Responsibilities:
Serve as the primary point of contact for customer inquiries via phone, email, and/or chat
Assist customers with account questions, billing inquiries, payments, and service-related issues
Provide accurate information regarding financial records, invoices, insurance claims, or banking services
Process transactions, updates, and account changes with a high level of accuracy
Resolve customer concerns in a timely and professional manner, escalating complex issues when needed
Maintain detailed and accurate records of customer interactions in CRM or internal systems
Ensure compliance with company policies and industry regulations (e.g., HIPAA, financial compliance standards)
Collaborate with internal departments such as accounting, billing, or operations to resolve issues
Identify opportunities to improve customer experience and internal processes