Account Executive

Overview

• Manage and build relationships with law firm clients, ensuring exceptional customer service and satisfaction.
• Provide oversight for a portfolio of client accounts, delivering regular updates and proactive communication.
• Handle client inquiries and resolve issues promptly to achieve first-contact resolution.
• Ensure compliance with HIPAA regulations and legal requirements in handling medical records.
• Collaborate with legal and medical offices to address client needs and manage orders effectively.
• Participate in training sessions to develop expertise and operate independently without micromanagement.
• Support a fast-paced, goal-oriented work environment with a strong commitment to excellence.
• Opportunity for potential transition to permanent role based on performance.

Key Responsibilities & Duties

• Provide bi-weekly status updates on client cases and proactively address arising questions.
• Verify identification for medical record requests and ensure confidentiality and compliance.
• Respond to client inquiries via phone or email, providing accurate information and solutions.
• Troubleshoot client issues, identify root causes, and implement effective resolutions.
• Manage targeted client orders directly and ensure timely delivery of services.
• Document client interactions and report findings to management as necessary.
• Collaborate with team members to resolve challenges and improve departmental operations.
• Maintain exceptional organizational and project management skills to meet deadlines.

Job Requirements

• Associate of Arts (AA) degree or equivalent required; Bachelor’s Degree preferred.
• Minimum 3 years of customer service experience; legal background is a plus.
• Proficiency in general computer skills, including Outlook, Word, and Adobe Acrobat.
• Strong organizational, communication, and problem-solving abilities.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Exceptional attention to detail and commitment to maintaining confidentiality.
• Flexible and motivated team player with a solution-oriented attitude.
• Familiarity with subpoenas, depositions, and affidavits is advantageous.