Call Center Representative

• Process clients’ first notice of loss claim reports received through Zurich’s phone & non-phone reporting options in a timely and accurate manner
• Resolve complex claims inquiries and problems, judging when to pass complex queries on to or involve others to provide an effective service and clear advice to colleagues and customers
• Liaise with internal and external clients to exchange information, clarify facts, and resolve queries and/or problems efficiently
• Provide feedback and recommendations to the team to improve the quality of customer care
• Follow procedures to ensure adherence to the company’s risk and compliance policies

Claims Call Center Representative

• Lead operational redesign and define business strategies that improve service performance, scalability, and operational efficiency across Customer Care.
• Establish and oversee integrated staffing models, cross-training strategies, and operational workflows across Customer Care, including PA Intake, specialized teams, and customer communications.
• Partner with IT leadership to ensure Customer Care systems and applications effectively support operations, analytics, and reporting, with ongoing evaluation to optimize performance and scalability.
• Serve as the accountable business owner for company customer and member experience initiatives, providing end-to-end leadership from strategy development and innovation through execution, adoption, and sustained results.
• Define performance standards, service metrics, and operating benchmarks to drive accountability and consistently exceed service-level expectations.
• Establish strong cross-functional working relationships between Customer Success, Clinical Services, Technical Operations, and Government Programs, Sales and Implementation departments to ensure seamless service delivery and client onboarding.
• Provide strategic oversight of Customer Care workforce planning, forecasting, and capacity modeling by analyzing demand trends, developing forecasts, researching business requirements, workflow design, and business growth requirements.
• Lead forward-looking strategy and the adoption of innovative methodologies to continuously enhance call center capabilities, operational performance, and technology advancement.
• Drive a culture of continuous operational improvements focused on enhancing customer experience, operational effectiveness, and quality outcomes.
• Set strategic direction for associate training, leadership development, and call center certification to ensure workforce readiness and performance excellence.
• Evaluate emerging technologies, systems, and sourcing strategies to strengthen Customer Care capabilities and improve serve delivery.
• Oversee the development, implementation, and governance of Customer care policies, procedures, and quality frameworks, including performance monitoring and corrective action.
• Ensure robust tracking, trending, and reporting of operational metrics, performance guarantees, and service outcomes.
• Provide oversight of accreditation, including application preparation, compliance maintenance of necessary documentation to demonstrate compliance with accreditation standards and coordination of on-site reviews.
• Other duties as assigned.

Senior Director, Healthcare Member Contact Center

• Project management including team leadership
• Compile specifications, requirements and other program specific documentation from the client
• Write creative copy for interactive voice response scripts
• Track and manage scope, schedule and costs for project implementation
• Manage tasks and deliverables from client to technical resources
• Review both new and existing IVR programs for script to system accuracy and effective sales approach
• Analyze client reports and make suggestions to optimize scripts and/or offers
• Identify potential application and process improvements
• Provide excellent customer service to internal and external clients
• Prepare monthly billing documentation
• Prepare documentation for client business reviews
• Develop monthly revenue projections for each client
• Perform other related duties and assignments as required and as assigned by supervisor or other management
• Ensure all policies and procedures are adhered to including, but not limited to Security, HR, Operations, etc., and that any known infractions are communicated to the proper management immediately

Contact Center Account Manager

• Provide first-level technical support to clients, resolving issues and ensuring high satisfaction.
• Troubleshoot and diagnose technical problems, guiding clients through solutions.
• Escalate complex issues to higher support tiers when necessary.
• Document client interactions and solutions provided to ensure accurate records.
• Collaborate with internal teams to improve support processes and client experiences.
• Maintain a strong understanding of Fiserv products to effectively assist clients.

Call Center Associate

• Manage the registration, scheduling, and rescheduling processes for new and existing patients.
• Ensure accurate record management by obtaining and communicating relevant patient information, such as identification, patient history, insurance details, missed appointment policy, therapist arrival instructions, and intake forms.
• Receive, screen, and coordinate telephone calls from healthcare providers.
• Proactively make outbound calls and send emails to patient leads.

