Customer Assistance Representative III

Position Description

The Customer Assistant Representative III is responsible for helping customers seeking services and information in the county health department. This includes collecting all pertinent demographic and billing information from clients, answering phones, filing, appointment scheduling, data entry and responding to customer questions and needs.

• This position is the frontline for customer service and our clients. Is responsible for all client / patient registrations for the county health department. The position is also responsible for processing WIC benefits, answering telephones, working, and coordinating with other departments, collecting, and entering billing information, accepting, and documenting payments. Other tasks include light typing assignments, scheduling appointments, providing general information to the public, filing, and maintaining client records, filing and preparation of program reports.
  
  This position will access the Oklahoma Health Care Authority Medicaid on the Web daily to look up Medicaid eligibility for patients or completing the online application for new coverage or to reinstate expired coverage for families or individuals. Maintains a variety of records such as perpetual inventories of supplies and materials, and statements of expenditures; reconciles departmental records with central records;
  
  prepares correspondence, forms, and reports.
• Initiates and handles correspondence relating to a special field or program regarding agency or program rules, policies, procedures, or requirements.
• Performs a variety of sorting and filing tasks; answers the phone, takes messages, and disseminates information; opens, sorts, distributes, collects, and delivers mail; performs several tasks such as posting and recording data.
• Enter and retrieve information using personal computer or other data processing equipment and receives and reviews coded and uncoded source documents; proofs previously entered data and makes routine corrections.
• Examines, checks, and verifies reports and other documents for completeness, appropriateness, adequacy, and conformity to established requirements, and follows up on discrepancies.
• Receives or delivers materials and equipment.
• Being present at the office is an essential function of the job.
• Other duties as assigned.

• Demonstrates knowledge of and supports mission, vision, value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior.
• Works effectively in team environment, participating and assisting their peers.

Applicants must be willing and able to perform all job-related travel normally associated with this position and possess a valid driver’s license.

Education and Experience requirements at this level consist of one year of experience in clerical office work plus one year of experience in customer service, or an equivalent combination of education and experience.

• If education, certification or licensure is required to meet qualifications, applicants must provide documentation at the time of application.
• All applicants are subject to a background check and must be legally authorized to work in the United States without visa sponsorship.

Knowledge, Skills, and Abilities required at this level include knowledge of state laws and rules concerning the business operations of the agency; of accounting principles and practices; of various types of business organizations; of office practices; of business arithmetic; of methods and techniques for conducting research; of training principles and techniques; and of supervisory principles and practices. Ability is required to read and interpret laws;

to communicate effectively, both orally and in writing; to establish and maintain effective working relationships with others; to apply laws and rules to individual problems and situations; to organize and direct the work of others; and to construct various types of reports.

Being present at the office is an…