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Customer Relations - Ronkonkoma, NY

Global Bill and Fulfill Associate
Ronkonkoma, NY Full Time
POSTED ON 2/12/2025
AVAILABLE BEFORE 5/11/2025

Job Details

Level

Entry

Job Location

Undisclosed

Remote Type

N / A

Position Type

Undisclosed

Education Level

2 Year Degree

Salary Range

Undisclosed

Travel Percentage

Undisclosed

Job Shift

Job Category

Insurance

Customer Relations Associate

The Customer Relations Associate utilizes various methods of communication to facilitate the payment of and release of records to requestors (customers). Serve as interface between Account Specialists and requestors to obtain and provide required information and documentation.

Responsibilities (include but not limited to) :

  • Respond to customers inquires through email
  • Handle mail - both mail returned to sender, and mail from requestors seeking status or other various information
  • Maintain the fax inbox, and addressing those faxes, as well as sending outgoing faxes
  • Answer multi-phone lines to address requestor inquiries; Listen and respond to voicemails
  • Contact requestors to obtain missing documents needed to process requests as fast as possible
  • Issuing out non-comply letters and proper service letters to requestors to inform them their request could not be completed
  • Accept revision requests on invoices received by requestors, and submitting them to the appropriate client account specialists for processing and completion. Once completed, follow-up to provide the new invoices for the revision
  • Respond to portal inquires - help create new accounts; walk requestors through document retrieval; notate portal issues that may arise and work with IT to get them rectified
  • Respond to password inquires to open CDs and troubleshoot errors with CDs by helping requestors access them to retrieve records and help to replace damaged / nonfunctional ones
  • Receive and return requestor phone calls and follow-up on customer letters
  • Investigate and research payment information
  • Negotiate with requestors and make payment arrangements
  • Adjust orders and invoices (with approval)
  • Perform various administrative functions such as, recording changes in customer information, voiding orders, issuing credits, and filing and retrieval of documents
  • Maintain a customer caller's log and distribute some calls, if necessary
  • Responsible for collection of returned checks and maintaining the log
  • Work closely with outside collection agency, reviewing and approving payment reimbursement
  • Initiate collection actions by contacting requestors and getting invoices paid
  • Report the daily billing orders via excel spreadsheet
  • Print daily orders and distribute
  • Ensure clients are responding to requestor subpoenas / requests for records by doing follow-up with those clients once contacted by requestors for status
  • Contact employees in the field to gain information on incomplete / incorrect records requests provided
  • Distribute received authorizations to appropriate locations for immediate processing
  • Reach out to Account Specialists for missing documents
  • Required to abide by all company security policies in the course of their duties

Qualifications

  • Associates Degree
  • Excellent communication skills
  • Superb detail orientation and organizational skills
  • Ability to be flexible and assist with miscellaneous projects as needed
  • Comfort utilizing and navigating various computer software programs
  • Excellent interpersonal skills to work effectively with requestors / clients and co-workers
  • Required to abide by all company security policies in the course of their duties
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