><ul><li>Full-time hours (availability for rotational shifts, if needed)</li><li>Commitment to a consistent schedule throughout the contract period.</li></ul><p>If you are passionate about delivering excellent results while working in a collaborative, remote environment, we encourage you to apply today!</p>Customer Success AgentWe are offering a permanent employment opportunity for a Customer Success Agent in the machinery and worktools industry, situated in Milwaukee, Wisconsin. As a Customer Success Agent, your role will be pivotal in providing high-quality customer service and maintaining client relationships. You will be tasked with processing customer inquiries, monitoring customer accounts, and taking appropriate actions to ensure customer satisfaction.<br><br>Responsibilities<br>• Act as a dedicated customer success agent, providing personalized customer experiences and ensuring minimal effort from the customer's side.<br>• Respond to a large volume of calls daily, acting as the primary point of contact for customer inquiries.<br>• Utilize strong knowledge of our products and services to assist with customer inquiries and ensure one-call resolution.<br>• Analyze customer concerns independently and provide adequate, timely solutions.<br>• Work cross-functionally with key support business units to resolve customer inquiries.<br>• Use self-help tools to troubleshoot and assist with technical issues.<br>• Maintain accurate customer records and process customer credit applications efficiently.<br>• Advocate for the customer, ensuring they receive significant value from our services.Sr. Administrative Assistant<p><strong>Administrative Assistant role in Madison, WI. For immediate consideration contact Jon Wright at 608-338-1052.</strong></p><p><br></p><p>Robert Half is working with a well-respected manufacturing company to find a Administrative Assistant to join their team. This role will directly support the Executive of Sales and Marketing, helping to coordinate their calendar and meetings, managing their communications, drafting memos, writing up quotes/estimates, expense reporting for Installers, sending labor hours to Accounting, etc. The other major area of support for the Sales Executive will be to help with management of customer projects, working with internal staff to ensure production and customer service for these projects are on track. This is a full-time position that offers competitive compensation and benefits.</p>ReceptionistWe are offering a permanent employment opportunity for a Receptionist role based in Brookfield, Wisconsin, United States. As a Receptionist, you will be tasked with handling incoming phone calls, assisting clients, managing confidential client information, and performing various administrative tasks. This role is pivotal in a fast-paced office environment where your skills in multitasking, organization, and customer service will be put to the test.<br><br>Responsibilities:<br>• Manage incoming calls on a multi-line phone system, directing them to the appropriate departments or personnel, and ensuring messages are taken as needed.<br>• Welcome and provide assistance to clients and advisors who visit the office.<br>• Safeguard sensitive client information and uphold confidentiality at all times.<br>• Sort and distribute incoming mail in a timely and efficient manner.<br>• Prepare outgoing mail and parcels for dispatch via appropriate courier services.<br>• Operate and maintain the postage meter machine, including troubleshooting any issues.<br>• Oversee office supply orders and inventory.<br>• Contribute to meeting preparations, including arranging catering and making reservations.<br>• Assist in the finalization of marketing presentations.<br>• Handle data entry and maintenance tasks on the Prophet CRM software system.<br>• Scan and file documents into the electronic filing system.<br>• Send out monthly, quarterly, and annual statements.<br>• Assist in the execution of large mailings.<br>• Maintain cleanliness and orderliness in common areas including the lobby, conference rooms, and kitchen.<br>• Perform other office duties as assigned by the supervisor.Customer Success AgentWe are offering a permanent employment opportunity for a Customer Success Agent in the machinery and work tools industry, located in Milwaukee, Wisconsin, United States. As a Customer Success Agent, your role will involve handling customer inquiries, maintaining an in-depth understanding of our products and services, and providing top-notch experiences to our valued customers.<br><br>Responsibilities:<br>• Operate as a dedicated Customer Success Agent, taking ownership of customer satisfaction.<br>• Ensure personalized customer experiences by minimizing customer effort.<br>• Analyze customer concerns independently and provide timely and sufficient solutions.<br>• Utilize self-help tools to assist with resolving technical issues.<br>• Apply strong knowledge of our products and services to aid in customer interactions.<br>• Collaborate cross-functionally with key support business units to resolve inquiries in a single interaction.<br>• Maintain an agile work approach in a high volume, fast-paced call center environment.<br>• Use Microsoft Teams, Microsoft Word, Microsoft Outlook, and Microsoft Excel to support daily operations and communication.<br>• Employ excellent data entry skills to maintain accurate customer records and process customer credit applications.Accountant<p><strong>Robert Half's Full-Time Engagement Professionals Practice is expanding!</strong></p><p>Robert Half is looking to add additional <strong>Accountants</strong> to our stimulating operation! This position works closely and reports to an Accounting Manager at the Client's site and handles all general accounting and administrative needs of the Finance Department. The Accountant will primarily focus on tasks such as journal entries, reconciliations, month-end close, financial reporting, and supporting the accounting team with various project-based initiatives. Join a fast-growing team in this exciting job opportunity that offers career growth. Located in <strong>Milwaukee, Wisconsin</strong>, the Accountant will be engaged on mission-critical projects that require continuity and expertise.