Top Member Service Representative Skills

Below we've compiled a list of the most important skills for a Member Service Representative. We ranked the top skills based on the percentage of Member Service Representative resumes they appeared on. For example, 8.7% of Member Service Representative resumes contained Member Service as a skill. Let's find out what skills a Member Service Representative actually needs in order to be successful in the workplace.

The six most common skills found on Member Service Representative resumes in 2020. Read below to see the full list.

1. Member Service

high Demand
Here's how Member Service is used in Member Service Representative jobs:
  • Provided outstanding customer service; worked as a Member Service Representative for a prestigious medical insurance company with much success.
  • Demonstrated flexibility between branches within member service by relocating to locations most need of assistance on a daily basis
  • Establish payment arrangements within approved guidelines established by the Manager of Member Services and Collections department.
  • Provided the highest level of personalized member service while maintaining a positive enthusiastic and helpful attitude.
  • Provided general administrative support for switchboard response, member services and meeting registration for members.
  • Lead position with multiple responsibilities in addition to functions as a Member Service Representative.
  • Acquired leadership responsibilities after being promoted to a Senior Member Services Representative in 2012.
  • Developed reputation as an efficient member services representative with high levels of accuracy.
  • Provided excellent member service while always looking for opportunities to deepen customer relationships.
  • Provided inbound member services with information regarding their health care coverage and/or benefits.
  • Developed and submitted a performance improvement proposal for the Member Services Department.
  • Researched potential customers to identify synergistic opportunities with Diligent Board Member Services.
  • Experienced Member Services Representative with a customer-oriented approach to customer service.
  • Processed member service inquiries and provided other information regarding Medicare-supplemental plan.
  • Maintain cleanliness and presentation of member service area and marketing information.
  • Anticipated and responded to members needs provided quality member services.
  • Provided member services and facilitated product acquisition through various channels.
  • Facilitate payment of member services in accordance with company procedures.
  • Participate in Member Service Department meetings and demonstrated team culture.
  • Alternated effectively between Member Service Representative Platform and teller platform.

Show More

2. Processing Loan Payments

high Demand
Here's how Processing Loan Payments is used in Member Service Representative jobs:
  • Activated and issued ATM/debit cards, processing loan payments.
  • Service Walk-in and drive-thru customers with making deposits, withdrawals and processing loan payments.

Show More

3. Providers

high Demand
Here's how Providers is used in Member Service Representative jobs:
  • Provided benefit interpretation to Medicare and beneficiary/providers.
  • Assisted providers with questions regarding claim denial and payments, questions regarding benefits and coverage eligibility and prior authorization information.
  • Contacted pharmacies, physicians, and others necessary providers to obtain information for resolution of pharmacy processing issue.
  • Facilitated resolution of member claims, including orienting members, communication with appropriate claims and external providers.
  • Reviewed medical bills with members and providers and determined if additional information was needed for processing department.
  • Educate new and existing members and providers concerning BCN Advantage policies/procedures and benefits through telephone inquiries.
  • Communicated accurate benefit information and provides assistance to Subscribers, Providers, and Corporate staff.
  • Provide exemplary customer service to customers including members, co-workers, providers and government agencies.
  • Assisted with the maintenance of member insurance information and verified eligibility for our providers.
  • Provide benefits, eligibility, authorizations and claims information for members and providers.
  • Assisted members with locating various participating providers and/or facilities in their area.
  • Receive inbound calls from members and providers pertaining to eligibility and coverage.
  • Improved customer satisfaction through collaboration with providers, vendors and internal departments.
  • Provide insurance benefits information to members and providers over the telephone.
  • Assisted members and providers with benefit and limited indemnity policy information.
  • Maintained and updated records of members and providers interactions and transactions.
  • Initiated and maintained effective communication with providers and related office staff.
  • Provide insurance verification to providers when Eligibility/Membership departments were not available.
  • Assist participating providers in providing status of credentialing application and contract.
  • Located services for customers, collaborating with contracted service providers.

Show More

4. Phone Calls

high Demand
Here's how Phone Calls is used in Member Service Representative jobs:
  • Create accurate and timely member documentation concerning all phone calls taken according to departmental operating guidelines.
  • Monitor and professionally answer all incoming agent phone calls and /or electronic communications.
  • Handle incoming phone calls to determine insurance eligibility to explain benefits.
  • Audited phone calls according to organizational policies and procedures.
  • Received and processed incoming phone calls from members, providers, physicians and internal clients related to member's pharmacy benefits.
  • Provided leadership, support and education to customers regarding their drug prescriptions and Medical benefits by inbound and outbound phone calls.
  • Answered inbound phone calls from policyholders, agents, third parties, and business partners who are inquiring about insurance products.
  • Greet YMCA members, register people for memberships, answer phone calls, basic office work, give tours, computer work
  • Perform basic administrative assistant and operational functions such as typing, filing, answering incoming phone calls and computer functions.
  • Answer inbound phone calls for providers, giving information about claims status, benefits, and eligibility for members.
  • Answered inbound phone calls from pharmacies, doctors offices and members regarding specific details of plans and plan parameters.
  • Worked to improve retention by engaging members in the facility, with phone calls, emails, and postcards.
  • Answered phone calls regarding account balances, transfers, new accounts, applications, loans, and credit cards.
  • Served as a liaison between members and various departments within the organization through inbound phone calls and e-mail correspondence.
  • Answered fellow employee phone calls on the banking helpline educating them with system navigation as well as product knowledge.
  • Make new debit cards, efficiently answer phone calls, unlock accounts, and help solve a members problems.
  • Answer incoming phone calls from members and provide superior customer service while answering all questions pertaining to member benefits.
  • Work Call Center (e.g., directing phone calls, customer service, processing member transfers, etc.)
  • Assisted supervisor with call back phone calls to providers and members when she needed someone with more knowledge.
  • Answered in-bound phone calls making sure all members needs were met or directed them to the proper person.

Show More

5. Loan Applications

high Demand
Here's how Loan Applications is used in Member Service Representative jobs:
  • Process loan applications such credit cards, personal loans while effectively maximizing on cross-selling opportunities for members.
  • Submitted customer financial information for approval and finalized on loan applications, ensuring correct data input.
  • Verified accuracy of documents processed and prepared loan applications in accordance with lending guidelines.
  • Calculated payments, provided options, obtained member information and submit loan applications.
  • Interview applicants about financial history and future financial goals while submitting loan applications.
  • Process and prepared consumer loan applications; made approval or denial recommendation.
  • Reviewed and processed loan applications for specific dealers through fax machine correspondence.
  • Investigated and corrected discrepancies in loan applications and credit bureau reports.
  • Reviewed and analyzed loan applications falling below designated credit score thresholds.
  • Obtain patient information for entry into applicable database for loan applications.
  • Refer loan applications outside those assigned limits to management for approval.
  • Reviewed loan applications for approval within specified limits to maximize profitability.
  • Reviewed denied loan applications and delivered necessary corrections to management.
  • Analyzed loan applications and gave appropriate recommendation for future action.
  • Completed loan applications and assisted manager in credit card processing.
  • Review loan applications for completion and for additional documents needed.
  • Process loan applications from beginning to signing documentation.
  • Accepted customer loan applications and reviewed for completeness.
  • Take loan applications and obtain all required documentation.
  • Input loan applications and gather documentation for underwriting.

