Primary customer contact for account services at Resideo in Querétaro, Mexico. Resolving inquiries and collaborating with various departments to ensure customer satisfaction.
About the role
- Onboarding Specialist I guiding patients with home care enrollment and documentation verification. Join a healthcare innovator in a hybrid role out of Missouri.
Responsibilities
- Work with patients' chosen caregivers to guide them in submitting all required work and medical documentation, documentation for tax applications, background checks, and supported employment verification
- Schedule and conduct remote orientations with patients and caregivers
- Occasional in-home orientations may be required
- Submit all tax applications to the proper agencies
- Complete any required follow-up to complete the process
- Complete background checks and follow up as needed according to the results
- Communicate and facilitate this process to the point of enrollment complete
- Adhere to a revolving monthly client service and compliance standard
- Effectively input and update the case file and account data within our Salesforce CRM tool
- Manage your call dashboards and reporting to assist in managing assignments
Requirements
- At least 1 year of previous experience in a fast-paced customer service role
- Proven Exceptional Customer Service experience
- Experience in high-volume inbound and outbound call environment
- Strong customer focus and adaptability to different personality type
- Ability to multitask, set priorities and manage time effectively
- Build sustainable relationships and engage patients/caregivers by taking the extra mile in resolving any issues/concerns
- Must have poise and patience when dealing with customers
- Strong phone and verbal communication skills along with active listening skills; ability to comfortably resolve issues over the telephone
- Attention to detail and data accuracy
- Ability to meet and/or exceed weekly targets or metrics
- Excellent communication (written and verbal) and organization skills
- Effective time management, prioritization and multitasking skills
- Proactive with a commitment to excellence in your work
- Flexibility and openness as the role and responsibilities may change and or evolve as we grow
- Previous experience managing multiple schedules
Benefits
- Competitive compensation
- Medical benefits
- Retirement plans
- Wellness programs
- Fun company events
- Ongoing learning opportunities
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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