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Customer Service Manager

Roles & Responsibilities

  • Experience designing, building, and leading a customer service organization, including hiring, coaching, and performance management
  • Experience partnering with AI-based customer service solutions (voice/text) and managing escalation from AI to live agents
  • Knowledge of data privacy, HIPAA safeguards, and regulatory requirements relevant to benefits administration
  • Strong cross-functional collaboration and process-improvement skills with a track record of scaling operations

Requirements:

  • Design the customer service structure in collaboration with executive leadership, hire and develop an in-house team, define roles, develop call scripts, and establish workflows
  • Define and document service standards, key performance indicators, and adhere to service level agreements set by clients/partners
  • Partner with the AI voice and text support provider to design, implement, and optimize AI-driven member and provider interactions, including ensuring seamless escalation from AI to live agents
  • Foster a service-first mindset, provide coaching and performance management, and build a team capable of supporting rapid company growth while maintaining a high-touch client experience

Job description

Position Summary

The Customer Service Manager is responsible for building, leading, and optimizing a high-performing customer service department that operates through a blended model of AI voice/text servicing, domestic employees, and offshore contractor representative. This role will help lead the customer service strategy, establish performance standards, implement scalable processes, and ensure consistent, high-quality customer experiences across all Tres Health service channels.

 

Essential Duties & Responsibilities

  • Design the customer service structure in collaboration with executive leadership, hire and develop an in-house team, define roles, develop call scripts, and establish workflows
  • Define and document service standards, key performance indicators, and adhere to service level agreements set by our clients/partners
  • Monitor and communicate reporting metrics and drive continuous process improvement as the company scales
  • Maintain high standards for data privacy, HIPAA-related safeguards, documentation, and regulatory requirements applicable to benefits administration
  • Partner with the AI voice and text support provider to design, implement, and continuously optimize AI-driven member and provider interactions, including ensuring seamless escalation from AI to live agents while maintaining a high-quality customer experience.
  • Perform role-specific operational responsibilities with accuracy and consistency
  • Process and manage work in accordance with Tres Health policies and procedures
  • Collaborate cross-functionally to resolve issues and improve workflows, particularly with the claims and account management teams
  • Foster a service-first mindset, provide coaching and performance management, and build a team capable of supporting rapid company growth while maintaining a high-touch client experience.
  • Other tasks as assigned

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