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Customer Service Representative - Billing Department
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Competencies
Demonstrated experience with CRM Platforms.
Demonstrated experience with Electronic Medical Records Systems.
Demonstrated experience with Microsoft Office Suite.
Demonstrated experience with Google Workspace.
Demonstrated experience with Appointment Scheduling Systems.
Education
Languages
Summary
Customer Service Representative - Billing Department open to new opportunities
Experience
Customer Service Representative - Billing Department
Manage the billing process by generating and sending out accurate invoices to clients promptly, ensuring all services or products provided are correctly documented.. Monitor aging reports to keep a close eye on unpaid invoices and track how long they’ve been outstanding to prioritize follow-ups.. Handle collections by contacting clients regarding overdue payments through professional emails or phone calls, negotiating payment plans when necessary to resolve balances.. Perform payment application by accurately recording and applying payments to the correct customer accounts in the system.. Reconcile accounts at the end of the month to ensure all entries match the general ledger and resolve any discrepancies.. Manage customer relationships as the point of contact for billing inquiries, resolving disputes or credit issues with a focus on maintaining a positive business relationship.
Customer Service Representative - Case Manager
Communicate with clients to guide them through processes, resolving questions and coordinating with internal teams to move cases forward efficiently.. Maintain accurate records in CRM systems, monitoring case progress and ensuring each case was handled in compliance with company policies while providing a professional and supportive experience to clients.. Review and manage client cases, ensuring all information and documentation were accurate and complete.. Assist clients by explaining processes, answering questions, and guiding them through the required steps.. Verify personal information and eligibility according to company policies and compliance guidelines.. Update and track case progress using CRM systems to maintain organized and accurate records.. Follow up with clients to provide updates and ensure their cases were resolved efficiently.. Coordinate with internal teams to resolve issues and complete case requests on time.. Maintain confidentiality and handle sensitive information following security and compliance standards.. Ensure a positive customer experience by providing clear communication and professional support.
Executive Assistant
Provide high-level administrative and operational support to senior leadership, ensuring daily operations run smoothly by managing communications, coordinating schedules, and supporting key business activities.. Manage executive calendars, scheduling meetings, appointments, and events to ensure efficient time management.. Coordinate travel arrangements, including flights, accommodations, and itineraries.. Handle internal and external communications, including emails, calls, and correspondence.. Screen and prioritize requests, ensuring urgent matters are addressed promptly.. Prepare reports, presentations, and documents for meetings and executive reviews.. Maintain confidential records and sensitive information with a high level of discretion.. Track tasks, deadlines, and ongoing projects to ensure timely completion.. Coordinate with different departments, clients, and partners to facilitate communication and operations.. Organize meetings, take notes, and follow up on action items.
Executive Assistant Spanish/English
Provide high-level administrative and operational support to senior leadership.. Ensure daily operations run smoothly by managing communications, coordinating schedules, and supporting key business activities.. Manage executive calendars, scheduling meetings, appointments, and events to ensure efficient time management.. Coordinate travel arrangements, including flights, accommodations, and itineraries.. Handle internal and external communications, including emails, calls, and correspondence.. Screen and prioritize requests, ensuring urgent matters are addressed promptly.. Prepare reports, presentations, and documents for meetings and executive reviews.. Maintain confidential records and sensitive information with a high level of discretion.. Track tasks, deadlines, and ongoing projects to ensure timely completion.. Coordinate with different departments, clients, and partners to facilitate communication and operations.