What are the responsibilities and job description for the Client Relationship Specialist - MA position at Perfect Path, LLC, d/b/a Trajector Services?
Overview:
Trajector is where purpose meets progress. We specialize in medical evidence services that become the compass our clients rely on while navigating the intricate terrain of disability benefits. Our calling is clear: to make a real difference, infuse passion, and enhance the quality of life for the disabled community. As part of our global community, you'll join a team of over 1,800 dedicated individuals, each contributing their unique talents to streamline the path to benefits. Urgency propels us, data empowers us, and every step is tailored to ensure those with disabilities access their rightful compensation. Join us in shaping stories of transformation, one life at a time.
Job Overview:
One Trajector. One Mission.
Trajector is where purpose meets progress. We specialize in medical evidence services that become the compass our clients rely on while navigating the intricate terrain of disability benefits. Our calling is clear: to make a real difference, infuse passion, and enhance the quality of life for the disabled community. As part of our global community, you'll join a team of over 1,800 dedicated individuals, each contributing their unique talents to streamline the path to benefits. Urgency propels us, data empowers us, and every step is tailored to ensure those with disabilities access their rightful compensation. Join us in shaping stories of transformation, one life at a time.
The Client Relationship Specialist will provide excellent customer service to our Veterans throughout the medical evidence development process. This will entail making a high volume of outbound calls to our Veterans regarding their medical evidence development status. The Client Relationship Specialist works closely with other departments to ensure our Veterans are supported and can achieve the best outcomes. The Client Relationship Specialist will be the main point of contact for assigned Veterans.
About Our Perks, Compensation, & Benefits:
- $16.00 to $17.00 hourly PLUS department monthly bonuses ranging from $50 to $400.
- Medical, dental, vision, 401k program, and more.
- Paid time off, including seven (7) federal holidays plus two (2) flex holidays for DEI.
- Joining a rapidly growing organization.
- Building, growing, and maintaining a trusting client relationship with each assigned Veteran; average number of assigned clients is 150 – 180 Veterans for each Client Relationship Specialist.
- Serving as single point of contact for each assigned client, learning needs of client and building plans to meet or exceed client needs.
- Coordinating and communicating the proposed strategy for the Veteran’s medical evidence development, including periodic follow-up to ensure client satisfaction and service delivery.
- Addressing all client concerns in a prompt manner and collaborating with key departments to resolve all issues.
- Responsible for both inbound and outbound communications to update on progress (6 to 7 hours per day).
- Recording Veterans' progress and communicating that progress with the client and the team. Continually update customer records to reflect communications and progress through the medical evidence development system.
- Following up with assigned Veterans to ensure they are satisfied with services.
- Enhances department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
- Use company policies to efficiently assist our Veterans.
- Participate in training sessions to keep up to date on all policies and company news.
- Provide input on how to improve the quality of service to the veterans.
- Organizing and analyzing client information, cross checking and validating client information, and checking forms and documents for completion.
- Meet or exceed established productivity and quality targets for the position.
- Authorized to work in the United States and not require work authorization sponsorship by our company for this position now or in the future.
- High School Diploma or equivalent.
- CNA certification preferred.
- Minimum of one year of experience in customer service and/or sales.
- Ability to effectively deliver information on the phone six (6) to seven (7) hours per day; notate these customer interactions in our client portal.
- Excellent interpersonal, analytical and critical thinking skills.
- Ability to define problems, collect data, establish facts, and draw valid conclusions.
- Ability to interpret an extensive variety of instructions.
- Ability to remain calm while working under pressure in a busy environment.
- Ability to work within timeframe of standard policies and procedures.
- Ability to maintain confidentiality related to sensitive company and client information.
- Excellent ability to multi-task and prioritize in a busy, fast-growth environment.
- Detail oriented, diligent, and flexible.
- Ability to operate basic office equipment such as computers, printers, copiers, and scanners.
- Knowledge of Microsoft suite.
- Excellent written and verbal communication skills.
- Professional or personal experience supporting individuals with disabilities preferred.
- Minimum internet speed of 25 Download/10 Upload.
Trajector is an EOE/Veterans/Disabled/LGBTQ employer.
Salary : $16 - $17
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