Member Services Agent - EPIC Tapestry, CRM

Member Services Agent - EPIC Tapestry, CRM

Posted 2 weeks ago by APN Software Services, Inc

Negotiable
Undetermined
Remote
Remote

Summary: The Member Services Agent is responsible for managing member and patient phone calls to provide information, resolve issues, and educate as needed. This role emphasizes customer service and patient education, requiring effective collaboration with team members to meet departmental goals. The agent must adhere to protocols, maintain professionalism, and document all interactions in the managed care information system.

Key Responsibilities:

  • Handle member/patient phone calls to provide information and resolve issues.
  • Educate members/patients when necessary.
  • Record all calls in the Customer Service module of the managed care information system.
  • Work effectively with other team members to meet member/patient needs.
  • Adhere to department protocols and greeting scripts.
  • Participate in achieving established department goals.
  • Project a professional demeanor that reflects service quality.

Key Skills:

  • High School Diploma, GED, or equivalent [Required]
  • Minimum of 3 years working in a healthcare customer services environment or related experience [Required]
  • Knowledge of basic managed care principles and healthcare terminology.
  • Familiarity with EPIC Tapestry, CRM systems, and data entry [Preferred]
  • Ability to handle sensitive situations with empathy and professionalism.
  • Ability to maintain confidentiality of all patient, physician, and academic matters.
  • Detail-oriented, attentive, organized, and able to follow directions.
  • Ability to problem solve and provide timely follow-up.
  • Ability to multi-task and manage heavy telephone demands.
  • Proficiency in using computer systems and Microsoft applications.
  • Strong interpersonal, verbal, and written communication skills.
  • Ability to articulate thoughts and information clearly.
  • Excellent customer service skills.
  • Ability to work unit hours of 8:00am - 5:00pm PST.
  • Ability to work occasional overtime when necessary.

Salary (Rate): £25.00 hourly

City: undetermined

Country: undetermined

Working Arrangements: remote

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other

Detailed Description From Employer:

Please contact Abdul on "" OR email me at ""

The Member Services Agent is primarily responsible for handling member/patient phone calls in order to provide information, resolve issues, and educate when necessary. Customer service and patient education are the most important skills utilized in this role. The Member Services Agent will record all calls, in accordance with policy, in the Customer Service module of the managed care information system. Work effectively with other members of Health in the to meet the needs of the member/patient. Adhere to the department protocols and greeting scripts. Knowledgeable of key customer service concepts and follow through. Participates as part of a shared commitment to achieving established department goals. Work as an affective member of the team when faced with challenges. Projects a professional demeanor that reflects service quality.


  • High School Diploma, GED, or equivalent [Required]
    Minimum of 3 years working in a healthcare customer services environment or related experience. - [Required]
    Knowledge of basic managed care principles and healthcare terminology.
    Familiarity with EPIC Tapestry, CRM systems, and data entry - [Preferred]
    Ability to handle sensitive situations with empathy and professionalism.
    Ability to maintain confidentiality of all patient, physician, and academic matters pertaining to job responsibilities.
    Must be detailed oriented, attentive, organized and able to follow directions.
    Ability to problem solve and provide timely follow up.
    Ability to multi-task, simultaneously thinks, talks, and types.
    Ability to learn managed care principles, practices, and procedures.
    Ability to utilize the managed care information system.
    Proficiency in using computer systems and software for documentation, communication, and other tasks.
    Ability to operate a wide variety of office equipment, including computers, printers, copy machines, facsimile receiver/transmitter, scanners and mailing equipment.
    Skill in using a personal computer and various Microsoft applications, i.e., Microsoft Word, Excel.
    Skill in working effectively with heavy telephone demands, frequent interruptions, and changing priorities.
    Skill in working as part of a team, collaborating with co-workers, and provide back-up coverage when necessary.
    Strong interpersonal, verbal, and written communication skills.
    Ability to articulate thoughts and information clearly and succinctly in writing as well as verbally.
    Excellent customer service providing caring, courteous service to members/patients, physicians, and staff.
    Ability to communicate well providing timely and accurate information as needed.
    Ability to work unit hours of 8:00am - 5:00pm PST.
    Ability to work occasional overtime, when necessary.

Please contact Abdul on "" OR email me at ""