Customer Success Specialist

Description We're offering a contract-to-hire position for a Customer Success Specialist based in Dallas, Texas. This role is pivotal within our team, focusing on managing initial inquiries, engaging with members, and maintaining accurate data within our CRM system. Responsibilities also include proactive follow-up calls with members and medical facilities, conducting outreach to new members, and supporting daily tasks and data entry operations.Responsibilities:

Responding to incoming calls and emails from members and medical facilities

Ensuring accurate and complete information gathering from callers

Efficiently inputting data into our operating system

Making follow-up calls to members and medical facilities as required

Assisting with daily tasks and maintaining data entry accuracy

Initiating outreach calls to new members

Collaborating with team members to deliver high-quality client service

Upholding confidentiality of client information and compliance with regulations

Managing moderate to high volumes of outbound and inbound calls

Skills:

Proficiency in CRM systems and Microsoft Excel

Ability to manage client relations and handle complaints effectively

Dedication to ensuring customer satisfaction and delivering excellent service

Experience in data entry and administrative duties

Strong computer skills, including Microsoft Office Suites

Background in handling inbound calls and email correspondence

Basic familiarity with medical terminology

Understanding of medical and insurance benefits

Requirements

Proficiency in Customer Relationship Management (CRM) software Microsoft Excel skills Strong ability in client relations Experience in handling customer complaints effectively Demonstrated ability to ensure customer satisfaction Extensive customer service experience Proficient in data entry tasks Administrative experience in a related field Solid computer skills Proficiency in Microsoft Office Suites Experience in answering inbound calls professionally Ability to manage email correspondence efficiently Knowledge of basic medical terminology Understanding of medical benefits Familiarity with insurance benefits.Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .