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