Field Representative

1 week ago


Los Angeles, California, United States Lexitas Legal Full time
Job Summary

The Field Representative plays a crucial role in supporting our clients, collaborating with management, operations, and sales teams to deliver exceptional results. This position requires a strong sense of integrity, initiative, and teamwork aptitude, with a focus on maximizing customer commitment and business prosperity.

Key Responsibilities
  • Deliver and serve subpoenas for records with accuracy and efficiency.
  • Utilize laptops with portable scanners to perform accurate scanning of records.
  • Demonstrate knowledge of assigned territories, including a 100-mile radius, and be a responsible driver with a reliable and insured vehicle.
  • Drive to different locations daily, covering neighboring territories as needed, and formulate relationships of trust with customers.
  • Discern customer needs and offer advice or recommendations, undertaking all customer support tasks in external facilities.
  • Safeguard confidentiality of medical records and comply with all local, state, and federal laws pertaining to medical records, ensuring HIPAA regulations are met.
  • Report all pertinent findings of client inquiries, complaints, and satisfaction to applicable management when necessary.
Requirements
  • Flexible schedule and availability to work occasional overtime as required.
  • Exceptional organizational, written, and verbal communication skills.
  • Ability to work with little to no supervision and a strong sense of initiative.
  • Service attitude with the ability to adjust to an ever-changing environment.
  • Take ownership and accountability, managing internal and external expectations.
  • Flexible, motivated, engaging team player with a solution-oriented attitude.
  • General computer skills, including Outlook, Word, Adobe Acrobat, Internet Explorer, and Windows.
  • Excellent attendance and punctuality.
Education and Experience
  • High school diploma or equivalent required.
  • Adheres to compliance policies and strives for excellence in daily duties.
  • Works collaboratively with management to resolve departmental and organizational challenges.
  • Experience working in a multi-function, multi-geography environment preferred.
Language Skills

Ability to effectively present information and respond to questions from internal and external customers whose first language is English.

Work Environment

The work environment is primarily office-based, with occasional travel to external facilities. This role requires the ability to work in a fast-paced environment and adapt to changing circumstances.



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