Customer Service Enrollment Specialist
2 days ago
Brightree is a technology company that prioritizes people. We develop innovative solutions and services for the post-acute care industry, helping organizations streamline processes, improve efficiency, and increase profitability.
As an Enrollment Specialist, you will provide exceptional customer service and support via different channels of communication. Your key deliverables include addressing customer inquiries related to products, services, order processing, data entry, and complaint resolution.
Responsibilities- Process incoming Enrollment cases based on standard operating procedures and documented workflows.
- Manage and complete customer activation requests in Brightree and Third-Party systems according to stated guidelines.
- Coordinate and collaborate daily with internal and external partners to ensure a positive and successful Enrollment experience for our clients.
- Sort and process incoming mail to appropriate parties.
- Respond to customer requests regarding system setup and activations.
- Accurately document interactions with customers and vendors in Salesforce following standard processes.
- Follow departmental procedures for case tracking and system updates.
- Process customer and internal escalations per department guidelines.
- Alert customers of first-time activations requiring simple walk-through training.
We are looking for individuals with:
- Knowledge of software products such as Word and Excel.
- Demonstrated ability to consistently follow documented processes or task workflows.
- Demonstrated ability to manage detailed tasks with accuracy and completeness.
- Ability to multi-task and manage ongoing task priorities.
- Demonstrated ability to complete analytical tasks with minimal supervision.
- Ability to work independently and within a group.
- Ability to successfully communicate with customers and partners using verbal and written communication methods.
- Ability to work standard business hours 8:00 a.m. to 5:00 p.m.
Preferred qualifications include experience using Customer Relationship Management tools such as Salesforce and knowledge of electronic insurance setups and processes.
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