Client Services Representative

Jobtailor; Overland Park (KS); On-site; USD 32,000 - 42,000; Full time

Job summary

Allied is seeking a customer service specialist to provide proactive, knowledgeable support to agents, insureds, providers, and other sources. You will use the contact management system and stay current with claims processing procedures.

The role requires an associate degree or two years of college, plus 2+ years of customer service and life & health insurance experience. Bilingual ability and strong English communication skills are essential; Windows Word proficiency is recommended.

Qualifications

• Associate degree or 2 years of college coursework preferred.
• 2+ years of customer service in a call center preferred.
• 2+ years of life & health insurance experience preferred.
• Bilingual is a plus.
• Excellent telephone communication, accurate and courteous responses, and clear business correspondence.
• Fluent English in reading, writing and speaking.
• Proficiency with Windows-based systems including Microsoft Word.
• Ability to sit or stand for 7.5 hours per day and meet attendance requirements.
• Ability to handle high-volume calls and overtime as needed.

Responsibilities

• Apply knowledge of Allied’s products, Certificates of Insurance, and procedures to provide service.
• Provide proactive and responsive assistance to agents, insureds, providers, and other outside sources.
• Work in a team atmosphere to solve problems and assist with multiple company functions.
• Create person-to-person customer service experiences with required information.
• Document inbound and outbound calls in Allied’s contact management system.
• Handle calls, emails, and faxes and route them appropriately.
• Ask necessary questions to resolve issues and minimize repeat contacts.
• Take ownership of contacts and follow through to resolution.
• Complete a recognized course in Medical Terminology and pass a proficiency exam.

Skills

Customer Service Experience

Medical Terminology Knowledge

Life & Health Insurance Experience

Bilingual Communication

Windows-Based Systems Proficiency

Education

Associate of Arts degree or 2 years of college coursework

Tools

Contact Management System

Microsoft Word

Job description

• Apply knowledge of Allied’s products, Certificates of Insurance, computer systems, company procedures, and philosophies to provide service
• Provide proactive and responsive assistance to agents, insureds, providers, and other outside sources
• Work in a team atmosphere to solve problems, provide information, and assist with multiple company functions
• Create person-to-person customer service experiences that provide both requested and needed information
• Maintain current knowledge of Client Services procedures and guidelines
• Stay up to date on Claims Processing procedures to answer customer questions
• Represent Allied positively, professionally, thoroughly, and helpfully
• Document inbound and outbound calls in Allied’s contact management system
• Handle inbound and outbound calls, emails, and faxes and determine appropriate routing or action
• Ask necessary questions to fully resolve issues and eliminate additional calls
• Take ownership of contacts and follow through to conclusion when necessary
• Successfully complete a recognized course in Medical Terminology and pass a proficiency exam

Requirements

• Associate of Arts degree or minimum 2 years of college course work strongly preferred
• Minimum of 2 years of Customer Service experience in a Call Center is preferred
• Minimum of 2 years of life & health insurance experience preferred
• Bilingual is a plus
• Excellent telephone communication skills, including listening for understanding, responding accurately and professionally, and expressing self clearly and courteously
• Knowledge and understanding of medical terminology strongly preferred
• Ability to speak English fluently, read, comprehend, follow and give written and verbal English instructions
• Intermediate level proficiency with Windows-based systems, including Microsoft Word
• Ability to compose proper business correspondence and communicate clearly in e-mail responses
• Ability to meet company attendance requirements and work overtime as necessary
• Ability to sit or stand for 7.5 hours per day
• Ability to meet departmental training standards
• Ability to achieve and maintain department quality and quantity production standards
• Ability to handle varying workloads, deadlines, difficult callers, and high-volume inbound and outbound contacts

Core Competencies

Demonstrates expertise in Customer Service within a Call Center environment, with a strong understanding of Medical Terminology and life & health insurance. Proficient in handling high-volume communications while maintaining professionalism and clarity in all interactions.

Highest-signal resume keywords

• Customer Service Experience
• Medical Terminology Knowledge
• Life & Health Insurance Experience
• Bilingual Communication
• Windows-Based Systems Proficiency

ATS Optimization Keywords

Hard Skills

• Medical Terminology
• Customer Service
• Claims Processing
• Call Management
• Business Correspondence

Soft Skills

• Telephone Communication
• Problem Solving
• Listening Skills
• Professionalism
• Team Collaboration

Industry Keywords

• Allied Products
• Certificates of Insurance
• Client Services Procedures
• Call Center Operations
• High-Volume Contacts

Tools & Technologies

• Contact Management System
• Microsoft Word