Show More

Job type you want
Full Time
Part Time
Internship
Temporary

6. Customer Service

high Demand
Here's how Customer Service is used in Member Service Representative jobs:
  • Provided strong customer service while listening, eliciting information efficiently, comprehending, and resolving complex customer issues.
  • Delivered excellent customer service to members, providers and provider representatives regarding benefits and claim information.
  • Provided telephone-based customer service to customers requesting assistance with technical support, billing and sales.
  • Work together with other billing and eligibility department representatives to resolve complex customer service inquiries.
  • Provide all aspect of customer service and administrative support including registration, sales, balancing accounts
  • Provide customer service through assessment of member needs and thorough explanation of appropriate credit union products
  • Provided best-in-class customer service through face-to-face transactions, drive-up window transactions and phone inquiries.
  • Provided general customer service duties with internal and external customers and ensuring proper courtesy.
  • Completed customer service functions while coordinating member needs and maintaining member and provider confidentiality.
  • Provided members with great customer service also checked eligibility and insurance for provider /members.
  • Provide customer service by communicating effectively with a wide variety of individuals.
  • Provided first level customer service for customers including agents and contract holders/policyholders.
  • Provided exceptional customer service by addressing concerns related to products and services.
  • Handled cash transactions while providing excellent customer service to every member.
  • Maintained high-quality customer services in a closely monitored work setting.
  • Review medical records and information to provide responsive customer service.
  • Showcased outstanding customer service to both internal and external members.
  • Train new Customer Service Associates and provide assistance/guidance when necessary.
  • Promoted rapidly from bank teller to customer service representative.
  • Provided efficient and courteous customer service through telephone contact.

Show More

7. Credit Card Applications

high Demand
Here's how Credit Card Applications is used in Member Service Representative jobs:
  • Assist members with submitting consumer loans and credit card applications and acquires all necessary information regarding various accounts.
  • Assisted members with deposits, withdrawals, consumer/mortgage/equity loan, overdraft protection and credit card applications.
  • Assisted members with submitting consumer/mortgage/equity loan, and credit card applications.
  • Processed teller transactions Processed loans and credit card applications.
  • Cash handling and processed credit card applications
  • Enroll New MembersProcess Returns/ExchangesProcess Credit Card Applications
  • Processed and validated credit card applications
  • Cultivated and maintained member service experiences over the phone regarding various credit card applications, servicing, and fraudulent activity.
  • Open personal bank accounts and Open Business Account, take credit card applications, refer members to the loan department.
  • Provide customer service, clerical duties, process daily deposits/withdrawals, process loan/credit card applications, balance cash drawer.
  • Processed and closed auto loans, home equity loans, credit card applications and debt consolidation loans.
  • Submit credit card applications and refer to the appropriate individuals to obtain status and approval of application.
  • Support sales reps in opening new accounts, upgrading existing service and processing Visa credit card applications.
  • Help members by resolving complaints, assist with credit card applications, and update tax exempt documents.
  • Balanced credit cards Monetary, order debit and credit cards and approved credit card applications.
  • Provided assistance to members with lending questions and submitted consumer loans and credit card applications.
  • Assist customers with the completion of mortgage loans, equity loans and credit card applications.
  • Entered new accounts into system, processed loan and credit card applications into system.
  • Assist members with submitting consumer loan, overdraft protection, and credit card applications.
  • Handled returns, new memberships, credit card applications, complications, and inquires.

Show More

8. ATM

high Demand
Here's how ATM is used in Member Service Representative jobs:
  • Processed large currency transactions and manage ATM/Debit Card log efficiently, and completing necessary reporting.
  • Communicated and cooperated with co-workers to develop and maintain a positive working atmosphere.
  • Maintained quality store appearance continually and incited a positive productive atmosphere.
  • Performed administrative duties related to the authorization of medical treatment.
  • Credited/debited accounts as necessary; activate/deactivate debit and ATM cards.
  • Demonstrated accountability and follow-through in a fast paced call-center atmosphere.
  • Verified various health insurances for benefit and treatment authorizations.
  • Researched and referenced Oral Health related covered treatment.
  • Coordinated and managed ATM and automated telephone services.
  • Authorized members for necessary mental assessment/treatment.
  • Performed reconciliation of ATM transactions.
  • Maintained Debit and Automated Teller (ATM) cards, to include; ordering, pin setting and increasing limit usage.
  • Advise members of all services such as loans, visa credit cards, debit & ATM cards and certificate of deposits.
  • Performed a broad-range of services including opening new accounts, ordering checks, ATM maintenance, processes requests/transactions and account corrections.
  • Counted, balanced, and managed the vault and ATM as well as doing all cash orders for the branch.
  • Open, modify, and close deposit accounts, safe deposit boxes, debit cards, and ATM cards.
  • Assured the balancing of ATM and coin machines daily, along with checking general ledger accounts and synergy reports.
  • Balanced a cash drawer at the end of every night, along with checks, branch balance and ATM.
  • Balance the ATM including adding cash, counting cash, processing ATM deposits, and balancing the daily spreadsheet.
  • Maintained and balanced Automatic Teller Machine (ATM) involving both dollars and foreign currency with 100% accuracy.

Show More

9. Insurance Companies

high Demand
Here's how Insurance Companies is used in Member Service Representative jobs:
  • Called out to provider locations and other insurance companies to verify insurance coverage and insurance benefits for members.
  • Placed orders for there medication, also explained pharmacy benefits through several insurance companies.
  • Respond accurately and timely to incoming calls from insurance companies and providers.
  • Verified membership status/eligibility to providers, employer groups, and insurance companies.
  • Verified member's eligibility for doctors and other insurance companies.
  • Remitted insurance premiums to insurance companies weekly.
  • Updated coordination of benefits with other insurance companies
  • Communicated with insurance companies if needed.
  • Called an average of 10 insurance companies per day for past due unpaid claims, collected an approximately 5 unpaid claims.
  • Develop and implement systems to resolve reoccurring questions and concerns after speaking with members, providers, and insurance companies.
  • Work with fund companies, insurance companies, and broker/dealer, as needed, on behalf of the Financial Consultant.
  • Processed all association liability insurance inquiries and sent packets to various insurance companies in order for quotes to be issued.
  • Introduce Medicare First Product, to beneficiaries, medical groups, Physician's, insurance companies, and hospitals.
  • Communicate with members as well as Insurance companies including, Medicare Advantage, self-insured individuals and commercial plans.
  • Worked in the Triage Department providing exceptional customer service for health providers, facilities and insurance companies.
  • Answered incoming calls pertaining to health benefits afforded to clients of health insurance companies that we represent.
  • Partner with other departments and other insurance companies to resolve member's issues and coordination of benefits.
  • Responded to in-bound calls from members, doctors, and other health insurance companies with inquiries.
  • Served as a team member for one of the most respected insurance companies in the world.
  • Process paid and refinanced loans and submit insurance notices and cancellations to the insurance companies.

