Customer Service Representative

We’re in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits.

The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions.

But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come.

Position Summary:

The Customer Services Representative will primarily be responsible for assisting in the day-to-day management of customer accounts and supporting the account management team. The Client Services Representative is responsible for triaging inquires that include but are not limited to renewals, cost containment programs, and captive questions.  The Client Services Representative is also responsible for supporting account management in administrative needs such as running reports, tracking down information, coordinating between departments, and ensuring quality and timely responses for all stakeholders, internal and external.

Key Responsibilities:

• Operate as the point of contact for internal and external inquiries supporting our customers
• Handles both inbound and outbound tickets, emails and calls
• Ensure the timely and successful delivery of resolutions to customer needs
• Supports Account Management with renewal data, following up on outstanding requests, pulling reports and answering questions on cost containment, renewals, and other customer related inquiries
• Operate as a center of knowledge learning and maintaining record of responses for consistent and timely resolution
• Assist with high severity requests or issue escalations as needed
• Build and maintain strong relationships with internal and external stakeholders, partners & customers
• Develop a trusted relationship with key customer contacts and internal business partners
• Participation in all training, education and company activities
• Other duties as assigned

Required Skills & Qualifications:

• 2+ years of customer experience, preferably insurance or healthcare related
• Bachelor's Degree required
• Dedication and willingness to work hard under pressure in a high-volume inbound service center
• Stellar customer service skills, with ability to manage multiple activities at one time
• Clear and effective oral and written communication skills
• Excellent analysis and organization skills
• Strong critical thinking skills and the ability to multi-task
• Ability to problem solve and perform root cause analysis
• Superior listening skills and ability to resolve conflict
• Quality focused with ability to meet deadlines
• Team oriented
• Ability to work independently
• PC proficiency in MS Word, Excel, PowerPoint and Salesforce
• Ability to conduct customer calls and internal meetings in an appropriate manner
• Applicable health care market knowledge or stop loss knowledge is a plus

Pareto Perks:

Pareto offers a competitive compensation package commensurate with skills and experience. In addition, Pareto offers a robust benefits package including Medical (100% employer paid), Dental, Vision, STD/LTD, and employer 401(k) contribution.

What We Live By:

1. Get it Done and Get it Done Right – We crank out work at higher rates and at a higher quality than our peers in the industry. Our ability to do a lot with a little is a driving force behind Pareto Health, one that's made our brand synonymous with class, quality, and extreme competence.

2. Fire in the Belly - We only make time for champions; we only consider those with an inner desire to excel and push things forward. Our team, our partners, our members–everyone in the Pareto Health universe–works hard, learns constantly, improves furiously, and does so with a fire in the belly.

3. See the Field - As you're stuck thinking about tomorrow, we're already on to thinking about next year. Pareto Health embodies a culture of anticipation, perception, and acting with intent. In one-on-ones, in meetings, at a company level, and at an industry level, we're always two steps ahead.

4. For the Greater Good - Our vision extends past the here and now. We're rowing in the same direction toward the common goal of transformin