TurboTax Customer Service Specialist - Remote ($18.50 per hour plus Bonus)
Remote chargeback specialist job
Work from home with TurboTax Product Expert
Get paid $18.50 per hour¹
Get a $405 Certification bonus³
Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴
Earn an additional $5/hr from April 9-15 for all hours worked
Fast 24 hour Certification³
As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. Most of these questions concern Downloading, Logging In, Getting Started with Basic Navigation, Importing Documents, Printing and Filing and very basic Tax questions. We'll give you amazing continuous support for everything.
Get paid $18.50 per hour¹
Earn a $405 Bonus just for participating in getting certified as a TurboTax Product Expert³
$5.00 per hour Turbo Bonus Boost: Enjoy the bonus from April 9th through 15th with unlimited hours available, must work a minimum of 8 hours each day on April 13th, 14th, and 15th to qualify
Certification takes place over 3 days
Build your own schedule with flexible hours anytime between 8am EST and 12am midnight EST Monday to Sunday⁴
Minimum 25 hours per week required, want to work more? Go for it!¹
You'll be assigned an SME (Subject Matter Expert) who will support you during live calls. Plus Support an (MPS) Marketplace Performance Specialist as your advocate
Required Experience & Skills To be successful in this Gig as a Service Provider for TurboTax you will need to be proficient in the following:
This role doesn't require any specific accounting background. We're looking for enthusiastic individuals who are eager to learn and help TurboTax customers with their questions.
Strong communication is key in assisting customers with TurboTax products and tax return software. You'll need to articulate solutions clearly and empathetically.
The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service.
Security Solutions Specialist I
Remote chargeback specialist job
About the Company
We are looking for a Security Solutions Specialist I to support the planning, configuration, documentation, and coordination of security system installations for our clients. This role is responsible for system programming, workflow oversight, customer communication, and technical documentation, and requires independent judgment and the ability to manage multiple priorities in a remote-work environment.
About the Role
We are looking for a Security Solutions Specialist I to support the planning, configuration, documentation, and coordination of security system installations for our clients. This role is responsible for system programming, workflow oversight, customer communication, and technical documentation, and requires independent judgment and the ability to manage multiple priorities in a remote-work environment.
Responsibilities
Develop project installation plans, equipment lists, and configuration documentation.
Coordinate schedules, programming requirements, material needs, and installation workflows.
Prepare system configuration files, naming conventions, credential programming, and database updates.
Review engineered drawings, perform red-line updates, and maintain accurate as-built documentation.
Create and maintain client-specific documentation, user guides, and maintenance records.
Conduct system testing protocols and prepare written test reports.
Communicate progress, risks, and recommendations to project managers and clients.
Track job status and prepare weekly project status updates.
Serve as a customer point of contact for configuration, access rights, and programming support.
Review system performance and recommend improvements.
Qualifications
A.S. or A.A.S. in Technology, Engineering, or a related field (Bachelor's preferred).
0-3+ years of experience in security systems or low-voltage integration.
Experience with access control, CCTV/VMS, and intrusion systems preferred.
Required Skills
Strong organizational skills and ability to manage multiple projects.
Ability to exercise independent judgment and recommend solutions.
Strong communication skills with clients and internal teams.
Understanding of low-voltage systems, networking basics, and device integration.
Proficiency with documentation tools, spreadsheets, and project planning software.
Ability to interpret specifications, drawings, and system diagrams.
Preferred Skills
Experience with access control, CCTV/VMS, and intrusion systems preferred.
SMC is an equal opportunity employer. Employment and promotional opportunities are based upon individual capabilities and qualifications without regard to race, color, religion, gender, pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other protected classification as established under federal, state, or local law.
Client Experience Specialist (100%Remote - Chicago Area Preferred)
Remote chargeback specialist job
Job Description for Client Experience Specialist (100% Remote - Chicago Area Preferred):
👉 Do you thrive on creating positive experiences and solving problems for others?
We're hiring a Client Experience Coordinator to support our franchise owners by building strong relationships, coordinating with internal teams, and helping deliver solutions that make an impact.
About the Role
We're looking for a Client Experience Specialist who enjoys variety, thrives in a collaborative environment, and takes pride in helping others succeed 🌟. In this role, you'll build trusted relationships with our franchise owners while also working closely with colleagues across marketing, training, and operations.
Some days you'll be connecting with franchise owners, understanding their needs, and coordinating support. Other days you'll be reviewing a marketing initiative for relevance, helping organize a training session, or assisting with an operational rollout. You'll never be expected to know it all, you'll always have expert teammates to lean on, but over time, you'll grow your expertise so you can guide franchisees directly with confidence.
This role is ideal for someone with excellent people skills, strong organizational instincts, and the ability to juggle multiple priorities while keeping a positive, solutions-oriented mindset.
What You'll Do:
Serve as a trusted point of contact for franchise owners, building strong relationships
Champion and coordinate requests with internal marketing, training, and operations teams
Provide responsive, empathetic support and follow-through on client needs
Contribute to projects such as training programs, marketing reviews, and process improvements
Deepen your knowledge of our systems and processes to provide more direct guidance over time
What We're Looking For:
Friendly and empathetic with strong people and communication skills
Natural leader with a drive to grow professionally and personally
Quick learner, organized, and persistent in getting things done
3+ years of Experience collaborating with cross-functional teams (marketing, training, or operations)
Why WIN
100% remote role (Chicago-area candidates preferred)
Collaborative, inclusive culture built on respect and growth
Health, dental, vision insurance + PTO + 401(k) match
Career development and advancement opportunities
A team that values working hard, having fun, and celebrating success together
Auto-ApplyNSA IDR Dispute Specialist
Remote chargeback specialist job
Reliant Health Partners is an innovative medical claims repricing service provider, helping employers achieve maximum health plan savings with minimum noise. We tailor our services to each client's needs, providing everything from individual specialty claims repricing, to full plan replacement as a high-performance, open-access network alternative.
