JOB TITLE
Customer Service Representative
EMPLOYER
AssistRx
DEPARTMENT
Patient Solutions
REPORTS TO
Supervisor, Patient Solutions
EFFECTIVE DATE
3/22/2021
REVIEWED DATE
06/05/2025
SUMMARY
This position is responsible for meeting or exceeding the customer’s expectations by assessing our customer’s needs, assigning priorities, and triaging the information to the appropriate resources by performing the following duties. (Customers may include patients, medical professionals, and family members).
DUTIES AND RESPONSIBILITIES
- Act as first point of contact with patients by carefully evaluating the purpose of the call, carefully assessing their purpose, prioritizing their handling, and triaging the calls if indicated. Maintain information regarding Patient Solutions initiatives and explain them to our customers when appropriate.
- Enroll new customers to Patient Solutions.
- Record activities in the patient database and follow up to secure services (such as commercial calls and mailing of promotional materials, etc.) for our customers by contacting physician’s offices, pharmacies, and other external entities to ensure AssistRx is meeting the patient’s needs.
- Data entry of incoming documents
- Understand adverse events, identify and record them
- Complete various special projects as required.
- Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES
- This job has no supervisory responsibilities.
QUALIFICATIONS
- High school diploma or general education degree (GED), or one to three months related experience and/or training, or equivalent combination of education and experience.
- Ability to assist with other ad-hoc projects and cross train within the call center environment.
- Computer skills: Microsoft Office Suite.
- Somecollege preferred.
- At least 2 years’ experience in a customer service/call center setting preferred.
- Medical Insurance knowledge is preferred
COMPETENCIES
- Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
- Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
- Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
- Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
- Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
- Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
- Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
- Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
- Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
- Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
- Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
- Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
- Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
- Occasionally required to stand.
- Occasionally required to walk.
- Frequently required to sit.
- Continually required to utilize hand and finger dexterity.
- Continually required to talk or hear.
- While performing the duties of this job, the noise level in the work environment is usually moderate.
- Specific vision abilities required by this job include: Close vision and the ability to adjust focus.
- Work is performed in a traditional commercial office setting with standard office lighting and white noise.
- Additional remarks regarding work environment:
- This job operates in a professional office environment.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.