Part D Advisors has an exciting career opportunity for a Customer Service Representative (CSR).

The Customer Service Representative is responsible for providing support services in handling incoming telephone calls, mailings, emails and other forms of electronic communications from our clients and their members participants. The CSR demonstrates professional and effective communications and interactions with callers and their questions or inquires. The CSR also handles very sensitive and confidential information that must be entered accurately and appropriately, and then store those documents into our document management systems and proprietary software tools.  

Part D Advisors (PDA), an Accretive Company, is a custom solutions provider that recovers lost funds and generates future savings in healthcare costs. For more information about us, please visit https://partdadvisors.com/.

• Effectively and in a timely manner handles incoming telephone calls and participant inquires, responding based on predetermined scripts and guidance provided on similar circumstances. When necessary, escalates unusual or irate callers to a senior staffer.   
• Handles responses from survey participants left on voicemail and follows up appropriately, logging the information into the REV system.
• Performs outbound calls to survey participants to obtain the required information to missing details not provided or unclear responses.
• Acquires knowledge of the eligibility rules and unique standard documentation requirements that are predetermined or modified for clients based on each plan’s specific eligibility verification criteria. 
• Reviews and enters completed participant verification form responses and REV portal responses, and the new or corrected demographic information provided.
• Adept at scanning large numbers of paper forms and documents, keeping participant responses banded together and perfecting images for effective readability and interpretation of details.
• Assists in preparation and production of client mailings for any printing, stuffing and posting, including mail merging tasks, preparing custom forms and postcards Helps to identify when address information is incorrect or incomplete.
• Adheres to all confidentiality agreements associated with data and documents received, and to exercise the necessary precautions in the communication and use of the data, including confidentiality of conversation with participants.
• Occasionally handles front desk reception duties, greeting visitors in the main reception or other meeting areas.
• Performs other duties as assigned or as business needs are changed or expanded.

• One year of call center experience or an office environment, handling administrative and data entry functions such as inputting eligibility records into computer database systems.
• Excellent oral and written communication skills.
• Experience in the health care industry a plus.
• Familiarity with general computer systems and the ability to quickly learn custom software.
• Effective communication skills and customer services skills.
• Skilled in using Microsoft Windows (current version), Microsoft Office and familiarity with a variety of other computer software programs.
• Ability to utilize basic office equipment and provide maintenance as needed, or notify management if equipment is not working appropriately.
• Ability to work in a team environment and to participate in various projects as needed.
• Possess and demonstrate excellent data entry skills. Must be very attentive to details
• Must be able to handle confidential and sensitive information securely and appropriately.

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary.   
• 10 sick days and 2 VTO days a year.
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists.   
• Pet benefits & discounts.    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company.
• This is a part-time role. The Customer Service Representatives work Monday through Friday, 25 to 29 hours a week.

Compensation:

The starting wage for this position is $16.50 per hour.

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.  We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!