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Client Services Representative Remote

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Global TekMed Holdings is a conglomerate of industry-leading businesses spanning multiple markets, including Sales, Marketing, IT, Management, Accounting, and more. Our primary focus is supporting military veterans and veteran-owned businesses.

Working with the veteran community has inspired an internal culture of hard work and steady growth that is responsible for our success. At Global TekMed Holdings, team members are given access to valuable resources and high growth opportunities, empowering them to excel in their careers across multiple industries and disciplines.

Job Information

The Client Services Representative is our Case Manager Assistant, assigned to our Sales Department. They will be responsible for providing exceptional assistance to clients in their journey with our Company. This role entails working with provided and self-generated leads to identify potential clients who may qualify for our services. The representative will gather all necessary documentation and assess leads according to our established workflow and guidelines. Daily tasks will include email management, scheduling client appointments, making solicitation calls, retrieving missing documents, reviewing client medical records, developing client strategies, offering guidance during the pre-C&P evaluation, facilitating the claim filing process, and collecting payments on behalf of the Company. Additionally, the representative will support the accounting team with collections, as needed.

Locations: Remote

Job Type: Full-time (40 hours per week). May require additional hours, evenings, and/or weekend work.

Responsibilities:

  • Contact all leads provided by the Company.
  • Collect Client Service Agreements and Deposits (CSA & URD).
  • Provide generalized guidance to clients throughout their engagement.
  • Maintain accurate records of all interactions and update lead profiles in the Company’s CRM.
  • Follow up on all client and lead communications promptly.
  • Assist in the collection of client payments on behalf of the Company, collaborating with the accounting team.
  • Actively seek potential clients and ask for referrals.
  • Offer generalized guidance for pre-C&P examinations.
  • Provide pre- and post-filing guidance to clients.
  • Collaborate with the accounting team to support collections efforts.
  • Perform other duties as assigned by the Company.

Preferred Skills:

  • Previous experience in customer service and/or sales roles.
  • Strong attention to detail and excellent follow-up skills.
  • Excellent verbal and written communication skills.
  • Ability to handle multiple projects, perform well under pressure, prioritize tasks, and meet deadlines.
  • Ability to work independently and as part of a team.
  • Excellent Microsoft Office skills, including advanced Excel skills.
  • Proactive and creative problem-solving skills.
  • Experience or familiarity with accounting and collections processes.
  • Knowledge of basic accounting principles.
  • Familiarity with CRM systems and proficiency in managing client data within a CRM.
  • Ability to work collaboratively with cross-functional teams, including sales and accounting.
  • Strong organizational and time management skills.

Minimal Experience Requirements:

  • Customer service skills.
  • Previous experience in customer service and/or sales roles is a plus.
  • Attention to detail and excellent follow-up skills.
  • Excellent verbal and written communication skills.
  • Ability to handle multiple projects, perform well under pressure, prioritize tasks, and meet deadlines.
  • Ability to work independently and as part of a team.
  • Excellent Microsoft Office skills, including advanced Excel skills.
  • Proactive and creative problem-solving skills.

Minimal Education Requirements:

  • High School Diploma or equivalency.

Benefits

  • Health Benefits, Medical, Dental, Vision and Life
  • Paid Vacation time
  • Paid Sick time
  • Paid Holidays
  • 401K

Global TekMed Holdings is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, marital status, veteran status, or any other applicable legally protected status or characteristic.

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