[Hiring] Client Relations Specialist I @Prestige Veteran Medical Consulting

Role Description

The Client Relations Specialist (CRS I) is responsible for managing inbound calls, conducting Veteran screenings, documenting information accurately, and moving cases efficiently through the client journey. This position requires someone who enjoys structured workflows, communicates professionally, and thrives in an environment where accountability, organization, and follow-through are essential.

Although this is a remote position, it is a highly collaborative role involving:

• Regular department meetings
• Team communication
• Active case management
• Measurable daily production goals

We are looking for professionals—not simply individuals seeking a work-from-home position.

Qualifications

• Minimum 1 year of experience in customer service, client relations, intake coordination, case management, or call center environments
• Strong verbal communication skills
• Professional written communication
• High attention to detail
• Strong organizational skills
• Comfortable working within structured processes
• Ability to multitask while maintaining accuracy
• Dependable attendance and punctuality
• Comfortable learning multiple software systems
• Ability to maintain confidentiality and professionalism

Requirements

• Answer inbound calls professionally and empathetically
• Conduct detailed Veteran screenings using established workflows
• Create and maintain accurate CRM records
• Educate Veterans on Prestige's services and expectations
• Send required screening documentation and agreements
• Utilize approved communication templates while personalizing the client experience
• Follow up on outstanding questionnaires, medical records, signatures, and documentation
• Maintain organized case ownership from intake through Medical Expert assignment
• Perform timely outbound follow-up calls, emails, and text communication
• Keep CRM documentation accurate and current after every interaction
• Ensure cases continue moving without unnecessary delays
• Coordinate communication between Veterans and Medical Experts
• Assist with Medical Expert scheduling and workflow progression
• Support Second Opinion workflows as assigned
• Escalate complex issues appropriately
• Maintain professionalism while handling sensitive conversations
• Meet daily productivity expectations
• Maintain documentation quality standards
• Participate in department meetings and workflow discussions
• Identify workflow improvements and communicate operational concerns
• Demonstrate ownership over assigned responsibilities without constant supervision

Benefits

• 401(k) - Eligible after 90 days and confirmation of permanent employment; Employer match up to 4%
• Paid Time Off - 15 days (120 hours) annually; Accrued each pay period; Begins accruing on Day One; PTO may be used after accrued; Combined vacation, sick, and personal leave bank; No annual carryover
• Paid Federal Holidays - Eligible full-time employees working a regular schedule receive paid federal holidays