Member Services Specialist - Oklahoma Residents ONLY

LegalEASE; United States; Remote; USD 42,000 - 60,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Wellness resources

Job summary

LegalEASE is seeking a detail-oriented customer service professional for a remote role in the United States. The position entails handling inbound and outbound calls, emails, and information intake to match members with appropriate legal representation.

You will work in a team environment within a call center setting, maintaining KPI metrics and ensuring timely referral delivery and follow-up to confirm consultations with providers. Strong communication and organizational skills are essential.

Qualifications

• Must demonstrate strong customer service skills, displaying sound judgement and decision-making.
• Must manage customer expectations by resolving issues in a timely manner.
• Excellent communication skills, both written and verbal.

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.

Skills

Customer service

Communication

Time management

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

We are only accepting Oklahomaresidents at this time:

Who we are

We are a legal access employee benefits company that makes the needs of members a priority and strives to offer them the best product and service in a personal, but professional, manner.

At LegalEASE, we consider our culture to be among our most important resources. Over the decades our team members have built our culture into what it is today — an environment for our team members to be creative and grow, have fun and be successful, and help our customers to the best of their abilities. Today, this culture is the core at our decision making and strategy.

Join our Team

We create a customer focused work environment by providing Team Members with the same level of service, respect, and dignity that we provide to our members. Our deeply instilled culture is personified by our Team Members who ensure that we have helped each and every member to the best of our abilities, and to become a company that is easy to work with. If you want to be a part of this cohesive team with opportunities to build a successful career, LegalEASE is the right place for you.

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.

What you will do

• 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.

You will do it using your

• 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 opportunitiesPaid 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.