• Serve as the primary frontline point of contact for routine customer inquiries (login issues, password resets, user setup, device ordering, basic “how do I” workflows) • Provide reliable phone and ticket intake coverage during business hours • Accurately document customer interactions within Zoho and associated systems in alignment with QMS standards • Resolve high-volume, repeatable workflows independently and efficiently • Triage complex or technical issues appropriately to Tier 1 with clear documentation and context • Maintain operational consistency in user provisioning, ordering workflows, and portal-related tasks • Identify recurring friction points and escalate patterns proactively • Contribute to documentation improvements and customer-facing enablement resources • Demonstrate steady improvement in software fluency and device workflow knowledge within first 3–6 months • Achieve strong responsiveness metrics and positive customer interaction feedback • Spend much of the day on the phone first response to customers • Consistently meeting or exceeding your goals while taking advantage of growth opportunities as they become available demonstrating results & readiness to take on new challenges

JOB SUMMARY The Customer Service Representative is responsible for the receipt of new cases and ensuring proper system drafting and setup. The CSR is also responsible for taking direction and facilitating the case assignment/scheduling process. Dane Street’s success relies on individual and team contributions every day. We care for our customers, each other, and Dane Street. It is the responsibility of all of us to maintain a positive working environment that promotes client satisfaction and results. MAJOR DUTIES & RESPONSIBILITIES Handling Receipt of New Cases: Intake new cases and review/verify information and requests. Draft cases by entering information into the Dane Street systems. Work with the client on any missing information pertinent to processing the claim. Sort, organize, and create a medical document listing, if required by the client, in line with specific special handling. Respond to inbound calls, emails, and portal inquiries. Maintain efficient and accurate records related to all client interactions. Ensure compliance with Federal NSA regulations, processes, and policies. Collaborate with the Leadership team and other departments to ensure timely resolutions Ability to process and interpret reporting. Adhere to or exceed metrics/goals. Assignment of Cases: Assign/schedule new cases to physicians for review with the appropriate physician, based on location, reviewer availability, specific guidelines, jurisdictional requirements and other client requirements. Ensure that the assigned physician has no conflict of interest with the case assignment. Oversight of Cases: Monitor, process, and track cases to ensure we meet deadlines. Client Interaction: Update clients frequently on cases in progress. May communicate when there are questions on referral information to ensure proper documentation and information is provided to the assigned reviewer. Ensure proper documentation for specified cases is provided to the client. Maintain consistent professionalism at all times Other duties & special projects, as assigned and based on business needs. EDUCATION/CREDENTIALS: An Associate’s Degree is preferred. JOB RELEVANT EXPERIENCE: Business experience in a healthcare and/or insurance setting is preferred. Healthcare claims and billing Conflict resolution and de-escalation skills JOB RELATED SKILLS/COMPETENCIES: Present exceptional communication skills with a clear understanding of the company's business lines. The ability to apply critical thinking, manage time efficiently, and meet specific deadlines. Computer literacy and typing skills are essential. Customer focus, problem-solving, professionalism, integrity, customer excellence, and time management WORKING CONDITIONS/PHYSICAL DEMANDS: Any lifting, bending, traveling, etc. required to do the job duties listed above. Long periods of sitting and computer work. WORK FROM HOME TECHNICAL REQUIREMENTS: Supply and support their own internet services. Maintaining an uninterrupted internet connection is a requirement for all work from home position. This job description is subject to change at any time.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Customer Service Representative is responsible for the receipt of new cases and ensuring proper system drafting and setup. The CSR is also responsible for taking direction and facilitating the case assignment/scheduling process. - Intake new cases and review/verify information and requests. - Draft cases by entering information into the Dane Street systems. - Work with the client on any missing information pertinent to processing the claim. - Sort, organize, and create a medical document listing, if required by the client, in line with specific special handling. - Respond to inbound calls, emails, and portal inquiries. - Maintain efficient and accurate records related to all client interactions. - Ensure compliance with Federal NSA regulations, processes, and policies. - Collaborate with the Leadership team and other departments to ensure timely resolutions. - Ability to process and interpret reporting. - Adhere to or exceed metrics/goals. - Assign/schedule new cases to physicians for review with the appropriate physician, based on location, reviewer availability, specific guidelines, jurisdictional requirements, and other client requirements. - Ensure that the assigned physician has no conflict of interest with the case assignment. - Monitor, process, and track cases to ensure we meet deadlines. - Update clients frequently on cases in progress. - May communicate when there are questions on referral information to ensure proper documentation and information is provided to the assigned reviewer. - Ensure proper documentation for specified cases is provided to the client. - Maintain consistent professionalism at all times. - Other duties & special projects, as assigned and based on business needs. Qualifications - An Associate’s Degree is preferred. Requirements - Business experience in a healthcare and/or insurance setting is preferred. - Healthcare claims and billing experience. - Conflict resolution and de-escalation skills. - Exceptional communication skills with a clear understanding of the company's business lines. - Ability to apply critical thinking, manage time efficiently, and meet specific deadlines. - Computer literacy and typing skills are essential. - Customer focus, problem-solving, professionalism, integrity, customer excellence, and time management. Benefits - Comprehensive benefits package including medical, dental, and vision coverage for you and your family. - Voluntary life insurance options for you, your spouse, and your children. - Other voluntary benefits including hospital indemnity, critical illness, accident indemnity, and pet insurance plans. - Basic life insurance, short-term disability, and long-term disability coverage at no cost. - Generous paid time off policy. - 401k plan with a company match. - Apple equipment and a media stipend provided for remote workspace.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are seeking dedicated representatives to build long-term relationships with clients from the comfort of their homes via Zoom virtual calls. This role is perfect for individuals with a passion for helping others and providing exceptional service. Qualifications - Excellent communication skills - Basic computer knowledge - Strong work ethic and reliability - Outgoing, fun, and energetic personality - Effective time management skills - Leadership experience is a plus Benefits - 100% Remote Work – work from anywhere in the U.S. - Weekly Pay – based on a structured schedule for success - Performance-Based Bonuses - Health Insurance Reimbursement - Comprehensive Life Insurance - Flexible Schedule - Retirement Plan - Renewals – long-term income potential Company Description For over 70 years, we’ve proudly served working-class families by offering life, accident, and supplemental health products to members of labor unions, credit unions, associations, and their families. We are part of Globe Life and have achieved over 20% growth last year, even during the pandemic, proving our resilience and essential status. Interview Process All interviews will be conducted via Zoom for your safety and convenience.