About this Customer Service Representative (Accounting, Banking or Healthcare Experience)- Onsite role at Latitudeinc
Position Overview:
We are seeking a professional and detail-oriented Customer Service Representative with experience in the Accounting, Banking, or Healthcare industry. 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
