Client Services Specialist

Client Services Specialist

20 Jan 2025
South Carolina, Southyarra 00000 Southyarra USA

Client Services Specialist

Provide exceptional customer service & product/service information at front house, via telephone and emailBuilding relationships with assigned accountsManage all facets of appointment booking including support with special requests and opportunities to provide additional servicesBuild sustainable relationships, connections and trust with customers & experts through open and interactive communication, resolution of issues and delivering on promisesSupporting the National Operations Manager with ad hoc tasksWork collaboratively with all departments to support customer and expert needsWorking towards and achieving company KPI’s and objectives for expert bookings, customer onboarding & customer serviceCreate bookings for clients from telephone or email correspondence; Generate sales leads that develop into new customers; Cross-sell experts and specialties to customers; Manage all aspects of the bookings process via Salesforce; Assist in training lawyer/insurers/experts in the use of Salesforce as required; Manage all aspects of appointments - file and client throughout.Regular communication with General Manager;  Communicate effectively with File Team and QA; Adhere to quality standards as per SOPs.Responding to enquiries sent to info@lexmedicus.com.au; Competency in document management capabilitiesKeep up to date with key administrative knowledge in order to provide effective support as requested;  Participation in regular business development updates and training as part of weekly team meetings; Promotion of Lex Medicus on social media; Attending Lex Medicus seminars, functions and training days as required; Business development communications with lawyers and clients. Managing Expert availability and supporting their needs in order to enhance their experienceEnsure that facilities are suitable for expert needs; Identify risks and opportunities relating to service with experts; Identify risks and opportunities in experts’ schedules. Build rapport with experts, identifying and assessing their needs to achieve satisfaction and retentionPromote and support practices that are inclusive, responsive, safe and accessible.

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