Annuities Customer Service Representative processes orders and fulfills customer needs to ensure satisfaction. Answers consumer questions regarding annuity products or policies. Being an Annuities Customer Service Representative has strong working knowledge of annuities, current tax laws and other legislation that can impact the company's annuity contracts. May require a bachelor's degree. Additionally, Annuities Customer Service Representative typically reports to a supervisor or manager. The Annuities Customer Service Representative gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Annuities Customer Service Representative typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
POSITION SUMMARY
The Customer Service Representative (CSR) is responsible for creating and processing orders within the software in an efficient manner that allows for timely delivery of equipment to patients (customers), that allows for adequate collection of information and documentation that is required for billing, and that allows for timely collection of amounts due from the owing parties (patients, facilities, insurances). The Customer Service Representative handles a large amount of incoming and outgoing phone calls and attends patients (customers) that visit the branch location. This person must deliver exceptional customer service, and maintain polite, helpful, and professional interactions in all situations.
This position reports directly to the Branch Manager of its assigned location and is expected to perform its job responsibilities during the normal business hours of the assigned location (generally M-F, 8-5PM) and on-call rotations as assigned.
EXPERIENCE & EDUCATION
High school diploma or equivalent. Customer service experience preferred. Relevant healthcare or medical billing experience preferred. May be required to obtain additional training or licenses or certifications, depending upon job assignments. Position requires acceptable drug screen and background investigation; additional routine or random screening may be performed as deemed necessary by the company.
SKILLS & ABILITIES
Knowledgeable of medical billing practices, eligibility and insurance requirements, and billing reimbursement. Commitment to service excellence and superior performance. Solid verbal and written skills. Proper phone and email etiquette. Manage time effectively. Able to multi-task and complete all assigned tasks at quality levels and within deadlines. Organized and structured in carrying out responsibilities. Professionally postured in both behavior and physical appearance. Strong interpersonal and communication skills; respectful and polite in all interactions. Able to physically lift, carry, and move equipment. Efficient use of technology and software.
ESSENTIAL DUTIES & RESPONSIBILITIES
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Job Type: Full-time
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