Wakefield & Associates
  • 05-Nov-2021 to 04-Jan-2022 (EST)
  • Fort Morgan - Call Center
  • Fort Morgan, CO, USA
  • $13 - $15
  • Base + Commission
  • Full Time

The basic function of the Customer Service Representative is to act as a patient advocate. Staff is expected to be mindful that they are not only representing Wakefield & Associates but also the clients we serve. Professionalism through exceptional customer service is the expectation. Always being friendly when contacting a patient by telephone to motivate them to promptly resolve their accounts. Ability to work in multiple systems and make correct decisions at their level without talking to management for direction. To provide communications with patients and clients without compromising its customer service or ethical standards.


  • Assist in resolving consumer accounts by answering healthcare service questions; suggesting options for account resolution
  • Maintain consumer records by updating account information
  • Resolve accounts by clarifying consumer concerns. Identifying and explaining the best available option to solve the problem; expedite corrections or adjustments; follow up to ensure complete resolution
  • Process consumer payments appropriately
  • Contributes to team effort by working assigned tasks


  • Bilingual preferred
  • Professional telephone presence
  • Excellence verbal communication skills
  • Prior Customer Service experience and/ or Call center experience preferred
  • Healthcare Knowledge helpful
  • Problem Solving/ Analytical Thinking
  • Verbal communication Skills
  • Conflict Resolution
  • Ability to Multi-task


Monitors and ensures compliance with all regulatory requirements, organizational standards, and policies and procedures related to area of responsibility. Identifies potential risk areas within area of responsibility and supports problem resolution process. Maintains records of compliance activities and reports compliance activities to the Compliance Office


  • Major Medical Insurance
  • Flexible Spending Account
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Long Term & Short Term disability 100% paid by employer after 1 year
  • Voluntary Term Life
  • 401(k) Savings Plan
  • UNUM Supplemental Insurance
  • Paid Holidays
  • Paid Time Off

Wakefield & Associates
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