A Client Services Representative researches and resolves issues and concerns for clients and Sales related to all Hibu products. A representative provides accurate information regarding company products and processes, partners with clients and Sales to resolve claims, and works to retain clients by reselling product value when appropriate.
A Client Services Representative is responsible for answering calls from Client's and Sales regarding any billing-related concerns the Hibu Support team is unauthorized to handle. A representative processes credit cards and ACH payments made during phone calls or as part of claim resolution. A representative must ensure all clients' account information is accurate and updated when necessary. Clients' information is vital as it directly impacts clients' billing and financial reporting.
Additionally, a Client Services Representative may handle special projects or additional tasks as assigned by management.
Primary Responsibilities:
- Handle appropriate calls as one-call resolutions to increase client satisfaction.
- Must be knowledgeable of Hibu processes and policies.
- Handle incoming phone calls from clients, other departments, and sales, regarding claims, payments, or other general inquiries. Must maintain department service level expectations.
- Conducts a thorough investigation into every claim concern.
- Process advance payment deposits and customer payments via credit card transactions and ACH transactions.
- Research clients' billing issues and take any specific action required as well as ascertain why the problem occurred.
- Resolve inquiries in a timely manner, adhering to department specific standards.
- Initiate refund requests for clients due to overpayments, credit adjustments, or misapplication of payments. May handle refund requests from other departments.
- Must get appropriate approvals following the Client Services Authority Levels.
- Handles miscellaneous duties as required.
Competencies / Critical Skills:
- Knowledgeable of Hibu processes and policies.
- Strong communication skills, both written and verbal.
- Ability to work independently and multi-task.
- Strong resolution & negotiation skills.
- Excellent organizational skills and must be detail oriented.
- Client for Life mentality - must be able to balance client satisfaction vs. company revenue impacts.
Experience, Qualifications, Technical Requirements, Education:
- Minimum of 2 years' billing and/or client facing experience preferred.
- Microsoft (Excel, Word, Outlook).
- Strong communication skills, verbal and written.
- Strong analytical skills.
- Ability to prioritize without direct supervision.
- Excellent customer service skills.
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