Customer Service Representative II

Job Summary

Supporting daily operations and client engagement, the full-time Customer Service Representative II will manage client inquiries, maintain accurate CRM records, and lead onboarding efforts while ensuring compliance with industry standards, all in a remote work environment.

Key responsibilities:

• Proactively engage customers through outreach efforts to understand pain points and share insights with internal stakeholders
• Respond promptly to inquiries via phone, email, and chat, delivering accurate information and educating customers on service use
• Collaborate with various teams to ensure a seamless customer experience and participate in process improvement projects

Required qualifications:

• High school diploma or GED with 2-3 years of customer service experience, preferably in healthcare or technology
• Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite
• Strong organizational skills and the ability to multitask effectively in a fast-paced environment
• Demonstrated problem-solving skills and the ability to troubleshoot independently
• Professionalism, confidentiality, and a collaborative mindset with a commitment to continuous improvement