Provider Relations Specialist

UnitedHealth Group•Lincoln, NE
•$20 - $36

About The Position

Proceed Finance’s Provider Relations Specialists support a network of medical and dental providers and borrowers across the United States by helping them obtain financing for patients needing life-changing procedures. Specialists support provider offices by providing training, answering questions, reviewing loan documents, and helping ensure maximum funding. They provide loan service to customers and providers by responding to incoming calls, emails, and texts while delivering an efficient and exceptional experience. This role manages communications and relationships with borrowers and providers, supports loan applications and transactions, reviews critical documentation, and maintains accurate records. Work is performed in a standard office setting with a usually quiet noise level. The schedule is Monday through Friday, 10:00 a.m. to 7:00 p.m.

Requirements

  • High school diploma or GED.
  • At least 1 year of experience in a customer service or provider support role.
  • Intermediate proficiency with Microsoft programs, including Excel and Word.
  • Proper phone etiquette and communication skills.
  • Ability to maintain high levels of confidentiality.
  • Ability to prioritize, concentrate, and multitask.
  • Excellent listening skills.
  • Ability to maintain accuracy and organization during high-volume periods, prioritize consistently, meet changing deadlines, and troubleshoot problems.
  • Excellent problem-solving skills, including identifying factors that may affect decisions and selecting the best option.
  • Ability to exercise tact, judgment, and persuasiveness when creating and maintaining harmonious relationships with internal and external stakeholders.
  • Ability to maintain composure in stressful situations and busy settings with high volumes, interruptions, and accuracy and productivity demands.

Nice To Haves

  • Bilingual in Spanish.
  • Entrepreneurial mindset.
  • Knowledge of the financial services industry.
  • Welcomes and adapts well to change.

Responsibilities

  • Manage calls and emails to promote Proceed Finance and enhance borrower and provider relationships.
  • Confirm and clarify customers’ needs, explain possible solutions or recommendations, and follow up on actions related to each transaction.
  • Handle customer service complaints or situations using active listening and effective problem-solving techniques.
  • Use software, databases, scripts, tools, or supporting departments to research customer inquiries and provide answers and solutions.
  • Develop strong, trusted relationships with clients through timely and accurate communication.
  • Assemble marketing kits and borrower packets, and assist with daily mailing.
  • Document incoming and outgoing contacts in systems to ensure accurate, comprehensive information and records.
  • Review critical documentation for accuracy and security.
  • Oversee the loan application process using various forms of technology and communication.

Benefits

  • Comprehensive benefits package, subject to eligibility requirements.
  • Incentive and recognition programs.
  • Equity stock purchase program.
  • 401(k) contribution.
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