Sphere Rocket VA US
Responsibilities
- Conduct structured phone onboarding calls with newly signed veteran clients to record service history, medical conditions, treatment records, and daily life impacts into the case management system
- Communicate with veterans and their spouses via phone and SMS to collect missing documents, personal statements, questionnaires, and electronic signatures
- Execute record-chasing calls to medical clinics, hospitals, and physician offices to submit, track, and retrieve requested medical records
- Walk veteran clients step-by-step over the phone through navigating VA.gov to securely download their own official VA decision letters and health records
- Guide clients on delivering medical opinion letters to their physicians and follow up to track doctor responses
- Collect, standardize file naming for, and organize intake documentation (DD-214s, VA rating decisions, medical records) within the central case system
- Manage appointment scheduling and calendar management for onboarding calls, case reviews, and same-day follow-ups for missed appointments
- Assist veterans with the self-submission process of completed claim packages via VA.gov, providing reminders for upcoming VA C&P exam dates
- Handle inbound client phone, email, and SMS communications, routing clinical or strategic claim questions to senior case management
- Maintain daily task queues and log call notes, messages, and document updates in the CRM, submitting daily end-of-day summary reports
Qualifications
- Proven client support, administrative, or case management experience in a corporate setting or as a Virtual Assistant
- Strong detail orientation with demonstrated trustworthiness in handling confidential medical, military, and personal records under strict non-disclosure agreements
- Hands-on experience using AI platforms, with a strong preference for Claude AI
- Prior experience managing CRM databases, case management platforms, and appointment scheduling tools (e.g., Google Workspace, Calendly)
- Empathetic, patient, and clear communication style tailored for working with military veterans and older adults
For fast application process, please send your CV/Resume
To apply for this job email your details to myro@sphererocket.com