Customer Service Representative (Accounting, Banking or Healthcare Experience)- Onsite

@ Latitude Inc
Latitude Inclatitudeinc.com

Customer Service Representative (Accounting, Banking or Healthcare Experience)- Onsite

Posted 4 months ago

This job is still taking applications, but it's been up a while.

About the job

Seeking a detailed-oriented Customer Service Representative with experience in accounting, banking, or healthcare. The role involves handling customer inquiries, financial transactions, billing, and ensuring compliance. Work hours are Monday-Friday 8am-5pm, with background checks required.

Requirements

  • Strong communication skills
  • Accuracy in handling transactions
  • Ability to navigate sensitive info
  • Experience in financial or healthcare industries

Qualifications

  • High school diploma or higher
  • Excellent organizational skills
  • Customer service experience
  • Ability to work independently

Full job description

Position Overview:

We are seeking a professional and detail-oriented Customer Service Representative with experience in the Accounting, Banking, or Healthcareindustry. This role is responsible for delivering exceptional customer support while handling inquiries related to financial transactions, billing, accounts, or patient/client services. The ideal candidate has strong communication skills, accuracy, and the ability to navigate sensitive or regulated information.

Hours: Monday-Friday 8am-5pm

Employment is contingent on successfully passing a drug and background check.


Responsibilities:

  • Serve as the primary point of contact for customer inquiries via phone, email, and/or chat

  • Assist customers with account questions, billing inquiries, payments, and service-related issues

  • Provide accurate information regarding financial records, invoices, insurance claims, or banking services

  • Process transactions, updates, and account changes with a high level of accuracy

  • Resolve customer concerns in a timely and professional manner, escalating complex issues when needed

  • Maintain detailed and accurate records of customer interactions in CRM or internal systems

  • Ensure compliance with company policies and industry regulations (e.g., HIPAA, financial compliance standards)

  • Collaborate with internal departments such as accounting, billing, or operations to resolve issues

  • Identify opportunities to improve customer experience and internal processes


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