Customer Associate Representative


Job Details

Resource Planning Associate Representative

Location: Fully Remote - candidate must be located in Florida, Georgia, Illinois or Tennessee

Schedule: Monday-Friday, 7:30am - 5pm CST

Assignment Length: 3-6 months, opportunity for extension/conversion pending performance, attendance and business need

Target Start Date: June 2024, pending release of opening, interview and completion of new hire onboarding


DUTIES:

  • Place high volume of outbound calls to potential patients daily
  • Take inbound calls daily from members returning the original call
  • Entice the member to agree to a free benefit provided by their insurance and secure the scheduled visit
  • Communicate effectively with the department through email about provider's schedule status, leads to call, and any daily assignments
  • Create a work relationship with assigned providers to communicate about schedules and perspective/ scheduled patients. Will be the primary point of contact for designated providers
  • Develop a map to track location of potential patients and scheduled appointments.Schedulers must use maps and the list of leads to decide where their provider will travel
  • Access various insurance portals to verify members before outreach. Learn about each insurance portal and find eligible members
  • Update electronic medical records, specifically NextGen software. Every patient scheduled has an electronic medical record with scheduled appointments attached
  • Respond to emails throughout the day from providers, other schedulers, and upper management in a timely manner
  • Update scheduling software. Become familiar with the scheduling software that is used and effectively schedule appointments for appointed providers, update patient demographics, and notate calls made to members
  • Meet daily/ weekly/ monthly standards set for the department. Schedulers are monitored on a daily, weekly, and monthly basis to record progress. Call recordings are pulled sporadically to keep schedulers on target with compliance
  • Customer Focus: Acts with customers in mind, establishes and maintains effective relationships with customers and gains their trust and respect
  • Dealing with Ambiguity: Can effectively cope with change, can shift gears comfortably, doesn't have to finish things before moving on
  • Learning and Applying Quickly: Learns quickly when facing new problems, experiments and will try anything to find solutions, enjoys the challenge of unfamiliar tasks
  • Organized: Can orchestrate multiple activities at once to accomplish a goal, arranges information, emails, and other files in a useful manner
  • Problem Solving: Probes all fruitful sources for answers, looks beyond the obvious and doesn't stop at the first answer


SKILLS:

  • 2-3 years outbound call center experience (scheduling experience preferred) and /or customer service experience. Demonstrates positive customer service behaviors
  • Inbound call center experience is a plus
  • Ability to convey information to customers in a warm, clear, concise manner
  • 1 year direct sales experience, over the phone preferred
  • 1-2 years' experience of health care related work, sales preferred
  • Proficiency in Microsoft Office (Outlook, Word, Excel, and PowerPoint)
  • Experience with insurance verification portals
  • Experience with electronic medical records
  • Preferred 50 WPM
  • Ability to multi-task, prioritize, and manage time effectively
  • Excellent verbal and written communication skills
  • "Self-starter attitude

Education:


1) High school diploma or equivalent some college preferred.


Languages:

English Read Write Speak





 Tailored Management

 06/15/2024

 All cities,FL