paralegal/case manager

client support specialist tax law solutions

Tax Law Solutions

Job Purpose Serving as the primary liaison for TLS, this role ensures seamless and timely communication with prospects and existing clients, drives client satisfaction, and supports internal teams throughout the onboarding, implementation, and service lifecycle.The Client Support Specialist is an essential part of the TLS Sales Contractors, the PRS Implementation and Operations teams, providing essential support throughout the sales and entire implementation processes.The Client Support Specialist is responsible for delivering exceptional customer service to strengthen client acquisition, retention, and continuous service satisfaction.Responsibilities:<ul><li>Become familiar with all TLS processes, products, and cross-functional operations.</li></ul>Work independently and as a problem solver with minimum supervision.<ul><li>Ensure great client satisfaction during the TLS-Client relationship.</li><li>Ensure client acquisition, retention, and continuous service satisfaction, which directly impacts TLS revenue and sustainability.</li><li>Maintain continuous and effective communication with the Sales Representatives, PRS Implementation team, and TLS Management to ensure ongoing client satisfaction.</li><li>Assist the Operations Manager, Sales Representatives, and PRS Implementation Team in maintaining strong client relations while supporting TLS&rsquo;s revenue objectives.</li><li>Support the Sales Department by evaluating next steps, suggesting improvements, and ensuring timely completion of the sales cycle.</li><li>Advise, suggest improvements, and gather next steps to ensure the completion of the implementation process in the expected time.</li><li>Liaison with the PRS Implementation team by comparing and evaluating the best course of action in ensuring the accuracy of client data and maintaining updated information on the PRS reports on a daily basis.</li><li>Proactively follow up with clients and/or all TLS departments throughout the implementation process and after the client has been fully implemented.</li><li>Proactively review, update, and suggest PRS implementation process improvements as needed.</li><li>Provide support to the consulting services team as required.</li><li>Ensure all client information, sales progress, PRS updates, and communication are accurately recorded in Zoho CRM.</li><li>Responsible for daily follow-up on emails, reply to client&rsquo;s inquiries within24-hour time frame, and/or acknowledge receipt of an email, notifying when the information will be provided by the Implementation team. Manage the PRS Client Report, Implementation Log Report, PRS consulting project master reports, and notes in Zoho CRM as needed to ensure excellent internal and external communications.</li><li>Maintain accurate client files and filing system in Box for all client documents, including, but not limited to: executed agreements, reports, business financials, presentations, meeting recaps, and some other relevant communication, etc.</li><li>Manage and track documents sent via Zoho Sign or Box Sign to prospects, clients, consultants, and/or other individuals involved in the implementation process.</li><li>Send documentation such as service agreements, amendments, or invoices right after the presentation to prospects, clients, consultants, and/or other individuals involved in the PRS implementation process using Zoho Sign, Box Sign, or any other company-approved tools.</li><li>Coordinate, schedule, and notify client meetings or presentations with the PRS Implementation team, as needed.</li><li>Participate in internal and prospect/client meetings, providing suggestions and documenting next steps, including client or management responsibilities, to be stored electronically in Box.</li><li>Provide cross-functional support by updating and managing documentation for PowerPoint presentations and other materials required for the client meetings.</li><li>Assist in updating and maintaining manuals, procedures, and/or SOPs for all PRS products and services, as needed.</li><li>Collaborate with marketing strategies to promote business and support the corporate marketing efforts.</li><li>Assist the TLS Executive Administrative Assistant in welcoming guests and clients by greeting them in person or on the telephone, answering or directing inquiries, as needed.</li><li>Operate office machines, such as photocopiers and scanners, voice mail systems, and personal computers.</li></ul>Collaborate and assist other TLS team members, such as the TLS Executive Administrative, as needed.<ul><li>Other projects as assigned by the TLS Client Support Supervisor, TLS Operations Manager, and/or TLS Management.</li></ul>Qualifications and Requirements<ul><li>Bachelor&rsquo;s Degree in one of the following fields: Marketing, Communication, Business Administration, Marketing or Advertising with a minimum of three (3) years of relevant work experience, preferably coordinating projects, activities, and services, office administration or related fields; or Associate Degree with a minimum of five (5) years relevant work experience, preferably coordinating projects, activities, services, office administration or related fields.</li><li>High level of interpersonal skills with an ability to handle sensitive and confidential situations and documentation.</li><li>Communication skills to positively engage customers and retain their loyalty.</li><li>Excellent telephone and oral communication skills in English and Spanish.</li><li>Excellent spelling, grammar, and written communication skills in English and Spanish.</li><li>Attention to detail in composing, typing, and proofing materials; establishing priorities and meeting deadlines.</li><li>Extensive knowledge of computer software, such as Windows, Microsoft Office, Outlook, and the Internet, with vast experience in Excel and PowerPoint.</li></ul>The listed salary range is based on candidates with a Bachelor&rsquo;s degree and 3&ndash;5 years of relevant experience.Job Type: Full-timePay: $38,400.00 - $44,600.00 per yearBenefits:<ul><li>Dental insurance</li><li>Employee assistance program</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>How many years of experience supporting coordination, client support, administrative processes, or similar operational functions?</li><li>Are you willing to take a drug test, in accordance with local law/regulations?</li></ul>Language:<ul><li>English (Required)</li></ul>Work Location: Hybrid remote in San Juan, PR 00918

