First Impressions Specialist

Job title: First Impressions Specialist
Responsibilities

Answers all incoming calls in a courteous, welcoming, professional, and timely manner

Reach out and welcome new clients to the firm

Gather new client demographics, insurance information, and documents accurately

Secure evidence such as videos, pictures, statements or other evidentiary details for client cases

Properly enter client information into case management software

Identify potential defendants and obtain insurance coverage documentation

Enter all new client information into our system database and create physical folders for new clients

Draft and send various documents including but not limited to letters of representation, preservation of evidence requests, spoliation letters, etc.

Open claims with various insurance companies on behalf of the client and secure declarations pages and policy details within 2-3 days of sending LORs

Support clients as needed to navigate property damage, subrogation and ultimately facilitate quick repair of vehicle damage or compensation for property damage in event of total loss

Adhere to intake workflows and key timelines to ensure cases are complete, data is accurate and clients are taken care of

Maintain high level of professionalism, discretion and integrity

Adhere to Company, legal and regulatory compliance

Other duties as assigned

Requirements

High school diploma or equivalent

Fluent in English and Spanish (read, write and speak in both languages)

Proficient in Outlook, Word, Excel, Teams, Adobe and case management software (experience with CLIO a plus)

Competencies

Excellent organization skills and strong attention to detail

Follows up with clients and takes personal responsibility for ensuring they get an answer or are taken care of

Proven customer service excellence and strong communication skills – can demonstrate empathy with clients, manage expectations and provide proper guidance

Problem solver – listens for understanding, gets to root issue and helps secure solution

Self-starter, able to effectively multi-task and thrive in a fast-paced environment

Note: This description indicates, in general terms, the type and level of work performed and responsibilities held by the team member(s). Duties described are not to be interpreted as being all-inclusive or specific to any individual team member.
No Third Party Agencies or Submissions Will Be Accepted.
Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. DFWP
Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.
Powered by JazzHR

Regis Remote Office