Customer Service Representative

Job Overview

We are seeking a detail-oriented and customer-focused Customer Service Representative to support intake, insurance verification and order processing activities within a healthcare environment. This role plays a critical partn in ensuring accurate order intake, insurance validation and documentation management while delivering professional support to patients, referaal sources and internal teams.

Responsibilities

Order Intake & Processing

• Receive, verify and process incoming product orders and referrals into company systems
• Review, categorize and organize incoming documentation accurately
• Enter patient demographics, insurance information and order details into internal databases
• Ensure all order information is complete and properly documented

Insurance Verification

• Verify patient insurance benefits through healthcare portals and insurance providers
• Document and communicate insurance coverage information accurately
• Coordinate with patients and referral sources regarding insurance-related inquiries
• Maintain detailed records of benefit verification and eligibility information

Documentation & Record Management

• Maintain accurate notes and records that reflect the status and progression of referrals
• Ensure all documentation is properly organized and stored within company systems
• Follow established procedures for document management and data accuracy

Customer Service & Team Collaboration

• Communicate professionally with patients, referral sources and internal departments
• Report customer feedback, concerns and compliments according to company procedures
• Collaborate with team members to ensure efficient workflow and timely processing
• Participate in training sessions, meetings and ongoing process improvements

Job Qualifications and Skills Set

Required Qualifications

• High school diploma or equivalent
• At least 1 year of experience in a healthcare front office, healthcare customer service or insurance processing role
• Experience working in a structured and process-driven environment
• Strong computer literacy and ability to navigate multiple systems
• Excellent attention to detail and data accuracy
• Strong verbal and written English communication skills
• Ability to follow procedures and receive direction from management
• Responsible, dependable and cooperative work ethic

Preferred Qualifications

• Experience with insurance verification and benefits coordination
• Familiarity with healthcare terminology and medical documentation
• Background in healthcare administration, intake processing or patient support