JOB SUMMARYThe Customer Service Representative Administrator will be responsible for overseeing the administrative duties that are related to the customer service 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 for all of us to maintain a positive working environment that promotes client satisfaction and results.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 for all of us to maintain a positive working environment that promotes client satisfaction and results.MAJOR DUTIES & RESPONSIBILITIES Draft incoming referrals including demographic information, diagnosis, requested due date, and specialty within a timely manner of receipt.

Correctly & accurately complete the intake process by closing the intake according to proper workflow procedures.

Filter through client emails throughout an 8-hour workday providing necessary information to the appropriate referral while also delegating/escalating emails to the appropriate team member.

Assist with Dane Street’s “Intake” to ensure that incoming referrals, records, fee schedules, etc. is uploaded into the respective case timely and with the appropriate notifications made.

Handle outreach emails/calls to clients in order to obtain the necessary information and/or medical records for the case to ensure proper handling.

Requesting and pulling medical records from client platforms such as iCase and uploading them to the respective referrals.

Notify the CSR team once medical records are received.

Selecting and assigning incoming referrals.

Ensuring the Queues are evenly distributed between CSR’s and QA’s.

Invoicing referrals on the CSR and QA board based on the confirmed physician’s fees and client quotes.

Assisting in auditing referrals with upcoming due dates to ensure the case was processed correctly.

Assisting with physician outreaches and referral assignments when team members are on PTO.

Other duties & special projects, as assigned and based on business needs.