Client Success Specialist
Current• Managing the onboarding process for new medical clients ensuring smooth integration and efficient setup.• Collecting and verifying insurance details of consumers to create comprehensive debtor portfolios.• Coordinating with the production department to relay debtor portfolios for further processing.• Filing insurance claims related to workers' compensation on behalf of debtors, ensuring compliance with regulations i.e HIPAA.• Engaging in daily communication with clients, providing regular updates on progress and revenue collected.• Managing and optimizing CRM systems to track client interactions, analyze data, and improve customer success strategies.