As an IDR dispute specialist, you are responsible for all IDR disputes, documenting the dispute in the queue, managing the queue, responding to the initial dispute, requesting IDRe/admin fees payment from the finance team, research disputes and submit to the compliance team for offer and supporting documents, compiling folders for individual disputes & cataloging documents, responding to initiating providers/IP, CMS and IDRe inquires.
Primary Responsibilities
Monitor, manage and add appeals to the queue.
Monitor and manage all IDR emails from CMS, initiating provider, finance, compliance team and client.
Research and communicate via CMS portal for the initial dispute within 3 business days from the received date.
Research and communicate with the finance team for IDRe/admin payment within 3-5 business from the received date.
Research and communicate with the compliance team to request an offer & supporting documents for the IDRe within 3-5 days business days from the received date.
Document & upload IDR documents in queue.
Compile folders for individual disputes to catalog documents and prep for offer & supporting documents from our compliance team.
Communicate IDR rulings with NSA Manager & compliance team.
Process IDR rulings and if needed, send adjustment to the client.
Document all IDR processes in manual. Highlight special scenarios and maintain examples for complex disputes and or rulings.
Maintain acceptable levels of production including but limited to turn around time standards as mandated by the regulation(s).
Adhere to client specific and Reliant protocols, scripts, and other requirements.
Perform other job-related duties and special projects as required.
Other duties as assigned
Qualifications
2-3 years of relevant job experience - No Surprises Act, negotiations and or medical claim processing.
Experience conducting outreach to clients & providers via email or other means of communication.
Experience understanding company critical behaviors and compliance requirements.
Broad healthcare policy and payment understanding.
Experience with claims workflow tools or systems.
Individual compensation will be commensurate with the candidate's experience and qualifications. Certain roles may be eligible for additional compensation, including bonuses, and merit increases. Additionally, certain roles have the opportunity to receive sales commissions that are based on the terms of the sales commission plan applicable to the role.
Pay Transparency$50,000-$60,000 USDBenefits:
Comprehensive medical, dental, vision, and life insurance coverage
401(k) retirement plan with employer match
Health Savings Account (HSA) & Flexible Spending Accounts (FSAs)
Paid time off (PTO) and disability leave
Employee Assistance Program (EAP)
Equal Employment Opportunity: At Reliant, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business-and our society-stronger. Reliant Health Partners is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.
Auto-ApplyRemote Client Success Specialist - 100% Commission | Raleigh, NC (TSG-20251201-001)
Remote chargeback specialist job
Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You'll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.
Client Success Specialist
Remote chargeback specialist job
We are seeking a Client Success Specialist to join our Client Management Team. In this role, you will support the client's success by being a key liaison between Customer Success and other internal teams.
You will support the Client Success Manager through process development, improvements, reviewing data and organizational support. You will partner closely with the Client Success Manager and cross functional stakeholders to help ensure alignment and drive success. This is an opportunity to cultivate relationships across the client organization to develop insights, shaping how they perceive the value we deliver, and ensuring that they are receiving the best support possible.
What you'll do:
Assist the Client Success Manager with day-to-day activities including email correspondence, follow-ups, ticket tracking, meeting notes, and general administrative support.
Manage the client-facing inbox: triage incoming emails, respond to inquiries, escalate issues when necessary, and ensure timely resolution of all client needs.
Monitor and manage client-submitted support tickets through to resolution, coordinating with relevant internal teams as needed.
Analyze client data and key metrics to generate insights that support both internal decision-making and client-facing initiatives.
Lead and support Client Success Managers on cross-functional projects, including external communication strategy, implementation support, training material development, and acting as a liaison with internal teams
Proactively identify opportunities to improve the client experience by gathering feedback, monitoring trends, and recommending enhancements to processes or services.
What you'll need:
Bachelors degree in related field
1-3 years in a role supporting account management, client success, or a similar role.
Proven expertise in administrative support, cross-functional collaboration, and project management support.
Strong skills in communication, troubleshooting, organization, and the ability to adapt and remain flexible in a fast-paced environment.
Must be passionate about contributing to a culture that values consistent delivery of a proactive, supportive, and partner-oriented experience
Familiarity with Salesforce, Confluence, JIRA and Google Suite a plus
Demonstrated success in expanding skill sets through hands-on experience in unfamiliar areas, showing adaptability and initiative
Project management skills, including planning, execution, and cross-functional coordination
Healthcare domain experience is strongly preferred. Direct experience working with health plans is preferred
Pay & Perks:
💻 Fully remote opportunity with about 10% travel
🩺 Medical, dental, vision, life, disability insurance, and Employee Assistance Program
📈 401K retirement plan with company match; flexible spending and health savings account
🏝️ Up to 184 hours (23 days) of PTO per year + company holidays
👶 Up to 14 weeks of paid parental leave
🐶 Pet insurance
The salary range for this position is $68,000 to $78,000 annually; as part of a total benefits package which includes health insurance, 401k and bonus. In accordance with state applicable laws, Cohere is required to provide a reasonable estimate of the compensation range for this role. Individual pay decisions are ultimately based on a number of factors, including but not limited to qualifications for the role, experience level, skillset, and internal alignment.
Interview Process*:
Connect with Talent Acquisition for a Preliminary Phone Screening
Meet your Hiring Manager!
Behavioral Interview(s)
*Subject to change
About Cohere Health:
Cohere Health's clinical intelligence platform delivers AI-powered solutions that streamline access to quality care by improving payer-provider collaboration, cost containment, and healthcare economics. Cohere Health works with over 660,000 providers and handles over 12 million prior authorization requests annually. Its responsible AI auto-approves up to 90% of requests for millions of health plan members.
