Annuities Customer Service Representative jobs in Thousand Oaks, CA

Annuities Customer Service Representative processes orders and fulfills customer needs to ensure satisfaction. Answers consumer questions regarding annuity products or policies. Being an Annuities Customer Service Representative has strong working knowledge of annuities, current tax laws and other legislation that can impact the company's annuity contracts. May require a bachelor's degree. Additionally, Annuities Customer Service Representative typically reports to a supervisor or manager. The Annuities Customer Service Representative gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Annuities Customer Service Representative typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

Q
Customer Service Representative
  • QUIPT HOME MEDICAL INC
  • Ventura, CA FULL_TIME
  • Description

    Quipt Home Medical is a rapidly growing leader in the provision of clinical respiratory equipment and service in the durable medical equipment industry. We are looking for driven individuals to come grow with us.


    Position: Customer Service Representative


    Position Reports To 

    Branch Manager/CSR Director



    Position Summary

     As a Customer Service Representative, you are a direct point of contact for any patient, care giver, referral source, or commercial account that contacts Care Medical either in person, over the telephone or via the internet, to provide equipment and/or services. All CSSs are able to interact with customers to provide information in response to inquiries about products or services and to handle and resolve any complaints. A CSS is to receive, qualify, and process, according to procedure, all customer orders in a timely, efficient, accurate, and courteous manner. A CSS is often involved in investigating and responding to customer inquiries regarding shipments, products, deliveries and complaints.



    Let’s start with what’s important to you. The Benefits.....

    • Medical Insurance- multiple plans to choose from
    • Dental & Vision Insurance
    • Short Term Disability & Long Term Disability Options
    • Life Insurance 
    • Generous PTO plan
    • Paid Holidays 
    • 401K 
    • 401K match
    • Competitive Pay  

    Essential Responsibilities:

    Have a comprehensive understanding of the following:

    • All products we carry
    • Companywide Policies, Procedures, Standards, Specifications, Guidelines and Training Programs
    • Basic Brightree Functions
    • Proper Intake Procedures
    • Insurance Verification and Eligibility
    • CMN Requirements and Prior Authorizations
    • Documentation Requirements of the Equipment
    • Patient’s Financial Responsibilities (Deductible, Co-Insurance, Co-Pay, ABN/Upgrade)
    • Difference Between Verbal, Written and WOPD orders
    • Complaint Resolution Procedures
    • Answers the telephone using the company’s professional greeting and taking complete, accurate and detailed messages. Transfers callers to appropriate person or voice mail number.
    • Greets all visitors coming on their arrival. Ensure that they are properly directed to the appropriate personnel who might assist them.
    • Distributes mail daily and monitors the fax machine for incoming transmissions. Distributes correspondence to appropriate personnel or mailbox depending on the priority of the correspondence.
    • Qualify orders by identifying the customer’s diagnosis and insurance coverage and ensure verification of the necessary insurance reimbursement information to process the third party billing when appropriate. Informs customers of financial responsibility.
    • Inputs customers’ orders or changes into the computer system timely. Processes work order and necessary paperwork as well as prescriptions for physicians.
    • Arranges for convenient customer delivery/pickup time with patient and/or caregivers. Conveys orders to Clinical Specialists and/or delivery personnel.
    • Handles customer complaints courteously using appropriate techniques, problem solving skills and follow-up logs.
    • Audits, confirms and files all deliveries, pick-up or exchange paperwork daily. Reviews various edit reports to assure accuracy.
    • Tracks active rentals, automatic reorders, and concentrator maintenance, processing in a timely as per policy and procedure.
    • Obtains appropriate prior authorization number and time frame from appropriate third party payer. Logs information into database.
    • Obtains verbal and written orders from physicians, discharge planners and other healthcare professionals as needed.
    • Ensure that all assigned procedures, including but not limited to, billing, posting, insurance, denials, inquiries, orders, and paperwork are processed in an accurate and timely manner.
    • All patient files and information are maintained and current at all times.
    • Participates in company training programs
    • Demonstrates excellent oral and written communication skills with referrals, handling complaints and qualifying orders.
    • Timely filing of all necessary paperwork into patient charts.
    • Assist in working various computer reports for quality assurance.
    • Instruct the customer or caregiver in the proper and safe use of all equipment delivered in the store and provide each customer with the appropriate PIC sheet or other instructional material. Obtain required signatures and provide customers with a copy of the signed Delivery and Customer Information Checklists.
    • Strict adherence to all company policies and procedures.
    • Performs schedules hours, staggered shifts in accordance to the needs of the company.
    • Perform all above duties in other company locations when required.
    • May perform other duties not specifically listed in this position description as assigned by supervisor.
    • Continually strive to develop your knowledge and skills in all areas of your job.


