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 Insta Med team at JPMorgan Chase, you will review enrollment forms and initiate contracts while resolving customer issues and updates. You will need to understand Insta Med 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.

Insta Med, 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 Insta Med 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).