Position Title: Customer Service Representative
Work Location: Plano TX
The Data Entry & Call Center Specialist is responsible for supporting daily operations through accurate data entry and high?quality customer service. This hybrid role manages inbound calls, assists offices with case-related inquiries, and ensures timely and accurate entry of patient and case information into internal systems. The specialist plays a key role in maintaining data integrity, facilitating communication with providers, and contributing to an efficient workflow.
Key Responsibilities
Call Center / Intake Support
- Manage inbound calls from providers, office staff, and patients in a professional, courteous manner.
- Assist callers with case status updates, submission requirements, product or process questions, and portal-related support.
- Troubleshoot basic issues and escape complex questions to the appropriate internal team.
- Document all call interactions accurately and thoroughly.
- Provide consistent, clear communication and maintain service-quality standards.
Data Entry & Case Management
- Accurately enter, update, and maintain patient and case information in internal systems.
- Review submissions for completeness and follow up when additional information is needed.
- Identify duplicate profiles or conflicting data and elevate or merge as required.
- Perform routine data validation, audits, and reporting tasks.
- Maintain confidentiality and adhere to all compliance and data?handling policies.
Cross-Functional Support
- Collaborate with clinical intake, authorization, and operations teams to resolve data discrepancies.
- Support workflow improvements to enhance efficiency and accuracy.
- Maintain up-to-date knowledge of products, submission requirements and internal processes.
- Assist with training support or portal?related inquiries when needed.
Qualifications
- High school diploma or equivalent; experience in healthcare or customer service preferred.
- Strong attention to detail with a focus on accuracy and completeness.
- Excellent verbal and written communication skills.
- Ability to multitask in a fast-paced environment and manage competing priorities.
- Comfortable navigating electronic databases and Microsoft Office applications.
- Strong problem?solving skills and commitment to providing a positive provider experience.
Preferred Skills (Optional)
- Familiarity with medical terminology, insurance authorization processes, or clinical workflows.
- Experience in Salesforce or other CRM/EMR platforms.
- Prior call center or customer data entry experience in a healthcare setting.