Client Services Specialist
About The Position
Ethos Risk Services is a leading insurance claims investigation and medical management company committed to providing better data that translates into better decision-making for our clients. We are at the forefront of innovation in our space, and our success is driven by a dynamic team passionate about delivering exceptional services to our customers. Our team is seeking a full-time Client Services Specialist (REMOTE) who will play a crucial role in supporting our Sales and Operations teams by entering new case assignments and communicating with clients. This entry-level position offers significant growth potential within the company. The successful candidate will thrive in a team environment and contribute to the overall success of the organization.
Requirements
- Minimum of 1-3 years of experience in an office/business setting with daily client communication.
- Strong verbal and written communication skills.
- Excellent interpersonal skills with the ability to persuade and influence others.
- Proficiency in making outbound sales calls to prospects and clients.
- Detail-oriented with the ability to quickly analyze and communicate options to clients.
- Team player with the ability to work in a rapid workflow-driven environment.
- Accurate typing skills.
- Proficient in MS Office Suite (Word, Excel, Outlook).
Nice To Haves
- Bachelor's degree preferred but not required.
Responsibilities
- Accurately enter incoming client cases received via email and/or phone.
- Ensure the accuracy of direct entry cases from clients.
- Enhance client results by cross-selling and converting client case orders.
- Build and maintain strong relationships with clients.
- Collaborate with the Client Services Team Lead to identify workflow efficiencies and improve customer experience.
- Update and maintain client contact information in Evestigate/Sightline.
- Make outbound calls to verify information and case objectives.
- Maintain the customer database and follow up on cases as needed.
- Occasionally identify and resolve client concerns.
- Assist in communicating promotional/incentive programs.
- Prepare and maintain support materials for trade shows and account managers.
- Perform other duties as deemed necessary.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
