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Client Service Representative
1 month ago
We are seeking a highly organized and customer-focused individual to join our team as a Client Service Representative. In this role, you will provide exceptional service to our patients and referral sources, ensuring smooth order fulfillment and resolving any issues that may arise.
Key Responsibilities- Offer guidance and answer questions regarding durable medical equipment and related services.
- Interact with patient referral sources to ensure accurate order fulfillment, including logistics, insurance verification, and billing.
- Respond promptly to inbound customer communications, resolving inquiries and keeping customers informed about order statuses.
- Process customer orders through various channels, ensuring accuracy and completeness while managing inventory for fulfillment.
- Initiate and oversee shipment logistics, providing tracking information to customers.
- Issue return authorizations, manage returns, refunds, or replacements, and maintain accurate transaction records.
- Conduct outbound calls to review client Electronic Medical Records, updating recurring orders and ensuring insurance documentation is in place.
- Build and maintain client relationships while identifying new patient and insurance coverage opportunities.
- Assist in preparing quotes, product specifications, and other administrative tasks as needed.
- Manage and update CRM systems to ensure accurate records, and qualify leads to support sales efforts.
- Collaborate with team members across departments to ensure proper patient care and insurance reimbursement.
- Coordinate care with physician offices, long-term care facilities, and hospitals via phone, email, or in person.
- Educate referral sources on company products, services, and insurance requirements.
- Process equipment and supply orders based on physicians' orders, entering them into electronic medical records and sales platforms.
- Educate patients on the use and troubleshooting of medical equipment and devices.
- A kind and friendly attitude, with a proactive and positive mindset.
- Energetic and driven, demonstrating a strong work ethic.
- Highly organized with keen attention to detail.
- Professional, courteous, and able to communicate effectively both verbally and in writing.
- Strong customer service skills, with the ability to resolve issues and build relationships.
- A team player who collaborates effectively with colleagues across departments.
- High School Diploma or GED required.
- Associates or Bachelor's degree, preferred.
- Experience in the medical field, a plus.
- Background in customer service highly preferred.
- Knowledge of Medicare, Medicaid, and third-party insurances, a plus.
- Health, Dental, and Vision Insurance.
- Short-Term and long-Term Disability options.
- 401K with company match.
- PTO, Vacation, and paid Holidays.
- $23.00 per hour, dependent on experience.
- 8:30am - 5:00pm, Monday - Friday.
- Wheatfield, NY.
