OrthoFi

Client Support Specialist

OrthoFi

full-time

Posted on:

Origin:  • 🇺🇸 United States • Colorado, Florida, Louisiana, North Carolina, Ohio, Tennessee

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Salary

💰 $20 per hour

Job Level

Mid-LevelSenior

About the role

  • Provide support to orthodontic practices and their patients via phone and email, focusing on technical support, billing and collections, and insurance matters
  • Participate in an onboarding program and comprehensive training in OrthoFi Software, customer service and tech support curriculum
  • Gain proficiency in all aspects of insurance: eligibility, claims submission and processing, remittance, allocation of insurance payments, and issue resolution
  • Shadow and transition to independent support, handling inbound and outbound communications, creating cases for advanced follow-up, and providing client updates
  • Achieve first-call resolution, meet service level expectations, maintain high-quality scores (90%-100%), and average call volume (~45 calls/day)
  • Review and confirm company policies and procedures
  • Collaborate with Practice Advocate and Operations team members

Requirements

  • A Bachelor’s degree or equivalent experience is preferred
  • Orthodontic/dental/healthcare industry experience is a plus
  • 3+ years of previous customer service experience
  • Exceptional communication skills, enabling effective interactions through phone, email, chat, and in-person communication
  • Comfort in managing a high volume of daily calls
  • Strong problem-solving skills to analyze and identify root causes of complex problems and system issues
  • An innate ability to quickly build rapport and trust with others, demonstrating empathy and compassion
  • A strong commitment to delivering world-class customer service
  • A desire to excel in a challenging and fast-paced environment
  • Proficient with Microsoft Office and/or Google Documents
  • Experience with Salesforce or other CRM platforms is preferred
  • You must be authorized to work for any employer in the US