Who We Are: We\xe2\x80\x99re on a mission to make it easy and accessible for any company in the insurance, legal and medical space to understand medical documents quickly using AI. Every week, we process hundreds of thousands of pages of documents, saving our customers hours and hours of manual processing time, and helping them process medical claims much more quickly.
We\xe2\x80\x99re specifically looking for a Medical Claims Customer Success Specialist who will roll up their sleeves and support our customers. As a key member of the Customer Success Team the specialist will assist in the design and fully execute on the customer-success strategies, building strong relationships with customers and collaborating with cross-functional leaders internally to deliver consistently excellent customer experiences. This role is perfect for someone looking to transition from a medical benefit claims advisor or medical documentation role but wants to continue to utilize their industry knowledge and experience to support those in the industry to grow their business by providing industry expertise and supporting strategic partnerships with the goal of ensuring the claimant gets the best and quickest result possible. Objectives of this role:
You\'ll champion the power of our platform and put your expertise to the benefit of our customers as their primary point of contact
Own the relationship with customers including onboarding, implementation, training, adoption, retention, and satisfaction
Establish relationships as a trusted and strategic advisor to help ensure the continued value of our products and services
Communicate effectively with both internal and external senior managers to better understand customer needs, maximize retention and growth, and share learnings
Maintain existing customer-success metrics and data and utilize this data to grow our customers to be growth their business with us
What you will do:
Onboarding and Training: The Customer Success Specialist will be responsible for helping new customers get started with Wisedocs\xe2\x80\x99 products and services and providing ongoing training and support. You will also be able to assist in the creation of job aids and knowledge base articles to support our customers
Customer Engagement: This role requires proactively engaging with customers to understand their needs and to ensure they are fully utilizing Wisedocs\xe2\x80\x99 products and services to meet their business objectives.
Account Management: The Customer Success Specialist will be responsible for managing customer accounts, including resolving customer issues and managing customer expectations.
Data Analysis: This role requires analyzing customer data to identify trends and opportunities for improvement, and to provide insights to customers on how they can optimize their use of Wisedocs products and services.
Cross-functional Collaboration: The Customer Success Specialist will work closely with other teams within the organization, such as product development and sales, to ensure that customers receive the best possible experience.
Customer Retention: This role requires identifying and addressing potential customer churn, and implementing strategies to retain customers and build long-term relationship
Your strengths and experience
1-3 years of experience in medical insurance claims industry, preferably disability and critical illness.
Must have a good working knowledge of medical documentation and terminology, as well as experience in the interpretation of why those forms are important and how they will be used
Relevant Education or Continuing Education in Health / Sciences, such as: Medical training, Medical Terminology, Occupational Health, Disability Management, or Paralegal continuous education
Strong skills in verbal and written communications and the ability to build and grow strong relationships
Analytical and process-oriented mindset
Ability to work effectively across multiple departments in a deadline-driven environment
Active team player, self-starter, and multitasker who can quickly adjust priorities
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