Job Summary:
The Retainer Specialist will speak with potential clients and motivate and guide them to complete representation forms so we can assist them in their claims. Work hours are Monday – Friday from 9:00 am to 6:00 pm.
Supervisory Responsibilities:
- None
Essential Functions:
- Answer calls on auto dialer from potential clients.
- Patiently explain the documents to the clients.
- Walk the clients through the process of how to electronically sign documents via text and email.
- Document the calls accordingly so that our phone system can dial the next call.
- Performs other related duties as assigned.
Required Skills/Abilities:
- Must have a persuasive phone presence and have the ability to persuade the client to complete the representation forms.
- The ability to speak and understand fluent Spanish is preferred.
- Must be tech savvy and must be able to explain to a non-tech savvy client how to electronically sign documents by text and email.
- Must have a friendly, professional telephone voice.
- Must be patient with clients.
- Must be a problem solver.
- Must be an independent worker.
- Must be able to handle a high call volume with back-to-back calls; hundreds of calls per day.
- Ability to function well in a high-paced and at times stressful environment.
- Proficiency with Microsoft Office Suite and general computer proficiency.
- Reliable and dependable attendance is essential.
- Must be able to work Monday through Friday from 9:00 am to 6:00 pm EST.
Education and Experience:
- High school diploma or equivalent.
- At least two years of sales experience required.
Physical Requirements:
- Prolonged periods of sitting at a desk, talking on a telephone and working on a computer.
Remote Work from Home Requirements:
- Not all positions are remote; some require that the employee work in the office.
- Must have a desk, chair and basic essentials to work from home.
- Must have a quiet work area without noise or distractions.
- Must have personal high speed internet service (Wi-Fi is not acceptable). Our minimum internet speed requirement is 100 download & 10 upload speed.
- Must be logged onto your work computer and able to answer calls during your normal work hours.
- Remote workers must be based in the United States and must reside in one of the following states: FL, GA, HI, IN, MI, NC, NH, NJ, NV, NY, PA, SC or TX.