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Client Onboarding Administrator
4 months ago
A Client Onboarding Administrator is responsible for communicating with prospective clients via phone,
email, and text messaging to help answer all questions related to the 9/11 intake kit claim forms (related to VCF) and World Trade Center Health Program (WTCHP) enrollment process. The Client Onboarding
Administrator will work with the Administrative Department to ensure that all client intake forms and data are properly recorded, saved, and updated in all digital systems.
JOB RESPONSIBILITIES:
- Responsible for account ownership and communication with 250-500+ clients (prospective clients and retained client accounts).
- Ability to make and receive 45+ inbound & outbound calls daily (in addition to inbound/outbound text & email communication).
- Conduct outreach and screen incoming communication with prospective clients via phone, email, and text to answer all questions related to the 9/11 intake kit packet & WTCHP enrollment forms.
- Create, extract, and save client documents within all digital recording systems (E-files & Salesforce) and oversee the creation of new client e-files within the firm’s digital systems.
- Create and send outgoing mail for prospective clients while maintaining a high level of attention to detail & quality assurance.
- Maintain and update client account data within our CRM digital file systems to ensure the most up-to-date information is recorded.
- Refresh and review dashboard reports daily to monitor personal workload.
- Work with the Outreach Department, Operations Department, and VCF attorneys to complete various tasks and assignments related to client communication and processes.
- Other duties and projects as assigned.
JOB REQUIREMENTS:
- Hours of Operation 9-10 am to 5-6 pm.
- Excellent organizational skills and attention to detail.
- Professional phone, email, and text message communication.
- Thorough understanding and knowledge of onboarding documents within the 9/11 intake kit packets and required WTCHP enrollment forms.
- Working knowledge of data analysis, data processing, and data reporting.
- Familiarity with Outlook, MS Office, Adobe, and Salesforce.
- Ability to work in the NYC office four (4) days a week with one (1) day remote.
$65,000
WHO WE ARE:
Barasch & McGarry is proud to be the nation’s leading advocate for the 9/11 community, representing more 9/11 victims than any other law firm. No one has filed more claims with the Victim Compensation Fund or helped more people enroll in the free World Trade Center Health Program. With their office just steps from Ground Zero, they felt the impact that day and continue to feel it today through their work with more than 25,000 members of the 9/11 community.
Barasch & McGarry is an equal opportunity employer, where employment is based upon personal capabilities and qualifications, in compliance with all applicable federal, state, and local fair employment practices laws. The Firm strictly prohibits and does not tolerate discrimination against team members, applicants, interns, or any other covered persons because of age, race, creed, color, religion, sex, including pregnancy, gender, actual or perceived gender identity or expression, transgender status, actual or perceived sexual orientation, national origin, alienage or citizenship status, marital status, familial status, caregiver status, military status, including past, current, or prospective service in the uniformed services, genetic information, victim of domestic violence status, sexual or reproductive health decision making, actual or perceived physical or mental disability or any other protected characteristic as established by law.
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