Member Services Specialist - Oklahoma Residents ONLY

LegalEASE, A Legal Access Company; Oklahoma; On-site; USD 30,000 - 50,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Training and Development opportunities

Job summary

A legal services provider is seeking a detail-oriented individual for a customer service role focusing on assisting members with legal representation. This position requires handling calls, gathering case information, and ensuring member satisfaction. Applicants must reside in Oklahoma and possess strong communication and organizational skills. The company offers benefits including health insurance, a 401(k) plan, and opportunities for professional development.

Qualifications

• Demonstrate strong customer service skills.
• Manage customer expectations effectively.
• Maintain professionalism at all times.

Responsibilities

• Handle inbound and outbound calls in a call center.
• Complete accurate case profiles during intake.
• Follow up with members to confirm referral success.

Skills

Excellent verbal and written communication skills

Ability to take ownership of project

Strong organizational skills

Ability to work under pressure

High attention to detail

Education

High School Diploma, College Degree preferred

Tools

Microsoft Office

Job description

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance
• Wellness resources

Eligibility:

We are only accepting Oklahoma residents at this time. Please do not apply if you do not live in Oklahoma.

Job Purpose:

We are looking for a detail oriented, efficient individual who can derive a sense of pride and fulfilment in work well done. This role is a customer service position with the purpose of working with members to successfully obtain all pertinent information to be able to have them matched with the appropriate legal representation. This role works in a call center environment handling inbound and outbound calls from and to members and providers. This role works in a team environment and is expected to consistently maintain metrics/KPI’s as defined by management.

Responsibilities:

• Follow the vision, goals, and direction of the department.
• Answer incoming emails in a timely manner as defined by the Service Level Agreements.
• Quickly determine the caller’s needs and proceed to handle the intake of information and assist the caller.
• Confirm eligibility when necessary and verify plan benefits.
• Complete a thorough and accurate case profile during intake.
• Ensure that the member has a clear and correct understanding of benefits and process before ending the initial call.
• Attempt to create comfort zones with each member.
• Work with the team to proactively solve issues.
• Communicate effectively and in a timely fashion with customers, teammates, and management. Notate all applicable information into each case within the CMS.
• Complete a Daily Status Updates when referrals are not ready the same day or the next day, so that the information can be communicated to the member.
• Provide Referral information to the member within 30 minutes of completion.
• Use every available contact method to provide the referral to the member.
• Follow up within one (1) day to confirm that the member received the referral information and was able to reach the attorney unless a success warm transfer call was completed during referral.
• Follow up with the members until it can be confirmed that the member has had a consultation using the Follow-up Guidelines when you are unable to reach the member.
• Ensure that the member was satisfied with the consultation and determine whether the member will use the Provider’s services, would prefer another Provider, or has received all necessary services.
• Continue following up with the member until the Providers are completed to ensure satisfaction, at each and every touch point, proactively and after.
• Report all issues, concerns, complaints and potential problems with Members or Providers using the Escalations Procedures.
• Respond to all phone messages and emails within two (2) business hours.
• Report daily activity, using the standard Daily Report format.
• All other duties as assigned.
• Perform other duties as assigned.

Your Skills:

• Excellent verbal and written communication skills.
• Ability to take ownership of project.
• Ability to meet aggressive deadlines while maintaining a positive attitude.
• Ability to work under pressure and follow through on tasks.
• Strong organizational skills, ardent, with an applicable sense of urgency.
• High attention to detail and proven ability to manage multiple, competing priorities simultaneously with minimum supervision.
• Ability to build relationships with leadership team/department heads, in order to more successfully and efficiently complete and prioritize pricing actuary/underwriter related tasks under deadline.
• Ability to maintain in-depth working knowledge of LegalEASE’s systems and processes.

Basic Qualifications:

• High School Diploma, College Degree preferred.
• Must demonstrate strong customer service skills, displaying sound judgement and decision-making.
• Must manage customer expectations by resolving issues in a timely manner.
• Must plan work appropriately and balance multiple priories.
• Excellent communication skills, both written and verbal.
• Must maintain the highest level of professionalism.
• Microsoft Office proficiency.

Our Offering:

• Culture built on Trust, Respect, and Integrity.
• Environment that supports the personal drive for excellence.
• Access to robust health insurance and legal benefit plans.
• Training and Development opportunities.
• Paid vacation.
• Free Fitness Center on property.
• 401 (k) Retirement plan.

Work Authorization/Security Clearance:

• Candidate must have valid work authorization for the U.S.
• A criminal background investigation is conducted on every Legal Access Plans employee.
• All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

AAP/EEO Statement:

Legal Access Plans is an equal opportunity employer.

This is a remote position.