</p><p><strong>Major Responsibilities:</strong></p><ul><li>Prepare and post journal entries while ensuring accuracy and compliance with company policies.</li><li>Perform monthly account reconciliations, including bank accounts, sub-ledgers, and general ledger accounts.</li><li>Assist with the month-end, quarter-end, and year-end close processes.</li><li>Analyze financial information to identify discrepancies and resolve issues promptly.</li><li>Generate financial reports and assist with variance analysis for management review.</li><li>Support internal and external audits by preparing schedules and providing necessary documentation.</li><li>Assist in the implementation of process improvements and system upgrades.</li><li>Maintain accurate and organized records of financial transactions and related documentation.</li><li>Provide excellent customer service to internal and external stakeholders.</li><li>Carry out additional tasks as assigned.</li></ul><p>Below is more information about this opportunity with Robert Half as well as the skillset and experience needed. If you have this experience and feel this might be a good career opportunity for you, please respond with your most recent resume and interest!</p><p>This opportunity with Robert Half's Full-Time Engagement Professionals Practice is a full-time, permanent position as a Project Accountant. As an employee of our practice, you will help scope, plan, and execute a variety of <strong>Accounting & Finance projects/engagements.</strong> Your engagements will range from interim staff roles, such as reconciliations, month-end close, audit preparation/remediation, etc., to implementing process improvements and addressing business challenges of our clients.</p><p>As a member of our staff, you will participate in practice activities that include professional networking events and assisting our business development staff in staying abreast of industry trends and new business opportunities with your assigned clients.</p><p>Additional compensation will be available for assistance in developing successful new business for Robert Half's Full-Time Contract team. Our individuals need to be successful not only in technical accounting/analysis but also in client relationships and project management!</p>Bookkeeper<p><strong>Robert Half's Full-Time Engagement Professionals Practice is expanding!</strong></p><p>Robert Half is looking to add additional <strong>Bookkeepers</strong> to our stimulating operation! This position works closely with and reports to an Accounting Manager at the Client's site and handles all general bookkeeping and administrative needs of the Finance Department. The Bookkeeper will primarily focus on managing financial transactions, maintaining accurate financial records, reconciling accounts, and supporting the team with various day-to-day accounting tasks. Join a fast-growing team in this exciting job opportunity that offers career growth. Located in <strong>Milwaukee, Wisconsin</strong>, the Bookkeeper will be engaged on mission-critical projects that require continuity and expertise.</p><p><strong>Major Responsibilities:</strong></p><ul><li>Manage accounts payable (A/P) and accounts receivable (A/R), including processing invoices and payments.</li><li>Reconcile bank statements and general ledger accounts to ensure accuracy and resolve discrepancies.</li><li>Record daily financial transactions and maintain an organized general ledger.</li><li>Assist with month-end and year-end closings by preparing necessary reports and documentation.</li><li>Monitor and maintain compliance with company financial policies and procedures.</li><li>Generate financial reports, including balance sheets and income statements, for management review.</li><li>Assist with budget preparation and cash flow monitoring.</li><li>Provide support for internal and external audits by preparing schedules and documentation as needed.</li><li>Maintain an organized filing system for financial records and supporting documents.</li><li>Perform additional tasks as assigned to support the Finance Department.</li></ul><p>Below is more information about this opportunity with Robert Half as well as the skillset and experience needed. If you have this experience and feel this might be a good career opportunity for you, please respond with your most recent resume and interest!</p><p>This opportunity with Robert Half's Full-Time Engagement Professionals Practice is a full-time, permanent position as a Project Accountant. As an employee of our practice, you will help scope, plan, and execute a variety of <strong>Accounting & Finance projects/engagements.</strong> Your engagements will range from interim staff roles, such as reconciliations, A/P and A/R management, audit preparation/remediation, etc., to implementing process improvements and addressing business challenges of our clients.</p><p>As a member of our staff, you will participate in practice activities that include professional networking events and assisting our business development staff in staying abreast of industry trends and new business opportunities with your assigned clients.</p><p>Additional compensation will be available for assistance in developing successful new business for Robert Half's Full-Time Contract team. Our individuals need to be successful not only in technical bookkeeping/accounting but also in client relationships and project management!</p>Medical Coder1. Determines appropriate assignment of CPT, DSM-5, and ICD codes for physician, therapist, and facility services provided in an outpatient and inpatient settings.<br>2. Evaluates medical record for consistency and adequacy to prove medical necessity.<br>3. Researches, analyzes, and updates codes, as needed, in billing software in a timely manner to maintain prompt billing compliance.