Demo

Utilization Management Customer Service

PHYSICIANS DATA TRUST
Vista, CA Full Time
POSTED ON 3/20/2026
AVAILABLE BEFORE 4/19/2026


  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

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