Client advocate job description
we are seeking a detail-oriented and organized client advocate to join our team. As a client advocate, you will be responsible for communicating effectively with clients and providers, providing excellent customer service, maintaining clear notes in the crm, updating files in the document management system, preparing files, and more.
this is an excellent opportunity for someone who is fluent in both english and spanish, has a strong computer background, and enjoys working independently in a quiet environment.
responsibilities
* communicate effectively with clients and providers
* provide excellent customer service
* maintain clear notes in the crm
* update files in the document management system
* prepare files
qualifications
* fluency in english and spanish (reading, writing, and speaking)
* a strong desire for long-term employment
* a reliable computer with a camera
* a quiet workspace
* attention to detail and organizational skills
* fast and stable internet connectivity
benefits
* a competitive bi-weekly salary with monthly bonuses
* a 40-hour workweek with opportunities for growth
* long-term work-from-home positions with potential for raises after three months
* a generous internet subsidy (monthly)
* an insurance subsidy after six months
* performance and attendance incentives (monthly)
potential responsibilities
* client advocate: communicate effectively with clients and providers while providing excellent customer service, maintaining clear notes in the crm, updating files in the document management system, preparing files, etc.
* intake specialist: collect information from potential clients while delivering exceptional customer service, keeping clear notes in the crm.
* sales manager: engage current clients to maintain relationships and secure orders, update notes in the crm, and make calls to new customers.
* billing/collection specialist: we seek an individual experienced in collections, creating invoices, accounts receivable, and more.
* scheduling assistant: ensure the calendar is organized, schedule consultations, and manage the firm\'s calendar.
we are an equal opportunity employer and service provider, committed to making employment decisions based on merit and value. We do not discriminate on the basis of protected class, including race, religion, gender, national origin, citizenship status, sexual orientation, disability, political affiliation, or belief.
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