With the acquisition of ZignaAI, we've further enhanced our platform by launching our Payment Integrity Suite, anchored by Cohere Validate™, an AI-driven clinical and coding validation solution that operates in near real-time. By unifying pre-service authorization data with post-service claims validation, we're creating a transparent healthcare ecosystem that reduces waste, improves payer-provider collaboration and patient outcomes, and ensures providers are paid promptly and accurately.
Cohere Health's innovations continue to receive industry wide recognition. We've been named to the 2025 Inc. 5000 list and in the Gartner Hype Cycle™ for U.S. Healthcare Payers (2022-2025), and ranked as a Top 5 LinkedIn™ Startup for 2023 & 2024. Backed by leading investors such as Deerfield Management, Define Ventures, Flare Capital Partners, Longitude Capital, and Polaris Partners, Cohere Health drives more transparent, streamlined healthcare processes, helping patients receive faster, more appropriate care and higher-quality outcomes.
The Coherenauts, as we call ourselves, who succeed here are empathetic teammates who are candid, kind, caring, and embody our core values and principles. We believe that diverse, inclusive teams make the most impactful work. Cohere is deeply invested in ensuring that we have a supportive, growth-oriented environment that works for everyone.
We can't wait to learn more about you and meet you at Cohere Health!
Equal Opportunity Statement:
Cohere Health is an Equal Opportunity Employer. We are committed to fostering an environment of mutual respect where equal employment opportunities are available to all. To us, it's personal.
#LI-Remote
#BI-Remote
Auto-ApplyClient Advocate Specialist
Remote chargeback specialist job
Join one of the nation's leading and most impactful health care performance improvement companies. Over the years, Health Catalyst has achieved and documented clinical, operational, and financial improvements for many of the nation's leading healthcare organizations. We are also increasingly serving international markets. Our mission is to be the catalyst for massive, measurable, data-informed healthcare improvement through:
Data: integrate data in a flexible, open & scalable platform to power healthcare's digital transformation
Analytics: deliver analytic applications & services that generate insight on how to measurably improve
Expertise: provide clinical, financial & operational experts who enable & accelerate improvement
Engagement: attract, develop and retain world-class team members by being a best place to work
Role: Client Advocate SpecialistProduct Team: CRStarLocation: US RemoteTravel:
Provide first line of support for client questions and issues. Assist in issues pertaining to the use of the software.
Engage with clients to better understand changing needs and priorities, in turn to help prioritize new features and services.
Develop and maintain client relationships; proactively engage with clients in designated territory to understand their utilization, changing needs, broader circumstance around registry engagement with the cancer center administration with the goal of engaging with Registry Team leaders, Cancer Center leaders or Oncology Service Line leaders.
Coordinate implementation efforts with new clients to include building the plan, training and set up
Engage with regional state associations with the objective of establishing leadership credentials. Attend regional state and national conferences as needed.
Maintain knowledge of state and national standards
Assist and coordinate with the Manager of Education to provide ongoing education and training for existing clients.
Assist the Director, Growth with new prospects in the designated region, which may include software demonstrations on line or on site
Periodically, support continuing Product Management and enhancement efforts
Periodically, support Software quality and testing efforts as needed.
Become the Subject Matter Expert in one key area that will support the company's objectives.
What you bring to this role:
Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers
Excellent computer proficiency (MS Office - Word, Excel and PowerPoint)
Good presentation skills
At least 3 years Cancer Registry experience, preferably with CRStar.
Active Certified ODS-C, certification required
Information Security and Compliance Responsibilities:
Maintain compliance with training directives required by the organization pertaining to Information Security, Acceptable Use Policy and HIPAA Privacy and Security.
Adhere to and comply with the organizations Acceptable Use Policy.
Safeguard information system assets by identifying and reporting potential and actual security events to the organizations Security and Compliance Officers.
The above statements describe the general nature and level of work being performed in this job function. They are not intended to be an exhaustive list of all duties, and indeed additional responsibilities may be assigned by Health Catalyst.
Studies show that candidates from underrepresented groups are less likely to apply for roles if they don't have 100% of the qualifications shown in the job posting. While each of our roles have core requirements, please thoughtfully consider your skills and experience and decide if you are interested in the position. If you feel you may be a good fit for the role, even if you don't meet all of the qualifications, we hope you will apply. If you feel you are lacking the core requirements for this position, we encourage you to continue exploring our careers page for other roles for which you may be a better fit.
At Health Catalyst, we appreciate the opportunity to benefit from the diverse backgrounds and experiences of others. Because of our deep commitment to respect every individual, Health Catalyst is an equal opportunity employer.
Auto-ApplyRemote Travel & Client Experience Specialist
Remote chargeback specialist job
Do you love helping people plan meaningful experiences and making the details come together seamlessly? We're looking for motivated, customer-focused individuals to join our team as Remote Travel & Client Experience Specialists. This role is perfect for someone who enjoys organization, problem-solving, and creating unforgettable moments for clients.
Responsibilities
Assist clients with booking accommodations, packages, and unique experiences
Provide personalized recommendations tailored to client preferences
Stay updated on promotions, discounts, and special offers
Use professional booking tools and systems to secure travel arrangements
Deliver excellent customer service while building strong, long-term client relationships
Work independently while managing multiple client needs
Qualifications
Strong communication and interpersonal skills
Highly organized, detail-oriented, and self-motivated
Comfortable using digital tools (training provided)
Passion for helping others and creating memorable experiences
Desire for professional growth in a supportive team environment
What We Offer
100% remote work with flexible scheduling
Training and ongoing professional development
Supportive team culture that values collaboration and celebrates success
Opportunity to build a rewarding career in travel and client services
If you[re ready to start a flexible, growth-oriented career where your work directly helps others create memories, we'd love to hear from you!