Show More

10. Data Entry

high Demand
Here's how Data Entry is used in Member Service Representative jobs:
  • Provided support for special projects including fulfillment of educational materials, data entry, research and analysis and records retrieval.
  • Performed all required data entry for each case initiation and update data for participating and non-participating providers.
  • Increased productivity by training and supervising temporary data entry staff in preparation for annual convention.
  • Performed routine data entry for establishing new members, including billing and personal information.
  • Benefit Counselor Processing RefundsProviding Customer Service Calculating Service Credits Answer Incoming Phone CallsData Entry
  • Developed new business opportunities through diligent data entry into client relationship management system.
  • Sole responsibility for data entry of all program information into database software.
  • Performed complex alpha/numeric data entry and effectively operated credit union database systems.
  • Carried responsibility for loan data entry submitted to underwriting team.
  • Verify eligibility and input data entry with medical software programs.
  • Used company software/data entry while processing credit and debit transactions.
  • Performed data entry of new or updated customer account information.
  • Assisted with Data entry into multiple computer applications.
  • Answered incoming calls and responded accordingly * Data entry
  • Perform accurate member transaction by effective data entry.
  • Scan and data entry provider/facility letters of denial.
  • Preformed data entry requested for medical records.
  • Completed miscellaneous data entry and administrative tasks.
  • Conduct Home VisitsData EntryBehavioral Health High Risk clients
  • Negotiated contracts and completed data entry.

Show More

11. Customer Accounts

high Demand
Here's how Customer Accounts is used in Member Service Representative jobs:
  • Maintained proper activity in customer accounts and obtained proper accountability of transactions as well as providing reliable and courteous customer service
  • Performed financial audits to individual customer accounts prior to company conversion and transfer of systems.
  • Analyzed, researched and resolved problems and discrepancies related to customer accounts/services.
  • Opened and maintained customer accounts by recording and updating account information.
  • Maintained customer accounts through computer entry of updated information.
  • Manage customer accounts to ensure full customer satisfaction.
  • Identified fraudulent and activities on customer accounts.
  • Researched discrepancies with customer accounts.
  • Opened and serviced customer accounts which includes customer service, up-selling, and being in compliance with new and existing customers.
  • Handled and resolve customer complaints, set up new customer accounts, process orders, forms, applications and requests.
  • Review customer accounts loans, open accounts, troubleshoot online banking inquiries, direct deposit inquiries, activate ATM/debit cards.
  • Established new customer accounts including checking, savings, CD's, and IRA accounts all with exceptional customer service.
  • Open new customer accounts, including checking, savings, lines of credit, IRA's and ROTH transactions.
  • Reviewed, verified and processed new customer accounts maintaining, and cross-selling deposit accounts, and credit accounts.
  • Reviewed customer accounts and proactively cross sold bank products that would be beneficial to the customer's demographic.
  • Resolved customer complaints and issues, successfully correcting problems and retaining up to 95% of customer accounts.
  • Utilized databases and other financial software to perform transactions and maintain records on customer accounts and center finances.
  • Processed regular teller transactions for Customers including servicing Customer accounts, accepting loan payments, cashing checks.
  • Utilized industry-specific equipment for scanning and printing checks, processing cash transactions, and updating customer accounts.
  • Researched and resolved anomalies in customer accounts and would report for further investigation to other offices.

Show More

12. New Member Accounts

high Demand
Here's how New Member Accounts is used in Member Service Representative jobs:
  • Gather and verify personal information and identification documents needed and open new member accounts.
  • Reconciled monthly bank statements and established new member accounts.
  • Open new member accounts accurately and effectively.
  • Open new member accounts/deposits, withdrawals, loan payments, * Transfers, check cashing, stop payments/phones, customer service
  • Provided information on credit union services, opened new member accounts and completed all general office duties as necessary.
  • Opened new member accounts, carried out banking transactions on existing accounts and helped members with all account inquires.
  • Opened new member accounts, processed teller transactions, answered phones, wrote letters, and assisted wherever needed.
  • Provide customer service; process transactions accurately; open new member accounts; cross sell products and services.
  • Opened new member accounts, including checking, savings and referrals for credit cards and loans.
  • Opened new member accounts, ran credit checks, OFAC checks, and Check Systems checks.
  • Open new member accounts, IRA and Trust accounts and help solve problems within their accounts.
  • Opened new member accounts and closed accounts for members leaving the credit union and/or consolidating accounts.
  • Established new member accounts, processed personal, auto, money market and retirement applications.
  • Answered customer inquiries, solved customer account issues and called members regarding new member accounts.
  • Open new member accounts, add associations and/or beneficiaries, and close accounts.
  • Created new member accounts and updated existing members account with new information.
  • Opened new member accounts and received and processed member service requests.
  • Opened new member accounts while educating members on credit union products.
  • Opened new member accounts, resolved complaints, and answered questions.
  • Sell memberships, create new member accounts, and orientate members.

Show More

13. Health Care

high Demand
Here's how Health Care is used in Member Service Representative jobs:
  • Communicated professionally with members, providers and caregivers to obtain and provide information in regard to health care benefits and coverage.
  • Provide explanation of benefits to health care providers and members via telephone regarding Medicare supplement policies and individual/group policies.
  • Answered inquiries from health care providers regarding benefit interpretation, eligibility issues, and other related concerns.
  • Received inbound calls regarding health care services and provide verification and other general administrative duties
  • Assist health care professionals and providers with eligibility and benefits.
  • Provided health care providers with eligibility and benefits for patients.
  • Provided educational support for Georgia Better Health Care members
  • Ensured Members received quality health care management.
  • Serve as a members' personal health plan representative, Facilitates coordination of care for members with complex health care needs.
  • Guide and educate members on consumer-driven health care/Research complex issues across multiple databases and work with support resources to resolve customer issues
  • Educated members on various medical benefits and how to coordinate supplemental care in order to best suit their health care needs.
  • Process approximately 250-350 inbound customer service calls per week for Medicaid members and answer inquiries about Managed Health Care Plans.
  • Conducted a thorough health care assessment with members including existing and anticipated needs of all eligible family members as needed.
  • Provided accurate and complete documentation into the Health care data system that provides work CSC/CSIM regarding issues or inquires.
  • Provided member education regarding benefits, utilization of health plan and access of the health care delivery system.
  • Managed telephone inquiries from the insured, plan holders, sales associates, brokers and health care providers.
  • Resolved issues with members covering a wide range of questions and concerns about health care coverage and retirement.
  • Researched and investigate accounts and verify coverage for prospective providers, which includes hospital and health care facilities.
  • Assisted Members, Health Care Provides and Plan Sponsors with Benefit and Plan Specific Information effecting amicable resolutions.
  • Assist members with basic information about health care coverage, such as benefit information, and finding a provider

