Customer Representative Specialist

Job Description

Insight Global is seeking a passionate and organized Customer Success Specialist to join our dynamic team in San Francisco, CA. This multi-faceted, full-time role supports patient case management, combining healthcare management, casework responsibilities, sales, customer service and financial management. This multi-faceted, full-time role supports patient case management, combining healthcare management, casework responsibilities, sales, customer service and financial management.

• Ability to establish rapport and cultivate relationships with patients and fellow team member

• Strong attention to detail

• Treatment planning, case management, patient and clinician scheduling

• Patient payments, insurance claims support and financial reporting

• Building lasting relationships with patients by ensuring their visit with us is a great experience

Skills and Requirements

• 1-3 years of experience working in hospitality, sales, Customer Service

• Comfortable with medium-high volume of phone calls

• Strong written and verbal communication with high attention to detail

• Ability to establish rapport and cultivate relationships with patients and fellow team members

• Proficiency with MS Office applications -- Word, Excel, Outlook

• Ability to pick up new processes and technologies quickly

• Healthcare/ medical practice environment or any customer/client-facing role

• Experience checking in patients, scheduling appointments, completing/filing patient charts with clinical administrative background

• Experience using Dentrix, MondayBoard, and/or Slack

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].