Customer Service Representative

We are seeking a detail-oriented and proactive Part Time Customer Service Specialist to join our team on a part-time basis. This role serves as a key liaison between clients, insurance companies, and referral partners, ensuring accurate policy management, timely follow-up, and exceptional customer support.

The ideal candidate is highly organized, possesses excellent communication skills, and is comfortable managing multiple administrative and customer service responsibilities in a fast-paced remote environment.

Responsibilities:

• Export policy lists from Salesforce.
• Ensure all policies are properly stored in Dropbox and reorder missing documentation as needed.
• Request verbal policy information from insurance carriers.
• Request and obtain complete policy documents when necessary.
• Accurately update policy information and process required changes.
• Create and maintain Trello cards with task deadlines and deliverables.
• Develop weekly Action Plans and submit them every Friday.
• Prepare and present monthly project summaries to leadership.
• Provide weekly status updates regarding policy and project progress.
• Communicate directly with insurance carriers by phone.
• Introduce clients to strategic partners when appropriate.
• Serve as the liaison between clients, insurance companies, and referral partners.
• Monitor claim activity and assist in ensuring proper claim processing.
  

Daily Tasks:

• Maintain Inbox Zero by managing and responding to emails daily.
• Return voicemails and messages by the end of each business day.
• Manage calendars using Outlook and Clockify.
• Update recurring standard work tasks in Trello.
• Submit End-of-Day (EOD) reports.

Requirements:

• Experience in customer service, insurance, healthcare administration, or related fields.
• Familiarity with Salesforce, Dropbox, Trello
• Experience working in a remote environment.
• Understanding of insurance policies and claims processes is a plus.
• Proficiency with Google Workspace and Microsoft Office Suite (Outlook, Word, and Excel).
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.
• High attention to detail and accuracy.
• Strong organizational and time management abilities.
• Ability to manage multiple priorities and meet deadlines independently.

Benefits:

• Competitive compensation in USD
• Family Days per year & PTO´s days
• Remote work / Work from home - Monday to Friday
• Opportunities for professional growth and training.
• A supportive, people-first team culture.