Account Manager

3 weeks ago

Rocklin, United States CareerBuilder Full time

Tuesday, March 19, 2024
SUMMARY:

The Account Manager is responsible for building and managing long term relationships with our law firm clients by providing excellent customer service to the attorneys and their support teams. The ideal candidate isprofessional, talented, and hardworking; and performs comfortably in a fast-paced, goal-oriented work environment. This position requires someone who ishyper-responsive and goes the extra mile to consistently exceed our clients expectations.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Provide oversite for a book of business.
Provide by-weekly status updates on all cases.
Proactively contact clients with any questions that arise.
Manage Client Orders.
Verifies identification of individuals requesting medical records. Handle incoming requests from clients, as well as responding to questions within the same business day; ensuring that issues are resolved both promptly and accurately to achieve first contact resolution.
Interacts with legal and medical offices regarding matters pertaining to medical record request. Confer with clients by telephone or through email to provide information and or status of product.
Troubleshoot and gather information from clients to identify root causes of clients problems and/or dissatisfaction with product. Determining appropriate courses of action to ensure the result is successful from both the client and company standpoint, and to accurately document the interaction through applicable tracking methods.
Manage a small listed of targeted client orders directly.
Ensures that all policies and procedures comply with all legal requirements.
Safeguards confidentiality of the medical records and complies with all local, state, and federal laws pertaining to medical records. Assures compliance with all HIPAA regulations concerning use, retrieval, storage, and sharing of medical records.
Report all pertinent findings of clients inquiries, complaints and client satisfaction to applicable management when necessary.
Any other duties of similar or lesser nature as required.
COMPETENCIES, SKILLS AND ABILITIES
Flexible schedule and available to work occasional overtime as required.
Exceptional organizational, project management, written and verbal communication skills.
Strong ability to manage multiple tasks, prioritize deliverables, adhering to tight deadlines.
Excellent attention to detail and follow-through.
Creative problem solver with ability to overcome challenges, utilize available resources to find solutions.
Strong sense of integrity, initiative and extraordinary teamwork aptitude.
Service attitude with ability to adjust to ever-changing, and face-paced work environment.
Take ownership and accountability, as well as manage internal and external expectations.
Flexible, motivated, engaging team player; with a solution oriented can do attitude.
Familiarity with subpoenas, written depositions and affidavits a plus.
Ability to think quickly and logically to ensure expedient response to customer inquiries.
Excellent attendance and punctuality.
Ability to consistently meet or exceed goals.
EDUCATION / EXPERIENCE

High school diploma or equivalent required.
Bachelors Degree or equivalent required.
Minimum 3 years experience in customer service required.
Adheres to compliance policies.
Constantly strives to achieve excellence in day-to-day operations of respective department.
Works collaboratively with all members of management to resolve departmental and organizational challenges. expeditiously, economically, professionally and with minimum disruption to the practice.
Team player approach.
Experience working in a multi-function, multi-geography environment preferred.
SUPERVISORY RESPONSIBILITIES:
This role is not a supervisor position.
LANGUAGE SKILLS
Ability to effectively present information and respond to questions from internal and external customers whose first language is English.
CERTIFICATES, LICENSES, REGISTRATIONS
None
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type and use mouse; reach with hands and arms; and talk and/or hear. The employee is required to sit for extended periods of time.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee regularly works in an office environment in a clerical environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.
TRAVEL REQUIREMENTS
Little to no travel expected for this position.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts managements right to assign or reassign duties and responsibilities to the job at any time with or without notice.
AAP/EEO STATEMENT
Lexitas prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.

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