• Outreach to patients to provide encouragement, check-in on goal progress, problem solve, and provide support • Review patient status and escalate urgent matters as needed to care team providers • Document patient interactions in the patient’s medical record • Coordinate care with patient care team including therapist and prescriber • Coordinate with internal and external care team members • Conduct daily telephonic outreach based on the needs of patients

• Provide empathetic, first-class support to customers via phone and email • Manage inbound and outbound calls to service customers, respond to questions, and educate on programs like Medicare • Process, validate, and respond to inbound medical record requests • Review patient insurance claims and verify benefits • Manage multiple software applications, perform data entry, and document correspondence

• Create exceptional member service experiences by maintaining a professional demeanor • Troubleshooting and decision-making support • Ensuring quick and accurate resolutions for members and prospective members regarding their financial well-being

• Deliver exceptional customer service by promptly addressing customer inquiries, resolving issues efficiently, and ensuring overall customer satisfaction • Research and provide accurate and timely responses to inquiries coming through phone, email, and live chat support channels • Navigate internal and external documentation and resources to provide world-class service • Identify and escalate priority or unresolved issues to appropriate internal teams • Route calls to the appropriate resources when necessary and document all customer interaction information according to standard operating procedures • Identify, troubleshoot, and communicate emerging trends and patterns in accomplished issues • Strive for high-standard customer satisfaction and experience and ensure that all calls are handled professionally based on the quality guidelines set by the client • Adhere to established protocols, KPIs, guidelines, and company policies to ensure consistent and standardized delivery of customer service • Foster a collaborative work environment by engaging with team members, supervisors, and other departments to resolve customer issues, share knowledge, and contribute to a positive team atmosphere • Participate in all mandated internal and external training and/or seminars • Get to know, understand, and comply with TaskUs’ policies and procedures