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Client Care Program Benefits Specialist

2 months ago

Spokane, Washington, United States Moulton Law Office Full time
Job Overview

Salary: $19.00

ABOUT OUR FIRM:

Moulton Law Offices stands as a prominent provider of Estate Planning and Elder Law services across Eastern Washington and Northern Idaho. Our dedicated team collaborates to assist clients and their families in navigating complex legal matters, ensuring a seamless experience.

POSITION SUMMARY:

The Client Care Program (CCP) Benefits Administrator plays a crucial role in the smooth functioning of the Client Care Program. This position offers essential administrative assistance to the CCP Coordinator and significantly contributes to the program's overall effectiveness. A keen attention to detail, the ability to consistently perform repetitive tasks, and a dedication to upholding high standards of accuracy and professionalism are paramount.

The ideal candidate will be comfortable working in a shared office environment, primarily engaged in computer-based tasks, while also performing physical duties such as printing, folding, stuffing, and mailing documents. Regular interaction with clients via phone is a key aspect of this role, excluding cold calls. Proficiency in Microsoft Office and AirTable is preferred, alongside strong organizational and communication skills.

This is a part-time position (24 hours per week) with potential flexibility in scheduling.

While this role is strictly on-site, there may be opportunities for additional hours during peak periods, which would be appreciated but are not mandatory.

KEY RESPONSIBILITIES:

  • Compile and create digital online file storage lockboxes for new clients; update and maintain existing lockboxes for current clients.
  • Prepare and process program materials, including printing, folding, stuffing, and mailing documents.
  • Conduct monthly renewal reminder phone calls for clients with expiring memberships.
  • Provide occasional support to the CCP Coordinator by answering phone calls, addressing client inquiries when possible, or redirecting them to the appropriate team member.
  • Undertake miscellaneous tasks and projects as assigned.

QUALIFICATIONS:

  • Exceptional attention to detail.
  • Strong reliability and dependability.
  • Ability to thrive as an independent worker with minimal oversight, while also collaborating effectively with the team when necessary.
  • Strong time management skills, with the ability to prioritize tasks efficiently.
  • Critical thinking ability, understanding not just the "how," but also the "why."
  • Excellent written and verbal communication skills.
  • Ability to handle sensitive client information with discretion and confidentiality.
  • Willingness to be an active, positive contributor to our team environment.
  • Ability to represent the firm in a professional, caring manner.

EDUCATION AND EXPERIENCE:

  • High School Diploma.
  • Experience with the Microsoft Office suite and AirTable is preferred.