Senior Customer Service Specialist

1 month ago


Houston, United States Hirewell Full time

Our client, a leader in the legal space is currently growing their team and hiring FIVE new Referral Matching Specialists for their providers. This role is 100% onsite located near the Galleria, in a call center environment with incredible opportunity for growth There are two different shift options- 9AM-5PM or 11AM-7:30PM. This is a direct hire role paying $45-55K depending on experience.


The ideal candidate is a meticulous and results-oriented individual who takes pride in delivering high-quality work. This position requires a proficient mastery of warm calling, with a focus on building genuine relationships to achieve successful matching outcomes. Outbound calling experience is a must


Responsibilities:

  • Evaluate case profiles to determine appropriate provider options.
  • Conduct cold calls to negotiate network discounts when suitable provider options are limited.
  • Daily management of the Accountability sheet.
  • Communicate with Member Specialist or Manager for additional information to ensure proper referral.
  • Utilize provider database and department resources to search for referral options.
  • Confirm credentialing and approval of providers.
  • Place phone calls to providers for case matching, documenting all relevant information.
  • Send proper benefit confirmations and payment information to the chosen provider.
  • Dispatch all necessary documents to the provider, including questionnaires and contracts.
  • Report daily activity using the standard End of Day (EOD) Report format.


Qualifications:

  • Minimum three (3) years customer service, insurance, or account management experience
  • Showcase robust customer service skills, demonstrating sound judgment and effective decision-making.
  • Effectively manage customer expectations by promptly resolving issues.
  • Possess excellent communication skills, both written and verbal.
  • Proficient in Microsoft Office applications.


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