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Customer Representative Specialist

Insight Global

Customer Success Specialist

Insight Global is seeking a passionate and organized Customer Success Specialist to join our dynamic team in San Francisco, CA. This multi-faceted, full-time role supports patient case management, combining healthcare management, casework responsibilities, sales, customer service and financial management.

Required Skills & Experience:

  • 1-3 years of experience working in hospitality, sales, Customer Service
  • Comfortable with medium-high volume of phone calls
  • Strong written and verbal communication with high attention to detail
  • Ability to establish rapport and cultivate relationships with patients and fellow team members
  • Proficiency with MS Office applications -- Word, Excel, Outlook
  • Ability to pick up new processes and technologies quickly

Nice to Have Skills & Experience:

  • Healthcare/ medical practice environment or any customer/client-facing role
  • Experience checking in patients, scheduling appointments, completing/filing patient charts with clinical administrative background
  • Experience using Dentrix, MondayBoard, and/or Slack

Building lasting relationships with patients by ensuring their visit with us is a great experience.

Insight Global
Vacancy posted 13 hours ago
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