<br>4. Ensures all patient visits are coded in accordance with Centers for Medicare and Medicaid Services (CMS), CPT, DSM-5 and the Correct Coding Initiative (CCI) guidelines.<br>5. Performs chart audits for assigned providers and provides documentation and audit feedback to providers.<br>6. Performs insurance verifications to ensure accuracy of coding in electronic record.<br>7. Corrects codes, as needed, in billing software in a timely manner to maintain prompt billing compliance.<br>8. Conducts quality assurance audits and incorporates quality assurance information, findings and feedback into coding processes.<br>9. Identifies trends, recommends, and implements solutions for inaccuracies with coding; monitors for changes in trends related to the coding process affecting coding, charge entry, and billing.<br>10. Communicates with and assists in coding education of providers and support staff.<br>11. Provides orientation and training to new providers on coding and documentation guidelines and re-education as needed.<br>12. Serves as a resource to providers and support staff; interacts with all levels of personnel on coding issues.<br>13. Performs data reporting and statistical tracking.<br>14. Maintains a resource center regarding coding education for providers.<br>15. Participates in department meetings and interdisciplinary meetings.<br>16. Establishes and maintains effective working relationships with other employees, clients, other agencies, and the general public.Customer Success AgentWe are offering a contract for a Customer Success Agent role in the machinery and worktools industry, located in Milwaukee, Wisconsin. As a Customer Success Agent, you will serve as a dedicated point of contact for our customers, ensuring their satisfaction and success through efficient and effective customer service.<br><br>Responsibilities:<br><br>• Serve as an advocate for the customers, making sure their efforts are minimized by providing personalized customer experiences<br>• Leverage your knowledge of our products and services to assist customers and provide solutions<br>• Handle a high volume of customer calls, aiming for excellent customer service in every interaction<br>• Analyze and resolve customer concerns independently, providing timely and adequate solutions<br>• Utilize self-help tools and resources to troubleshoot and resolve technical issues customers might have<br>• Collaborate cross-functionally with other business units to ensure inquiries are resolved in a single call<br>• Maintain and update customer records accurately, ensuring data integrity<br>• Process customer credit applications with accuracy and efficiency.Office AssistantWe are offering a short term contract employment opportunity for an Office Assistant in the Healthcare/NHS industry in Waukesha, Wisconsin. As an Office Assistant, your key role will be to provide administrative support, manage and process customer information, and maintain precise records. You will be instrumental in ensuring the smooth operation of our office and the proficiency of our services.<br><br>Responsibilities:<br><br>• Efficiently and accurately process and categorize customer information.<br>• Manage incoming faxes, identifying and indexing them to the appropriate file.<br>• Operate data capture equipment safely and handle digitized documents import into the document management system.<br>• Adhere to HIPAA and other sensitive data regulations, policies, and procedures.<br>• Participate in document scanning and imaging processes.<br>• Handle incoming mail and faxes, ensuring they are sorted and allocated correctly.<br>• Assist in photocopying original two-sided documents to convert to one-sided documents.<br>• Retrieve images and search electronic sources or manual sources for information.<br>• Follow established procedures and escalate for higher review when necessary.<br>• Provide assistance to colleagues as needed to ensure team goals are met.Credit & Collections Specialist<p>Robert Half is partnering with a manufacturing client in the recruiting for an organized and detail-oriented <strong>Credit and Collections Specialist</strong> to join their team. This role involves managing accounts receivable, evaluating credit applications, and ensuring timely collection of outstanding payments in compliance with company policies and procedures. The ideal candidate will have excellent communication skills, strong analytical abilities, and a proactive approach to problem-solving.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounts Receivable Management:</strong> Monitor and manage customer accounts to ensure accurate and up-to-date records of all outstanding balances.</li><li><strong>Credit Evaluation:</strong> Assess the creditworthiness of customers by analyzing financial statements, credit history, and other relevant data. Approve or recommend appropriate credit limits based on findings. </li><li><strong>Collections:</strong> Initiate and manage collection efforts to recover past due accounts while maintaining positive relationships with clients. Ability to manage Credit Hold situations, including assessing and making decisions on when to implement credit holds.</li><li><strong>Dispute Resolution:</strong> Identify, investigate, and resolve any discrepancies or disputes related to invoices and payments by working closely with customers and internal teams.</li><li><strong>Reporting and Documentation:</strong> Prepare and maintain detailed records of account statuses, collection efforts, credit limits, and related correspondence. Generate periodic reports for management on accounts receivable and collection activities.</li><li><strong>Process Improvement:</strong> Collaborate with internal teams to streamline accounts receivable and credit processes.</li><li><strong>Customer Interaction:</strong> Build positive relationships with clients to facilitate resolution of payment and credit issues and enhance customer satisfaction.</li></ul><p><br></p>