Remote Network Success Coordinator for Client Assessments

The Helper Bees; United States; Remote; USD 42,000 - 56,000; Full time

Job summary

The Helper Bees is seeking a dedicated Network Success Coordinator, LTCI to support partner requests for client assessments. This remote role requires strong communication, attention to detail, and the ability to manage multiple requests efficiently.

The successful candidate will use technology platforms, coordinate assessments, monitor progress, and ensure high-quality support for clients and partners.

Qualifications

• Minimum 2 years of customer service or related experience.
• Experience with inbound and outbound calling preferred.
• Strong written and verbal communication; professional phone etiquette.
• Ability to work independently in a remote environment.
• Proficiency with CRM, dashboards, and workflow tools.

Responsibilities

• Utilize company technology platforms to acknowledge, schedule, document, and monitor benefit eligibility assessments.
• Manage high-volume inbound and outbound phone calls related to scheduling and client support.
• Track activities through dashboards, pipelines, and CRM systems to ensure timely completion of requests.
• Collaborate with managers to review performance and improve operational outcomes.
• Maintain consistent progress toward assigned goals and KPIs.
• Follow up with clients and partners as required to ensure successful resolution.
• Monitor dashboards and take appropriate action on referral escalations.
• Perform additional duties as assigned to support team objectives.

Skills

Customer service

Communication skills

Remote work

CRM systems

Problem-solving

Attention to detail

Multitasking

Education

Bachelor’s/ Diploma in related field

Tools

Microsoft Office

Google Suite

Job description

The Helper Bees is seeking a dedicated Network Success Coordinator, LTCI to support partner requests for client assessments. This remote role requires strong communication, attention to detail, and the ability to manage multiple requests efficiently.

The successful candidate will use technology platforms, coordinate assessments, monitor progress, and ensure high-quality support for clients and partners.