Client Service Specialist
3 weeks ago
Job Function:
Manages and processes shared email inboxes, data entry and reporting, answering incoming phone calls, basic equipment troubleshooting, and participates with other team members to accomplish tasks and meet deadlines.
Responsibilities:
- Answer incoming calls via Five9 phone system; resolve issues, or transfer as needed
- Respond timely to service verification requests
- Process emergency incident reports
- Process new referrals and service requests: enter client data into Salesforce, facilitate communication between field technician and client/family/nurse/caregivers
- Communicate directly with referral sources (information updates, thank you for referrals, etc.)
- Assist to close work orders upon completion by field installers: upload paperwork into CRM software (Salesforce), update monitoring centers, verify equipment serial numbers, send status update to referral source if required, notify referral source of rate(s)/service(s), and make initial payment arrangements.
- Communicate with billing department regarding any account changes, new accounts, and account removals.
- Understand and follow HIPAA guidelines for all communications
- Process messages in shared inboxes from referral sources, clients, and vendors
- Assist to maintain contact databases
- Exemplify American Medical Alert’s mission of client-centered services designed to support people living independently.
- Other duties as assigned
- 1 year or more customer service experience
- College degree or equivalent work experience
- Exceptional written and verbal communication skills
- Exceptional organizational and time management / prioritization skills
- Advanced / creative problem solving
- Passion to provide exemplary customer service and work in a team environment
- High level of experience using windows based PCs, Microsoft office applications, email, and web-based tools and portals.
- Demonstrated attention to detail
- Excellent High Speed internet connection for remote work
Full-time, non-exempt, benefited position
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