Client Service Representative (Entry Level)

Posted 6 Days Ago
Be an Early Applicant
San Jose, CA
1-3 Years Experience
Legal Tech
The Role
The Client Service Representative will assist the legal services department by collecting and managing medical records and related documents. Responsibilities include daily communication with clients, monitoring records production, processing requests, and ensuring accurate logging in proprietary software.
Summary Generated by Built In

Company Description

Knox Attorney Service has been in business for more than 50 years as a provider of litigation support, reprographics and document management services, as well as statewide courier/messenger service. We provide a wide array of services including service of process; court services; on-call courier/messenger service; skip trace and investigations; record retrieval; subpoena preparation; e-data discovery and database hosting; copy center & reprographics; digital imaging; x-ray/blueprints/video/CD duplication; and facilities management services.

The outstanding service we provide starts with our people. We make an extra effort to train and develop our staff of document professionals on the art of customer service. The tenure and professionalism of our staff is unparalleled in the document and legal services industry. We spend much effort training our people to develop our “home grown” leaders of the future. We believe investing our time and money to ensure that our people are knowledgeable and understand importance of our customers’ businesses.

Job Description

The Entry Level Client Service Representative will support the legal services department in the collections of medical records, radiology film, insurance documents, medical billing, and employment records for legal purposes. This is a fast pace office, if you like to keep busy this is perfect for you!

Full-time position. Hours are Monday through Friday from 8 AM - 5 PM. Full benefits, including health, dental, vision, FSA, PTO, paid holidays, and a 401K plan. 

  • Provide daily statuses/updates to various clients via phone, emails, memos, and e-faxes
  • Continually monitor and communicate with different facilities to follow-up for records production by making daily calls, emails, fax status checks, and mailing out reminder letters
  • Prepare and send out new serve documents daily for service
  • Consult with clients and staff to issue/reissue new requests
  • Match, review, and process records and documents based on requested parameters of subpoenas and authorizations
  • Issue payments, obtain and provide additional information/documents to custodians so they can process requests
  • Close and notify all parties of orders that are being canceled, reissued and objected to
  • Log codes/statuses in our proprietary software to ensure information for each order is up to date
  • Not assigned to specific clients, work assigned based on areas of coverage
  • Perform other job duties as assigned by Management

Qualifications

Education:

  • High School diploma or GED, some college is preferred
  • Office experience is desired 
  • Experienced in good customer service and professional phone knowledge and etiquette
  • Strong ability to multitask and prioritize work effectively, while remaining calm under pressure.
  • Understanding of computers and Microsoft Office Products (Word and Outlook)
  • Ensures tracking of client orders in company database to build contact history, identify trends, facilitate relationship building and provide management and client reporting
  • Data Entry skills/typing 30-60 WPM

Shift Availability:

  • Full-time position. Scheduled hours for this position is Monday - Friday 8:00 am-5:00 pm (IN OFFICE)

Additional Information

All your information will be kept confidential according to EEO guidelines.

Top Skills

MS Office
The Company
HQ: San Diego, CA
97 Employees
On-site Workplace
Year Founded: 1972

What We Do

Knox Services provides total document solutions to select clients throughout the nation—and has since 1972! Over time Knox Services has evolved into a single source for Total Document Management. Our services are customized to fit each client’s unique needs

Service innovation is the mark of our success. Knox Services pioneered the integration of litigation support services with facilities management in the legal industry over a decade ago. Our secure Online Order entry and web status e-business capabilities enable our customers to have their work-in-progress at their fingertips 24/7. Our Imaging and Electronic Document Services offer instant access and retrieval of mission critical information

Our approach to document solutions is unique. We focus on customer service and long-term partnerships. Our streamlined operations focus efforts and resources on serving our customers without the large bureaucratic overhead of our multinational competitors.

Providing Total Document Solutions to the Legal and Insurance Community since 1972.

• Attorney Services / Delivery / Service of Process
• Medical & Employment Record Retrieval
• Scanning & Imaging Services
• 24/7 Secured Online Document Viewing
• Copy Center / Reprographics
• Digital X-Ray & Blueprint Services
• E-Data Discovery / Document Hosting

We manage documents from paper to electronic image, and back again. Let us manage your documents, It's our business!

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