Client Service Representative/ Office clerk

Knox Attorney Services • Santa Ana, CA

3d • $18 - $19 • Onsite

About The Position

Knox Attorney Service is seeking an entry-level Client Service Representative to support the records retrieval department. This role involves collecting medical records, radiology film, insurance documents, medical billing, and employment records for legal purposes. The position operates Monday through Friday from 8 AM to 5 PM and is an in-office position only. The company has over 40 years of experience in litigation support, reprographics, document management, and courier/messenger services.

Requirements

• High School diploma or GED
• Office experience is desired
• Experienced in good customer service and professional phone knowledge and etiquette
• Experience receiving and making a high volume phone calls
• Strong organizational skills
• Strong ability to multitask and prioritize work effectively, while remaining calm under pressure.
• Understanding of computers and Microsoft Office Products (Word and Outlook)
• Ensures tracking of client orders in company database to build contact history, identify trends, facilitate relationship building and provide management and client reporting
• Data Entry skills/typing 40-60 WPM

Nice To Haves

• Office experience

Responsibilities

• Provide daily status/updates to various clients via phone, emails, memos, and e-faxes
• Continually monitor and communicate with different facilities to follow-up for records production by making daily calls, emails, fax status checks, and mailing out reminder letters
• Prepare and send out new serve documents daily for service
• Consult with clients and staff to issue/reissue new requests
• Match, review, and process records and documents based on requested parameters of subpoenas and authorizations
• Issue payments, obtain and provide additional information/documents to custodians so they can process requests
• Close and notify all parties of orders that are being canceled, reissued, or received objections
• Input status/codes in our proprietary software to ensure information for each order is up to date
• Perform other job duties as assigned by Management

Benefits

• health
• dental
• vision
• FSA
• PTO
• paid holidays
• 401K plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED