Healthcare Customer Service Representative

Responsibilities

• Connect with leads and clients via phone, email, and fax to guide them through scheduling therapy sessions
• Engage waitlisted clients and help match them with the right therapist based on their needs
• Handle inbound inquiries while proactively following up on missed or potential opportunities
• Build trust through thoughtful, empathetic conversations—especially with individuals in vulnerable situations
• Accurately document client information and interactions in real time using internal systems
• Collect and verify demographic, insurance, and referral information to support proper client placement
• Use EHR systems to schedule appointments, maintain records, and update client data
• Present and promote our services to referral sources such as healthcare providers, clinics, and organizations
• Develop relationships with partners and referral networks to drive consistent business growth
• Consistently meet and exceed individual and team sales targets

Requirements

• At least 2 years of sales experience (preferably in U.S. healthcare or mental health services)
• Experience working remotely or in a BPO environment is a plus
• Familiarity with U.S. insurance eligibility is an advantage (not required)
• Strong communication skills in English (C1 level or above, written and spoken)
• Confident in sales conversations, with the ability to influence and guide decisions
• Highly organized and able to manage multiple tasks independently in a remote setup
• Comfortable navigating ambiguity and adapting to evolving processes
• Empathetic and able to support clients who may be in emotional or mental distress
• Quick to learn new tools and systems (e.g., EHRs, Google Workspace, CRMs, communication platforms)
• Strong problem-solving mindset with attention to detail
• Proven track record in sales, with consistent achievement or overachievement of targets
• Experience in lead generation, prospecting, and outbound outreach (including cold calling)
• Self-motivated, resilient, and able to maintain momentum in a fast-paced environment