Special Ops Client Specialist
Remote chargeback specialist job
Collect information and medical documentation to setup new customers of 180 Medical. To provide service support, through inbound and outbound calls, for the Account Management teams for new and existing customers of 180 Medical receiving specialized supplies. Coordinate with manufacturer(s) service information to provide select items as requested by facility and/or customer.
Key Responsibilities:
Contact customers to set up medical supply orders and follow-up as necessary to maintain seamless service of supplies and world-class service
Perform follow up phone calls to customers after an initial shipment is delivered
Handle inbound and outbound phone calls from customers regarding orders & service issues
Make appropriately detailed notations in Medtrack2, a proprietary database system, as well as provide necessary communication to Teams and Sales regarding customer account status
Place orders, make changes or adjustments to upcoming orders in Medtrack2 as needed to support customer supply needs
Request and follow-up on necessary documentation from Teams or Facilities as required by a customer's insurance through scanning, faxing or utilization of other electronic communication methods
Verify customer accounts are complete and all necessary documentation is in place to ensure a 180 Medical adheres to all compliance guidelines
Monitor and respond promptly to email communication with customers, sales reps, and others within the company
Support Team Supervisor on special projects
All other duties as assigned
Qualifications/Education:
Must have a high school diploma; college degree preferred, not required.
Six months to one-year related customer service experience and/or training; or equivalent combination of education and experience.
Typing: 35-40 wpm with 40 (adjusted) highly recommended
Effective written and verbal communication skills with attention to detail
Ability to reason, problem solve and think outside the box
Clear reasoning on prioritizing multiple tasks and satisfactory organizational skills
Flexible and adaptable to change in environment and industry
Work with integrity, upholding organizational values and Code of Ethics
Meet productivity standards and complete work in a timely manner
Sales experience preferred
Proficient in Microsoft Office programs
Collaborate well with others while being relied upon to work independently with applicable direction
Physical Demands
Regularly required to sit, stand, walk, and occasionally bend and move about the facility when in-office.
Infrequent light physical effort required.
Occasional lifting up to 10 lbs.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
Working Conditions
Work performed in an office environment,
Special Factors
This role can be performed remotely.
Beware of scams online or from individuals claiming to represent Convatec
A formal recruitment process is required for all our opportunities prior to any offer of employment. This will include an interview confirmed by an official Convatec email address.
If you receive a suspicious approach over social media, text message, email or phone call about recruitment at Convatec, do not disclose any personal information or pay any fees whatsoever. If you're unsure, please contact us at ********************.
Equal opportunities
Convatec provides equal employment opportunities for all current employees and applicants for employment. This policy means that no one will be discriminated against because of race, religion, creed, color, national origin, nationality, citizenship, ancestry, sex, age, marital status, physical or mental disability, affectional or sexual orientation, gender identity, military or veteran status, genetic predisposing characteristics or any other basis prohibited by law.
Notice to Agency and Search Firm Representatives
Convatec is not accepting unsolicited resumes from agencies and/or search firms for this job posting. Resumes submitted to any Convatec employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Convatec. No fee will be paid if a candidate is hired for this position as a result of an unsolicited agency or search firm referral. Thank you.
Already a Convatec employee?
If you are an active employee at Convatec, please do not apply here. Go to the Career Worklet on your Workday home page and View "Convatec Internal Career Site - Find Jobs". Thank you!
Auto-ApplyV104 - Client Experience Specialist
Remote chargeback specialist job
For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.
As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022!
Job Description:
Join Job Duck as a Client Experience Specialist and become the trusted first point of contact for a compassionate Family Law practice. In this role, you will guide prospective clients through their first steps with care and professionalism, ensuring every call and message is handled promptly and thoughtfully. You will shape the client journey by answering calls, gathering screening information, qualifying leads, and scheduling consultations, enabling attorneys to focus on advocacy while you deliver a smooth intake experience. This position is ideal for a
detail‑oriented communicator who thrives in a service‑driven environment, stays calm under pressure, and enjoys helping people through sensitive moments
. If you value accuracy, empathy, and teamwork, you will flourish here and grow alongside a supportive firm that treats you like family.
• Salary Range: $1,150 to $1,220 USD
Responsibilities include, but are not limited to:
Follow intake scripts to gather client information for screening and document all details accurately in Clio Grow
Uphold confidentiality, privacy standards, and firm policies in all communications and records
Screen and qualify leads according to firm criteria and escalate appropriately to attorneys or team members
In the future support light podcast related tasks such as sharing episode links with clients on LinkedIn and basic outreach
Schedule consultations and manage calendar holds while confirming preparation details for the legal team
Maintain up to date client records, notes, and statuses to ensure visibility and continuity across the team
Answer incoming calls as the primary first point of contact and deliver a reassuring, professional client experience
Collaborate with attorneys and staff to refine intake questions, scripts, and qualification criteria
Reach out to contact form inquiries via email and track follow ups through CRM workflows
Coordinate with Uma VoIP and internal tools to ensure clear call routing and reliable connectivity
Monitor call volume and response times, proactively flagging urgent matters or trends that impact the client journey
Requirements:
Required Skills
• Excellent verbal and written communication
• Strong client service orientation with empathy and discretion
• Detail‑oriented data entry and documentation in CRM systems
• Time management and prioritization in a fast paced environment
• Comfortable handling sustained call volume with professionalism
• Proficiency with VOIP systems and cloud-based tools
• Ability to follow structured intake workflows and qualify leads
• Collaborative mindset with proactive problem solving
• Integrity and respect for confidentiality and sensitive information
• Interest in Family Law and helping people navigate difficult situations
Practice Area:
• Family Law
Location:
• Remote
Time Zone:
• Mountain Standard Time Colorado
Language:
• English only with a clear and neutral accent
Call Volume:
• 16 to 30 client calls per day
Software and Tools:
• CRM: Clio and Clio Grow
• VOIP: Uma VoIP
• Communication: Google Chat
Work Shift:
8:00 AM - 5:00 PM [MST][MDT] (United States of America)
Languages:
English
Ready to dive in? Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
Auto-ApplyPart Time Client Satisfaction Specialist
Remote chargeback specialist job
Part-time Description
Mickey Keenan, P.A. is boutique personal injury law firm fighting for people injured in automobile accidents. We are seeking to hire a PART TIME Client Satisfaction Specialist. This position can be a remote work from home job and requires approximately 30 hours a week.
