Field Representative - Lexitas

Remote

SUMMARY:  

The Field Representative collaborates with management, operations, personnel and outside and inside sales representatives (as needed). The Field Representatives is responsible for supporting our clients. Our clients and influencers are: litigation attorneys, paralegals, legal secretaries, corporate general counsel and insurance companies. The Field Representative is responsible for maximizing customer commitment and the prosperity of the business by producing results in a timely manner.

Essential Functions: 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Deliver and serve subpoenas for records.
• Utilize laptops with portable scanner.
• Perform accurate scanning of records.
• Demonstrate and be familiar with areas, as far as a 100-mile radius of assigned territory.
• Responsible driver with reliable and insured vehicle.
• Driving to different locations daily in assigned territory, and neighboring territories as needed.
• Covering other neighborhoods or territories outside of territory in absence of other Field Representatives.
• Formulate relationships of trust with customers.
• Discern customer needs and offer advice or recommendations.
• Undertake all customer support tasks in external facilities.
• Safeguards confidentiality of the medical records and complies with all local, state, and federal laws pertaining to medical records. Assures compliance with all HIPAA regulations concerning use, retrieval, storage, and sharing of medical records.
• Report all pertinent findings of client’s inquiries, complaints and client satisfaction to applicable management when necessary.
• Any other duties of similar or lesser nature as required.

COMPETENCIES, SKILLS AND ABILITIES

• Flexible schedule and available to work occasional overtime as required.
• Exceptional organizational, written and verbal communication skills.
• Ability to work with little to no supervision.
• Strong sense of integrity, initiative and extraordinary teamwork aptitude.
• Service attitude with ability to adjust to ever-changing environment.
• Take ownership and accountability, as well as manage internal and external expectations.
• Flexible, motivated, engaging team player; with a solution oriented “can do attitude”.
• General computer skills (Outlook, Word, Adobe Acrobat, Internet Explorer, Windows).
• Excellent attendance and punctuality.

EDUCATION / EXPERIENCE

• High school diploma or equivalent required.
• Adheres to compliance policies.
• Constantly strives to achieve excellence in the performance of their day-to-day duties.
• Works collaboratively with all members of management to resolve departmental and organizational challenges.
• Works expeditiously, economically, and professionally.
• Experience working in a multi-function, multi-geography environment preferred.

SUPERVISORY RESPONSIBILITIES: 

This role is not a supervisor position.

LANGUAGE SKILLS

Ability to effectively present information and respond to questions from internal and external customers whose first language is English.

CERTIFICATES, LICENSES, REGISTRATIONS

None

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type and use mouse; reach with hands and arms; and talk and/or hear. The employee is required to sit for extended periods of time.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee regularly works in an office environment in a clerical environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.

TRAVEL REQUIREMENTS

Travel is primarily local during the business day with occasional out of the areas and overnight travel expected.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time with or without notice.

AAP/EEO STATEMENT

Lexitas prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.

EOE Employer/Vet/Disabled.

If you require reasonable accommodation in the application process, please contact Human Resources at HRDept@lexitaslegal.com for assistance.  All other applications must be submitted online.