Patient Onboarding Associate – Call Center

• Lead operational redesign and define business strategies that improve service performance, scalability, and operational efficiency across Customer Care.
• Establish and oversee integrated staffing models, cross-training strategies, and operational workflows across Customer Care, including PA Intake, specialized teams, and customer communications.
• Partner with IT leadership to ensure Customer Care systems and applications effectively support operations, analytics, and reporting, with ongoing evaluation to optimize performance and scalability.
• Serve as the accountable business owner for company customer and member experience initiatives, providing end-to-end leadership from strategy development and innovation through execution, adoption, and sustained results.
• Define performance standards, service metrics, and operating benchmarks to drive accountability and consistently exceed service-level expectations.
• Establish strong cross-functional working relationships between Customer Success, Clinical Services, Technical Operations, and Government Programs, Sales and Implementation departments to ensure seamless service delivery and client onboarding.
• Provide strategic oversight of Customer Care workforce planning, forecasting, and capacity modeling by analyzing demand trends, developing forecasts, researching business requirements, workflow design, and business growth requirements.
• Lead forward-looking strategy and the adoption of innovative methodologies to continuously enhance call center capabilities, operational performance, and technology advancement.
• Drive a culture of continuous operational improvements focused on enhancing customer experience, operational effectiveness, and quality outcomes.
• Set strategic direction for associate training, leadership development, and call center certification to ensure workforce readiness and performance excellence.
• Evaluate emerging technologies, systems, and sourcing strategies to strengthen Customer Care capabilities and improve serve delivery.
• Oversee the development, implementation, and governance of Customer care policies, procedures, and quality frameworks, including performance monitoring and corrective action.
• Ensure robust tracking, trending, and reporting of operational metrics, performance guarantees, and service outcomes.
• Provide oversight of accreditation, including application preparation, compliance maintenance of necessary documentation to demonstrate compliance with accreditation standards and coordination of on-site reviews.

• Perform outbound calls to obtain appropriate information and document accurately
• Responsible for answering in-bound calls and assisting customers with pharmacy related services
• Maintain strict professionalism in all communication methods while providing efficient, courteous, and friendly service
• Contact insurance companies for benefit investigation and coverage eligibility
• Provide prior authorizations and appeals support
• Assist patients with the enrollment process for manufacturer and non-profit organization copay assistance programs
• Update job knowledge by participating in educational opportunities and training activities
• Work efficiently both individually and within a team to accomplish required tasks
• Maintain and improve quality results by adhering to standards and guidelines by meeting quality standards set forth by program KPI’s
• Report ADE’s according to program policy and guidelines
• Adhere to all HIPAA guidelines
• May assist with onboarding new employees

Care Manager – Patient Support Call Center

• Conduct outbound calls to patients that qualify for adherence-based programs, ensuring timely and consistent communication
• Address patient concerns, troubleshoot issues, and provide appropriate resolutions, ensuring patient satisfaction and program success
• Identify clinical support needs and escalate calls to Pharmacists on the team to further discuss concerns
• Use CVS Procedures and guidelines to handle patient prescription requests within HIPAA guidelines
• Utilize computer systems, software, and databases to accurately record patient information and interactions
• Maintain confidentiality and adhere to all relevant patient privacy regulations and company policies during all interactions and data handling processes
• Collaborate with cross-functional teams to identify areas for program improvement
• Identify and communicate issues to senior level staff as appropriate

Tech, RX Call Center

• The Contact Center Representative will provide customer information and patient support program services, including but not limited to inbound and outbound contacts (calling, live chat, email, and internal transfers), AE and PQC reporting, copay card activation, and access support to both Healthcare Providers (HCPs) and patients.
• Manage and respond to inbound and outbound calls/inquiries using a telephony, virtual, and chat platform and make outbound calls to HCPs and patients.
• Successful delivery of product messages and educational materials covering a variety of topics for HCP offices and patients to maximize the patient experience.
• Provide program information for prescribed products as needed and/or required, as well as report adverse events through approved processes to ensure compliance.
• Provide high-touch assistance with Patient Support Program services, offering emotional support and compassion to patients, while refraining from providing medical advice.
• Utilize approved resources and maintain compliance with program standards for calls, chats, or emails.
• Make complete, accurate and timely submission of all timekeeping, details, call activity, expense reports.
• Obtain all KPI’s including calls handled, schedule adherence, quality scores (call and system), training assessments, and certifications.
• Maintain minimum client and FDA Regulated compliance standards as defined by the quality monitoring process.
• Quickly identify what the caller is inquiring about and triage to the appropriate department.
• Complete accurate documentation of all calls, chats and emails.
• Keep current with market knowledge and competitive products.
• Maintain a professional image for client and client products.
• Participate in all required training and sales meetings.
• Any additional duties as assigned by program management.

