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    Customer Representative Specialist - San Francisco, United States - Insight Global

    Insight Global
    Insight Global San Francisco, United States

    4 weeks ago

    Insight Global background
    Description


    Insight Global is seeking a passionate and organized Customer Success Specialist to join our dynamic team in San Francisco, CA.

    This multi-faceted, full-time role supports patient case management, combining healthcare management, casework responsibilities, sales, customer service and financial management. This multi-faceted, full-time role supports patient case management, combining healthcare management, casework responsibilities, sales, customer service and financial management.

    • Ability to establish rapport and cultivate relationships with patients and fellow team member
    • Strong attention to detail
    • Treatment planning, case management, patient and clinician scheduling
    • Patient payments, insurance claims support and financial reporting
    • Building lasting relationships with patients by ensuring their visit with us is a great experience


    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

    We are an equal opportunity/affirmative action employer that believes everyone matters.

    Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

    If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to .

    To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
    .

    Required Skills & Experience
    -2-5 years of experience working in hospitality, sales, Customer Service

    • Comfortable with medium high volume of phone calls
    • Strong written and verbal communication with high attention to detail
    • Ability to establish rapport and cultivate relationships with patients and fellow team members
    • Proficiency with MS Office applicationsWord, Excel, Outlook
    • Ability to pick up new processes and technologies quickly
    Nice to Have Skills & Experience

    • Healthcare/ medical practice environment or any customer/client facing role
    • Experience checking in patients, scheduling appointments, completing/filing patient charts with clinical administrative background
    • Experience using Dentrix, MondayBoard, and/or Slack

    Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching.

    Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

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