Client Support Specialist - Tax Law Solutions

1-800-LAW-FIRM

Job Summary We are seeking a dedicated and detail-oriented Case Manager to join our legal team. The ideal candidate will be responsible for managing a diverse caseload, providing support to clients, and ensuring that all legal processes are followed efficiently. This role requires a strong understanding of personal injury law, exceptional organizational skills, and the ability to communicate effectively with clients and legal professionals.Responsibilities<ul><li>Manage and oversee a variety of legal cases, ensuring timely progress and adherence to deadlines.</li><li>Conduct interviews with clients to gather necessary information and assess their needs.</li><li>Perform legal research using tools such as Bloomberg Law to support case preparation.</li><li>Draft legal documents, including demand letters, pleadings, and correspondence, ensuring accuracy and compliance with relevant laws.</li><li>Review documents for completeness and relevance, maintaining organized files within document management systems.</li><li>Collaborate with attorneys on case strategy and provide executive administrative support as needed.</li><li>Maintain effective communication with clients regarding case status and next steps.</li><li>Utilize project management skills to coordinate tasks and manage timelines effectively.</li><li>Assist in the preparation for litigation by organizing evidence and preparing exhibits.</li></ul>Skills<ul><li>Proficient in personal injury, environmental law, mass torts, mass arbitration, and litigation processes.</li><li>Experience with document management systems, and legal case management software.</li><li>Strong interviewing skills combined with excellent writing skills for drafting legal documents.</li><li>Ability to conduct thorough legal research and analysis effectively.</li><li>Demonstrated organizational skills with attention to detail in data entry, clerical tasks, filing, and proofreading documents.</li><li>Familiarity with transcription processes and phone etiquette in a professional setting.</li><li>Previous paralegal experience or legal administrative experience is highly desirable. Join our team as a Case Manager where you will play a crucial role in supporting our clients through their legal journeys while enhancing your career in the legal field!</li></ul>Job Type: Full-timePay: $28,000.00 - $45,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Profit sharing</li><li>Vision insurance</li></ul>Work Location: In person

Paralegal/Case Manager

Okie Dokie

Are you passionate about caring for others? Do you have experience in child care or senior care and want flexible opportunities during the week and weekends?Okie Dokie is a digital platform that connects trusted caregivers with families who need reliable child care and other caregiving services. If you love making a difference and want to grow your income doing what you love, this opportunity is for you!Location: Metropolitan Area &ndash; Services currently in Puerto RicoWe Are Looking For:<ul><li>Fully bilingual providers (English &amp; Spanish)</li><li>Availability weekdays and weekends</li><li>Experience in child care and/or senior care</li><li>Responsible, compassionate, and professional individuals</li></ul>Child Care Services You Can Offer:<ul><li>Babysitting</li><li>Tutoring</li><li>Overnight Care</li><li>After School Care</li><li>Special Needs Support</li></ul>Senior Care Services You Can Offer:<ul><li>Nursing support (licensed professionals welcome)</li><li>Companionship</li><li>Transportation to appointments or errands</li><li>Overnight care</li><li>Assistance with daily living activities</li></ul>(First Aid &amp; CPR certification required for both child and senior care providers.)Required DocumentsTo maintain a safe and trusted platform for families and caregivers, the following documents are required:<ul><li>First Aid Training &amp; Child and Infant CPR Certification</li><li>Valid Photo ID</li><li>Certificate of No Penal Record</li><li>Health Certificate</li><li>Sex Offender Registry Information</li><li>Merchant&rsquo;s Registry</li></ul>Why Join Okie Dokie?<ul><li>Flexible schedule</li><li>Work independently</li><li>Connect directly with families in your area</li><li>Offer multiple caregiving services</li><li>Earn income doing meaningful work</li></ul>Become part of a growing community dedicated to quality care. Download our provider's app, create a profile, upload your documents and start offering your caregiving services today.Learn more at:https://okiedokie.care/provider/Join Okie Dokie and start making a difference!Job Types: Full-time, Part-time, TemporaryPay: From $12.00 per hourExpected hours: 4 &ndash; 40 per weekBenefits:<ul><li>Flexible schedule</li></ul>Work Location: On the road

