CSR/Lead Gen

Client Services Representative/ Lead Gen
A Customer Service Representative, or Customer Help Representative, is responsible for engaging with customers
on behalf of the company. Their duties include answering phone calls or emails from customers to answer
questions, participating in meetings with the customer service team to discover new communication tactics, and
maintaining expert knowledge about company products or services to help customers best.
Customer Success Manager
Customer Service Representative duties and responsibilities
A Customer Service Representative has to support customers. This primary responsibility covers lots of tasks, such
as:
● Providing introductory information to new customers,
● Ensuring that customers are satisfied with products or services,
● Following up with clients or customers to check that they’re still satisfied with any purchases,
● Letting customers or clients know about additional products or services
● Determining the quickest, most effective ways to answer a client’s or customer’s questions
● Escalating queries and concerns
● Troubleshooting common issues with a product or service
● Working with a team of CSRs and other departments to find appropriate solutions
● United States (EN)
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Some of the functions the Customer Service Associate will perform:
● Embodies our values: Serve Others and Own It
● Assists in fostering an energetic and positive working environment
● Frequently communicates with customers via phone
● Partners with all team members to create an easy transaction and excellent in home delivery service
● Develops strong relationships with customers who shop with us in-store and online
● Listens to the customers’ needs and presents possible options
The Ideal Candidate will have, among other skills and abilities:
● High school diploma or general education degree (GED); or equivalent combination of education and
experience
● Ability to read, write and comprehend simple instructions, short correspondence, and memos
● Demonstrated ability to handle customer calls displaying good phone skills
● Track record of serving others and putting team goals first
● Owners mindset; takes ownership over everything within scope of responsibility
● Proactive approach; identifies and solves problems
Job Summary
The CSR facilitates the patient registration flow, including such activities as patient identification; gathering
demographic information; securing accurate financial information; obtaining required signatures and documents;
and entering registration data into hospital information computer systems.
The CSR is also responsible for managing phone calls. Schedules patient appointments and directs patients
appropriately to the correct departments.
May work in many areas throughout the outpatient offices (Healthcare Associates, Pediatrics, Walk-In Care, RMH
Specialists, Medical Specialty Services) and Admissions/Call Center departments.
This dynamic position will allow the CSR to assist patients in many ways and by utilizing many personal and
professional skills.
Minimum Qualifications
Knowledge & Experience
● Ability to prioritize, good communication and interpersonal skills, maintain composure in all situations,
possess a professional demeanor, able to adjust to change, ability to problem solve and work
independently and ability to work under stressful conditions, ability to remain focused and attention to
detail.
Knowledge-
● Computer systems, typing, public relations, essential office clerical duties.
Education-
● High school diploma or equivalent
● Two years of customer service experience preferred
Aptitudes
● Must be able to prioritize, utilize critical thinking, and adjust to change.
● Must be able to reason and use logical problem-solving skil