Virtual Client Services Coordinator V

This is a fully remote position, open to applicants in United States, +7 more locations.

📋 Description

• Respond to a high volume of incoming calls while adhering to a structured script.

• Conduct outbound follow-up calls to qualified leads (no cold calling involved).

• Achieve monthly key performance indicators related to call volume, follow-up activities, and completed sign-ups.

• Ensure timely and consistent follow-up to enhance successful signings.

• Collect complete and accurate information from callers and process client sign-ups.

• Carry out receptionist-style responsibilities, including answering calls from existing clients or third parties and directing them to the appropriate department or team member.

• Handle critical communications with providers.

• Verify account balances.

• Maintain accurate documentation to facilitate smooth case management.

⛳️ Requirements

• Location: Virginia, US. (Remote support for U.S.-based office).

• Time Zone: EST.

• Office Hours: Saturday through Wednesday or Wednesday through Sunday.

• CRM: Neos.

• VoIP: Intermedia.

• At least 1 year of experience in client-facing roles or customer service.

• Strong organizational and time management skills.

• Excellent verbal and written communication skills in both English and Spanish.

• Ability to manage multiple tasks and prioritize effectively.

• Detail-oriented with a high degree of accuracy.

• Strong problem-solving and negotiation abilities.

• Comfortable using CRM systems and VoIP tools.

• Professional demeanor with a client-focused approach.

🏝️ Benefits

• Opportunity to work remotely.

• Certification as a Great Place to Work.