Referral and Customer Service Specialist

Duties

• Respond to incoming customer requests, calls, faxes and other questions regarding new and existing orders.
• Contact new and existing customers via telephone regarding new and existing orders.
• Responsible for day to day planning and dispatching schedules for each delivery driver in a timely manner.
• Process new and existing orders in a timely manner.
• Enter data from customers and referral sources.
• Be knowledgeable concerning Medicare/Medicaid/private insurance coverage and requirements.
• Verifying Insurance coverage and other requirements.
• Convert orders into invoices and print and route copies as appropriate.
• Maintain adequate stock levels to insure all products are sufficiently available as assigned.
• Verify all order information for accuracy before entering into the computer.
• Track sales/referrals leads for future follow-up.
• Prepare computer reports and review for accuracy.
• Promptly assist customers with products and services.
• Provide quality customer service to the customer.
• Promptly answer multi-line telephone.
• General knowledge of all company products, services and locations.
• Act in a professional manner at all times to customers and other employees.
• Interact as needed with other departments and locations regarding products and services.
• Operate standard office equipment including: photocopy machine, fax machine, computer/printer, postage machine, multi-line telephone.
• Keep work areas neat and clean.
• Comply with HIPAA policies and procedures.
• Comply with all company policies and procedures.
• Perform other duties as assigned.

Skills

• Written Communication
• Oral Communication
• Customer Service/Relations
• Computer Literacy
• Professionalism
• Reading Skills
• Telephone Etiquette
• Filing
• Organization
• Keyboarding Skills

Education/Training

• H.S. Diploma/GED
• Associates Degree in related field preferred

Experience

• 1-2 years work experience in related field preferred