Customer Services Representative Job Description
Customer services representative
provides technical guidance, information and procedural advice on a variety of customer service issues, requiring knowledge of products and services.
Customer Services Representative Duties & Responsibilities
To write an effective customer services representative job description, begin by listing detailed duties, responsibilities and expectations. We have included customer services representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Coordinate the appointments and terminations of all independent agents, marketing organizations, and alternative marketing agents with our business partners
Initiate and process agent and marketing organizations appointments and terminations for EquiTrust
Respond to and resolve more challenging appointment and commission requests according to EquiTrust policies in a prompt, efficient, and courteous manner for agents and marketing organizations
Respond to and resolve customer service requests according to EquiTrust policies in a prompt, efficient and courteous manner for external customers, departmental staff, and other personnel at all times
Manually examine lists of tax reporting records for inconsistencies and errors and perform the corrections using automated spreadsheets
Ensure compliance reporting is met as scheduled
Balance cash receipts for daily general journal against agent commission accounts
Process any and all necessary transactions for the licensing and contracting area
Answering incoming agency customer service calls
Contact healthcare facilities across the nation
Customer Services Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Customer Services Representative
List any licenses or certifications required by the position: HAZWOPER, OSHA, CLIA
Education for Customer Services Representative
Typically a job would require a certain level of education.
Employers hiring for the customer services representative job most commonly would prefer for their future employee to have a relevant degree such as High School and Bachelor's Degree in Associates, Business, Education, General Education, Medical, Finance, Marketing, Communications, Engineering, Management
Skills for Customer Services Representative
Desired skills for customer services representative include:
Customer Service Information Inquiry Computer Systems
Policies and procedures and bank products/services available to customers
Providing exceptional customer service on a variety of transactions
Service skills
Medical terminology
Policy coverages
Ability to calculate casualty values and amortization schedules
Bank products and services
Credit and customer services concepts and techniques
Marketing
Desired experience for customer services representative includes:
Set on-site appointments for scan techs to copy paper or electronic medical records
Request facilities to provide copies by mail or fax
Create a Call Description in the Salesforce system for individual members
Field calls from patients
Record messages
Undertake a variety of tasks associated with the high service delivery of our customers
Customer Services Representative Examples
1
Customer Services Representative Job Description
Job Description Example
Our growing company is looking to fill the role of customer services representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for customer services representative
- Responsibilities include accounting, reporting, collections and reconciliations for a wide variety of customer accounts risk management, financial analysis, and SOX internal controls compliance
- Responsible for the reconciliation of assigned accounts and for issuance of the credit/debit adjustments
- Provide various ad hoc reporting on assigned accounts
- An energetic, open plan work place
- Input Sales Orders, liaise with planners and generate Sales Order acknowledgements to be sent to the customer
- Where applicable and in accordance with Company guidelines, provide quotations to Customer(s) in the achievement of Sales Budgets for Orders and Gross Margin
- Obtain ancillary information to be included with the sales order from the relevant product manager
- Be Point of Contact (POC) for customers for all customer issues
- May assist with the training of new hires and temporary employees on CMMS (Computer Maintenance Management System), customer service database, email, Live Chat and Call Center procedures
- Trouble shooting regarding missing shipments, invoices
Qualifications for customer services representative
- Ability to coach other Customer Relations Representatives
- Progression towards an pension industry standard / professional accreditation / obtaining qualifications is desirable
- Minimum of 3 years’ experience in computer technology or related fields
- Good working OS knowledge of UNIX, Windows, LINUX including Network
- Proficient in the use of Microsoft Office components and personal computers
- Familiarity with at least one of following area is preferred
2
Customer Services Representative Job Description
Job Description Example
Our company is searching for experienced candidates for the position of customer services representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for customer services representative
- All checks received are sent to Cash Posting for batching and posting
- All interoffice envelopes are distributed to the appropriate personnel
- All mail is sorted and put into identified personnel slots for pick up
