Customer Service Representative I

Word & Brown Companies; Orange (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Word & Brown Companies is seeking a Customer Service Rep I to handle high-volume calls and emails, educate clients on ChoiceBuilder plan administration, and resolve enrollment and billing questions for groups, members, brokers and agencies.

You will document interactions, comply with HIPAA guidelines, and meet performance targets. California Life & Health license is required or must be obtained within six months; bilingual Spanish is a plus.

Qualifications

• CA Life & Health license required; if not held, must obtain within six months of hire.
• Excellent verbal and written communication skills, especially under pressure.
• Two years of customer service experience preferred.
• English proficiency is essential; Spanish language skills are a plus.

Responsibilities

• Handle calls and emails from groups, members, brokers and agencies to educate and resolve questions on ChoiceBuilder plans.
• Document calls in the call tracking system with accuracy and completeness.
• Assist with enrollment verification, billing inquiries and eligibility checks with carriers.
• Collaborate with brokers, general agents and sales reps to address group issues and provide timely updates.
• Meet department standards for quality/quantity and daily call volume; HIPAA and PHI guidelines must be followed.
• Maintain on-site or remote attendance as required and perform additional tasks as assigned.

Skills

Verbal communication

Written communication

Customer service

Problem solving

Time management

Typing 55 WPM

Spanish language (plus)

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

The Customer Service Rep I handles calls from customers to resolve, educate, follow-up and respond to questions regarding ChoiceBuilder plan administration and procedures for groups, members, brokers and general agencies.Essential Functions:Understanding of company policies and procedures as they apply to ChoiceBuilder plans.Answers questions via telephone or email from groups regarding new hires, billing, rates, supplies, administrative procedures, etc.Educates, via telephone or email, employees/dependents regarding ID cards, administrative procedures, dependent coverage, address changes, etc.Follows-up on calls and emails from brokers regarding problems that their groups are experiencing with providers.Ability to interact with brokers, general agents and sales representatives on a daily basis and must be able to answer questions regarding ChoiceBuilder processes.Responds to calls from providers to confirm eligibility and benefits.Verifies enrollments and resolves issues with carriers.Expedites processing of members enrollment with carrier if urgent services are needed.Review and submit appeal requests from groups.Review /Audit group billing and explain to clients in clear and accurate manner.Document calls in call tracking system.Ability to work in a paperless environment with the Doc Link system.Departmental standard requires each Customer Service Representative to provide Service of Unequalled Excellence to all callers by maintaining an average of 90% or greater on Call Reviews.Answer at least 100% of the daily call volume average.Provide clear and explicit documentation while maintaining percentage at a level of 90% or higher daily in applicable databases (i.e. Doc Link and Opportunity)Make busy time of 20 minutes or less per day.Meet department standards for quality and quantity of work.Meet department and team standards for turnaround times.Adhere to all HIPAA (Health Insurance Portability and Accountability Act) and PHI (Personal Health Information) guidelines.On-site or remote regular attendance and punctuality are essential functions of the job.Performs other business tasks or functions as assigned.Knowledge, Skills & Abilities Required:CA Life & Health license required. If successful applicant does not have insurance license, it is required to obtain one within six (6) months of date of hire.Must have excellent verbal and written communication skills, especially under pressure.Ability to handle irate customers in a courteous, patient, calm and positive manner while maintaining a high quality and quantity of work.Experience in handling high call volume.Must be computer literate in Microsoft Word, Excel, and Outlook.Accurate data entry skills a must. Computer literate (Windows) and Word Processing Skills (MSWord). Typing at 55 WPM or more.Knowledge of the health insurance industry and at least two (2) years customer service experience preferred.Must be able to work in a fast-paced environment where deadlines are a priority and handling multiple assignments simultaneously.Problem Solving Skills required.Must have a proficient knowledge of the English language.Proficient knowledge of the Spanish language is a plus. If hired as a Bilingual representative, Language Assistance Certification is required every two (2) years.Additional Competencies:Action Oriented, Approachability, Customer Focus, Humor, Listening, Patience, Self-Knowledge, Technical Learning, Time Management, Written CommunicationEducational Requirements:High school diploma or equivalent required.Physical Requirements:Must be able to sit for extended periods of time and occasional standing and walking. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 30 pounds occasionally.