Private Client Specialist

Crisis24; United States; Sur place; USD 50 000 - 70 000; Plein temps

Résumé du poste

Crisis24 is seeking a Private Client Specialist to serve as the primary contact for members of the Private Client Concierge Team. You will deliver high-touch service, coordinate healthcare-related tasks, and maintain HIPAA-compliant communications to support member needs.

Role involves scheduling coordination, medical records handling, and research related to personal and travel health, with opportunities to engage in special projects and ongoing training.

Qualifications

• Associates Degree preferred; High School diploma or GED required.
• Minimum 3 years in an office with customer service experience; Healthcare setting preferred.
• Demonstration of professionalism, empathy, and urgency at all times.
• Excellent written and verbal communication skills.
• Proficiency with basic computer applications; EMR experience preferred.

Responsabilités

• Provide highest standard of positive, professional customer service to members in all interactions.
• Respond to member inquiries via email, phone, or video, complying with HIPAA and member preferences.
• Coordinate with healthcare providers, including primary providers, for scheduling and information gathering.
• Provide administrative and clinical support to care for member needs in a timely, professional manner.
• Track and support all open medical cases to ensure high patient care levels.
• Participate in HIPAA and GDPR training and ensure regulatory compliance.
• Document all interactions accurately in company software.
• Manage workload and meet deadlines with effective time management.
• Regularly meet with team manager and medical providers to review member needs.
• Provide accurate information about products and services to members.
• Assist members with medical equipment and service orders.
• Identify opportunities to improve customer service operations.
• Participate in rotating after-hours standby to support providers and members.
• Assist with special projects as requested.

Connaissances

Customer service experience

Professionalism

Excellent communication

Problem-solving with urgency

Discretion

Formation

Associate degree (preferred)

High school diploma or GED (required)

Outils

Microsoft Office

EMR/EHR systems

Description du poste

About Crisis24

Crisis24 is a global, AI-enhanced provider of travel risk management, mass communications, critical event management, crisis-security consulting, personal protection solutions and global medical concierge capabilities, allowing prominent organizations, disruptive brands and influential people to operate with confidence in an uncertain world. Backed by proprietary AI-enabled SaaS technologies, advanced Global Operations Centers, an extensive global footprint, and the largest team of private-sector intelligence analysts in the world, we deliver localized insights and global perspectives alongside medical, security, crisis response, embedded intelligence, and consultancy services as a preferred partner for Fortune 500 corporations.

At Crisis24, we don't just offer jobs - we offer missions. We recruit the very best from the military, intelligence agencies, academia, law enforcement, medicine, or any of our areas of specialty. We protect more than places. We protect people, reputations, and lifestyles, with integrity, discipline, discretion, and purpose. Whether you're stepping into civilian life after service, seeking personal or professional growth, or bringing specialized expertise to a higher calling, we match your ambition with real opportunity. Do the most important work of your career, helping safeguard the world's most important organizations and individuals against risk.

More information is available at https://www.crisis24.com/careers

Job Title: Private Client Specialist

Department: Private Strategic Group (Medical)

Reports To: Head of Strategic Private Client Member Operations

Job Description:

Crisis 24 is seeking a positive, motivated, and detail-oriented individual to join our Private Client Concierge Team. In this role, you will be the primary contact with members, with an expectation to provide the highest standard of high-touch customer service at all times. Your role will be crucial to building and maintaining trusted relationships with members and to provide world-class service for all member needs.

This role does not require medical training or experience, but does work in a team supporting member needs relating to their healthcare, such as (but not limited to) scheduling and coordination of internal and external appointments, requesting medical records, and research relating to personal and travel health.

Responsibilities:

• Provide the highest standard of positive and professional customer service to members throughout all interactions.
• Respond to member inquiries via email, telephone, or video in a timely and professional manner always conscious of HIPAA requirements and member preferences/permissions
• Liaison with other healthcare providers, especially including members' primary providers (often a concierge physician), including obtaining and organizing relevant health information, scheduling, and follow up.
• Provide administrative and clinical support to medical providers to care for member needs in a responsible, positive, timely, and professional manner.
• Track and support all open medical cases for assigned member base to ensure a high level of patient care.
• Participate in annual (or more frequent) HIPAA and GDPR training and ensure all regulations are followed.
• Document all interactions with members accurately, thoroughly, and timely within the company software systems.
• Prioritization of workload and the ability to manage your time and meet deadlines.
• Meet regularly with the team manager and medical providers to review member needs and workload.
• Provide accurate and detailed information about products and services to members as requested.
• Assist members with medical equipment and service orders as needed.
• Identify opportunities and provide feedback to enhance customer service operations.
• Participation in a rotating after-hours standby schedule to support providers and members in urgent situations.
• Assist with special projects as requested.

Skills/Requirements:

• Associates Degree preferred; High School diploma or GED required
• A minimum of 3 years in an office with customer service experience; Experience in a healthcare setting preferred.
• Demonstration of a high-level of professionalism, patience, empathy, and urgency at all times.
• Demonstration of the ability to problem-solve with urgency and thoughtfulness.
• Excellent written and verbal communication skills.
• Proficiency in using basic computer applications, including Microsoft Office products prior experience with an electronic medical record application is preferred.
• Ability to handle sensitive and confidential information with professionalism and discretion.
• Must agree to and pass a background investigation geared to suitability for handling sensitive information.

Information Security

• Protect the data and systems of Crisis24 and its stakeholders by adhering to policies, reporting incidents and potential problems, completing regular training, and identifying opportunities for improvement.

Crisis24 is dedicated to equal opportunity in employment. We are committed to a work environment that celebrates diversity. We do not discriminate against any individual based on race, color, sex, national origin, age, religion, marital or parental status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any factors protected by applicable laws.