Onboarding Phone Specialist - Healthcare Accounts

Hallandale Pharmacy; Fort Lauderdale (FL); Sur place; USD 40 000 - 45 000; Plein temps

Résumé du poste

Hallandale Pharmacy in Fort Lauderdale, FL is seeking a full-time Onboarding Phone Agent who will be the first contact for onboarding inquiries, account setup, and provider additions. You will collaborate with Billing, Sales, Compliance, and Account Management to ensure a smooth onboarding experience.

Responsibilities include handling high volumes of calls, guiding clinics through documentation, and ensuring accuracy in Salesforce records while upholding company policies and excellent customer

Qualifications

• High school diploma or equivalent required.
• Minimum of 2 years of customer service experience in a phone-based environment.
• Experience handling a high volume of inbound and outbound calls.
• Experience in healthcare, pharmaceutical, medical, or onboarding environments is preferred.
• Experience using CRM systems such as Salesforce is preferred.

Responsabilités

• Answer and manage a high volume of inbound and outbound onboarding-related phone calls professionally and efficiently.
• Assist clinics with onboarding questions, account setup, provider additions and removals, and onboarding documentation requirements.
• Provide guidance on navigating Life File and onboarding processes.
• Warm transfer calls to the appropriate department when inquiries fall outside the onboarding scope.
• Document all customer interactions accurately within Salesforce and other internal systems.
• Review onboarding documentation for completeness and communicate any missing requirements to clinics.
• Follow established onboarding SOPs and compliance procedures.
• Coordinate with Billing, Sales, Compliance, Account Management, and other departments to ensure a smooth onboarding experience.
• Respond to voicemails and follow up with clinics in a timely manner.
• Maintain professionalism, empathy, and excellent communication throughout every interaction.
• Meet department productivity, quality, and customer service expectations.
• Perform other onboarding-related duties as assigned.

Connaissances

Verbal communication

Written communication

Phone etiquette

Customer experience

Organizational skills

Time management

Multitasking

System navigation

Collaboration

Formation

High school diploma

2+ years customer service experience

CRM experience (Salesforce) preferred

Outils

Salesforce CRM

Microsoft Office

Description du poste

Hallandale Pharmacy in Fort Lauderdale, FL is seeking a full-time Onboarding Phone Agent who will be the first contact for onboarding inquiries, account setup, and provider additions. You will collaborate with Billing, Sales, Compliance, and Account Management to ensure a smooth onboarding experience.

Responsibilities include handling high volumes of calls, guiding clinics through documentation, and ensuring accuracy in Salesforce records while upholding company policies and excellent customer