The Client Satisfaction Specialist's primary role is to build and maintain relationships with current and past clients.
The Client Satisfaction Specialist will follow up on client treatment status during various phases of their case and maintain networking relationships with referral partners. They will also maintain a relationship with our prior clients. They must uphold company culture at all times while making clients feel welcomed and valued. This person will also hold duties as an assistant to the office, handling administrative duties and tasks as needed for staff.
Job duties include the following, but are not limited to:
Call current and prior clients to check in
Send birthday and thank you cards
Follow up on Google review requests
The most successful Satisfaction Specialists possess exceptional customer service and people skills. They are detail-oriented individuals who listen well and are able to anticipate someone's needs in order to provide a wonderful customer experience. Self-motivation and reliability is a must.
Requirements Requirements
High School Diploma required
Working knowledge of Microsoft Office products (Outlook, Teams, Excel)
Critical thinking, professionalism
Ability to multi-task, prioritize and work efficiently
Excellent Communication skills
Attention to detail and tenacity to follow up on tasks are necessary
Salary Description $17-$20/ per hour
Transactions Specialist I - Equipment Operator Insertion Team
Chargeback specialist job in Westerville, OH
Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities.
As a Transactions Specialist I in the Insertion department you will primarily be responsible for running insertion machines to process all the statements, letters, and checks that JPMorgan Chase sends to our customers. Each day, you will stock and prepare your workstation with the correct materials needed (envelopes, mail trays, pallets, etc.), stack filled mail trays onto pallets for processing, check the quality of the products they are running, and balance each job between the good and bad pieces.
Job responsibilities
Operate Machines such as Pitney Bowes and Bell and Howell high speed insertion equipment to process statements and letters
Validate material quality and output quality
Reconcile Input vs. Output utilizing basic math
Prepare batches of work by extracting checks and remittances from envelopes
Input data into the system while following standard operating procedures and customer specific instructions for processing
Operate Imaging/Extraction Equipment (iTRAN, IBML, OPEX 7200, OPEX 150) while validating quality of images
Verify negotiability of checks through customer specific instructions for processing
Lift and move mail trays weighing up to 50 pounds
Make judgment calls regarding routine duties, but refer non-routine situations to a supervisor and/or manager
Required qualifications, skills and capabilities
Detail-oriented
Good oral and written communication skills
Production environment, focus around meeting deadlines
You will need basic computer skills and knowledge of Microsoft applications
Alpha/Numeric data entry and typing skills - with excellent accuracy
Must be a team player and maintain a positive attitude
Work Schedule(s): 3rd shift Monday to Friday 11PM - 7:30AM 1st shift Monday - Friday 7:00am - 3:30pm This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
Auto-ApplyVIRTUAL CLIENT SPECIALIST
Remote chargeback specialist job
Job DescriptionDescription:
Join an Amazing Team at Davinci Virtual!
Davinci Virtual is the leading global provider of business addresses, live answering services, and meeting spaces. We're a fast-growing, fulfillment-driven company known for our innovative solutions and exceptional service-and we're looking for friendly, energetic people to join our team!
As a Virtual Client Specialist,
you
are the voice of our company. You'll handle inbound calls on behalf of Davinci's clients while providing warm, professional, top-notch customer support. After completing in-person training at our Midvale office, you'll work fully from home-no commute, no dress code, all comfort. (You'll just need reliable internet and a quiet workspace.)
If you're enthusiastic, customer-focused, and excited about growing with an incredible team, this may be the perfect fit for you!
What We Offer:
Competitive Pay & Bonuses
• $16/hr. to start
• New-hire bonuses at 3 months and 9 months
• Lots of opportunity for advancement
Exceptional Benefits (Seriously Amazing!)
• 100% employer-paid Medical, Dental, and Vision for employees
• Affordable family plans
• HSA, FSA, and Dependent Care FSA options
• Employer-paid life insurance, short-term disability, and long-term disability
Rewards & Recognition Program -
Nectar
Earn points from peers, leaders, and HR that you can redeem for:
• Bonuses added to your paycheck
• Extra paid time off
• Amazon items or gift cards
Work-From-Home Flexibility
• After training, work fully remote
• Supportive team and leadership
• Opportunities for professional development and leadership training
What You'll Do:
• Answer inbound calls accurately, efficiently, and with a great attitude
• Provide outstanding customer service on every call
• Navigate client instructions, websites, schedules, and tools with confidence
• Send professional, well-written emails as needed
• Meet call quality, accuracy, and answer-time standards
• Communicate effectively with coworkers, leaders, and clients
• Review team stats daily and strive to meet goals
• Follow department procedures, policies, and workflows
• Contribute to team culture and be a positive, supportive teammate
Grow With Us - Professional Development:
• Participate in leadership and personal development programs
• Bring forward ideas to improve processes and the customer experience
• Commit to achieving team and company goals
• Continuously learn new tools and skills
Requirements:
What You Need:
• High School diploma
• 40+ WPM typing speed
• Excellent written and verbal English skills
• Customer service experience
• Proficiency with Microsoft Office, Outlook, Internet, and Windows
• Reliable high-speed internet for WFH
• Backup location in case of outages (or ability to work occasionally from our office)
Preferred Traits:
• Team player with strong communication
• Problem-solving and conflict-resolution skills
• Motivated, tech-savvy, and eager to learn
• Organized, focused, and adaptable
• Consistent and dependable attendance
• Professional presentation
Working Conditions
• Quiet, distraction-free home workspace
• Frequent use of phone and computer systems
• Must be able to sit at a desk for most of the shift
• Minimal physical effort required
All job offers are contingent upon passing a background check, including verification of past employment, education, and criminal records as permitted by law.
