Client Account Specialist Job Description Template
Our company is looking for a Client Account Specialist to join our team.
Responsibilities:
- Process high volume of content requests from various partners and clients;
- Process approved write-off requests;
- Any client inquiry that cannot be addressed by the client account specialist;
- Interface with partners and clients to advise on how to submit data;
- Refine and develop new processes for accepting and implementing detailed data submissions;
- Prepare and distribute various AR reports to attorneys;
- Client or attorney complaints which may involve you at any level;
- Maintain client account collection activity records in tracking software;
- Ensure quality control of all content submissions;
- Process Reminder Notice exemption requests and, as needed, reminder statements;
- Regularly communicate account status with the account’s manager and attorneys;
- Attorneys who do not cooperate with collection efforts;
- Any client dispute, especially those that are sensitive or confrontational.
Requirements:
- Strong communication skills, both written and verbal;
- Active listening skills;
- Persuasion Skills;
- Must have HS diploma or GED;
- Able type a minimum of 30 WPM;
- Must be at least 18 years of age;
- 1-2 years customer service experience;
- Strong analytical skills, able to multitask;
- Solid experience in problem solving and resolution skills;
- Customer Focus;
- Must be able to pass a background check;
- Detail oriented;
- Experience with Elite Enterprise is preferred;
- At least 3 –5 years of relevant work experience;
- Proficient user of CreditForce or similar collection software as well as Microsoft Excel required.