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Customer Service Representative I

Job in San Jose, Santa Clara County, California, 95112, USA
Listing for: Santa Clara Family Health Plan
Full Time position
Listed on 2026-08-05
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Bilingual, HelpDesk/Support, Spanish Customer Service
Job Description & How to Apply Below

Customer Service Representative I

The Customer Service Representative I answers inbound calls and makes outbound calls to support Customer Service Department operations in a manner that maintains compliance with Medicare and Medi-Cal regulatory requirements and achieves Call Center service-level objectives.

To perform this job successfully, an individual must be able to satisfactorily perform each essential duty listed below.

  • Act as the primary point of contact and liaison for SCFHP members and providers contacting the plan regarding general inquiries, concerns or requests for information.
  • Develop a general understanding of all member facing materials, communications and interactions and be prepared to respond appropriately to follow up calls.
  • Answer inbound calls and/or place outbound calls in a high call volume environment and work directly with members and providers to accurately and completely answer inquiries involving SCFHP program services and benefits.
  • Follow established guidelines and resources to respond to member and provider inquiries and resolve concerns in an accurate, timely, professional, and culturally competent manner.
  • Intake, handle and coordinate member grievances, appeals and billing issues, escalating to the Grievance and Appeals department, when necessary.
  • Educate members and providers on eligibility, and medical and pharmacy benefits and how to access services in a manner that achieves excellent service standards and maintains high customer satisfaction.
  • Use listening skills and judgment to appropriately categorize and accurately document all contacts and follow-up actions regarding member and provider communications and activities in accordance with established guidelines.
  • Appropriately handle member and provider requests through alternative channels such as e-mail, voicemail, fax, walk-in, etc. in accordance with established procedures.
  • Triage member and provider requests or inquiries for other departments.
  • Conduct member surveys as assigned in accordance with established guidelines.
  • Attend and actively participate in daily, weekly, and monthly departmental meetings, in-services, training and coaching sessions.
  • Identify member/provider issues and trends and report relevant information to management.
  • Perform other related duties as required or assigned.
  • The requirements listed below are representative of the knowledge, skill, and/or ability required or desired.

  • High School Diploma or GED. (R)
  • Minimum one year of experience in Customer Service or Call Center role, preferably within a Health Care, Public Assistance or Human Services programs. (R)
  • Prior experience with managed care plans, Medi-Cal and Medicare programs, and working with underserved populations. (D)
  • Ability to meet Key Performance Indicators by participating in and achieving the standards of the Customer Service Call Center Quality Program. (R)
  • Spanish, Vietnamese, Chinese, or Tagalog language bi-lingual skills. (D)
  • Working knowledge of and the ability to efficiently operate all applicable computer software including computer applications, such as Outlook, Word and Excel. (R)
  • Ability to use a keyboard with moderate speed and a high level of accuracy. (R)
  • Excellent communication skills including the ability to express oneself clearly and concisely when providing service to SCFHP Plan members and providers over the telephone, in person or in writing. (R)
  • Ability to think and work effectively under pressure and accurately prioritize and complete tasks within established time frames. (R)
  • Ability to assume responsibility and exercise good judgment when making decisions within the scope of the position. (R)
  • Ability to maintain confidentiality. (R)
  • Ability to comply with all SCFHP policies and procedures. (R)
  • Ability to perform the job safely with respect to others, to property, and to individual safety. (R)
  • Generally, duties are primarily performed in an office environment while sitting or standing at a desk. Incumbents are subject to frequent contact with and interruptions by co-workers, supervisors, and plan members or providers in person, by telephone, and by work-related electronic communications.

    Incumbents must be able to perform the essential functions of this job, with or without reasonable accommodation:

  • Mobility Requirements: regular bending at the waist, and reaching overhead, above the shoulders and horizontally, to retrieve and store files and supplies and sit or stand for extended periods of time; (R)
  • Lifting Requirements: regularly lift and carry files, notebooks, and office supplies that may weigh up to 5 pounds; (R)
  • Visual Requirements: ability to read information in printed materials and on a computer screen; perform close-up work; clarity of vision is required at 20 inches or less; (R)
  • Dexterity Requirements: regular use of hands, wrists, and finger movements; ability to perform repetitive motion (keyboard); writing (note-taking); ability to operate a computer keyboard and other office equipment (R)
  • Hearing/Talking Requirements: ability to…
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