Client Access Specialist
Remote chargeback specialist job
Job Title: Client Access Specialist
Department: Centralized Patient Access
Reports To: Client Access Manager
FLSA Status: non-Exempt
Client Access Specialists will provide exceptional customer service and knowledge of NSO's programs, services, and policies to assist callers with inquiries, requests, appointments, complaints, verifications, and problems. They must meet or exceed key performance metrics while handling a high volume of inbound calls in a fast-paced environment. Successful candidates must possess strong communication skills, time management, and organizational skills.
This position promotes the mission, vision, values and strategic plan of Neighborhood Service Organization and helps to achieve the strategic goals and objectives of the unit in an administrative capacity for specified NSO clinics.
Requirements and Duties
Answer high volume of phone calls, route, and respond appropriately
Schedule appointments for consumers
Confirm upcoming appointment times and reschedule if necessary
Monitor clinician calendars and schedule appointments
Perform insurance verification and confirm consumer demographic and contact information
Register new consumers in the electronic medical records system
Monitor for referrals and conduct follow up activities
Perform other clerical duties such as filing, photocopying, transcribing and faxing
Manage patient demographic and personal information.
Issue medical files to persons and agencies compliant to all NSO policies, state and federal laws, including HIPAA regulations.
Compile, verify, type, file medical records, correspondence, and reports
Update records upon receipt of new information
Assist with departmental / unit audits and investigations.
Distribute medical charts to the appropriate departments / units within NSO.
Maintain quality and accurate records by following NSO procedures.
Ensure consumer charts, paperwork and reports are completed in an accurate and timely manner.
Ensure all medical records are protected and kept confidential
Other duties as assigned.
Work Environment
Works in an office environment and uses a computer, telephone and other office equipment as needed, to perform duties.
The noise level in the work environment is typical of that of an office with occasional contact with consumers/patients.
Bends, stoops and reaches in order to file, search for and retrieve records and documents. Manual dexterity and regular fine-finger and hand/wrist motions are required for operating a keyboard, writing and filing.
Must be able to lift up to 15lbs on occasion
Seeing/vision, talking/speaking and listening/hearing are continuously required.
Frequently required to sit & stand during working hours Frequently required to sit, walk or drive.
Occasionally required to travel between work locations.
Requirements
Qualifications:
Education : High School Diploma or equivalent
Minimum Required Experience 1-year minimum experience in a call center, administrative assistant, receptionist or related role
Additional Requirements
Proficiency in MS Office (Word, Excel, PowerPoint & Outlook)
Proficiency in electronic medical records systems
Ability to learn additional software
Proficiency in general office equipment (PC, printer/fax/copier, telephony system)
Proficiency in data entry, filing
Valid Michigan Driver's license/access to private transportation.
Required Skills/Abilities:
Excellent verbal and written communication skills.
Proficient in Microsoft Office Suite or related software.
Experience working remotely and proficient with software/tools related to remote work.
Experience working with data in all forms including electronic formats and databases.
Ability to interact with staff, students, parents, and visitors at school while remaining professional, polite, and courteous.
E.E.O.C. Statement
The above elements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities and duties of personnel so classified, or a contractual commitment, and NSO retains the right to amend or revise this job description at any time.
NSO is an Equal Opportunity Employer and is committed to excellence through diversity and considers candidates without regard to sex (including pregnancy related conditions) genetic information, race, color, weight, height, religion, nation ,origin, citizenship, age, disability, martial or veteran status, misdemeanor arrest record, sexual orientation, transgender status or gender identity or any other legally protected status
Auto-ApplyClient Relationship Specialist
Remote chargeback specialist job
The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and retention of client accounts, as well as the control and autonomy to help clients succeed in expected and unexpected ways.
Here is more of what you'll get to do:
Total responsibility as primary liaison between Net Driven and dealers in the United States and Canada.
Communicate effectively and timely with clients about Net Driven's products and features and the process that will be followed to deliver them.
Plan, schedule and execute client performance discussions within established time frames.
You'll thrive in this role if you have:
The ideal candidate will have a bachelor's degree and/or equivalent client management experience.
2 - 5 years' equivalent experience.
Fast learner who thrives on multi-tasking.
Skilled at managing time/priorities based on company goals and objectives.
Knowledge of SEO, social media, and website analytics.
Must be a great communicator to contribute to and ensure high integrity and a high productivity culture.
Experience with Salesforce.com or CRM software preferred.
Technology/Automotive experience preferred.
Call center success in a client-facing position is a plus.
Does this position sound like something you would enjoy and be successful at, but you're not sure you have the exact qualifications to be considered? While our job descriptions outline the type of candidate we're looking for, it is not a checklist. We encourage you to apply!
This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington.
Who are we?
LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture and more. Our family of brands includes Dealer Spike, Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India and The Netherlands. Together, we are LeadVenture.
In this role, you'll be working with our Net Driven brand who provides results-driven digital marketing solutions to thousands of independent automotive businesses throughout North America. Net Driven helps small businesses thrive in the digital age and employs some of the region's most influential minds in technology, SEO, digital marketing, and web design.
LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.
LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.
