Referral and Customer Service Specialist

Basic Function

Responsible for all activities associated with data entry of orders and providing customer service within established corporate guidelines. Responsible for scheduling and dispatching drivers with equipment and supplies to appropriate locations according to predetermined schedules, customer requests or immediate needs. 

Duties

1. Respond to incoming customer requests, calls, faxes and other questions regarding new and existing orders.
2. Contact new and existing customers via telephone regarding new and existing orders.
3. Responsible for day to day planning and dispatching schedules for each delivery driver in a timely manner.
4. Process new and existing orders in a timely manner.
5. Enter data from customers and referral sources.
6. Be knowledgeable concerning Medicare/Medicaid/private insurance coverage and requirements.
7. Verifying Insurance coverage and other requirements.
8. Convert orders into invoices and print and route copies as appropriate.
9. Maintain adequate stock levels to insure all products are sufficiently available as assigned.
10. Verify all order information for accuracy before entering into the computer.
11. Track sales/referrals leads for future follow-up.
12. Prepare computer reports and review for accuracy.
13. Promptly assist customers with products and services.
14. Provide quality customer service to the customer.
15. Promptly answer multi-line telephone.
16. General knowledge of all company products, services and locations.
17. Act in a professional manner at all times to customers and other employees.
18. Interact as needed with other departments and locations regarding products and services.
19. Operate standard office equipment including:

• photocopy machine
• fax machine
• computer/printer
• postage machine
• multi-line telephone

1. Keep work areas neat and clean.
2. Comply with HIPAA policies and procedures.
3. Comply with all company policies and procedures.
4. Perform other duties as assigned.

Referral and Customer Service Specialist

Skills

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