Assistant CSR Job at MARSHALL & STERLING UPSTATE INC
Description:
If you like working with a team committed to serving others providing a high level of customer service, we have the role for you! The position requires a great deal of data entry, processing eligibility, claims management and assisting the internal team with the daily duties of responding to our clients.
The ideal candidate must be able to maintain a high degree of confidentiality, follow established processes and workflows, have strong interpersonal skills, and an ability to build positive work relationships.
MAJOR RESPONSIBILITIES
- Provide prompt and efficient assistance according to agency procedures and guidelines in the completion of administrative functions; (mail, phone, receptionist, backup etc.).
- Work in conjunction with Customer Service Representative, Sr. Customer Service Representative or Account Manager and provide service to customers; (invoicing, processing enrollments and terminations, copying, scanning, claims, billing, COBRA, renewal confirmations, etc.).
- Request identification cards.
- Process transactions carefully paying attention to detail on a timely basis to minimize the potential for any errors and omissions exposure.
- Assist in follow up of outstanding claims in accordance with agency guidelines.
- Assist in the completion of daily reports.
- Maintain professional accreditation necessary to meet agency standards.
- Participate in continuing education programs when available.
- Build and maintain a favorable and professional work relationship with other staff members.
- Communicate with Supervisor / Manager any issues to ensure excellent customer service.
- Adhere to established employee manual policies and guidelines.
- Adhere to workflow procedures and follow guidelines to reduce the risk of E&O Claims.
- Promptly report all E&O claims and potential E&O claims.
- Maintain confidentiality in all aspects of client, staff and agency information.
- Perform other duties and projects as assigned.
- College degree preferred, high school diploma or equivalent required.
- Experience and knowledge of Microsoft Office programs.
- Experience with Vertafore a plus.
- Works effectively and relates well with others including superiors, colleagues and individuals inside and outside the company in a professional manner.
- Demonstrated ability to communicate effectively.
- High level of organizational ability with attention to detail.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
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