Auto-ApplyRefund Dispute Specialist
Remote chargeback specialist job
Our Company
Amerita
Amerita is a leading provider of Specialty Infusion services focused on providing complex pharmaceutical products and clinical services to patients outside of the hospital. As one of the most respected Specialty Infusion providers in America, we service thousands of patients nationwide through our growing network of branches and healthcare professionals. The Refund/Dispute Specialist is responsible for processing incoming payer refund requests by researching to determine whether the refund is appropriate or a payer dispute is warranted in accordance with applicable state/federal regulations and company policies. The Refund/Dispute Specialist works closely with other staff to identify, resolve, and share information regarding payer trends and provider updates. The employee must have the ability to prioritize, problem solve, and multitask.
This is a Remote opportunity. Applicants can reside anywhere within the Continental USA.
Schedule: Monday-Friday, 7:00AM to 3:30PM Mountain Time
We Offer:
• Medical, Dental & Vision Benefits plus, HSA & FSA Savings Accounts
• Supplemental Coverage - Accident, Critical Illness and Hospital Indemnity Insurance
• 401(k) Retirement Plan with Employer Match
• Company paid Life and AD&D Insurance, Short-Term and Long-Term Disability
• Employee Discounts
• Tuition Reimbursement
• Paid Time Off & Holidays
Responsibilities
Reverses or completes necessary adjustments within approved range.
Ensures daily accomplishments by working towards individual and company goals for cash collections, credit balances, medical records, correspondence, appeals/disputes, accounts receivable over 90 days, and other departmental goals
Understands and adheres to all applicable state/federal regulations and company policies
Understands insurance contracts in terms of medical policies, payments, patient financial responsibility, credit balances, and refunds
Verifies dispensed medication, supplies, and professional services are billed in accordance to the payer contract. Validates accuracy of reimbursement and the appropriate deductible and cost share amounts billed to the patient per the payer remittance advice.
Reviews remittance advices, payments, adjustments, insurance contracts/fee schedules, insurance eligibility and verification, assignment of benefits, payer medical policies and FDA dosing guidelines to determine if a refund or dispute is needed. Completes payer/patient refunds as needed and validates receipt of previously submitted refunds/disputes.
Creates payer dispute letters utilizing Amerita's standard dispute templates and gathers all supporting documentation to substantiate the dispute. Submits disputes to payers utilizing the most efficient resources, giving priority to electronic solutions such as payer portals. Scans and attaches disputes to patient's electronic medical record in CPR+.
Works closely with intake, patients, and payers to settle coordination of benefit issues. Communicates new insurance information to intake for insurance verification and authorization needs. Submits credit rebill requests as needed to the billing department or coordinates patient-initiated billing efforts to insurance companies.
Initiates and coordinates move and cash research requests with the cash applications department.
Utilizes approved credit categorization criteria and note templates to ensure accurate documentation in CPR+
Works within established departmental goals and performance/productivity metrics
Identifies and communicates issues and trends to management
Qualifications
High School diploma/GED or equivalent required; some college a plus
A minimum of one to two (1-2) years of experience in revenue cycle management with a working knowledge of Managed Care, Commercial, Government, Medicare, and Medicaid reimbursement
Working knowledge of automated billing systems; experience with CPR+ and Waystar a plus
Working knowledge and application of metric measurements, basic accounting practices, ICD 9/10, CPT, HCPCS coding, and medical terminology
Solid Microsoft Office skills with the ability to type 40+ WPM
Strong verbal and written communication skills with the ability to independently obtain and interpret information
Strong attention to detail and ability to be flexible and adapt to workflow volumes
Knowledge of federal and state regulations as it pertains to revenue cycle management a plus
Flexible schedule with the ability to work evenings, weekends, and holidays as needed
About our Line of Business Amerita, an affiliate of BrightSpring Health Services, is a specialty infusion company focused on providing complex pharmaceutical products and clinical services to patients outside of the hospital. Committed to excellent service, our vision is to combine the administrative efficiencies of a large organization with the flexibility, responsiveness, and entrepreneurial spirit of a local provider. For more information, please visit ****************** Follow us on Facebook, LinkedIn, and X.
Salary Range USD $18.00 - $20.00 / Hour
Auto-ApplyClient Experience Specialist - Eastern time US Remote
Remote chargeback specialist job
The Client Experience Specialist is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process.
The key to success in this role is the ability to multitask, problem solve and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands.
This position is 100% remote and will support various markets. The preferred candidate will have NJ transaction experience.
Responsibilities:
Perform non- licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensuring the transaction is closed in a timely, efficient, and accurate manner.
Collaborate closely with agent services department, agents and/or other third parties to ensure all proper documentation has been received for compliance in the transaction file and in the appropriate systems.
Organize all transaction details in applicable systems while providing continuous, timely and appropriate updates to all parties.
Serve as the deal stakeholder's point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close.
Coordinate and/or confirm scheduling of home inspections, appraisals and closings with all deal parties.
Regularly update and manage communication with all parties involved in the transaction.
Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.
Experience
Minimum of 2 years real estate, mortgage, title, transaction coordination/processing experience strongly preferred or solid experience with the real estate transaction process at a high volume
An individual should demonstrate the following competencies:
Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment.
People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process.
Technical- ability to learn and navigate multiple software systems with an elevated level of competency.
Critical Thinking/Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information thoughtfully and maintains confidentiality.
Partnership/Collaboration-the individual remains open to others' ideas and exhibits willingness to try new things.
Oral/Written Communication-the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues.
Quality Assurance- the individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality.
Adaptability-the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes, delays, or unexpected events while remaining resilient.
Building Collaborative Relationships - the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information, assistance, and support.
