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Client Service Representative
Career Insights for Client Service Representative / Associate
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Scorecard
Based on Connecticut data
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What they do
A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
$48,996 / year median in Connecticut
-2% projected decline
Job Description
Job Summary:
As our clients' first and last point of contact, the Client Service Representative (CSR) is vital in consistently delivering an exceptional client experience. To provide an exceptional experience, a CSR manages appointments, answers calls, processes patient information, and ensures seamless communication between clients and our medical team. Through our tech systems, you'll help streamline processes, enhance client access to care, and create a welcoming environment for pets and their owners.Key Responsibilities:
Client Communication & Scheduling:
- Answer calls and emails promptly with professional, friendly service
- Schedule appointments based on client needs and veterinarian availability , including forward booking
- Use technology to send appointment reminders, confirmations, and follow-up messages to keep clients informed and their pets' care on track
- Make outbound calls to re-engage lapsed clients and encourage them to schedule appointments
Client Relations & Service:
- Greet clients warmly and ensure a positive experience throughout their visit
- Use active listening to gather important medical information and triage inquiries, directing more complex questions to the medical team
- Demonstrate empathy in all interactions, especially when dealing with upset or emotional clients, while maintaining a calm and professional demeanor
- Promote current promotions and campaigns, keeping clients informed about special offers, services, and initiatives
Managing Patient Information & Technology:
- Update client and patient records in our practice management system with accuracy and efficiency
- Process billing transactions, including credit card payments, digital payments, financing options, and insurance claims
- Maintain organized records of client communications and appointments to streamline operations Support the Medical Team & Practice Operations
- Provide clients with accurate post-visit instructions, including medication schedules and follow-up care
- Help maintain a clean, organized reception area and assist with daily practice operations as needed
- Inform clients about the services offered, preventive care options, and how they can conveniently book appointments online or shop for pet products through our online store
Qualifications:
- High school diploma or equivalent work experience required
- Excellent communication skills and a strong desire to provide compassionate, client-focused service
- Prior customer service experience, preferably in a veterinary or healthcare setting
- Basic proficiency with technology, including scheduling software and online communication platforms
- Strong organizational skills and the ability to handle multiple tasks efficiently, even during busy periods.
Working Conditions:
- Must be able to work in a fast-paced, dynamic environment.
- Occasional lifting up to 40 pounds independently and physical tasks may be required At AmeriVet, we're committed to your growth, development, well-being, and success.