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

Responsibilities

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• Serve as the primary point of contact for customer inquiries via phone, email, and/or chat
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• Assist customers with account questions, billing inquiries, payments, and service-related issues
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• Provide accurate information regarding financial records, invoices, insurance claims, or banking services
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• Process transactions, updates, and account changes with a high level of accuracy
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• Resolve customer concerns in a timely and professional manner, escalating complex issues when needed
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• Maintain detailed and accurate records of customer interactions in CRM or internal systems
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• Ensure compliance with company policies and industry regulations (e.g., HIPAA, financial compliance standards)
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• Collaborate with internal departments such as accounting, billing, or operations to resolve issues
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• Identify opportunities to improve customer experience and internal processes