Client Relations Specialist I
Location
United States
Posted
2 days ago
Salary
$17 / hour
Seniority
Mid Level
No structured requirement data.
Job Description
Client Relations Specialist I
Prestige Veteran Medical Consulting
Role Description The Client Relations Specialist (CRS I) is responsible for managing inbound calls, conducting Veteran screenings, documenting information accurately, and moving cases efficiently through the client journey. This position requires someone who enjoys structured workflows, communicates professionally, and thrives in an environment where accountability, organization, and follow-through are essential. Although this is a remote position, it is a highly collaborative role involving: - Regular department meetings - Team communication - Active case management - Measurable daily production goals We are looking for professionals—not simply individuals seeking a work-from-home position. Qualifications - Minimum 1 year of experience in customer service, client relations, intake coordination, case management, or call center environments - Strong verbal communication skills - Professional written communication - High attention to detail - Strong organizational skills - Comfortable working within structured processes - Ability to multitask while maintaining accuracy - Dependable attendance and punctuality - Comfortable learning multiple software systems - Ability to maintain confidentiality and professionalism Requirements - Answer inbound calls professionally and empathetically - Conduct detailed Veteran screenings using established workflows - Create and maintain accurate CRM records - Educate Veterans on Prestige's services and expectations - Send required screening documentation and agreements - Utilize approved communication templates while personalizing the client experience - Follow up on outstanding questionnaires, medical records, signatures, and documentation - Maintain organized case ownership from intake through Medical Expert assignment - Perform timely outbound follow-up calls, emails, and text communication - Keep CRM documentation accurate and current after every interaction - Ensure cases continue moving without unnecessary delays - Coordinate communication between Veterans and Medical Experts - Assist with Medical Expert scheduling and workflow progression - Support Second Opinion workflows as assigned - Escalate complex issues appropriately - Maintain professionalism while handling sensitive conversations - Meet daily productivity expectations - Maintain documentation quality standards - Participate in department meetings and workflow discussions - Identify workflow improvements and communicate operational concerns - Demonstrate ownership over assigned responsibilities without constant supervision Benefits - 401(k) - Eligible after 90 days and confirmation of permanent employment; Employer match up to 4% - Paid Time Off - 15 days (120 hours) annually; Accrued each pay period; Begins accruing on Day One; PTO may be used after accrued; Combined vacation, sick, and personal leave bank; No annual carryover - Paid Federal Holidays - Eligible full-time employees working a regular schedule receive paid federal holidays
Related Guides
Related Categories
Related Job Pages
More General Jobs
Campaign Specialist II
Cox EnterprisesFor well over a century, Cox Enterprises has been shaping the future with daring ideas and values-driven thinking. Since our founding in 1898, our relentless spirit of innovation has driven us to disrupt industries and enhance the quality of life in the communities we serve. Through our major divisions — Cox Communications, Cox Automotive and Cox Farms — our people have countless opportunities to grow and make an impact in the communications and automotive industries, as well as in new ventures in agriculture, cleantech, digital media and more. As a privately-held, family-owned business, we know that people are our most valuable asset. We offer a supportive and inclusive environment with flexible career growth, amazing benefits and work-life balance at the forefront. Our mission, our ways of working and our commitment to people are what make our workplace culture remarkably flexible and resilient. Join us to build a better future and make your mark.
• Work alongside and assist a team of Campaign Coordinators and SEO analysts with task work and projects as needed. • Efficiently process and execute tasks in various Campaign Specialist queues. • Work in conjunction with other Managed Services Teams (SEO, Creative, Dealer Marketing Managers) to fulfill client campaign needs. • Participate in trainings and workshops as assigned by Management • There may be limited client interaction, both written (email) and verbal (phone)
Solution Specialist
Teaching Strategies, LLCProviding educators with the most effective print and digital resources to inspire, teach, and care for young learners.
• Supports and/or manages the full sales cycle for assigned accounts and programs, from prospecting and discovery through product demonstrations, proposals, negotiations, and closing. • Builds and maintains strong relationships with existing and prospective customers, including educators, administrators, and program leaders, to understand their needs and provide tailored solutions. • Engages marketing-generated leads, qualifies opportunities, and executes strategic outreach campaigns to generate pipeline and drive bookings. • Builds and expands customer relationships by understanding customer needs, identifying solution opportunities, and delivering tailored recommendations that support customer success. • Identifies opportunities to cross-sell Teaching Strategies' products and services to existing and former customers through proactive outreach, product demonstrations, and relationship building, enhancing the customer experience while driving additional revenue. • Conducts outreach to schedule and lead discovery calls, product demonstrations, and sales meetings for assigned accounts and opportunities. • Meets and exceeds individual sales targets while contributing to overall team bookings and revenue goals. • Develops a deep understanding of Teaching Strategies' product offerings and effectively communicates their value to customers. • Utilizes CRM tools to track customer interactions, sales activities, pipeline, and campaign performance while maintaining accurate account records. • Occasional domestic travel.
Policy Officer
Resources Legacy FundWorking with philanthropists to conserve land, water, and ocean resources while advancing healthy communities.
• Serve as RLF’s lead public policy strategist and advocate in Sacramento • Research, analyze, and develop policies and campaigns to meet organizational goals • Monitor legislation, consult stakeholders, and draft analysis • Cultivate and maintain strong relationships with legislators, legislative staff, governor's office, state agency leadership, and other decision makers • Monitor the legislative process, budget, and regulatory landscape • Lobby decision makers on specific policy and budget items • Assist program staff in designing and executing effective policy and public funding campaigns • Advise staff on policy strategy, assess feasibility, alignment, and strategic leverage points for their priorities • Train staff on legislative and budget processes, policy analysis, decision-making processes, advocacy, and politics • Work with partners to develop and implement policy solutions • Identify opportunities for RLF to expand its impact • Convene and participate in statewide coalitions, task forces, and special initiatives • Hire and manage contract lobbyists and other consultants as needed • Undertake special projects as assigned.
• Data entry and validation of energy rebate requests • Consistently meet outlined Key Performance Indicators (KPIs) • Contribute to process improvements in a team-based environment • Maintain 90% or greater production standards, an accuracy rating of 99%, and minimize critical errors per month • Follow outlined standard operating procedures to ensure success • Maintain a high level of professionalism • Develop new skills for new programs and tasks to meet utilization goals set by Supervisor