Customer Contact Center Representative

• The TA Agent will collaborate with field managers to support their hiring needs.
• The TA Agent is expected to leverage best practice recruiting methodologies and incorporate diversity in the candidate search.
• Ensure an understanding of job duties, responsibilities, and business requirements for each role.
• Conduct a high volume of phone screens to reach at least 65% to 75% of our "interested" candidates.
• Schedule interviews for management with a high goal of 75% to 85% show rate.
• Reach out to candidates using our specified methods, timing and reporting.
• Manage the candidate experience through the Applicant Tracking System and Call Center technology.
• Support a level of outbound calling activities when needed, using the calling features in Enabled Plus.
• This also involves following the prescribed process for resulting leads and setting future callbacks.
• Source and scout potential talent using key-word searches, social networking, and research tools.
• Leverage in-house ATS to identify, attract, present, and recruit top talent.
• Organize post-interview debrief/feedback with interview teams and candidates.
• Maintain accurate and well-ordered documentation on all candidates, searches, hiring manager's interactions, and other recruiting activities.
• Working hours will be 10:30am - 7:00pm CST.
• Other duties as assigned by supervisor.

Talent Contact Center Agent

• The TA Agent will collaborate with field managers to support their hiring needs.
• The TA Agent is expected to leverage best practice recruiting methodologies and incorporate diversity in the candidate search.
• Ensure an understanding of job duties, responsibilities, and business requirements for each role.
• Conduct a high volume of phone screens to reach at least 65% to 75% of our "interested" candidates.
• Schedule interviews for management with a high goal of 75% to 85% show rate.
• Reach out to candidates using our specified methods, timing and reporting.
• Manage the candidate experience through the Applicant Tracking System and Call Center technology.
• Support a level of outbound calling activities when needed, using the calling features in Enabled Plus. This also involves following the prescribed process for resulting leads and setting future callbacks.
• Source and scout potential talent using key-word searches, social networking, and research tools.
• Leverage in-house ATS to identify, attract, present, and recruit top talent.
• Organize post-interview debrief/feedback with interview teams and candidates.
• Maintain accurate and well-ordered documentation on all candidates, searches, hiring manager's interactions, and other recruiting activities.
• Working hours will be 10:30am - 7:00pm CST.
• Other duties as assigned by supervisor.

• Make an average of 50 outbound calls per hour placed by an automatic dialer system to offer, explain, and schedule a free in-home or virtual health evaluation with a provider
• Follow 20+ approved scripts, ensure members understand and are comfortable with the terms, and respond to rebuttals persuasively and with professional courtesy
• Present a positive, professional, and high energy approach to clients, health plan members, and team members
• Meet daily goals set by the department (i.e., 300-400 outbound dials per day, 25 appointments set per day, shift and attendance policy adherence, quality targets, etc.) in an office or remote environment
• Adjust, reschedule, and cancel appointments with both members and contracted providers, as requested
• Monitor performance results including appointments, calls, handle time, and productivity using designated reporting systems
• Report member complaints and escalations immediately to Member Engagement Managers
• Participate in peer side-by-side coaching as needed
• Follow HIPAA and other security and privacy guidelines when handling protected health information accessed during normal work activities

Outbound Call Center Rep

• Supports daily incoming calls in a flexible work environment.
• Supports both internal and external client interactions for general inquiries as well as complex financial transactions.
• Provides outstanding customer service to both internal and external clients in an efficient and effective manner to grow loyalty and repeat business.
• Uses bank systems simultaneously to assist clients ensuring proper documentation of both internal and external client interactions in CRM tool.
• Provides general maintenance of financial accounts ensuring attention to detail.
• Ensures adherence to department standards.
• Completes all required annual and compliance training.
• Supports new hire training as a mentor to new team members.
• Participates in group huddles and provides feedback when additional support materials are necessary.
• May help in ASK queue as assigned.

Contact Center Specialist I

• Provide initial support for customer requests via telephone, email, fax, or other available means of contact to the Support Center
• Quickly assess the user's issue and provides first level support for problem resolution
• Document information specific to the resolution and escalate unresolved issues expeditiously to the appropriate area
• Recognize operational challenges and suggest recommendations to management, as necessary
• Ability to work 40 hours per week (shifts available: 8:00 am - 5:00 pm EST or, 9:00 am – 6:00 pm EST or, 10:00 am - 7:00 pm ET or, 11:00 am EST – 8:00pm EST) under moderate supervision

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