    Requirements

    Position Qualifications

    • High School Diploma or equivalent
    • Previous experience in a Clerical or Customer Service environment
    • Knowledge of Microsoft Office (Word, Excel) etc.
    • Proficient general office skills (typing, computer, fax, filing, multiple phone line)
    • Neat personal appearance with pleasing manner and interpersonal skills · Strong communication skills with capacity to make independent decisions · Medicare/Medicaid and insurance billing, bookkeeping or medical office experience preferred

     

    Continuing Education

    As designated by management to include company in services and off-site training programs as appropriate to industry and position.


    FLSA Status

    Non-Exempt

     

    Licenses, etc.

    None




  • 20 Days Ago

A
Customer Service Representative
  • American Leak Detection - Santa Barbara, CA
  • Ventura, CA FULL_TIME
  • We are looking for an energetic, hardworking, and professional person to fill our Customer Service Representative position. This is a fast-paced position and we are looking for someone who is searchin...
  • 21 Days Ago

A
Customer Service Representative
  • ACE Cash Express
  • Oxnard, CA FULL_TIME
  • WHY ACE? You build connections with customers, whether they visit our store one time or for several years to come. Instantly make a difference in someone’s life through one interaction by listening to...
  • 21 Days Ago

O
Customer Service Representative/Administrator
  • Ojai European Complete Auto Care
  • Ojai, CA FULL_TIME
  • Ojai European Automotive Repair is a car repair shop looking for a office administrator/representative to assist in the daily operations of the company. These tasks include but are not limited to: Kee...
  • 22 Days Ago

A
Customer Service Representative
  • August Roofing and Solar
  • Simi Valley, CA FULL_TIME
  • Join the August Roofing and Solar Team as a Customer Service Representative!Are you a friendly, energetic, and motivated individual who enjoys providing excellent customer service and building relatio...
  • 22 Days Ago

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Customer Service Representative
  • Farmers Insurance
  • Ventura, CA FULL_TIME
  • Job DescriptionWe are seeking energetic and driven individuals with a winning spirit to join our fast paced sales department. As a sales representative you will work with a dynamic team that shares yo...
  • 22 Days Ago

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0 Annuities Customer Service Representative jobs found in Thousand Oaks, CA area

D
Client Services Associate
  • DSO Management Group
  • Sherman Oaks, CA
  • DSO Management Group is seeking a full-time Client Services Associate who is career-minded and possesses unmatched peopl...
  • 4/27/2024 12:00:00 AM

L
AVP - Client Services Associate
  • Litman Gregory Wealth Management
  • El Segundo, CA
  • About the job  About Litman Gregory and iM Global Partner Founded in 1987 and based in the San Francisco Bay Area, Litma...
  • 4/27/2024 12:00:00 AM

M
Customer Service Representative
  • Manpower
  • Chatsworth, CA
  • Our client, Aerospace Company, is seeking an Customer Service Rep to join their team. As a Customer Service Rep, you wil...
  • 4/26/2024 12:00:00 AM

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Client Service Associate
  • Gallagher
  • Glendale, CA
  • About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's glob...
  • 4/26/2024 12:00:00 AM

F
Client Service Associate
  • Forum Financial Management, LP
  • Thousand Oaks, CA
  • Client Service Associate Forum Financial Management, LP WWW.FORUMFINANCIAL.COM Forum Financial Management, LP is a rapid...
  • 4/25/2024 12:00:00 AM

F
Client Service Associate
  • Forum Financial Management, LP
  • Thousand Oaks, CA
  • Client Service Associate Forum Financial Management, LP WWW.FORUMFINANCIAL.COM Forum Financial Management, LP is a rapid...
  • 4/25/2024 12:00:00 AM

D
Client Services Associate
  • DSO Management Group
  • West Hollywood, CA
  • DSO Management Group is seeking a full-time Client Services Associate who is career-minded and possesses unmatched peopl...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • Walmart
  • Thousand Oaks, CA
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/24/2024 12:00:00 AM

Thousand Oaks is the second-largest city in Ventura County, California, United States. It is in the northwestern part of Greater Los Angeles, approximately 40 miles (64 km) from Downtown Los Angeles and is less than 15 miles (24 km) from the Los Angeles neighborhood of Woodland Hills. It is named after the many oak trees present in the area, and the city seal is adorned with an oak. The city forms the central populated core of the Conejo Valley. Thousand Oaks was incorporated in 1964, but has since expanded to the west and east. Two-thirds of neighboring Westlake Village and most of Newbury Pa...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Customer Service Representative jobs
$59,915 to $76,757
Thousand Oaks, California area prices
were up 2.5% from a year ago

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United in purpose, diverse in perspective, we re dedicated to making a difference in the lives of our customers.
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Annuities Customer Service Representative in Phoenix, AZ
With an understanding of the customers needs and wants, and a focus on delivering solutions that meet those needs, you will deliver a service experience that exceeds expectations and makes it easy for customers to do business with us.
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