JOB SUMMARY:
The Customer Loyalty Representative (CLR) is responsible for delivering exceptional customer service by managing prescription orders, handling billing tasks, and executing various administrative duties. The CLR plays a critical role in ensuring accuracy, maintaining customer satisfaction, and supporting efficient communication within and outside the department.
Key Responsibilities:
Phone Management:
- Answer incoming calls from prescribers, patients, vendors, and others professionally and courteously.
- Identify required information to appropriately transfer calls within and outside the department.
- Place proper calls on park/hold when needed.
Prescription Order Management:
- Accurately take veterinary prescriptions over the phone.
- Monitor E-Script module for incoming prescriptions.
- Verify prescription details, including:
- Prescriber and Practice names
- Shipping address
- Medication details: name, strength, route, quantity, flavoring (if applicable), directions
- Shipping preferences: veterinarian or patient
- Understanding differences between drop ship and script-out orders
Order Entry:
- Process prescriptions for equine, human, and small animal medications.
- Calculate an accurate day supply.
- Understand medication instructions and abbreviations.
- Ensure order entry accuracy by verifying:
- Medication name, strength, quantity, directions
- Prescriber information
- Day supply calculation
- Lot numbers and pricing
- PCCA CMP category
- Refills (as applicable)
Billing Responsibilities:
- Create and manage AR accounts within the system.
- Process credit card information securely.
- Understand billing terms (Net 30, credit card terms, etc.).
- Apply payments and credits accurately.
- Distinguish between invoices and packing slips.
Additional Tasks:
- Submit new formulation requests.
- Conduct price verification.
- Manage front door inquiries and customer interactions.
- Conduct follow-up calls:
- 5-day customer callbacks
- IOU communication (calls/texts/emails)
- 2-week callbacks for uncollected prescriptions
- Complete and submit customer complaint forms via JotForm.
- Request return labels and facilitate returns.
- Notify customers when prescriptions are ready for pickup.
- Monitor and promptly respond to emails and Teams messages courteously.
- Perform refill reminder calls.
- Assist patients and prescribers with tracking shipment packages.
- Undertake additional projects and special tasks as directed by CLR Manager or Executive Leadership.
Company Description
As a growing and evolving organization, Boothwyn combines the stability of an established pharmacy with the energy and innovation of a company focused on continuous improvement. Our team is committed to quality, patient safety, regulatory excellence, and operational effectiveness.
We believe our employees are our greatest asset. Whether working in production, quality assurance, customer service, pharmacy operations, regulatory affairs, or administration, every team member plays a vital role in helping us deliver exceptional service and care.