Job Description

Job Details

Acumen Osceola, WI - Osceola, WI
Fully Remote



Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our clients lives by what they do. Among many benefits to working here, we offer medical, dental and vision coverage, generous paid time off, and incentive bonuses to those who qualify.


Agents at Acumen embody the organizations mission of facilitating freedom, choice and opportunity for individuals with disabilities and their families. Agents are responsible for growing Acumens presence in the self-directed community within their state, supporting clients through their lifecycle with the organization, and ensuring contract compliance. The Agent Supervisor will also act in a leadership and supervisory role, serving as a subject matter expert for all other Agents of their respective state team, providing training when needed and identifying and implementing process improvements for increased efficiency of day to day operations.

  • Demonstrates a working knowledge of and abides by contract, state and Medicaid specifications and ensuring team works within contract guidelines.
  • Acts as a subject matter expert for all Enrollment, Budgeting, and Agent processes and ensures all processes are documented for training and continuous improvement purposes.
  • Monitors the accuracy of existing program fact sheets and recommends updates when errors are identified.
  • Processes assigned Agent tasks and monitors timely and thorough completion of tasks assigned to Agents.
  • Organizes and monitors the state-specific Maintenance work queue area for maximum team efficiency.
  • Monitors quality and efficiency of individual Agent work and addresses areas of quality improvement and inefficiency with Agents as needed.
  • Analyzes escalated issues and assists the team in developing proactive processes for efficient and effective resolution of future occurrences.
  • Identifies areas where individual or team training is needed and conveys this information as well as a proposed training plan to Executive Director.
  • Ensures teams accurate input of all relevant data and works to develop remediation and/or Corrective Action Plans as needed.
  • Ensures team conducts thorough and accurate research as needed.
  • Conducts quality checks on outbound and inbound communication, processes and maintenance and addresses issues as required.
  • Openly communicates process improvements and changes to the team.
  • Assists with the development and production of external communications as assigned.
  • Attends and participates in operational and company meetings as requested.
  • Willing to occasionally work other than typical work hours to meet high volume demands.
  • Monitors Agents work hours and performance.
  • Performs other work related activities as assigned.
  • ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act accordingly.



  • At least two years of experience in customer service
  • High school diploma, some college courses or a college degree preferred
  • Ability to communicate effectively both orally and in writing
  • Accuracy and the ability to handle responsibility with limited supervision
  • High standard of integrity
  • Ability to work well with numbers
  • Proficient with 10 key by touch
  • Demonstrates excellent organizational skills, attention to detail, time management skills, task oriented, good interpersonal skills, patience, perseverance, personal stress management and follow through skills
  • Ability to handle conflict and difficult customers
  • Ability to prioritize and handle multiple demands successfully
  • Must be able to plan for and meet multiple deadlines
  • Ability to use all office equipment
  • Knowledge of advanced computer skills to include Microsoft Word, and Excel
  • Experience working with dual monitors and multiple applications simultaneously

Acumen is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

If you require reasonable accommodation for any part of the application process or hiring process, please submit your request through one of the following methods listed below:

(a) Dedicated fax 866-268-8885
(c) US mail - 4554 E Inverness Ave Mesa, AZ 85206- Attn Human Resources
(d) Dedicated phone 1-866-242-2714 Option 1 (Employment Opportunities) DISABILITY ACCOMMODATION REQUESTS ONLY

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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