• Effectively listen and address patient needs to convert an inquiry to a booked appointment, while also achieving high patient satisfaction scores. • Engage with patients in an empathetic and caring way that puts their needs first. • Demonstrating a caring attitude will go a long way towards providing reassurance and comfort to ensure the patient’s needs are handled with care. • Leverage technology and knowledge base content modules to provide an experience that “feels local” from giving pinpoint directions, to sharing information about a specific provider or clinic. • Avoid “us vs them” approach and demonstrate an inclusive “we” mentality. • Collaborate and provide feedback to the marketing, operations, and technical teams as well as clinic staff to implement ongoing improvements which revolve around enhancing the patient experience. • Collaborate with your supervisors and peers to identify and quickly resolve issues, recommend new approaches to strive for best practices. • Work with patients if a clinic does not have enough near-term availability to offer them alternatives at other nearby clinics. • Effectively inform and educate patients on insurance and about our financing/payment plan options. • Properly set expectations with our patients in terms of what they can expect at their appointment and any other details that will facilitate a positive experience. • Follow protocols for information capture and effectively categorize and disposition interactions in an accurate manner. • Achieve Key Performance Indicators: efficient handle time, productivity in terms of number of calls handled, conversion rates, patient satisfaction scores, accurate info capture, schedule adherence, etc. • May work in other channels such as outbound, email, chat, etc. • Perform other duties as assigned.

Role Description - Provides pre-surgical documentation for physicians and instructions for patients. - Obtains all necessary documentation. - Communicates operating time, place and instructions to patient. - Prepares patient chart for physicians’ review the day before surgery. - Responds to patient inquiries related to surgery. - Acts as liaison between the patient and physician regarding the surgery. - Performs related duties as required. Qualifications - High School Diploma or equivalent required. - 1-3 years of relevant experience, required. - Healthcare experience highly preferred. - Experience working in a fast paced environment preferred. - Experience working in a remote setting preferred. Company Description

Handle inbound and outbound calls to schedule health assessments, address customer needs, and ensure satisfaction while building lasting relationships and meeting call center metrics for exceptional service delivery.

Role Description You’re the kind of person who keeps things moving. You enjoy helping people succeed, solving problems in real time, and making sure the details are handled so others can do their best work. As an Agent Support Representative at Precoa, you’ll play a central role in helping our field sales team serve families across the country. You’ll be the trusted connection between agents, internal teams, and systems, answering questions, solving operational challenges, and ensuring the information they rely on is accurate and organized. This is a highly visible role where your responsiveness, attention to detail, and service mindset directly support the people who help families plan ahead. If you enjoy fast-moving environments, collaborating with a variety of personalities, and being the person others rely on to keep things running smoothly, this is an opportunity to make a real impact! Residence in the Pacific time zone or willingness to work a later schedule is preferred. What You’ll Do (and Why You’ll Love It) - Be the go-to support for our field agents. - Respond to requests, answer operational questions, and help our sales representatives stay focused on serving families and closing plans. - Keep critical information accurate and organized. - Maintain leads, records, and key data within our CRM so agents and teams have the reliable information they need to succeed. - Solve problems in real time. - Troubleshoot issues quickly and thoughtfully, ensuring agents receive timely solutions that keep their work moving forward. - Collaborate across teams. - Partner with inside sales, operations, and other departments to coordinate special requests and deliver seamless support. - Create a great service experience. - Communicate clearly across phone, email, and chat while building trust with colleagues who rely on your responsiveness and professionalism. Qualifications - High level of customer service. You enjoy helping people, communicating clearly, and ensuring others have what they need to succeed. - 1–2 years of professional experience in administrative support, customer service, or a related role. An undergraduate degree may substitute for experience. - Strong communication skills. You speak and write clearly, listen carefully, and approach conversations with empathy and professionalism. - Organizational discipline. You can manage multiple tasks at once, prioritize effectively, and maintain accuracy even in a fast-moving environment. - Comfort with workplace technology. Experience with tools such as Microsoft Office, Google Drive, Zoom, ADP, and Salesforce. - A collaborative mindset. You work well with direction from multiple teammates and maintain a positive, solutions-focused attitude. Benefits - Work remotely from home. - Residence in the Pacific time zone or willingness to work a later schedule is preferred. - Competitive hourly pay plus company bonuses. - 18 days of PTO and a minimum of six weeks paid parental leave. - Health, Dental, and Vision benefits. - 401(k) with company match. - $25,000 Life Insurance Policy. Company Description At Precoa, our people are the heart of our success. Core Employees strive to live our values of kindness, progression, and craftsmanship every day — bringing emotional intelligence, common sense, positivity, and authentic connection to everything they do. If you love solving challenges, building real relationships, and driving meaningful results, you’ll feel right at home here. We’re a national leader in the preneed industry. Our passion is helping people plan today so their families can focus on connection when they need it most. Recognized as one of The Oregonian’s Top Workplaces for 14 consecutive years, we’re committed to creating a place where you can live a fulfilling life, do meaningful work, grow your potential, and enjoy the journey along the way. Headquartered in Portland, OR, with a satellite office in Utah, we’re a team driven to make a difference — every day, through every connection.