Demo

Customer Service Representative

PHYSICIANS DATA TRUST
Vista, CA Full Time
POSTED ON 4/2/2026
AVAILABLE BEFORE 5/1/2026


  1. Primary Purpose

To provide high-level customer service to PDTs’ clients with accuracy.

  1. Principal Duties and Responsibilities - *Goals on Performance Review
  • Answer calls from members, providers, and health plans regarding specific claim issues. Route and redirect calls as necessary.
  • *Return calls from the UM voicemail box within 24 hours
  • *Perform timely follow-up on calls requiring research and call back within 24 hours.
  • Accurately interpret DOFRs – Division of Financial Responsibility documents to determine where specific health care services are rendered.
  • Verify eligibility & benefits for each submitted physician referral by contacting health plans for pertinent information.
  • Work with contracting personnel to ensure the utilization of appropriate providers.
  • *Provide requested referral and network information to providers/staff promptly within 24 hours.
  • Use MedMC to log incoming calls and their resolution.
  • Complete other projects as assigned by the supervisor
  1. Job Specifications (KSAs):
    • Requires the ability to speak, read, write, and understand English and other general educational skills, as is generally obtained by completing high school or a GED.
    • Knowledge of the health or managed care industry is generally obtained through 1-2 years of work experience.
    • Excellent communication skills with a focus on superior telephone etiquette.
    • 1-2 years of customer service experience required.

IV Position Performance Criteria

  • Ability to organize and maintain multiple sets of information and data.
  • Consistently produces accurate and timely work as it relates to departmental goals.
  • Demonstrates high reliability through consistent punctuality and attendance.
  • Competently performs position requirements with minimal supervision and direction, including taking initiative and assuming responsibility for follow-through.
  • Uses sound judgment regarding time management and prioritization of work to balance multiple tasks and meet required timeframes for all administrative activities as required.
  • Demonstrates excellent interpersonal skills as discerned through observation and team project successes.
  • Accurately interprets and applies departmental policies and procedures using sound judgment.
  • Communicates professionally and respectfully with peers, superiors, subordinates, and clients.
  • Provides constructive feedback on assigned work projects.
  • Demonstrates overall professionalism in attitude, demeanor, and personal appearance.




Salary : $18 - $25

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Customer Service Representative?

Sign up to receive alerts about other jobs on the Customer Service Representative career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$41,527 - $53,091
Income Estimation: 
$47,809 - $60,449
Income Estimation: 
$41,527 - $53,091
Income Estimation: 
$47,809 - $60,449
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at PHYSICIANS DATA TRUST

  • PHYSICIANS DATA TRUST Vista, CA
  • Primary Purpose: To provide support and facilitate care of members who require case management. To work collaboratively with Health Plan and Hospital Case ... more
  • 1 Day Ago

  • PHYSICIANS DATA TRUST Vista, CA
  • Primary Purpose: To provide support and facilitate care for members who require case management. To work collaboratively with the Health Plan and Hospital ... more
  • 4 Days Ago


Not the job you're looking for? Here are some other Customer Service Representative jobs in the Vista, CA area that may be a better fit.

  • Circle K Escondido, CA
  • Store 2706476: 26746 Mountain Meadow Rd., Escondido, California 92026 Shift Availability Flexible Availability Time Type Customer Service Representative We... more
  • 9 Days Ago

  • Shield California Health San Diego, CA
  • Since 1957, Shield Healthcare has provided high-quality healthcare services while focusing on customer satisfaction and employee achievement. We are dedica... more
  • 9 Days Ago

AI Assistant is available now!

Feel free to start your new journey!