Customer Service Administrator

Summary

Join Dane Street as a Customer Service Representative Administrator and oversee administrative duties related to the customer service process. You will be responsible for drafting referrals, completing the intake process, filtering client emails, assisting with intake procedures, handling client outreach, requesting and uploading medical records, assigning referrals, invoicing, auditing referrals, and assisting with physician outreaches. The ideal candidate will possess exceptional communication skills, critical thinking abilities, and strong time management skills. Dane Street offers a comprehensive benefits package including medical, dental, vision, life insurance, paid time off, a 401k plan with a company match, and more. We are a fast-paced, Inc. 500 company with a high-performance culture.

Requirements

• Present exceptional communication skills with a clear understanding of company business lines
• The ability to apply critical thinking, manage time efficiently and meet specific deadlines
• Computer literacy and typing skills are essential
• Supply and support their own internet services
• Maintaining an uninterrupted internet connection is a requirement of all work from home position

Responsibilities

• Draft incoming referrals including demographic information, diagnosis, requested due date, and specialty within a timely manner of receipt
• Correctly & accurately complete the intake process by closing the intake according to proper workflow procedures
• Filter through client emails throughout an 8-hour workday providing necessary information to the appropriate referral while also delegating/escalating emails to the appropriate team member
• Assist with Dane Street’s “Intake” to ensure that incoming referrals, records, fee schedules, etc. is uploaded into the respective case timely and with the appropriate notifications made
• Handle outreach emails/calls to clients in order to obtain the necessary information and/or medical records for the case to ensure proper handling
• Requesting and pulling medical records from client platforms such as iCase and uploading them to the respective referrals. Notify the CSR team once medical records are received
• Selecting and assigning incoming referrals. Ensuring the Queues are evenly distributed between CSR’s and QA’s
• Invoicing referrals on the CSR and QA board based on the confirmed physician’s fees and client quotes
• Assisting in auditing referrals with upcoming due dates to ensure the case was processed correctly
• Assisting with physician outreaches and referral assignments when team members are on PTO
• Other duties & special projects, as assigned and based on business needs

Preferred Qualifications

• An Associate’s Degree or Bachelor’s Degree is preferred
• Business experience in a healthcare and/or insurance setting is preferred

Benefits

• Medical, dental, and vision coverage for you and your family
• Voluntary life insurance options for you, your spouse, and your children
• Other voluntary benefits which include hospital indemnity, critical illness, accident indemnity, and pet insurance plans
• Basic life insurance, short-term disability, and long-term disability coverage at no cost
• Paid time off
• 401k plan with a company match
• Apple equipment and a media stipend are provided for remote workspace