Now Hiring: Bilingual Caregivers (Child & Senior Care) – Metropolitan Area

MCS HEALTHCARE HOLDINGS, LLC

<div>Especialista en Desarrollo de la Red 
Regular
Exempt 
GENERAL DESCRIPTION:
Evaluate and monitor the quality of service of the network to ensure that the service given by the providers is adequate. Maintains the Facility Provider Directory up to date and is responsible for preparing the corresponding communications. Guides and educates providers and department employees on manuals, laws, policies, procedures, and other topics that the company and regulatory agencies require.
ESSENTIAL FUNCTIONS:<ul><li>Discusses Performance Metrics reports with those providers as required by their contract.</li><li>Prepares, coordinates, and provides guidance to new and existing providers related to MCS products, billing, claims processing, complaints, and grievances related to claims payment, model of care, and related processes, among others.</li><li>Participates in meetings, activities, and training support to providers related to ICD-10, medical documentation, STARS, and Healthcare Effectiveness Data and Information Set (HEDIS), among others.</li><li>Identifies Center for Medicaid and Medicare Services (CMS) charters, laws, and regulations, and/or any other supporting text or references that were used to develop and serve as references in the document.</li><li>Facilitates, validates, and ensures that communications that are sent by delegated entities that mention or impact MCS meet the same standards and regulations as the letters that the company develops.</li><li>Ensures completion of Care Model distribution and updating of demographic data quarterly per CMS requirements.</li><li>Reports internal and external customer service quality surveys and evaluations.</li><li>Supports the generation of educational material according to the annual provider education plan.</li><li>Assist in the design and creation of educational materials and statements, according to regulations and CMS requirements.</li><li>Oversees and applies the provider&rsquo;s education work plan.</li><li>Support the STARS Program. Assist in the progress of the work plans and STARS improvement initiatives. Organize and interpret current performance, yearly trends, and predicted performance of assigned metrics within the context of STARS Program compliance.</li><li>Participates in strategic projects that will address the enhancement of the provider&rsquo;s experience and growth while promoting the improvement of access to care, service, and quality.</li><li>Establishes and complies with meeting schedules, both internal and external. Defines priorities and updates the schedule to ensure important or pending issues with providers are discussed and addressed within the established schedule.</li><li>Must comply fully and consistently with all company policies and procedures, with local and federal laws as well as with the regulations applicable to our Industry, to maintain appropriate business and employment practices.</li><li>May carry out other duties and responsibilities as assigned, according to the requirements of education and experience contained in this document.</li></ul>
MINIMUM QUALIFICATIONS:
Education and Experience: Bachelor&rsquo;s Degree in Business Administration, Health Services Administration, or related fields. At least two (2) years of experience managing healthcare provider interactions in customer service roles, including resolving inquiries and escalations, applying knowledge of healthcare insurance claims and grievance processes, and experience drafting professional documentation (letters, manuals, policies). Experience facilitating provider orientation, meetings, presentations, or training sessions is preferred.
&ldquo;Proven experience may be replaced by previously established requirements.&rdquo;
Certifications / Licenses: A Driver's License valid in the Commonwealth of Puerto Rico is required.
Other: Knowledge of medical billing. Basic knowledge of provider database systems. Familiarity with CMS regulations, provider communication standards, and compliance requirements related to provider education and network operations.
Languages: 
Spanish &ndash; Intermediate (comprehensive, writing and verbal) 
English &ndash; Intermediate (comprehensive, writing and verbal) 
&ldquo;We are an Equal Employment Opportunity Employer and take Affirmative Action to recruit Protected Veterans and Individuals with Disabilities.&rdquo;</div>

Especialista en Desarrollo de la Red

Explore 4+ Client support specialist tax law solutions in San Juan this April. Find roles across top companies and apply now to boost your career.

4 client support specialist tax law solutions jobs In San Juan

Client Support Specialist - Tax Law Solutions

Paralegal/Case Manager

Now Hiring: Bilingual Caregivers (Child & Senior Care) – Metropolitan Area

Especialista en Desarrollo de la Red