[Remote] Client Relations Specialist

Note: The job is a remote job and is open to candidates in USA. Prestige Veteran Medical Consulting is dedicated to supporting Veterans through record-based reviews for Independent Medical Opinions and related documentation. The Client Relations Specialist will manage inbound call intake and screening, ensuring accurate communication with Veterans and coordination with Medical Experts to facilitate timely case progression.ResponsibilitiesAnswer inbound calls and conduct professional, Veteran-centered screening conversationsCreate new leads in the CRM and complete screening forms accuratelyEducate Veterans on Prestige’s scope and process (record-based; no medical/legal advice; no guarantees)Send initial screening emails and agreement instructions as requiredRespond to Veteran questions within scope using approved messaging and templatesFollow up on missing items (records, questionnaires, signatures) to move the case forwardSupport invoice follow-up as assigned within workflow standardsReconnect returning clients seeking additional services (ensure correct routing to assigned Medical Expert when applicable)Maintain accurate, timely CRM notes so any team member can understand case status and next stepsSupport Medical Experts by coordinating client communication when unresponsiveness stalls progressAssist with the operational side of the 2nd opinion review process (ensuring readiness items are completed, correct routing/statuses, and follow-ups executed)Escalate complex, sensitive, or out-of-scope issues to the Supervisor or appropriate leadershipSkills1+ year experience in customer support, client services, call center, intake coordination, or case management (phone-heavy role preferred)Strong verbal communication and ability to guide structured conversations confidentlyStrong written communication (professional grammar and clear documentation)High attention to detail (accurate intake, correct notes, consistent follow-through)Comfort working in structured workflows (statuses, checklists, task ownership)Ability to remain calm and professional in sensitive or emotional conversationsReliable remote work habits (punctuality, responsiveness, organization)Comfort using CRMs and documentation tools (Zoho CRM preferred)Experience supporting Veterans or military populations (professional or volunteer)Familiarity with VA disability-related documentation concepts, such as Nexus letters/IMOs and DBQs (general understanding; we train)Experience in healthcare admin, medical documentation, medical-legal workflows, or deadline-driven case environmentsQA/documentation experience (audit mindset, reducing rework)Company OverviewPrestige Veteran Medical Consulting is a veteran-owned medical consulting firm focused on Independent Medical Opinions and Nexus Letters for VA disability claims. It was founded in 2019, and is headquartered in Boerne, Texas, USA, with a workforce of 11-50 employees. Its website is https://www.prestigeworldwidemctx.com.



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