Anywhere is proud to offer a comprehensive benefits package to our employees including:
Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
401(k) savings plan with company match
Paid Time Off to Include Holidays, Vacation Time, and Sick Time
Paid Family & Paternity Leave
Life Insurance
Business Travel Accident Insurance
All employees receive access to LinkedIn Learning
Tuition reimbursement for approved programs
Employee Referral Program
Adoption Assistance Program
Employee Assistance Program
Health and Wellness Program and Incentives
Employee Discounts
Employee Resource Groups
Auto-ApplyClient Relationship Specialist
Remote chargeback specialist job
at Net Driven
Client Relationship Specialist
The position operates in a fast-paced, technology-based environment. The Client Relationship Specialist will have total responsibility for the client experience and retention of client accounts, as well as the control and autonomy to help clients succeed in expected and unexpected ways.
Here is more of what you'll get to do:
Total responsibility as primary liaison between Net Driven and dealers in the United States and Canada.
Communicate effectively and timely with clients about Net Driven's products and features and the process that will be followed to deliver them.
Plan, schedule and execute client performance discussions within established time frames.
You'll thrive in this role if you have:
The ideal candidate will have a bachelor's degree and/or equivalent client management experience.
2 - 5 years' equivalent experience.
Fast learner who thrives on multi-tasking.
Skilled at managing time/priorities based on company goals and objectives.
Knowledge of SEO, social media, and website analytics.
Must be a great communicator to contribute to and ensure high integrity and a high productivity culture.
Experience with Salesforce.com or CRM software preferred.
Technology/Automotive experience preferred.
Call center success in a client-facing position is a plus.
Does this position sound like something you would enjoy and be successful at, but you're not sure you have the exact qualifications to be considered? While our job descriptions outline the type of candidate we're looking for, it is not a checklist. We encourage you to apply!
This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington.
Who are we?
LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture and more. Our family of brands includes Dealer Spike, Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India and The Netherlands. Together, we are LeadVenture.
In this role, you'll be working with our Net Driven brand who provides results-driven digital marketing solutions to thousands of independent automotive businesses throughout North America. Net Driven helps small businesses thrive in the digital age and employs some of the region's most influential minds in technology, SEO, digital marketing, and web design.
LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.
LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.
Auto-ApplyTransactions Specialist I
Chargeback specialist job in Westerville, OH
Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities.
As a Transactions Specialist I in the Insertion department you will primarily be responsible for running insertion machines to process all the statements, letters, and checks that JPMorgan Chase sends to our customers. Each day, you will stock and prepare your workstation with the correct materials needed (envelopes, mail trays, pallets, etc.), stack filled mail trays onto pallets for processing, check the quality of the products they are running, and balance each job between the good and bad pieces.
Job responsibilities
Operate Machines such as Pitney Bowes and Bell and Howell high speed insertion equipment to process statements and letters
Validate material quality and output quality
Reconcile Input vs. Output utilizing basic math
Prepare batches of work by extracting checks and remittances from envelopes
Input data into the system while following standard operating procedures and customer specific instructions for processing
Operate Imaging/Extraction Equipment (iTRAN, IBML, OPEX 7200, OPEX 150) while validating quality of images
Verify negotiability of checks through customer specific instructions for processing
Lift and move mail trays weighing up to 50 pounds
Make judgment calls regarding routine duties, but refer non-routine situations to a supervisor and/or manager
Required qualifications, skills and capabilities
Detail-oriented
Good oral and written communication skills
Production environment, focus around meeting deadlines
You will need basic computer skills and knowledge of Microsoft applications
Alpha/Numeric data entry and typing skills - with excellent accuracy
Must be a team player and maintain a positive attitude
Overtime is required for Month End processing
Work Schedule(s):
2nd shift Monday - Friday 3:00pm - 11:30pm
Auto-ApplyClient Experience Specialist
Remote chargeback specialist job
About One Legal, an InfoTrack Company One Legal, a division of InfoTrack, is a one-stop online solution for legal professionals to file court documents in every California court, manage service of process nationwide, and more. A leader in innovative technology solutions for legal professionals for more than 30 years, One Legal continues to be among the most respected in the industry.
As a highly ambitious company, we know that our people are critical to our success. That's why we're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you're dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, we'd love for you to join us.
About the role
As a Client Experience Specialist at One Legal, you will play a pivotal role in a dynamic and client-focused support team dedicated to educating, empowering, and advocating for our clients. Your primary responsibility will be to address and resolve client inquiries through clear, effective verbal and written communication, with a strong emphasis on active listening and understanding. You'll ensure efficient and effective resolutions that meet our clients' needs by leveraging all available resources.
In this role, you will be recognized for your reliability and ability to maintain composure under pressure, consistently demonstrating empathy in client interactions. You are a quick learner with a talent for multitasking, open to coaching, and driven by curiosity. Your commitment to teamwork is evident as you continually seek ways to enhance your own performance, contribute to the team, and drive company success.
This is a fully remote role, based in Pacific Time. The hours are M-F, 9:00am - 6:00pm PT.
Responsibilities
Client Experience:
* Lead clients through the One Legal platform to complete tasks.
* Maintain accurate client records in Salesforce.
* Own your learning and communicate effectively with your manager.
* Advocate for clients by reviewing materials and providing feedback to internal teams.
* Solve problems efficiently, ensuring a high-quality client experience.
* Represent the client's voice to influence product improvements.
Driver of Results:
* Seek solutions to enhance the employee experience and celebrate team successes.
* Collaborate with your manager to meet corporate goals.
* Understand and act on key KPIs to consistently deliver exceptional client service.
* Continuously improve the client experience through proactive learning.
Operational Excellence:
* Embrace new technology to improve service and efficiency.
* Address productivity issues with your team and suggest improvements.
* Assist in onboarding new team members.
* Focus on de-escalation to minimize client delays.
* Follow all policies and guidelines.
* Participate in discussions to ensure consistent practices and communication.