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.

See also

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