Client Services Manager

SUMMARY

The Customer Service Utility Specialist's role is to respond to internal and external customer inquiries and to proactively contact clients to resolve outstanding issues. The primary objective of the Customer Service Utility Specialist is to establish and build long-term rapport with ordering clients and to monitor and guide their orders through the various operational processes through successful completion, while providing ongoing and timely communication updates for both internal and external customers. In addition to provide an additional layer of retention to the client, which supports both operational success and client satisfaction, the Customer Service Utility Specialist will assist with a variety of duties across customer service including research and analysis for Client escalations and Court visits to clerk of court for subpoena issuing.

ESSENTIAL JOB FUNCTIONS

• Respond to all client inquiries regarding updated status of order(s), by e-mail or phone, depending upon the client's preference and/or the time-sensitivity of the order.
• Log all client issue, contacts and resolutions into the website.
• Proactively contact clients by e-mail/phone and provide clear and concise explanation to the client of any delays to orders and the reason(s) for the delay and coordinate with client on any additional information needed.
• Written communication by the CSR should fully explain each situation and may require that "canned system statuses" be modified to expressly state the nature of a particular situation. Spell-check must be used for both grammar and spelling prior to forwarding any e-mail or status letter to a client.
• Review all Certificates of No Records for validity and completion prior to routing to Billing.
• Review all Cancellations and/or Case Settled orders for appropriate closing statement prior to routing to Billing.
• Review all Objections and/or Motions to Quash for appropriate status and/or closing statement prior to routing to Billing.
• Review all Work orders received from the Retrieval Department for reason of Facility Non-Compliance and ensure that all procedures were followed to allow closure, prior to routing to Billing.
• Monitoring and/or handling of all Special Circumstance Orders (SCO's) which require tight deadlines, special instructions, etc., outside of normal operational processes.
• Offer phone support to ABI Account Executives as needed.
• Provide Support, direction and/or resolution on technical issues/cases as logged in Salesforce by Account Executives.
• Compose and prepare confidential correspondence, reports, and other complex documents.
• Create and maintain database(s) and spreadsheet files, including reviewing Salesforce to assist in identifying possible leads and/or issues.
• Update, maintain and distribute national carrier rollout documentation; including carrier lists, defense firm lists, house counsel lists, notification letters, etc.
• Assists with communication of new website registrations and demo requests to the appropriate Account Executives.
• Assists in coordinating with Account Executives to obtain specifications for Client Pilot programs and communicate specifications with the auditing department.
• Assists with the on-boarding process for clients.
• Research opportunities for improvement with dissatisfied client. Research client concerns, prepare client facing documents and reports, etc.
• Handle issuing court documents to be delivered to court when necessary for issuance from the clerk of court in Arizona and any other outlining states when possible.
• Run/Process WIP reports, specifically related to Special client needs and/or Sensitive Clients.
• Audits on problem/sensitive accounts to insure completion.
• Perform internet research as needed to locate working phone/fax numbers or a physical address for business entities you are asked to contact per client request, or to offer the ordering client options for various entities they may want to Subpoena.
• Monitoring of Work In Progress for 'new' & 'sensitive' client orders, utilizing all Reporting tools: Wincopy, Solcom, and Salesforce.
• Other duties as assigned.

MINIMUM REQUIRED QUALIFICATIONS

Education and/or Experience

High School Diploma or equivalent required. Prior work experience in a legal services environment, insurance claims office, or Customer Service/Sales. Familiarity with med-legal terminology and HIPAA requirements.

Certificates, Licenses, Registrations

No specific requirements.

ESSENTIAL COMPETENCIES

QUALIFICATIONS

• Must have good understanding of the organization's goals and objectives.
• Must be highly self-motivated and self-directed.
• Must have ability to absorb new ideas and concepts quickly.
• Must have good analytical and problem-solving abilities.
• Ability to effectively prioritize and execute tasks in a high-pressure environment.
• Multi-taking is essential as well as being able to adapt to change of work duties.
• Must be a qualified typist with a minimum of 45 W.P.M.
• Must be able to stay focused and concentrate under normal or heavy distractions.
• Ability to follow all company policies and procedures in effect at time of hire and as they may change or be added from time to time.

LANGUAGE/COMMUNICATION SKILLS

• Ability to read, analyze and interpret common correspondence and records.
• Ability to write clearly and informatively to all required audiences and edit own work for appropriate spelling and grammar.
• Ability to respond appropriately and professionally to all inquiries or complaints from customers, regulatory agencies, upper management, and/or members of the business community.
• Ability to speak on the phone and have excellent telephone communication skills, bilingual a plus.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position generally consists of:

• Ability to work at a desk or similar office-type furnishings up to 8 hours a day or longer as required by business needs.
• Ability to operate a computer up to 4 hours at a time.
• Ability to travel to different floors of the office or other locations.
• Occasionally lifting and/or carrying up to 40 lbs.
• Occasionally pushing/pulling up to 40 lbs.
• Occasionally subject to bending, squatting or twisting.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The office environment is fast paced, active with voice levels and interruptions that may challenge concentration.
• Weekly work flow and month end expectations may require extended hours.

DISCLAIMER

This Job Description is not an exhaustive list of all functions employees may be required to perform in the described role, and additional functions may be required. This Job Description is applicable to the above position with ExamWorks and/or any of its affiliates (collectively referred to as "ExamWorks"). ExamWorks reserves the right to revise this Job Description at any time with or without notice to employees. Employment with ExamWorks is at-will, and nothing in this Job Description changes that at-will status. Employees must be able to perform the essential functions of this position satisfactorily. If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of this position, unless such accommodations would cause an undue hardship to ExamWorks.

ABI is an Equal Opportunity Employer and affords equal opportunity to all qualified applicants for all positions without regard to protected veteran status, qualified individuals with disabilities and all individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age or any other status protected under local, state or federal laws.

Equal Opportunity Employer - Minorities/Females/Disabled/Veterans