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Customer Account Representative- Long Term Services

Long Term Solutions
Charlotte, NC Full Time
POSTED ON 2/6/2025
AVAILABLE BEFORE 4/6/2025

The Customer Account Representative manages customer accounts through the processing of new referrals, ongoing follow up, report management, and customer service. Assists in the identification and recruitment of qualified on-site assessors.


  • Process new referrals from customers by referring to appropriate field subcontractors.
  • Manage progress of subcontractor assignments and ensure work is completed in a timely manner.
  • Provide telephonic follow ups as needed on active clients.
  • Provide telephonic customer service to account and field calls pertaining to other accounts.
  • Monitor active clients within account and ensure that high quality service is delivered.
  • Retrieve, file and communicate medical information for accounts as needed.
  • Receive and respond to customer inquiries in a prompt and courteous manner.
  • Provide assistance to other departments as needed Maintain productivity and quality standards in accordance with hours worked.
  • Use appropriate resources to ensure accurate information.
  • Recognize and communicate problems/issues immediately for rapid resolution.
  • Uphold confidentiality standards as defined by LTS and HIPAA.
  • Participate in Quality Improvement activities.
  • Attend staff meetings, educational programs as directed.
  • Duties as assigned by manager.

  • College degree preferred
  • Adequate typing and transcription skills
  • Computer literacy
  • Excellent oral and written communication skills, including knowledge of proper grammar, spelling, and punctuation
  • Knowledge of medical terminology preferred
  • Customer service awareness
  • Must be organized, well-spoken, polite, team oriented, patient and adaptable to fluctuating needs of the position

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