Customer Service Representatives–or CSRs–interact directly with a license holder's clients to ensure the clients are satisfied. This may include guiding new clients through registration, matching clients with products, helping clients place orders, and responding to questions and complaints. Depending on the license holder, customer service responsibilities may be split between multiple positions or combined with other roles.
CSRs work primarily in the Clients, Orders, and Discounts modules. Key tasks for CSRs include:
Overseeing the Client Registration Process
Managing sensitive client information, including credit card/payment details and policy information.
Placing orders on behalf of clients
Recording and responding to complaints
Logging correspondence with clients
Creating and managing discount codes
Managing physician profiles
Amending or renewing client registrations as necessary
A CSR should also be prepared to help clients navigate the Client Portal.
The CSR or CSR Super security roles are ideal for Customer Service Representatives.