Customer Service Associate

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• The main responsibility of this role is to promptly follow up with record providers to obtain copies of records in response to our written requests.

• Review the call sheet daily as provided by the Team Leader.

• Place phone calls to each provider to verify that our written request was received.

• Update the MCS diary system with the details of the call, allowing our clients to track the progress of their assignments through status messages, in line with company timeline protocols.

• Schedule the next call for appropriate follow-up actions.

• Assign the correct codes for status messages to clients.

• Assess whether a copy fee is applicable and facilitate the preparation of the check.

• Notify Request Processing of any changes in address for providers or clients.

• Keep the Client Specialist updated on challenging providers.

• Prepare Excel spreadsheets as needed by providers.

⛳️ Requirements

• Exceptional oral and written communication skills; strong interpersonal abilities.

• Strong client orientation: capacity to engage with customers at all levels.

• Strong analytical and problem-solving abilities; high attention to detail.

• Proficient in multi-tasking while maintaining organization and composure under pressure.

• Solid understanding of Microsoft Office (Excel, Word).

• Capable of making timely and independent decisions.

• Ability to meet deadlines and prioritize tasks effectively.

• Ability to work autonomously as well as collaboratively within a team.

• An Associate degree is preferred, but at minimum, a High School Diploma or equivalent education along with 1-2 years of relevant work experience is required.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Opportunities for professional development and growth.

• Flexible work environment fostering work-life balance.