Client Service Representative Job Description Template
Our company is looking for a Client Service Representative to join our team.
Responsibilities:
- Adhere to department deadlines, and assist teammates in meeting these goals;
- Provide additional research and follow up for issues that require assistance from additional departments;
- Retrieve, update and file patient medical records;
- Collect payment when services are rendered, including making change for cash payments, processing credit cards and getting proper ID for checks;
- Water and maintain plants in waiting exam rooms;
- Prepare consent forms, estimates/treatment plans and be able to discuss the hospital’s financial policies with clients;
- Weigh pets each visit and record weights in medical records and on computer;
- Sell Cashier Checks;
- Track and publish weekly reports using quantitative results;
- Act as liaison between client and other internal departments/vendors;
- Ensure day-to-day client needs and concerns are being addressed and responded to right away;
- Serve as primary client focal point for needs and problem resolution;
- Educates agencies and agents on our self-service options;
- Demonstrates helpful and effective telephone etiquette and customer service skills by providing appropriate information to callers;
- Continuously learn – Gain a deep understanding of advisor’s financial practices and provide applicable best practices.
Requirements:
- Minimum 2 years’ experience in the employee benefits industry;
- Demonstrated analytic and design capabilities;
- Ability to work in a fast-paced, deadline driven environment;
- Knowledge of applicable regulations preferred;
- Ability to remain flexible and calm in a high pressure or continually changing situations;
- Customer service experience;
- Previous administrative, hospitality, and/or host experience preferred;
- Minimum 2 years’ experience using Microsoft Office Suite;
- Experience with B2B communications;
- Adaptable, dependable and responsible;
- Effective organizational skills a must;
- Ability to understand and respond to a diverse population;
- Ability to communicate professionally and effectively in person, on the phone, electronically, or through other means to individuals and groups;
- Experience in caring for animals, proper restraint techniques preferred;
- Effective communication with clients in person and by phone.