Client Services Representative

• Apply knowledge of Allied’s products, Certificates of Insurance, computer systems, company procedures, and philosophies to provide service
• Provide proactive and responsive assistance to agents, insureds, providers, and other outside sources
• Work in a team atmosphere to solve problems, provide information, and assist with multiple company functions
• Create person-to-person customer service experiences that provide both requested and needed information
• Maintain current knowledge of Client Services procedures and guidelines
• Stay up to date on Claims Processing procedures to answer customer questions
• Represent Allied positively, professionally, thoroughly, and helpfully
• Document inbound and outbound calls in Allied’s contact management system
• Handle inbound and outbound calls, emails, and faxes and determine appropriate routing or action
• Ask necessary questions to fully resolve issues and eliminate additional calls
• Take ownership of contacts and follow through to conclusion when necessary
• Successfully complete a recognized course in Medical Terminology and pass a proficiency exam

• Associate of Arts degree or minimum 2 years of college course work strongly preferred
• Minimum of 2 years of Customer Service experience in a Call Center is preferred
• Minimum of 2 years of life & health insurance experience preferred
• Bilingual is a plus
• Excellent telephone communication skills, including listening for understanding, responding accurately and professionally, and expressing self clearly and courteously
• Knowledge and understanding of medical terminology strongly preferred
• Ability to speak English fluently, read, comprehend, follow and give written and verbal English instructions
• Intermediate level proficiency with Windows-based systems, including Microsoft Word
• Ability to compose proper business correspondence and communicate clearly in e-mail responses
• Ability to meet company attendance requirements and work overtime as necessary
• Ability to sit or stand for 7.5 hours per day
• Ability to meet departmental training standards
• Ability to achieve and maintain department quality and quantity production standards
• Ability to handle varying workloads, deadlines, difficult callers, and high-volume inbound and outbound contacts

Demonstrates expertise in Customer Service within a Call Center environment, with a strong understanding of Medical Terminology and life & health insurance. Proficient in handling high-volume communications while maintaining professionalism and clarity in all interactions.

• Customer Service Experience
• Medical Terminology Knowledge
• Life & Health Insurance Experience
• Bilingual Communication
• Windows-Based Systems Proficiency

• Medical Terminology
• Customer Service
• Claims Processing
• Call Management
• Business Correspondence

• Telephone Communication
• Problem Solving
• Listening Skills
• Professionalism
• Team Collaboration

• Allied Products
• Certificates of Insurance
• Client Services Procedures
• Call Center Operations
• High-Volume Contacts

• Contact Management System
• Microsoft Word