Customer Service Representative II
The Alliance Customer Service Representative II
How You Will Contribute
Customer Support & Advocacy
- Maintains a positive and approachable demeanor in all customer interactions, showing a genuine interest in helping consumers and improving their experience.
- Helps member employees navigate their health insurance network providers.
- Independently provides customer service via telephone and email, answering questions and resolving issues related to electronic claims filing, repricing, network-related inquiries, and other established Customer Services processes.
- Refers consumers to the appropriate third-party administrator (TPA) or other resource for claims status, eligibility, or matters requiring assistance outside The Alliance’s scope.
- Provides education and resources to empower consumers to make informed health care decisions.
- Responds to written correspondence within established timeframes.
Issue Resolution & Collaboration
- Researches customer questions and concerns using available systems and resources and identifies appropriate solutions or next steps.
- Independently resolves standard customer issues and determines when additional expertise, referral, or escalation is appropriate.
- Takes ownership of customer inquiries and supports timely follow-through and resolution.
- Accurately documents customer interactions, research, actions taken, and relevant information to support continuity of service.
- Collaborates with Customer Services staff, other departments, and appropriate external partners to resolve customer issues.
Customer Insights & Continuous Improvement
- Proactively collects and shares consumer feedback to identify recurring concerns and opportunities to improve the customer experience.
- Recognizes patterns in customer inquiries and communicates observations to the Director or other appropriate Alliance staff.
- Contributes ideas and feedback that support improvements to Customer Services processes, resources, and service delivery.
- Maintains proficient knowledge of The Alliance’s networks, services, systems, terminology, and Customer Services processes.
- Assists with data entry and other departmental responsibilities as needed.
Your Qualifications
- High school diploma or equivalent.
- Demonstrated customer service experience with the ability to independently manage a broad range of customer inquiries and concerns.
- Working knowledge of health care networks, claims, eligibility, repricing, and related Customer Services processes.
- Ability to research and resolve moderately complex customer issues by gathering information from multiple systems, resources, or departments.
- Strong judgment and problem-solving skills, including the ability to determine appropriate next steps and recognize when escalation is necessary.
- Ability to explain complex or unfamiliar information to consumers in a clear, understandable, and supportive manner.
- Strong verbal and written communication skills with demonstrated accuracy and professionalism.
- Ability to manage challenging customer interactions while maintaining composure, empathy, and a high standard of service.
- Ability to identify patterns or recurring customer issues and communicate observations that may improve processes or the customer experience.
- Ability to work effectively across departments to facilitate issue resolution.
- Demonstrated reliability in managing workload, documentation, follow-up, and established service expectations with limited guidance.
- Ability to meet and maintain established departmental expectations for productivity, accuracy, quality, and timeliness.
Preferred Qualifications
- Two or more years of customer service, advocacy, health care, health insurance, or related experience.
- Experience with health care networks, claims processing, TPAs, benefits administration, or related health insurance functions.
- Proficiency with CRM systems and other Customer Services technology.
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Physical Requirements
- Regularly performs computer-based work and remains in a stationary position for extended periods.
- Frequently uses a computer, telephone, and other standard office equipment.
- Communicates with customers and colleagues by telephone, email, virtual platforms, and in person.
- Occasionally moves throughout the work environment and handles office materials or equipment weighing up to 10 pounds.
- Performs the essential functions of the position with or without reasonable accommodation.