Client Service Specialist IV

Job Description

You have strong relationship-building and interpersonal skills along with excellent organization and follow-up. You additionally have effective presentation and communication abilities and are a quick learner with technical and healthcare knowledge. This is the team for you.

 

As a Client Service Specialist IV within the InstaMed team at JPMorgan Chase, you will review enrollment forms and initiate contracts while resolving customer issues and updates. You will need to understand InstaMed products and processes and document activities accurately and promptly. In this role, you will assist clients with enrollment, which includes Zoom meetings. Additionally, you will collaborate across departments to support customers.

InstaMed, a J.P. Morgan company, provides secure, cloud-based healthcare payment solutions connecting consumers, providers, and payers. Our technology streamlines transactions and data, improving customer satisfaction. New employees work with experienced leaders, gaining real business experience and career growth. Clear communication and customer focus are key, as this role impacts revenue retention and growth.

 

Job responsibilities

• Understand InstaMed products and processes.
• Review enrollment forms and initiate contracts.
• Resolve customer issues and provide updates.
• Document activities accurately and promptly.
• Assist clients with enrollment, including Zoom meetings.
• Collaborate across departments to support customers.
• Work with stakeholders, including executives, to complete enrollment.

 

Required qualifications, capabilities, and skills

• Strong relationship-building and interpersonal skills.
• Excellent organization and follow-up.
• Effective presentation and communication abilities.
• Quick learner with technical and healthcare knowledge.
• Good judgment in managing customer expectations.

 

Preferred qualifications, capabilities, and skills

• Healthcare technology and Salesforce experience preferred.
• Customer-facing experience and proficient in Microsoft Office (Excel, PowerPoint preferred).

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.