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(Entry Level) Client Service Representative

Knox Attorney Services

(Entry Level) Client Service Representative

Santa Ana, CA
Full Time
Paid
  • Responsibilities

    Job Description

    The ENTRY LEVEL Client Service Representative will support the legal services department in the collections of medical records, radiology film, insurance documents, medical billing, and employment records for legal purposes. Hours are Monday through Friday from 8 AM - 5 PM. Full benefits, including health, dental, vision, FSA, PTO, paid holidays, and a 401K plan. 

    • Provide daily statuses/updates to various clients via phone, emails, memos, and e-faxes
    • Continually monitor and communicate with different facilities to follow-up for records production by making daily calls, emails, fax status checks, and mailing out reminder letters
    • Prepare and send out new serve documents daily for service
    • Consult with clients and staff to issue/reissue new requests
    • Match, review, and process records and documents based on requested parameters of subpoenas and authorizations
    • Issue payments, obtain and provide additional information/documents to custodians so they can process requests
    • Close and notify all parties of orders that are being canceled, reissued and objected to
    • Log codes/statuses in our proprietary software to ensure information for each order is up to date
    • Not assigned to specific clients, work assigned based on areas of coverage
    • Perform other job duties as assigned by Management
    • THIS POSITION IS NOT REMOTE
  • Qualifications

    Qualifications

    EDUCATION:   

    • High School diploma or GED, some college is preferred
    • Office experience is desired 
    • Experienced in good customer service and professional phone knowledge and etiquette
    • Strong ability to multitask and prioritize work effectively, while remaining calm under pressure.
    • Understanding of computers and Microsoft Office Products (Word and Outlook)
    • Ensures tracking of client orders in company database to build contact history, identify trends, facilitate relationship building and provide management and client reporting
    • Data Entry skills/typing 30-60 WPM

    SHIFT AVAILABILITY:

    • Scheduled hours for this position is Monday - Friday 8:00 am-5:00 pm

    Additional Information

    All your information will be kept confidential according to EEO guidelines.