Customer Service Representative

V

Veterans Guardian VA Claim Consulting

Posted 2 months ago

Full Time

Pinehurst, North Carolina

In Person

Smart Summary

Responsibilities

The Customer Service Representative will manage high-volume inbound calls and maintain veteran client information within the Salesforce CRM. They are also responsible for coordinating appointment schedules and ensuring all client documentation is accurate and complete.

Qualifications

You are a highly organized and detail-oriented individual with excellent phone communication skills and computer proficiency. You can expertly manage a high volume of calls, maintain detailed client information in CRM software, and coordinate scheduling.

Must Have Skills for ATS

Salesforce

Microsoft Office

CRM

Job Description

Veterans Guardian is a pre-filing consulting firm helping position veterans to achieve the disability rating they are eligible for when they file their claim for VA disability benefits and compensation.

Job Description:
We are seeking a highly organized and detail-oriented individual to join our team in a high-volume client support role. As a Customer Service Representative, you will be the first line of contact for veterans reaching out for assistance. This role requires managing a steady stream of incoming calls, updating and maintaining veteran information through our Customer Relationship Management (CRM) software, coordinating appointment scheduling, and ensuring each veteran client has complete and accurate documentation. You will also maintain internal contact directories, support onsite guest needs, and act as a key liaison for both internal teams and external contacts.

Key Responsibilities:

  • Professionally handle and route a high volume of inbound calls
  • Update veteran interactions and progress in the Salesforce CRM with detailed notes
  • Schedule appointments and coordinate calendars for multiple team members
  • Exhibit strong organizational and multitasking skills while supporting various teams
  • Ensure documentation for each veteran client is complete and accurately maintained
  • Keep internal directories and contact records current
  • Serve as the central communication point for internal departments and external partners

Work Location:
This is a full-time, onsite role located at 75 Trotter Hills Circle, Pinehurst, NC.

Qualifications:

  • Confident and professional phone communication skills
  • Demonstrated computer proficiency
  • Comfortable navigating Microsoft Office applications
  • Average or above-average typing speed and accuracy
  • Preference given to Veterans or Spouses of Veterans to better connect with our clients
  • Ability to quickly learn company structure, policy, and departmental functions
  • Must gain working knowledge of the VA Claims process and our company’s consulting services
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

V

Veterans Guardian VA Claim Consulting

We understand that military service can have significant and lasting impacts on a veteran's physical and mental health. Often, the veterans disability claim process can seem confusing, bureaucratic, and time consuming. No veteran should feel lost or discouraged when they are applying for the benefits they are medically and ethically entitled to. Our team partners with veterans to identify possible service connected conditions, investigate medical and lay-evidence, develop a claim strategy and provide the information and education needed to support a disability claim - because having the physical or mental conditions is only half the battle.
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