Show More

14. Prospective Members

high Demand
Here's how Prospective Members is used in Member Service Representative jobs:
  • Collaborated with existing and prospective members regarding medical benefits, processed and submitted medical claims to ensure timely payments for members.
  • Build rapport and collaborative relationships with current and prospective members in accordance with compliance guidelines while increasing customer satisfaction and retention.
  • Understand and communicate the difference between payroll allocations and direct deposit allocations to members and prospective members.
  • Promote company growth by proactively handling inquiries from existing and prospective members concerning services and requirements.
  • Assisted members with physician selection, benefit clarification, and mailed information to prospective members.
  • Provided information and support to members and prospective members regarding contract and benefits explanation.
  • Provided information and performed cross-selling of products and services to existing and prospective members.
  • Consulted current and prospective members in understanding benefits and policy information for multiple plans.
  • Provided information to prospective members regarding credit union services and policies and process applications.
  • Analyzed financial statements and pertinent information to assist in credit worthiness of prospective members.
  • Provide comprehensive customer service regarding benefits to members, providers and prospective members.
  • Establish rapport by communicating effectively and professionally with existing and prospective members.
  • Provide all benefit/service related information to members, prospective members and providers.
  • Call center representative responsible for handling inbound calls from members/prospective members.
  • Assisted existing and prospective members regarding their individual membership needs.
  • Conducted educational presentations to both current members and prospective members.
  • Recruited prospective members and assisted members with exercise regimens and equipment
  • Present the facility to prospective members and managed membership enrollment.
  • Provide general information on various coverage options for prospective members.
  • Provided facility tours to prospective members and renew expired memberships.

Show More

15. Medicaid

average Demand
Here's how Medicaid is used in Member Service Representative jobs:
  • Process and determine initial eligibility for Low income and Disabled residents who apply for Medicaid during hospital stay.
  • Utilized federal and state Medicaid health guidelines to implement proper managed care according to departmental policies and procedures.
  • Interacted with customers to provide information in response to inquiries about Medicaid/Medicare products and services and applications.
  • Placed outbound calls and faxed information regarding coverage and primary care while following state Medicaid guidelines.
  • Researched and responded to all Medicare/Medicaid/billing inquiries and disputes within five business days of customer calls.
  • Assisted members and providers with eligibility and plan provisions inquiries regarding Medicaid implemented in several states.
  • Educated members on plan-covered benefits, along with any applicable supplemental or Medicaid specific benefits.
  • Guided members in obtaining Medicaid eligibility, verification, and authorization for their membership.
  • Provided member service through resolution of problems, explanation of Medicaid insurance benefits.
  • Coordinated Native American enrollment in the Medicaid program and reported results to management.
  • Have excellent understanding of medical terminology, Commercial and Medicare/Medicaid rules and regulations.
  • Reviewed, modified as necessary, and re-billed rejected/denied Medicaid and Medicare claims.
  • Used the various state portals to review state information regarding Medicaid eligibility.
  • Assist medical providers verifying State Medicaid eligibility for member benefits and eligibility.
  • Answered Medicaid recipient and provider questions concerning Medicaid eligibility and benefit information.
  • Provided quality plan benefit information and resolution for Medicare and Medicaid beneficiaries.
  • Maintained and adhered to Medicare and Medicaid regulations and billing requirements.
  • Answered incoming calls regarding members insurance information regarding Medicaid and Medicare coverage
  • Provide eligibility /benefit coverage for CA Medicaid and Marketplace all states.
  • Scheduled transportation for Medicaid members to all medical and dental appointments.

Show More

16. Credit Card Transactions

average Demand
Here's how Credit Card Transactions is used in Member Service Representative jobs:
  • Maintained accurate cash/credit card transactions and reported in accordance to policy.
  • Assist members in filing disputes for ACH, share draft, debit card and credit card transactions.
  • Order supplies, assist co-works with transactions, process wire transfers, and credit card transactions.
  • Supported the Card Services Team in researching credit card transactions and payments.
  • Take credit card applications and assist with basic credit card transactions.
  • Process wires, credit card transactions and daily cash audits.
  • Reviewed unusual credit card transactions for fraud Updated member information.

Show More

17. Financial Transactions

average Demand
Here's how Financial Transactions is used in Member Service Representative jobs:
  • Provided service to members and non-members by accurately and efficiently processing a variety of financial transactions in person using computer systems.
  • Maintained accurate processing of financial transactions which resulted in a reduction of member complaints and increased member satisfaction.
  • Helped grow company and nurture customer allegiance by conducting financial transactions with transparency, accuracy, and confidentiality.
  • Assisted member with financial transactions, promote additional products/services, loan processing and provide exceptional customer service.
  • Anticipate member needs and facilitate members with information regarding Credit Union services to fulfill their financial transactions.
  • Resolved member complaints, processed financial transactions, took loan applications including analyzing equity for second mortgages.
  • Followed financial guidelines and related laws and regulations when reconciling, tracking, and reporting financial transactions.
  • Conducted interviews and assisted in completion of necessary documents for consumer and business financial transactions.
  • Performed financial transactions and provided assistance in reconciling account balances for member credit unions.
  • Prepared and processed financial transactions for international credit union members and corporate office accounts.
  • Processed financial transactions efficiently and accurately with the highest level of customer service.
  • Supported members by performing financial transactions and giving assistance in reconciling account balances.
  • Recommended corrective solutions regarding memberships, financial transactions, and website navigation.
  • Interact with members by providing financial transactions and reporting information to supervisors.
  • Processed financial transactions and answered questions for members regarding their individual accounts.
  • Provide superior member service by independently and accurately handling financial transactions.
  • Processed member financial transactions in a very busy retail banking environment.
  • Completed members' financial transactions while cross selling credit union services/products.
  • Processed various financial transactions for members including opening and closing accounts.
  • Processed financial transactions, reconciled cash drawer and statistics nightly.

