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Customer Service Representative

Customer Service Representative

AmeriVet Veterinary PartnersActon, MA, US
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Client Service Representative (CSR)

We are looking for a personable and skilled Client Service Representative (CSR) to join our team! As the primary point of contact at our clinic, you will play a crucial role in ensuring every client interactionwhether over the phone or in personresults in a positive and memorable impression.

Your ability to create a welcoming environment and deliver exceptional service will be key to our success.

Primary Responsibilities

Telephone Communication

  • Answers incoming telephone calls by the third ring, using proper telephone etiquette.
  • Operates a multiple-line telephone system. Answers incoming lines, places callers on hold, transfers calls, and pages staff members. Takes and routes messages for veterinarians and staff members.

Client Relations

  • Follows established hospital guidelines for communicating with clients in different types of situations, such as general inquiries, scheduling appointments, routine and non-routine medical questions, patient emergencies, and prescription refills.
  • Handles basic questions regarding hospital services, fees, and animal care and treatment in accordance with hospital policies. Appropriately directs other questions and communication to a veterinarian, Practice Manager, or other staff member.
  • Uses active listening skills to obtain all necessary medical and personal information from the client.
  • Discerns any potential client problems, complaints, or questions and handles them appropriately.
  • Relays medical instructions; itemizes the client's statement; reviews it orally with the client; and informs the client about hospital policies, such as pre-operative instructions, payment and credit policies, and vaccination policies.
  • Communicates with clients as needed regarding invoices and the medical status of their pets.
  • Makes calls to clients on a timely basis from a call-back list.
  • Provides clients with any information or instructions they will need prior to their appointments.
  • Contacts clients to schedule recheck appointments, confirms appointments and pre-surgical instructions.
  • Maintains knowledge of current wellness-care standards and common medical problems.
  • Maintains current client contact information.
  • Appointment Scheduling

  • Schedules outpatient, surgical and hospitalized patients using a computerized scheduling program.
  • Schedules appointments in accordance with established hospital guidelines, allocating the appropriate amount of time (15, 30 minutes or 45 minutes) according to the type of visit.
  • Schedules appointments to meet the clients' needs and most efficiently use veterinarians' and staff members' time.
  • Recordkeeping and Filing

  • Accurately enters and retrieves records and reports, enters fees and charges, and maintains the database.
  • Retrieves and re-files medical records accurately and promptly.
  • Purges inactive files as directed.
  • Updates client files and patient records as needed.
  • Scans medical documents.
  • Emails medical records to requesters, with client's permission.
  • Procedures and Protocols

  • Adheres to all hospital policies, standards, and procedures, including but not limited to dress code, grooming, smoking, and personal calls, as stated in the hospital procedures manual.
  • Communicates basic patient preventative care protocols to clients.
  • Maintains knowledge of the practice's products and services.
  • Improves veterinary knowledge by taking advantage of staff meetings and in-house training.
  • Patient Admittance

  • Completes required forms, such as the new client form, patient visit form, and client report, and obtains all necessary information. Notes the source of client referrals.
  • Obtains medical and vaccination histories from the client. Recognizes and notes any procedures due for the patient.
  • Follows hospital policies regarding patient admittance (e.g., vaccination status).
  • Relays all necessary information to the veterinarians and technicians.
  • Triages urgent-care patients and communicates with the medical team as appropriate.
  • Cash Handling

  • Accepts payments from the client. Accurately processes cash, checks, charge card payments, and credit account payments.
  • Performs end-of-day procedures each evening, including balancing the cash drawer, running daily reports, preparing and making a bank deposit as needed, and presenting reports and deposit receipts to the Practice Manager or owner.
  • Facility Maintenance

  • Assists staff with cleaning and straightening the public areas of the practice, including the front desk, reception area, client restrooms, and exam rooms.
  • Opens the practice and sets up for the morning as directed.
  • Closes the practice for the evening as directed.
  • Personal Conduct

  • Serves as a representative of the hospital, displaying courtesy, tact, consideration, and a positive attitude in all interactions with clients, patients, and other staff members.
  • Demonstrates initiative in everyday duties by seeking other work during down times, assisting other employees, and filling in for other employees as needed.
  • Adheres to the posted work schedule. Arrives for work promptly and begins work at the start time. Follows hospital policies for reporting lateness or absences.
  • Utilizes Workday to clock in and out at the beginning and end of each day as well as breaks.
  • Organizes work area and exercises time-management skills to maximize personal efficiency.
  • Prioritizes tasks and handles multiple tasks in a calm, organized manner.
  • At Great Road Veterinary Hospital, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities.

    Here's what you can expect when you join our team :

  • Tailored development programs, mentorship, and career path to help you achieve your unique goals.
  • Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being.
  • Health, dental, vision, life insurance, and mental health resources to support your overall well-being.
  • Generous paid time off and holidays, because your personal time matters.
  • A supportive, collaborative environment where everyone feels a sense of belonging.
  • Qualifications & Requirements :

  • Professional and friendly phone etiquette
  • Ability to properly prioritize and complete tasks simultaneously
  • Ability to problem solve and adapt to multiple situations
  • HS Diploma or educational equivalent
  • Excellent customer service skills
  • Computer efficiency
  • Very detail-oriented
  • Preferred : Experience with Veterinary Electronic Medical Records (Avimark, Cornerstone, etc.)
  • Preferred : One year of customer service representative experience
  • Preferred : Knowledge of veterinary medical terminology and procedures
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