- Responsible for processing and entering corrected addresses into the patient accounting system
- Corrected addresses are keyed to patient’s account
- System noted for addresses not found
- Responsible for handling attorney requests
- With signed patient release form, faxes or mails itemized statements & UB04’s
- Obtain notarized copies if necessary
- Forward medical record requests to Health Information Management Dept
Qualifications for customer services representative
- Responsible for adding insurance to patient accounts
- On line eligibility verification of new insurance
- New information entered into Cerner
- Completion of a MSPQ (Medicare Secondary Payer Questionnaire) for Medicare patients
- Enter collection action code (IU) to notify biller of new insurance or Work Item 1705 in Cerner Patient Accounting
- Responsible for resolving patient inquiries or complaints
3
Customer Services Representative Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of customer services representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for customer services representative
- Follow through with appropriate areas for complaints
- Returning patient phone calls in response to messages left
- Handling walk-in patients
- Setting up payment arrangements for bill balances
- Responsible for collecting patient payments over the counter and by phone
- Payments for Ormond/Flagler/Oceanside/Deland and Fish are posted to the appropriate billing system
- Cash and checks are held in the Cash Box until the end of the day
- Credit card receipts are given to the Customer Service Supervisor until the end of the day
- At the end of each day, all cash, checks and credit card receipts are turned over to Cash Posting
- Maintain ongoing education of policies, contracts and rules/regulations for insurance companies, managed care payers and patients
Qualifications for customer services representative
- Other duties as assigned by the Customer Service Supervisor, Assistant Director or Director of PFS
- One years' minimum experience preferred in a call center setting with knowledge of Medical Insurance billing process
- Provide excellent Customer Service in a fast paced environment
- Accurate and efficient order entry of purchase order, product and pricing information using ERP system
- Responsible for providing quotes and product availability to customers
- Provide order status information to customer and sales team upon request
4
Customer Services Representative Job Description
Job Description Example
Our company is growing rapidly and is hiring for a customer services representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for customer services representative
- Answer phone queues professionally and timely
- Attend product/procedure training as required
- Entry of all RMA / RTV customer return requests and submission for management approval
- Work with Credit and Logistics Departments to resolve outstanding issues
- Knowledge of company’s products, sales programs and initiatives
- Be the first point of contact for all relevant customer queries internally and externally via telephone and email
- Use chemistry knowledge to provide quotations for new products
- Ensure a high level of customer service is maintained
- Enter customer complaints and organise returns where appropriate
- Keep the field sales specialists fully informed of opportunities and developments that may affect customer relationships
Qualifications for customer services representative
- Ability to create a “cared for” customer atmosphere
- Ability to develop creative solutions to customer service issues
- Ability to present the product and the company in a professional manner
- Ability to communicate both verbally and in written communications
- Evaluate ATP & OTIF issues and work with the Supply Management team, Customer Account Specialists and Demand Planners to ensure all issues are resolved and long term corrective actions put in place to reduce repeats
- University/Bachelor degree or diploma in a Supply Chain or Business discipline
5
Customer Services Representative Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of customer services representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for customer services representative
- Navigates multiple administration systems our workflow and imaging tools to gain and document needed information
- Promptly respond to telephone calls, telephone messages, mail and in-person inquiries, concerns, and complaints from patients, guarantors, and third parties concerning billing matters
- Resolve issues quickly, courteously, and effectively
- Bring unresolved issues to the attention of the Supervisor
- Forward request for information/issue resolution to the appropriate department or individual, as required
- Document activity via PCS workfile
- Greet patients and visitors and update patient demographics, as needed
- Handle correspondence generated by patients
- Discuss / review accounts with patients, by telephone or in-person
- Prepare / establish budget plans for patients
Qualifications for customer services representative
- 1+ year of experience in a Healthcare Business Office
- Clear Communication for telephone work
- Manage all customer interactions in a timely and accurate manner
- Ideally have experience in Life and Pension however candidates that have worked in a similar role in different sectors will be considered
- Must have worked in a Contact centre, complaints or face to face customer service role
- Adopts a flexible and adaptable approach with an enthusiastic attitude