Client Service Specialist

3 days ago


Boynton Beach, Florida, United States Veritas Legal Plan Full time
Job Description:

We are seeking a highly motivated and organized Client Service Specialist to join our team. As a Client Service Specialist, you will be responsible for providing exceptional customer service and ensuring the completeness of each enrollment package received.

Key Responsibilities:
  • Data entry – Intake of member agreements
  • Reviewing new enrollment package applications to ensure forms are complete and accurate, contracts signed
  • Uploading and saving all client files into VLP CRM
  • Completing all assigned MEMBER RELATED tasks in Creditor Guard
  • Informing all DRP's via email that new enrollment's contract has been received
  • Documenting and responding to all verbal (phone) electronic (email/fax) and written communication with clients and the debt settlement companies
  • Performing any other responsibility connected with the servicing and general enrollment
  • Initiating and responding to all correspondence with clients concerning the understanding of the program, general questions and draft related concerns
  • Making Welcome calls
  • Mailing out hardcopy Welcome Package to any new clients that don't have an email address
  • Forwarding any CPS issues from clients to the CPS Attorney
Requirements:
  • Graduation from a standard senior high school or equivalent
  • Bilingual [Spanish/English] preferred
  • Debt Relief Industry experience preferred
  • Experience in clerical work or administrative support work
  • Knowledge of office practices and administrative procedures
  • Ability to work well independently or in a team environment
  • Excellent written and verbal communication
  • Must pay attention to detail
Estimated Salary:

$45,000 - $55,000 per year



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