• Call on prospective patients daily and schedule them for assessments with our Onboarding Specialists • Handle inbound calls from both patients and referral sources • Accountable for daily and weekly goals for assessments scheduled • Communicate effectively with patients • Work independently and also as a key member of the entire team • Maintaining constant contact with referral sources, Onboarding Specialists, and other internal associates • Place scheduled assessments on the Onboarding Specialist calendar • Document all calls, tasks and appointments in Salesforce • Create positive first impression of AnewHealth/ExactCare and the unique services we provide • Monitor and track daily assessments, assemble marketing materials, and conduct quality assurance calls • Participate in daily team huddles, attend training sessions and other ad-hoc meetings as needed • Embody AnewHealth’s Core Values in all communications and interactions • Other duties as assigned.

• Garantir que clientes sejam corretamente onboardados • Criar, manter e evoluir a base de conhecimento • Contribuir para a redução de erros operacionais

Role Description If you're tired of feeling stuck, overlooked, or limited in your current role, this could be the opportunity you've been searching for. We're expanding our team and seeking motivated individuals who enjoy helping people, solving problems, and building meaningful relationships. Whether you're experienced in benefits administration or looking to start a new career path, we provide the training, mentorship, and support needed to succeed. This fully remote position allows you to work from home while helping union members understand and maximize the benefits available to them and their families. Qualifications - Strong communication skills - Positive attitude and willingness to learn - Dependable and self-motivated - Comfortable speaking with people over phone and Zoom - Organized and detail-oriented - Customer service experience is helpful but not required Requirements - Assist union members with benefit-related questions - Educate members on available coverage and programs - Support enrollment and claims processes - Build relationships with members and their families - Maintain accurate documentation and records - Coordinate with internal teams to resolve member concerns - Provide outstanding customer support and follow-up Benefits - Competitive compensation - Performance bonuses - Health, dental, and vision benefits - Professional development programs - Leadership advancement opportunities - Ongoing coaching and support - Flexible work schedule - Remote work environment

Title: Client Experience Specialist Location: United States Job Description: About One Legal, an InfoTrack Company One Legal, a division of InfoTrack, is a one-stop online solution for legal professionals to file court documents in every California court, manage service of process nationwide, and more. A leader in innovative technology solutions for legal professionals for more than 30 years, One Legal continues to be among the most respected in the industry. As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you're dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, we'd love for you to join us. About the role As a Client Experience Specialist at One Legal, you will play a pivotal role in a dynamic and client-focused support team dedicated to educating, empowering, and advocating for our clients. Your primary responsibility will be to address and resolve client inquiries through clear, effective verbal and written communication, with a strong emphasis on active listening and understanding. You'll ensure efficient and effective resolutions that meet our clients' needs by leveraging all available resources. In this role, you will be recognized for your reliability and ability to maintain composure under pressure, consistently demonstrating empathy in client interactions. You are a quick learner with a talent for multitasking, open to coaching, and driven by curiosity. Your commitment to teamwork is evident as you continually seek ways to enhance your own performance, contribute to the team, and drive company success. This is a fully remote role, based in Pacific Time. The hours are M-F, 9:00am - 6:00pm PT. Responsibilities Client Experience: - Lead clients through the One Legal platform to complete tasks. - Maintain accurate client records in Salesforce. - Own your learning and communicate effectively with your manager. - Advocate for clients by reviewing materials and providing feedback to internal teams. - Solve problems efficiently, ensuring a high-quality client experience. - Represent the client's voice to influence product improvements. Driver of Results: - Seek solutions to enhance the employee experience and celebrate team successes. - Collaborate with your manager to meet corporate goals. - Understand and act on key KPIs to consistently deliver exceptional client service. - Continuously improve the client experience through proactive learning. Operational Excellence: - Embrace new technology to improve service and efficiency. - Address productivity issues with your team and suggest improvements. - Assist in onboarding new team members. - Focus on de-escalation to minimize client delays. - Follow all policies and guidelines. - Participate in discussions to ensure consistent practices and communication.