Maintain a positive, empathetic, and professional attitude toward customers at all times, even in high-stress or escalated situations.
Respond promptly to customer inquiries in a high call volume, fast-paced environment with minimal supervision.
Interact with customers via telephone, email, and online chat to answer complex product-related questions, resolve advanced issues, and provide in-depth education on Record Hub processes.
Independently investigate and resolve complex product and service complaints, including those requiring cross-functional coordination.
Identify trends in customer issues and recommend improvements to workflows, tools, or knowledge resources.
Serve as a point of escalation for Level I representatives and provide informal guidance or peer support as needed.
Ensure appropriate actions are taken to fully resolve customer problems and concerns, following through to completion.
Accurately maintain customer accounts and detailed records of interactions, inquiries, and resolutions.
Make outbound telephone and email contacts to customers to provide education, proactive updates, and issue resolution.
Communicate and coordinate effectively with colleagues, specialists, and internal partners to resolve customer needs.
Provide actionable feedback on the efficiency and effectiveness of customer service processes.
Participate in training, onboarding, or knowledge-sharing initiatives as requested.
Perform other related duties as assigned
Requirements
High school diploma or equivalent
4 or more years of customer service experience, preferably in healthcare, data, or technology environments
2 or more years of experience in a call center or customer support environment
Experience handling complex cases, escalations, or specialized customer issues
Experience using call center phone systems such as RingCentral