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Customer Service Representative

Key Facts

Other Skills

  • •
    Customer Service
  • •
    Information Gathering
  • •
    Professionalism
  • •
    Communication
  • •
    Time Management
  • •
    Teamwork
  • •
    Detail Oriented

Roles & Responsibilities

  • Strong verbal and written communication skills
  • Ability to interpret contract benefits and explain policy information accurately
  • Proficiency in documenting calls and updating policy files/imaging systems with attention to detail
  • Customer-focused, professional approach with ability to work in cross-functional teams and participate in training

Requirements:

  • Interpret contract benefits accurately to policyholders, agents, and providers with a positive and professional approach
  • Provide claim status to policyholders or providers with a positive and professional approach
  • Answer calls in a helpful, professional, timely manner; place outgoing calls as needed to provide or obtain information
  • Document all calls and update policy files/imaging system to leave a clear and concise audit trail; transfer calls to other departments as required to meet customer needs

Job description

  • Interpret contract benefits accurately to policyholder, agents, and providers with a positive and professional approach.
  • Provide claim status to policyholders or providers with a positive and professional approach.
  • Answer calls as required by company policy in a helpful, professional, timely manner.
  • Place outgoing calls as needed to provide or obtain information.
  • Document (written/on-line) all calls while in progress.
  • Transfer calls to employees in other departments as required to meet customer needs.
  • Fully document policy file or imaging system with all related material so as to leave a clear and concise audit trail.
  • Actively participate in cross training and group training sessions to maximize team efficiency and maintain or exceed service standards.
  • Communicate openly with Supervisor, Team Lead and other team members to ensure accurate responses and avoid duplication of efforts.

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