Client Service Representative

This is a fully remote position, open to applicants in Florida, +8 more locations.

📋 Description

• Act as a liaison between clients and the organization

• Cultivate and enhance client relationships

• Engage with clients via phone and email on a daily basis

• Communicate client feedback to relevant internal departments

• Coordinate solutions to ensure smooth client interactions

• Discuss inventory management, account processes, and business protocols with clients

• Respond to client emails, phone calls, and inquiries within 24 hours

• Collaborate with clients and internal teams to rectify process errors and inefficiencies

• Identify and implement solutions to address client questions and concerns

• Submit insurance details to external client systems

• Complete assigned tasks and responsibilities to established standards

• Finalize open items and submit reports within a 24-hour period

• Ensure adherence to legal and financial regulations, company policies, and industry standards

• Maintain strict confidentiality to prevent breaches of Protected Health Information (PHI)

⛳️ Requirements

• Prior experience in customer service or a related field is mandatory

• Proficiency in Microsoft Office applications, including Outlook and Excel, is essential

• Strong verbal and written communication skills, with proper grammar and telephone etiquette

• Creative problem-solving abilities, including mathematical skills, are vital for effective issue resolution

• A team player who positively adapts to change and collaborates efficiently with colleagues

• Proactively seeks training opportunities and appreciates constructive feedback from peers and supervisors

• High level of self-motivation, excellent time management abilities, and capacity to work independently

• Dependable, responsible, and capable of maintaining confidentiality

• Ability to multitask and communicate via phone while navigating multiple computer systems

• Eagerness to learn various client systems, computer applications, databases, and workflow processes

• Understands Sensitive Personal Information (SPI) and sensitive consumer data (e.g., Protected Health Information (PHI)) while ensuring confidentiality

• High School Diploma or equivalent (e.g., GED) is required

• Employee will collaborate with an online training team using screen monitoring and/or video conferencing

🏝️ Benefits

• Competitive paid time off (PTO)

• Equipment provided by the company

• Health (ICHRA), Vision, and Dental coverage