Client Services Representative

4 weeks ago


Houston, Texas, United States Ethos Risk Services Full time
About Ethos Risk Services

Ethos Risk Services is a leading insurance claims investigation and medical management company. We are committed to providing better data that translates into better decision-making for our clients. Our success is driven by a dynamic team passionate about delivering exceptional services to our customers.

Job Summary

We are seeking a full-time Client Services Specialist who will play a crucial role in supporting our Sales and Operations teams. This entry-level position offers significant growth potential within the company. The successful candidate will thrive in a team environment and contribute to the overall success of the organization.

Key Responsibilities:
  • Data Entry: Accurately enter incoming client cases received via email and/or phone.
  • Review and Edit: Ensure the accuracy of direct entry cases from clients.
  • Cross-Selling: Enhance client results by cross-selling and converting client case orders.
  • Client Relationships: Build and maintain strong relationships with clients.
  • Workflow Efficiency: Collaborate with the Client Services Team Lead to identify workflow efficiencies and improve customer experience.
  • Contact Management: Update and maintain client contact information in Evestigate/Sightline.
  • Outbound Calls: Make outbound calls to verify information and case objectives.
  • Customer Database: Maintain the customer database and follow up on cases as needed.
  • Client Concerns: Occasionally identify and resolve client concerns.
  • Promotional Programs: Assist in communicating promotional/incentive programs.
  • Trade Shows: Prepare and maintain support materials for trade shows and account managers.
  • Additional Duties: Perform other duties as deemed necessary.

Qualifications
  • Bachelor's degree preferred but not required.
  • Minimum of 1-3 years of experience in an office/business setting with daily client communication.

Skills:
  • Strong verbal and written communication skills.
  • Excellent interpersonal skills with the ability to persuade and influence others.
  • Proficiency in making outbound sales calls to prospects and clients.
  • Detail-oriented with the ability to quickly analyze and communicate options to clients.
  • Team player with the ability to work in a rapid workflow-driven environment.
  • Accurate typing skills.
  • Proficient in MS Office Suite (Word, Excel, Outlook).

Working Conditions:
  • Ideal working hours are 10AM-7PM EST.
  • Office environment with consistent temperatures.
  • Frequent and prolonged periods of stationary work.
  • Constant use of computer and other office productivity machinery.
  • Regular communication via telephone with clients, prospects, and co-workers.

Employment Type: Full-Time, Hourly [Non-Exempt]
Location: US Remote (preferred PT or MT time zones)
Pay Range: $14-$16 per hour

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