Show More

18. Financial Needs

average Demand
Here's how Financial Needs is used in Member Service Representative jobs:
  • Identify customer financial needs by evaluating current account status and looking for opportunities to increase customer relationships.
  • Maintained customer relations while assisting customer with their financial needs while adhering to policy and procedures.
  • Evaluated members financial needs and recommend appropriate credit union products through needs based evaluation.
  • Provide solutions by identifying opportunities to better assist members and non-members financial needs.
  • Offer simple solutions for their financial needs by processing transactions accurately and efficiently.
  • Identified customer financial needs and recommended an appropriate solution delivering high quality service.
  • Identify customer's evolving financial needs to identify cross sell opportunities.
  • Discovered member financial needs and provided product and service recommendations.
  • Resolved members financial needs with efficiency and professionalism.
  • Identify the financial needs of the member and suggest appropriate Credit Union Solutions and refer member to designated staff for assistance.
  • Recommended members to accurate services that help satisfy their financial needs, participated in the closing process to ensure branch settlement.
  • Build and deepen relationships with members and non-members by matching value added products, services and solutions to meet financial needs.
  • Provide members with the highest level of service available in an efficient and courteous manner, by identifying their financial needs.
  • Delivered excellent service and maximized member solutions by referral opportunities for new products and services based on member's financial needs.
  • Assist members with their financial needs; cashing checks, account deposits, withdrawals, loan payments and cash advances.
  • Provide information concerning features and benefits of the Credit Union's products and services to meet members' financial needs.
  • Assist members with financial needs and offer products to help members meet financial goals via phone, e-mail and mail.
  • Assisted in opening new accounts and share drafts to meet members' financial needs with a wide variety of products.
  • Serviced the credit and non-credit financial needs of existing members, maintaining a positive relationship to enhance future business.
  • Utilized a consultative approach in the member's loan applications and new account interviews to uncover their financial needs.

Show More

19. High Volume

average Demand
Here's how High Volume is used in Member Service Representative jobs:
  • Answered and documented high volume incoming calls related to eligibility and provided information regarding all CHC benefit plans to members.
  • Verified and monitored a high volume of deposit transactions and examined documents for endorsement on a daily basis.
  • Self-motivated call center professional with solid in-bound and out-bound experience in high volume call center environments.
  • Handled high volume environment and scheduled medical appointments for pediatric and internal health departments.
  • Answered high volume of incoming calls from patients inquiring information of dental eligibility.
  • Answer high volume incoming calls, verify Members eligibility, navigate through the CRM and State system (AEV's).
  • Responded to inquiries and requests from members and other individuals within a24/7 high volume, schedule-driven inbound call contact center operation.
  • Handled a high volume of calls, chats, and emails from customers and received orders for products and services.
  • Work productively and accurately, and manage multiples tasks, ability to work in a high volume customer service environment.
  • Provide superior member service in a fast paced, high volume call center answering anywhere between 60-90 calls daily.
  • Place high volume (150-200) per day in an attempt to schedule members for their annual HouseCalls Visit.
  • Answer a high volume of incoming calls from Customers and Agents as well as written correspondence and electronic inquiries.
  • Managed a high volume of incoming calls and inquiries from clients and colleagues; and provided information and referrals.
  • Assisted Mortgage department by procuring, processing and coordinating loan documents, inspections and appraisals during high volume periods.
  • Take ownership of member needs in a high volume inbound contact center with a goal of one call resolution.
  • Promoted to the position of Vault Teller Managed a cash drawer with high volumes of cash flow and traffic.
  • Produced a high volume of work I lead the branch in auto loans and new accounts for numerous months.
  • Answer inbound calls in a high volume contact center, providing a superior member experience with each interaction.
  • Answered high volume of incoming calls and written requests for information from members and provider promptly and accurately.
  • Process a high volume of monies presented by armored car and credit union members on a timely matter.

Show More

20. Front Desk

average Demand
Here's how Front Desk is used in Member Service Representative jobs:
  • Responsibilities*Managed front desk, processed memberships and payments*Coordinate fitness and class schedules
  • Provided front desk support to members and facility administrators.
  • Front desk - Selling memberships, giving tours of the facility, assisting members with questions and concerns, answering phones.
  • Interacted with members of the YMCA through front desk monitoring, answering questions and handling visitors for various programs and events.
  • Answered phones, faxed, filed, opened accounts, handled customers and all front desk duties and general office work.
  • Cross sold & promoted bank products; serviced and opened new accounts; worked the teller line; coordinated the front desk
  • Front desk customer service, handled member's fees, registered new and current members for different programs offered through YMCA.
  • Worked at the front desk helping customers with their accounts and signing up with programs, along with occasional friendly banter.
  • Work with various resort front desk staff via email or telephone to ensure a quality vacation experience for the member.
  • Register new members, data entry on physical therapy information, manage front desk and any other duties as required.
  • Greet new members and handle front desk activities including answering phones, assisting callers with various questions, registering members.
  • Handled all front desk related activities such as answering phones, checking members into the system, new member sign-up.
  • Conduct a variety of front desk tasks including keeping it maintained and using the computer for a number of things.
  • Worked in a team to provide exceptional customer service, handled all front desk activities, and managed member accounts.
  • Handled front desk related activities, including answering phones in a friendly and helpful manner, and checking in members.
  • Handled all front desk related activities including: answered phones in friendly manner, assisted callers with variety of questions.
  • Provided professional and efficient customer service to active members via telephone or in person at the corporate office front desk.
  • Assist the front desk as necessary allowing members to receive a friendly greeting/check-in and prompt attention to their needs.
  • Stand in at front desk in order to relieve the Receptionist during lunch/breaks, as well as time off.
  • Maintained facility front desk operations which included registering new members, renewal of memberships, customer service, etc.

Show More

21. Loan Portfolio

average Demand
Here's how Loan Portfolio is used in Member Service Representative jobs:
  • Increased the loan portfolio and client base of the Credit Union.
  • Assisted with the preparation of account & loan portfolios.
  • Increased loan portfolio by exceeding the goals.
  • Manage loan portfolio and documents.
  • Established team workshops, developed branch and individual goals, facilitated a professional referral system and redesign the loan portfolio.
  • Managed level one loan portfolio, met monthly and quarterly goals, Excellent customer service,

Show More

22. Member Inquiries

average Demand
Here's how Member Inquiries is used in Member Service Representative jobs:
  • Respond to member inquiries via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility and claims.
  • Coordinate, Investigate and resolve internal activities necessary to resolve member inquiries through correspondence and research.
  • Investigated and resolved member inquiries and claim issues through correspondence and computer research using company databases.
  • Comply with departmental standards for timely resolution of Member inquiries and complaints, documentation and productivity.
  • Received member inquiries and initiated proper action, communicating resolution to the member.
  • Evaluated and analyzed account information to provide solutions to card member inquiries.
  • Handled member inquiries and hospitality matters while adhering to general safety procedures.
  • Reviewed medical and pharmacy claims for accuracy, answering general member inquiries.
  • Communicate and coordinate with internal and external departments to resolve member inquiries.
  • Follow up on member inquiries not immediately resolved using established guidelines.
  • Resolved member inquiries through multiple channels and facilitated problem resolution.
  • Administered open inventory/ work-in-process while analyzing and handling member inquiries.
  • Respond to caller/member inquiries providing accurate and complete information expeditiously.
  • Provided accurate and appropriate information in response to member inquiries.
  • Utilized available resources to research member inquiries and product applicability.
  • Responded to member inquiries/problems in a customer service environment.
  • Investigate and /or resolve member inquiries concerning Medicaid/Insurance Eligibility.
  • Resolved member inquiries and complaints fairly and effectively.
  • Assist with prospective member inquiries regarding application status.
  • Handled member inquiries and benefit verification via-inbound call center

