Customer Success Representative

Reliable Respiratory•Boston, MA

6d•Remote

About The Position

A Customer Success Representative is responsible for generating new business to the company by ensuring all accounts are managed with care and efficiency. As a Customer Success Representative, you will work directly with our accounts and customers to fulfill medical supply orders and answer questions related to care. This includes collaborating with referral sources, insurance companies, and internal departments to ensure each step of fulfillment is met with efficiency and accuracy. EEO-1 Job Classification – Administrative Support Workers This is a remote opportunity for candidates based in New England (MA,CT,RI,VT,NH,ME).

Requirements

18 years of age or older
Must be eligible to work in the United States and not require work authorization from us now or in the future
Bachelor’s Degree required
1 year of customer service experience
Effective and professional verbal and written communication abilities
Professional computer experience (especially Microsoft Office Suite)
Ability to work independently to investigate and make decisions
Ability to work in collaboration with others
Ability to prioritize and complete work amidst interruptions in a busy work area
Ability to comply with guidelines both internal and industry-imposed
Ability to reconcile multiple shifting logistical factors for each appointment
Strong attention to detail
Great customer service skills especially in high intensity situations
Fluent in English and Spanish proficiency preferred

Responsibilities

Manages all assigned key accounts
Serves as an account liaison between internal departments and external accounts
Builds relationships and trust between the assigned accounts and Reliable Respiratory
Identifies and capitalizes on opportunities to increase sales for the assigned accounts while maintaining satisfactory customer service
Processes new and recurring orders via fax, phone, email, or in person in accordance with Reliable Respiratory’s processing procedures and guidelines
Handles incoming communications from customers and referrals in a timely, professional, and friendly manner, including walk-in patients as necessary
Verifies insurance online or by phone and documents information in Reliable Respiratory’s electronic health records system
Obtains all necessary insurance authorizations
Troubleshoots equipment issues with patients; triages issues to manufacturer’s care teams or referring doctors as needed
Understands insurance coverage and allowable amounts; verifies patient demographic information, insurance authorization, and benefit information-updating as needed
Actively up sell and increase orders through suggestive selling techniques
Ensures completion of worklists assigned
Collects patient payments
Ensures patients understand cost responsibilities
Coordinates appointments between customers and respiratory staff
Participates in company phone campaigns
Complies with all policies and procedures established by the company and the company's regulatory bodies