Job Description

Ontellus empowers insurance carriers, self-insured corporations and law firms to reduce costs, make informed decisions and accelerate claims resolution. As the nation’s largest, privately-held records retrieval provider, Ontellus leverages decades of experience and cutting-edge technology to deliver impactful products and client-centric services within industry-leading turnaround times.

JOB SUMMARY

The Record Copy Specialist is responsible for selling Ontellus products or services through the achievement of opportunity-based sales quotas. The Employee will reach business targets through excellent telephone sales and communications skills. This individual will also develop his or her phone-based revenue generation through the creation of sales leads, initiation of prospect calls, and establishment of ongoing rapport with existing and potential customers. 

JOB RESPONSIBILITIES

• Take proactive actions and questions on any Record Copy clients. 
• Delivers a high level of customer service at all times.
• Meet and coordinate efforts with other departments to handle client inquiries. 
• Keep CS Supervisor/Manager appraised of all client issues or backlog. 
• Contacts prospective clients to explain features of services, cost, and advantages.
• Maintain business confidentiality relative to pricing, promotion, customer lists, and methods of distribution.
• Converts prospects and closes deals while maintaining established sales goals for the Record Copy department. 
• Places a high volume of out-bound e-mails and/or calls to parties such as plaintiff’s counsel, co-defense counsel and medical experts to sell copies of records.
• Attain Monthly and Annual sales goals. 
• Assists with password resets when necessary.
• Secures additional information for opposing and co-counsels.
• Assists customers with pricing questions.
• Identifies split parts after an order is placed and updates orders accordingly.
• Ensures billing is set-up appropriately.
• Ensures that paper copies are sent timely.
• Enters notes at the case level to track the sale of copies.
• Enters notes at the part level to track parts that need paper copies made and billed.
• Follows template to ensure that all key information is gathered and forwarded to appropriate departments.
• Excellent time and attendance. 
• Other duties as assigned.

Qualifications

• Associates Degree + 3 Years of previous experience, Bachelor’s Degree preferred 
• Previous Client Implementation and or Project Management experience preferred
• Minimum of 2 years of related experience; or equivalent combination of education and experience
• Ability to handle challenging client interactions
• Strong oral and written communication/presentation skills
• Strong self-motivation and ability to work both independently and with a team
• Outstanding interpersonal skill with, peers, superiors, customers, vendors, and other partners
• Ability to prioritize and meet critical deadlines
• Ability to handle private health information confidentially and in line with company policies and procedures in compliance with HIPAA.

Company Description

Ontellus empowers insurance carriers, self-insured corporations and law firms to reduce costs, make informed decisions and accelerate claims resolution. As the nation’s largest, privately-held records retrieval provider, Ontellus leverages decades of experience and cutting-edge technology to deliver impactful products and client-centric services within industry-leading turnaround times.