Show More

23. Wire Transfers

average Demand
Here's how Wire Transfers is used in Member Service Representative jobs:
  • Process wire transfers between financial institutions; endorsement of checks, and other financial transaction while remaining vigilant of fraudulent activity.
  • Process wire transfers which include debiting accounts, crediting appropriate general ledger accounts and printing transfer documentation for approval.
  • Completed Wire transfers for many customers including military members and overseas transfers.
  • Process domestic and international wire transfers requests with proper verification.
  • Processed Federal Wire Transfers and Automated Clearing House Transactions.
  • Ordered/shipped currency, processed wire transfers/drafts/debit transactions.
  • Performed international wire transfers requiring precise documentation.
  • Process international and domestic wire transfers.
  • Monitored and qualified incoming wire transfers.
  • Provide Golden 1 services to members, including but not limited to money orders, wire transfers and Quick Cash transactions.
  • Cash checks, make deposits and withdrawals, print official checks and money orders and perform domestic and international wire transfers.
  • Process transactions such as money orders, wire transfers, cashiers checks, VISA gift cards, and traveler's checks.
  • Set up of stop payments, wire transfers, in house account funds transfers, check deposits and loan payments.
  • Posted loan payments, traced lost or missing checks, performed wire transfers, sent out payment coupons, etc.
  • Set up wire transfers, stop payments, deposits, withdraw, and funds' transfer for members' accounts.
  • Maintained accounts per member request through wire transfers, stop payments, processed loan payments, and updated account information.
  • Assisted members with daily banking transactions such as deposits, withdraws, wire transfers, check cashing and loan payments.
  • Processed money orders, travelers' checks, cashier's checks, wire transfers, and Western Union transfers.
  • Conducted basic teller transactions such as deposits, withdrawals, transfers, wire transfers, sell products and services.
  • Performed extensive member service duties including wire transfers, stop payments, and research of more complicated account inquiries.

Show More

24. Member Transactions

average Demand
Here's how Member Transactions is used in Member Service Representative jobs:
  • Processed various types of member transactions and verified/ identity eligibility for information on transactions to minimize losses.
  • Process all member transactions-Assist members with balancing accounts-multitasking by answering phone calls-Accept wire applications
  • Provide quality member service by processing member transactions accurately and efficiently.
  • Analyze and evaluate member transactions to ensure accurate processing and procedure.
  • Facilitate member transactions and help clients make informed financial decisions.
  • Completed accurate member transactions and new accounts Processed consumer loan applications
  • Conduct daily member transactions with accuracy to assure great effectiveness.
  • Processed member and nonmember transactions while delivering excellent customer service.
  • Processed member transactions with quality customer service and professional demeanor.
  • Handled confidential material and information while processing member transactions.
  • Provided excellent customer service in processing member transactions.
  • Execute daily operations of performing various member transactions.
  • Processed member transactions and answered accounting/billing inquires.
  • Ensured confidentiality regarding member transactions and information.
  • Processed member transactions and answered customer calls.
  • Perform member transactions quickly and accurately.
  • Provided member service handling member transactions.
  • Processed member transactions with minimal errors.
  • Processed member transactions quickly and efficiently.
  • Maintained knowledge of all products, services, policies and procedures while processing member transactions and handling any issues to assist.

Show More

25. Outbound Calls

average Demand
Here's how Outbound Calls is used in Member Service Representative jobs:
  • Provided exemplary customer service via in- and outbound calls pertaining to member benefits, eligibility, and claim interpretation
  • Responded to inbound and outbound calls, actively collecting information to identify potential clients.
  • Placed outbound calls on daily basis to members to verify personal information and eligibility.
  • Placed outbound calls to respond to requests concerning member benefits and eligibility.
  • Completed inbound/outbound calls of members regarding plan policy and benefit information.
  • Answer inbound/outbound calls regarding billing, reinstatement and member eligibility.
  • Provided exceptional customer service through incoming and outbound calls.
  • Managed inbound/outbound calls to provide accurate claims information.
  • Directed inbound/outbound calls to appropriate individuals and departments.
  • Invoiced and credited accounts a necessary Made outbound calls, faxes, and emails to follow up on customer issues.
  • Interact with customers as needed, initiate appropriate action to ensure timely resolution, and make outbound calls as necessary.
  • Placed outbound calls when needed, such as call-to-tower, claim office, customers call, performed routine written correspondence.
  • Performed outbound calls to members to proactively educate them on services available and complete health assessments for case management plan.
  • Increased revenue by proficiently cross-selling credit union products and services that met the members needs along with outbound calls.
  • Conducted outbound calls to numerous vendors on a daily basis to ensure that insurance claims were being processed correctly.
  • Take inbound as well as make outbound calls on to the Nationwide general line for auto and property policies.
  • Initiated outbound calls to members and providers with answers to claims/benefit questions and welcomed members to their new plan.
  • Assist Medicare Part D members with their accounts, Data entry, making outbound calls to members and pharmacies.
  • Assisted Tufts Health plan Medicare members via inbound/outbound calls with questions concerning their coverage, eligibility, and claims.
  • Handle inbound and outbound calls, provide outstanding customer service and ensure that customer service goals are met.

Show More

26. Potential Members

average Demand
Here's how Potential Members is used in Member Service Representative jobs:
  • Worked closely with potential members, providing insurance advice, offering insurance options and explaining benefits of membership.
  • Participated at various employer group benefit fairs providing potential members with information on upcoming health benefits.
  • Generated correspondence to potential members requesting additional or missing information needed to process request.
  • Provided tours to potential members and demonstrated a thorough understanding of all memberships offered.
  • Provide members and potential members with information regarding services provided throughout northern Arizona.
  • Follow banking industry regulations while helping members and potential members with financial questions.
  • Promoted and maintained positive relations with all contacts including members or potential members.
  • Delivered membership information and enrollment procedures to existing subscribers and potential members.
  • Anticipated potential membership concerns and proactively coordinated adjustments to policy when necessary.
  • Conducted initial background investigation of potential members to determine membership eligibility.
  • Provide professional and courteous customer service to existing and potential members.
  • Inform potential members about facility benefits, including conducting facility tours.
  • Determine eligibility status of potential members by verifying employment or sponsor.
  • Solicited potential members by utilizing free membership trials and other promotions.
  • Performed facility tours emphasizing company strengths and advantages to potential members.
  • Assisted affiliates and potential members by answering questions and providing information.
  • Facilitate enrollment of potential members into the behavioral health system.
  • Gathered needed information from potential members that opened new accounts.
  • Assisted any potential members with information regarding Affinity health plans.
  • Determined needs of potential members and offered appropriate products/services.

