General Description of Function:Â
Provide initial primary phone response for inbound customer calls. Â Insure accurate and timely response to customer needs by appropriate team members, answer basic case questions, or schedule services for customers. Â The Customer Service Specialist will be able to provide guidance to the caller by assisting with customer issues through resolution, case follow-up, follow-up and proactive communication with customers.
Primary Responsibilities and Essential Functions of the Position:
- Answer incoming calls related to new cases
- Answer incoming calls related to the turn-around time of a case already in the lab
- Call on incoming cases that have insufficient time for fabrication
- Call on all late cases due to production delays
- Responsible daily for opening and disinfection process of incoming cases as required by SOP (Standard Operating Procedures)
- Enter case information through LMS and check status of cases in software for customers upon their inquiry
- Package outgoing cases for delivery
- Re-enter cases for billing purposes
- Check QC pull report and make necessary changes and adjustments to dates
- Open and set up new accounts and prospects accounts for cases and product orders
- Re-activate existing accounts that begin to send cases again
- Enter new case information into dental lab management software daily
- Verify case received against account number
- Search and identify incorrect case accounts
- Generate and check the variety of reports and update accordingly
- Gather information, record in system, resolve mixed case issue scenarios
- Responsible for all IOS and digital case entries (Downloading & Entering) when needed
- Scanning of paperwork for each case for electronic storage
- Check all shelves for misplaced cases or hold cases
- Log into computer, access and download digital files and Rx slips from multiple sources, organize them into respective digital folders, and export/upload as needed.
- Participate in Company sponsored training and meetings as requiredÂ
- Support and incorporate Apex Mission, Vision and Core ValuesÂ
- Clean work area daily
- Perform other duties as required and assigned
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Skills and Abilities Required:
- Strong computer skills – MS Office - Excel, Word, Outlook
- Ability to manage the daily workload following management policies and procedures
- Good organization skills
- Strong verbal and written communication skills
Minimum Education and Experience Required:
- High school diploma or GED
Hazardous Materials or Equipment Used:
- All Office Equipment
Physical Requirements:
- Works in an office environment, with good ventilation and normal noise levels from office equipment.
- May have long periods of sitting at desk and high-volume phone calls.
- Regular need to write or use a keyboard to communicate through written means.
- Some lifting between 5 to 20 lbs. may be required.
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