What are the responsibilities and job description for the Customer Service Call Center Representative position at Connexion Systems & Engineering, Inc.?
· Managing entire order process for specific OAEs, and any accounts that are assigned to those OAEs, at Salesforce.com (SFDC).
· Processing orders in SFDC
· Faxing or calling Ordering Provider when necessary for missing information, clinical discrepancies, specimen issues, etc. and for following up consistently to obtain in a timely manner.
· Faxing specimen requests to pathology and following up regularly to expedite turnaround time (TAT)
· Resolving holds on orders so specimens received can begin testing ASAP.
· Monitoring reports on CS Dashboard to stay on top of workload.
· Open tasks, open order issues, orders that have completed Clinical Review, pending specimens, newly reported orders, QNS results, incoming portal order or registration requests.
· Handling Physician Call Back Requests
· Responsible for forwarding call back requests to the appropriate person (i.e., Pathologist, Medical Science Liaison, Sales) and documenting in SFDC
· Managing Portal Accounts
· Setting up new portal users, managing password resets, and assisting with IT support as needed
· Account management
· Creating new physician contact records as well as medical practice records in SFDC. Must keep accounts updated with current names, addresses, contact info, special notes, etc.
· Follow-Up on QNS Cases
· Proactively contact Pathology for additional material when orders result as QNS or Inappropriate Sample Type
· Incoming Calls/ Emails
· Must be logged into CS Call Queue and be available for incoming calls to main phone line as well as direct line.
· Monitor team email inbox as well as individual email inbox. Answering phones, sorting emails.
Minimum Education/Experience Requirements:
· Bachelor’s degree preferred. High School diploma required.