Show More

27. Sales Goals

average Demand
Here's how Sales Goals is used in Member Service Representative jobs:
  • Provided guidance for lower Member Service Representatives to achieve sales goals and maintain operating procedures.
  • Exceeded all sales goals and maintained exceptional customer satisfaction by promoting relevant products.
  • Developed and demonstrated tactics to progressively meet quarterly sales goals.
  • Achieved my travel sales goals as well as 100% of customer service surveys throughout my employment at the Auto Club.
  • Exceeded monthly sales goals by introducing members to new products and services, and generated leads for other members to close.
  • Hit team sales goals in 65% of months employed, was top sales person in the region six different months.
  • Accept guidance and coaching from Team Leaders and Management with an effort for improving overall job performance and achieving Sales Goals.
  • Achieve membership sales goals of 20 new sign ups a month individually and 60 as a part of a team.
  • Perform duties including data entry, sending/receiving invoices, managing private records, upholding/exceeding monthly individual and team sales goals.
  • Cross sell of other products and services to members, Participate in sales promotions to ensure sales goals were met.
  • Identified members' needs, and achieved all assigned sales goals by cross-selling appropriate products and making qualified referrals.
  • Meet daily, weekly, monthly, and quarterly sales goals to ensure members are receiving the best service.
  • Accomplished sales goals and service objectives by training, servicing and promoting products and services that provide mutual benefit.
  • Promoted products to members & reached sales goals by cross selling products based on the member's financial needs.
  • Processed deposits, cashed checks, met sales goals, maintained cash levels, and opened new accounts.
  • Signed up new members, while maintaining sales goals for upgraded memberships, and new credit card sign-ups.
  • Maintained a high level of sales for the credit union, always meeting or exceeding the sales goals.
  • Recommend financial products and services to meet members' needs and meet/exceed quarterly sales goals set by management.
  • Worked as a teller for this credit union, processed transactions, opened new accounts, met sales goals
  • Surpassed sales goals by more than 100 percent by recognizing member needs and recommending the corresponding available product.

Show More

28. Account Maintenance

average Demand
Here's how Account Maintenance is used in Member Service Representative jobs:
  • Perform necessary data entry accurately and efficiently and perform account maintenance, as required, to ensure accuracy on member records.
  • Advised members about specific financial products and services Established and maintained positive client relations through regular account maintenance Reconciled cash drawer daily
  • Account maintenance duties included opening/closing accounts, adding/removing account owners, processing loan applications and disbursements, and debit/credit card requests.
  • Assist credit union members with daily account maintenance tasks including Opening/closing accounts, updating personal information, and submitting loan applications.
  • Resolve transaction and account maintenance errors, including manually calculating principal and interest to correct loan payment errors.
  • Gathered information to complete mortgage loan applications, member requests for information and account maintenance.
  • Account maintenance including check ordering, adding-removing signers, and certificate maintenance.
  • Performed required account maintenance on member and business accounts as requested.
  • Provided customer service while performing transactions and account maintenance.
  • Perform account maintenance and file documentation appropriately.
  • Performed account maintenance and generated reports.
  • Performed servicing and account maintenance activities.
  • Performed a variety of account maintenance duties
  • Perform account maintenance as authorized.
  • Perform demographic and account maintenance.
  • Performed account maintenance helping members achieve their financial goals - Sold services and products to members tailored to their individual needs.
  • Audit new account files for compliance, account maintenance, answering phones and create and maintain electronic files for branch.
  • Assist with account maintenance and any inquiries members may have about the credit unions products, services, and policies.
  • Complete account maintenance for customers and other departments, train employees with online accounts, and all other duties assigned.
  • Provided superior service by assisting members with account inquiries, including account maintenance, sales and fee adjustments when required.

Show More

29. Cross-Sell

average Demand
Here's how Cross-Sell is used in Member Service Representative jobs:
  • Focused on deepening member relationships through cross-selling products and services, core values and providing legendary service on every interaction.
  • Analyze member's banking financial needs and effectively cross-sell credit union products and services through referrals to Financial Service Representatives.
  • Establish and maintain positive member relations by recognizing and identifying financial needs and cross-selling appropriate products.
  • Promote credit union products and services by recognizing, creating and capitalizing on cross-selling opportunities.
  • Performed all teller activities while utilizing consultative selling techniques to cross-sell credit union products.
  • Identified cross-sell opportunities and enlightened customers and prospective customers on bank products and services.
  • Recognized the need for additional cross-sell opportunities by customer profiling and conversational engagement.
  • Leveraged referrals and other lead generation techniques to identify new prospects and cross-selling opportunities
  • Identified cross-sell opportunities and educated members on credit union products and services.
  • Identify and fulfill member financial service requests and identify cross-sell opportunities.
  • Surpassed monthly goals for account openings and cross-selling convenient membership products.
  • Participate in selected internal and external seminars/training sessions and cross-selling programs.
  • Increased revenue by cross-selling financial services beneficial to credit union members.
  • Exceeded member expectations by cross-selling services, or recommending alternative options.
  • Identified cross-sell opportunities and products or services beneficial to members.
  • Increased revenue by implementing successful up-selling and cross-selling techniques.
  • Identify opportunities to cross-sell and increase product penetration.
  • Demonstrated advanced product knowledge by managing cross-selling activities.
  • Received company wide recognition for cross-selling techniques.
  • Promoted and explained products/services for cross-selling.

Show More

30. Billing Questions

low Demand
Here's how Billing Questions is used in Member Service Representative jobs:
  • Handled customer inquiries, investigated customer complaints, answered billing questions and processed payment extension/service requests.
  • Serviced automobile policies and responded to billing questions.
  • Assisted members with medical billing questions
  • Provide initial response to all service requests for new and existing Auto and Homeowner policies, including related billing questions.
  • Assisted with going over current coverage, additional coverage options as well as processing payments and answering billing questions.
  • Assisted members with any benefit, medical claims or medical billing questions regarding their Medicare or Medicaid insurance policies.
  • Answered general billing questions inquired by members in reference to their electric accounts by phone and in person.
  • Assisted walk-ins with: insurance verification, medical records, billing questions, referral inquiries and appointment scheduling.
  • Reviewed over members Auto/Property policies* Broke down in details of billing questions and concerns* Made adjustments to current policies
  • Helped people from all over the US with policy changes, payments, billing questions and other inquiries.
  • Provide quality assistance to handle customer benefit/service inquiries, complaints, billing questions and claim payment requests.
  • Handle customer inquiries, complaints, billing questions and processed payments, follow up on service requests.
  • Assist patients and providers with authorization, eligibility and grievances as well as benefits and billing questions.
  • Provide backup to Member Accounting representatives by answering member-billing questions (both phone and walk ins).
  • Take orders to refill Rx; handle customer inquiries, complaints, billing questions and payments.
  • Answered detailed billing questions about P&C billing when members called in to question billing.
  • Assisted members with benefit and billing questions, identification card request and primary care physician changes.
  • Handled heavy incoming calls from members with complaints, billing questions and payment extension/service requests.
  • Answered general billing questions and problem resolution while upholding the highest level of customer service.
  • Handled customer inquiries, billing questions, and contacted clients for past due accounts.

