Customer Service Representative 2

Key Responsibilities
Customer & Stakeholder Engagement
Build and maintain strong rapport with both internal and external customers, including internal departments, medical case managers, adjusters, Account Managers, and the Sales team.
Serve as a primary point of contact for client inquiries, requests, and escalations, ensuring timely and effective resolution.
Monitor interactions and concerns to identify trends and communicate insights to leadership for further review and action.

Operations & Workflow Management
Triage incoming work to ensure appropriate prioritization and distribution across the team.
Coordinate high-dollar items among multiple stakeholders, ensuring clear, proactive communication regarding progress, expected delivery timelines, and potential delays.
Collaborate cross-functionally to support operational efficiency and optimal client outcomes.

Data Analysis & Sales Support
Mine and analyze multiple reports to identify potential sales leads and opportunities for business growth.
Partner with Sales and Account Management teams to support lead development and client expansion efforts.

Qualifications

Qualifications
High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
2+ years of customer service experience, preferably in healthcare, insurance, or a related industry.
Strong analytical skills with experience reviewing reports and identifying actionable insights.
Demonstrated ability to negotiate and manage vendor/provider relationships.
Excellent communication, problem-solving, and interpersonal skills.
Ability to manage multiple priorities in a fast-paced environment with strong attention to detail.