Customer Service Lead

AmeriVet

10d

About The Position

As our clients' first and last point of contact, the Client Service Representative (CSR) is vital in consistently delivering an exceptional client experience. To provide an exceptional experience, a CSR manages appointments, answers calls, processes patient information, and ensures seamless communication between clients and our medical team. Through our tech systems, you’ll help streamline processes, enhance client access to care, and create a welcoming environment for pets and their owners. Will be in charge of creating CSR schedules
Supervise and lead CSR staff and assist in leading techs with front desk/computer support

Requirements

• High school diploma or equivalent work experience required
• Excellent communication skills and a strong desire to provide compassionate, client-focused service
• Prior customer service experience, preferably in a veterinary or healthcare setting
• Basic proficiency with technology, including scheduling software and online communication platforms
• Strong organizational skills and the ability to handle multiple tasks efficiently, even during busy periods
• Must be able to work in a fast-paced, dynamic environment.
• Occasional lifting up to 40 pounds independently and physical tasks may be required

Responsibilities

• Answer calls and emails promptly with professional, friendly service
• Schedule appointments based on client needs and veterinarian availability, including forward booking
• Use technology to send appointment reminders, confirmations, and follow-up messages to keep clients informed and their pets' care on track
• Make outbound calls to re-engage lapsed clients and encourage them to schedule appointments
• Greet clients warmly and ensure a positive experience throughout their visit
• Use active listening to gather important medical information and triage inquiries, directing more complex questions to the medical team
• Demonstrate empathy in all interactions, especially when dealing with upset or emotional clients, while maintaining a calm and professional demeanor
• Promote current promotions and campaigns, keeping clients informed about special offers, services, and initiatives
• Update client and patient records in our practice management system with accuracy and efficiency
• Process billing transactions, including credit card payments, digital payments, financing options, and insurance claims
• Maintain organized records of client communications and appointments to streamline operations
• Provide clients with accurate post-visit instructions, including medication schedules and follow-up care
• Help maintain a clean, organized reception area and assist with daily practice operations as needed
• Inform clients about the services offered, preventive care options, and how they can conveniently book appointments online or shop for pet products through our online store
• Will be in charge of creating CSR schedules
• Supervise and lead CSR staff and assist in leading techs with front desk/computer support

Benefits

• Tailored development programs, mentorship, and career pathing 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees