What are the responsibilities and job description for the Client Services Representative I position at Allied National Inc?
PURPOSE :
The purpose of the Client Services Representative is to apply the knowledge of Allied's products, the Certificates of Insurance, the computer system and company procedures and philosophies along with judgment, in providing service to agents, insureds, providers, and other outside sources on both a pro-active and responsive basis. The CSR will work in a team atmosphere utilizing their expertise and the expertise of their peer group and staff in other departments to solve problems, provide information, and lend assistance involving multiple functions of the company. A CSR will step outside the "normal" customer service interaction and intentionally create a person-to-person experience, so the customer leaves the conversation with not only the information they thought they were looking for - but the information they need.
This is an in-office position Monday - Friday 8am-4 : 30pm. We are looking for excited and passionate individuals who are ready to work on a team in order to assist our agents, insureds, and providers with questions they may have around their healthcare. Being a team player with a good attitude is critical for success in this role. We offer competitive pay, holidays off, and growth opportunities.
ESSENTIAL FUNCTIONS :
- Attain and keep current an in-depth knowledge of all procedures and guidelines of the Client Services department. Remain up to date in the scope and depth of knowledge required to effectively apply all procedures and guidelines involved in Claims Processing in order to answer related questions from our customers.
- At all times, represent Allied in a positive, professional, thorough, and helpful way.
- Document all calls, inbound / outbound, in Allied's contact management system.
- Handle inbound and outbound contacts (calls, e-mails, and faxes) and determine the proper routing or course of action for those contacts. Ask all questions necessary concerning the issue, thus resulting in complete resolution and eliminating additional calls. If necessary, take responsibility for this contact and follow through to the conclusion.
- Successfully complete a recognized course in Medical Terminology and pass a proficiency exam.
Requirements