Customer Service Representative managing patient accounts at OrthoCarolina. Responsible for answering calls, assisting patients, and processing insurance claims.
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Hybrid Customer Service Representative
Posted 4 days ago
About the role
- Customer Service Representative providing front line support for customers at Netwealth. Handling inquiries via phone, email, and web chat, ensuring exceptional service delivery on financial products.
Responsibilities
- Handle inbound telephone calls, emails, and web chats regarding products, services, and general enquiries.
- Deliver service within agreed timeframes and to the highest standard.
- Document interactions and escalate issues to the Team Leader when required.
- Support internal teams, including Sales and Investment Operations.
- Stay up to date with product, process, and regulatory changes.
- Contribute to projects with overlapping priorities.
Requirements
- Experience in financial services and ideally a superannuation background.
- Customer-focused with a professional, friendly, and helpful attitude.
- Strong communication skills – courageous and consultative style.
- Excellent attention to detail and analytical ability.
- Committed to service excellence and building strong relationships.
- Collaborative team player who thrives in a fast-paced environment.
Benefits
- Family-friendly support: Paid parental leave and a fully funded school holiday program
- Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services
- A vibrant culture: social events, trivia nights, and corporate sports
- Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group
- Community Impact: Paid volunteering and our Netwealth Impact Group
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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