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Client Services Representative

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Full-time Remote 6d ago

Location:

Dallas, TX, US

Company:

Ethos Risk Services is a leading insurance claims investigation and medical management company committed to providing better data for better decision-making.

Summary:

The Client Services Representative will support Sales and Operations by managing case assignments and client communications. Candidates should ideally have prior office experience and strong communication skills.

Requirements:

Hard 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, Accurate typing skills, Proficient in MS Office Suite (Word, Excel, Outlook)

Credentials: Bachelor's degree preferred but not required.

Experience: Minimum of 1-3 years of experience in an office/business setting with daily client communication.

Job Description:

ABOUT US

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

JOB SUMMARY

Our team is seeking a full-time Client Services Specialist who will play a crucial role in supporting our Sales and Operations teams by entering new case assignments and communicating with clients. 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

Education/Experience:

  • 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 (ideal for someone in PT or MT timezone)
  • 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

Ethos Risk Services is an equal opportunity employer that does not discriminate on the basis of religious creed, sex, national origin, race, veteran status, disability, age, marital status, color or sexual orientation or any other characteristic protected by law.

A background check will be conducted, in accordance to the local state law and regulations.