The Role
As a contracted team member at Merit, you will be part of a team that drives the application and claims process for parent and guardian applicants to receive awards for each qualifying student (up to 3 per household) in the Oklahoma Parental Tax Choice Program, ACE-Ohio or Kansas KEEP Programs. You will play an active role in confirming the information submitted with the application, requesting clarifying information when an application or claim is incomplete or ambiguous, and communicating reasons for denial and support on how to update the application if applicable.
Responsibilities
- Review, document, and confirm parent details and student details for each application or claim with accuracy
- Collaborate with team members with the singular goal of moving applications and claims through the process in a timely manner
- Communicate with applicants through email and phone to assist in the completion of the application
- Understand the requirements and guidelines to participate in the State’s program
- Be responsible for recording which applications or claims pass or fail based on your and your team reviews
Qualifications
- 2+ years experience in multiple industries; Customer, Technical, and/or Sales Support role
- Proficiency in a CRM such as Hubspot, Salesforce, Zendesk, or other
- Proficiency in either Google Sheets, Excel, or both
- Ability to multitask effectively and follow through on tasks
- Excellent communication skills, both written and verbal. Adept at communicating benefits and managing conflict where it arises
- Highly motivated, values-driven team player with high energy, and enthusiasm
- Fluency in English (required)
- Veteran affiliation (preferred)
Soft Skills
- Active Listening
- Attention to detail
- Positive Vocabulary
- Managing Ambiguity
- Creative Problem Solving
- Time Management
- Follow-up Questioning
At Merit, we don’t just accept differences, we celebrate, support, and value them for the innate benefit of our employees, the competitive advantage of our products, and the strength of the communities we are a part of. Merit is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status.
We encourage applications from veterans and military spouses.
Merit is dedicated to providing an accessible environment for all candidates during the application process and for our employees. If you need accessibility assistance or a reasonable accommodation, you may contact us at talent@gomerits.com.Apply for this job
