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Client Relations Specialist I (CRS I)

Prestige Veteran Medical Consulting
Texas

Quick Apply

Job Details

Full-time
From $17 an hour
4 days ago

Benefits

Paid holidays
401(k)
Paid time off
Work from home
Opportunities for advancement
Flexible schedule

Qualifications

Optimizing workflow processes
Customer records maintenance
Experience working with the veteran population
Phone communication
Workflow management (operations management method)
Intake
Service scheduling
Supporting legal cases
Incident Escalation
Phone call screening
Managing clients in a customer support role
Healthcare administration
Quality assurance
Continuous improvement
QA/QC
Organizational skills
Disability determination
Document quality checks
CRM system proficiency
1 year
Zoho
Claims documentation management
Managing patient records
Escalation handling
Case service coordination
Documentation review
Communication skills
Entry level
Client interaction via phone calls
Office record organization

Full Job Description

This is a remote position.

Prestige Veteran Medical Consulting

Client Relations Specialist I (CRS I)

Department: Client Relations

Employment Type: Full-Time, Hourly (Non-Exempt)

Location: Remote (U.S.)

Pay

Starting Pay: $17.00/hour

This position is part of Prestige's structured Client Relations Career Path (CRS I-IV), with defined performance milestones, leadership development, and promotion opportunities as the company continues to grow.

About Prestige

Prestige Veteran Medical Consulting partners with Veterans by providing record-based Independent Medical Opinions (IMOs/Nexus Letters), medical record reviews, and select Disability Benefits Questionnaires (DBQs).

Our mission is simple:

Provide an exceptional client experience while maintaining the highest standards of professionalism, ethics, documentation, and operational excellence.

Every interaction matters. Our Client Relations team serves as the first impression of Prestige and plays a critical role in helping Veterans navigate our process with confidence and compassion.

Position Overview

The Client Relations Specialist (CRS I) is responsible for managing inbound calls, conducting Veteran screenings, documenting information accurately, and moving cases efficiently through the client journey.

This position requires someone who enjoys structured workflows, communicates professionally, and thrives in an environment where accountability, organization, and follow-through are essential.

Although this is a remote position, it is a highly collaborative role involving regular department meetings, team communication, active case management, and measurable daily production goals.

We are looking for professionals—not simply individuals seeking a work-from-home position.

What You'll Do

Veteran Intake & Screening

Answer inbound calls professionally and empathetically
Conduct detailed Veteran screenings using established workflows
Create and maintain accurate CRM records
Educate Veterans on Prestige's services and expectations
Send required screening documentation and agreements
Utilize approved communication templates while personalizing the client experience

Case Management

Follow up on outstanding questionnaires, medical records, signatures, and documentation
Maintain organized case ownership from intake through Medical Expert assignment
Perform timely outbound follow-up calls, emails, and text communication
Keep CRM documentation accurate and current after every interaction
Ensure cases continue moving without unnecessary delays

Medical Expert Coordination

Coordinate communication between Veterans and Medical Experts
Assist with Medical Expert scheduling and workflow progression
Support Second Opinion workflows as assigned
Escalate complex issues appropriately
Maintain professionalism while handling sensitive conversations

Operational Excellence

Meet daily productivity expectations
Maintain documentation quality standards
Participate in department meetings and workflow discussions
Identify workflow improvements and communicate operational concerns
Demonstrate ownership over assigned responsibilities without constant supervision

What Makes Someone Successful Here

Our most successful Client Relations Specialists are:

Self-motivated
Highly dependable
Organized
Comfortable working independently
Comfortable being held accountable
Excellent communicators
Fast learners
Adaptable to changing priorities
Team-oriented
Solution-focused

They take initiative rather than waiting to be told what to do.

They ask thoughtful questions.

They enjoy continuous learning.

They take pride in accuracy.

Remote Work Expectations

Working remotely requires a higher level of professionalism and accountability than working in a traditional office.

Successful candidates should be comfortable:

Managing their own time effectively
Remaining productive throughout the workday
Working independently while staying connected with the team
Participating in scheduled meetings via camera when required
Communicating proactively when assistance is needed
Maintaining a distraction-free professional home office
Meeting productivity and quality expectations consistently

This role is best suited for individuals who are already comfortable working in a remote environment or who have demonstrated strong self-management skills.

Training & Onboarding

Our onboarding program is intentionally fast-paced to prepare new team members for success.

Week One

Full-time instructor-led training
Company systems
CRM
Workflow
Policies
Veteran communication
Shadowing
Hands-on exercises

Week Two

Light production with coaching
Continued mentoring
Daily feedback
Increasing independence

Because our training program is accelerated, we are seeking individuals who learn quickly, retain information, ask questions, and confidently apply feedback.

Minimum Qualifications

Minimum 1 year of experience in customer service, client relations, intake coordination, case management, or call center environments
Strong verbal communication skills
Professional written communication
High attention to detail
Strong organizational skills
Comfortable working within structured processes
Ability to multitask while maintaining accuracy
Dependable attendance and punctuality
Comfortable learning multiple software systems
Ability to maintain confidentiality and professionalism

Preferred Qualifications

Experience supporting Veterans or military families
Familiarity with VA disability claims processes
Experience using Zoho CRM
Healthcare administration experience
Medical documentation experience
Legal support or medical-legal experience
Quality assurance or auditing experience

Career Growth

Prestige believes in promoting from within.

CRS I

Learns company processes, screening, documentation standards, and workflow management.

CRS II

Manages cases independently while maintaining productivity and quality expectations.

CRS III

Handles advanced workflow responsibilities, complex case coordination, and assists with mentoring newer team members.

CRS IV

Serves as a senior operational resource supporting leadership initiatives, workflow optimization, training, and departmental development.

Benefits

401(k)

Eligible after 90 days and confirmation of permanent employment.

Employer match up to 4%

Paid Time Off

15 days (120 hours) annually
Accrued each pay period
Begins accruing on Day One
PTO may be used after accrued
Combined vacation, sick, and personal leave bank
No annual carryover

Paid Federal Holidays

Eligible full-time employees working a regular schedule receive paid federal holidays.

Flexible schedules, temporary employees, contractors, and part-time employees are not eligible unless otherwise stated.

Why Join Prestige?

At Prestige, you'll be more than a customer service representative.

You'll become part of a mission-driven team committed to serving Veterans with professionalism, compassion, and integrity.

We value initiative, accountability, continuous improvement, teamwork, and leaders who are willing to grow alongside the company.

If you're looking for a role where your work truly matters—and where your performance creates real opportunities for advancement—we encourage you to apply.

Job Type: Full-time

Expected hours: 40 per week

Benefits:

401(k)
Paid time off
Work from home

Work Location: Remote

Quick Apply

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Prestige Veteran Medical Consulting

Client Relations Specialist I (CRS I)

Pay

About Prestige

Position Overview

What You'll Do

Veteran Intake & Screening

Case Management

Medical Expert Coordination

Operational Excellence

What Makes Someone Successful Here

Remote Work Expectations

Training & Onboarding

Minimum Qualifications

Preferred Qualifications

Career Growth

CRS I

CRS II

CRS III

CRS IV

Benefits

401(k)

Paid Time Off

Paid Federal Holidays

Why Join Prestige?