Customer Service Representative (Accounting, Banking or Healthcare Experience)- Onsite

Serve as the primary point of contact for customer inquiries via phone, email, and/or chat

Assist customers with account questions, billing inquiries, payments, and service-related issues

Provide accurate information regarding financial records, invoices, insurance claims, or banking services

Process transactions, updates, and account changes with a high level of accuracy

Resolve customer concerns in a timely and professional manner, escalating complex issues when needed

Maintain detailed and accurate records of customer interactions in CRM or internal systems

Ensure compliance with company policies and industry regulations (e.g., HIPAA, financial compliance standards)

Collaborate with internal departments such as accounting, billing, or operations to resolve issues

Identify opportunities to improve customer experience and internal processes