Show More

31. Member Issues

low Demand
Here's how Member Issues is used in Member Service Representative jobs:
  • Escalated appropriate member issues to management or other departments as required and following departmental procedures.
  • Resolved member issues within given authority and referred those beyond given authority to supervisor/management.
  • Handled confidential information, resolved member issues, communicated with various operations center departments.
  • Researched and provided problem resolution to member issues and defused escalating member situations.
  • Communicated effectively with other departments when necessary to diagnose and solve member issues.
  • Assisted members with inquiries regarding plan coverage and facilitated resolution to complex member issues
  • Provided accurate research and resolution to member issues in accordance with established procedures.
  • Coordinated with other departments to resolve member issues efficiently and completely.
  • Researched member issues and initiated appropriate actions needed for resolution.
  • Resolved member issues via the telephone and electronic communications.
  • Followed through on resolving member issues/concerns.
  • Served as liaison for Member Services to Government Relations Department collaborating between member issues and relating to activities on Capitol Hill.
  • Handled daily member issues as well as escalated issues such as outages, new card and bin implementations and portfolio acquisitions.
  • Created a spreadsheet to help management track the most common member issues in order to help with training and improve efficiency.
  • Communicate with branch management when dealing with complex member issues collaboratively working to meet member's expectations and resolving all concerns.
  • Greeted and checked in guests upon arrival at the country club, and provided resolution to guest and member issues.
  • Received inbound calls resolving member issues -Trained on numerous systems and updated technologies -Organizing and keeping personal work space neat.
  • Assisted member service staff on a daily basis with all member issues * Handled escalated member issues to satisfactory resolution.
  • Case Resolutions - Investigated, analyzed, and problem solved a wide variety of cases until member issues were resolved.
  • Handled credit card disputes and fraud claims, unauthorized account debits, and other member issues without a single complaint.

Show More

32. Member Questions

low Demand
Here's how Member Questions is used in Member Service Representative jobs:
  • Qualified licensed insurance agent, Issued/updated policies accurately, handled member questions/complaints to resolution
  • Answered member questions and gave information regarding covered services and limitations.
  • Provided excellent customer service by addressing member questions and concerns.
  • Research member questions/requests on an automated records system.
  • Answered external/internal phone calls and addressed member questions.
  • Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
  • Address member questions and concerns in all areas including enrollment, claims, benefit interpretation, and authorizations for pharmacy benefits.
  • Enroll new in IRAs, answer member questions within scope of authorization in person as well as over the phone.
  • Handled member questions or concerns about their accounts and recommended additional banking products that would be of value to them.
  • Answered member questions and addressed concerns about current product lines and facilitated solutions for specific and diverse member product needs.
  • Assist Honda associates and members with account transactions, answer member questions regarding credit union services and account problems.
  • Collaborate with staff to ensure customer service excellence and timely follow up to all member questions and/or complaints.
  • Answered inbound phone calls regarding member questions, complaints, researching members account charges and package deliveries.
  • Research and resolve member questions, problems and concerns by telephone, written correspondence or in person.
  • Opened and closed member accounts, answered member questions regarding accounts and responded to complaints appropriately.
  • Answer member questions regarding available providers, language services and special programs with in managed care.
  • Answered member questions, explained the Foundation's programs and goals, and resolved member complaints.
  • Answer any member questions, sign up new members, tours, cleaning, stocking etc.
  • Answered member questions, investigated, and corrected errors, following member and establishment records.
  • Answer church calls and answer member questions and inquires in a timely and professional manner.

Show More

33. Monetary Transactions

low Demand
Here's how Monetary Transactions is used in Member Service Representative jobs:
  • Perform monetary transactions to include account to account and institution to institution; ensuring verification and accuracy for all transactions.
  • Developed the skills needed to process monetary transactions accurately and efficiently in a fast paced environment.
  • Provide world-class customer service through assistance with monetary transactions Basic teller/cash-handling services, opening and closing accounts
  • Processed monetary transactions accurately and efficiently, incorporating cross sells/referrals with regard to discovered customers needs.
  • Assisted customers with monetary transactions, withdrawals and deposits; retained appropriate documents for permanent record.
  • Perform monetary transactions quickly and accurately Respond professionally and knowledgeably to questions Provide excellent customer service
  • Provided courteous and efficient service to credit union members by successfully completing monetary transactions.
  • Processed memberships, program registrations and other monetary transactions accurately using the AS400.
  • Consulted patrons about memberships, specials, monetary transactions and general customer service.
  • Satisfy member's financial needs by processing monetary transactions with accuracy.
  • Performed accurate and efficient monetary transactions and maintained precise daily records.
  • Operate a teller drawer effectively processing monetary transactions for members.
  • Processed various monetary transactions and performed maintenance on member accounts.
  • Handle all monetary transactions for member accounts ensuring accurate transactions.
  • Responded to customer inquiries regarding account balances and monetary transactions.
  • Processed monetary transactions including deposits, withdrawals, and transfers.
  • Process all member monetary and non monetary transactions accurately.
  • Handled monetary transactions and appropriate reconciliation of these transactions.
  • Performed monetary transactions and provided customer service to customers.
  • Perform monetary transactions and ensure moneys are balanced daily.

Show More

34. Hipaa

low Demand
Here's how Hipaa is used in Member Service Representative jobs:
  • Maintained confidentiality and compliance with Health Insurance Portability and Accountability Act (HIPAA) Demonstrated knowledge of medical terminology.
  • Maintained accurate, up-to-date and confidential documentation and correspondence records in accordance with HIPAA guidelines and company policies.
  • Followed HIPAA laws accordingly and consistently when verifying demographic information and giving outside sources patient information.
  • Maintained confidentiality and security of information by strictly adhering to HIPAA regulations at all times.
  • Provide member eligibility and referral status information to customer adhering to HIPAA guidelines.
  • Verify HIPAA-required information, supply accurate information/answers always maintaining a professional tone.
  • Scheduled appointments for physician consults while ensuring secure environment and HIPAA adherence.
  • Followed HIPAA rules and regulations when handling confidential social security information.
  • Maintain confidentiality of all member information in compliance with HIPAA requirements.
  • Ensured the confidentiality and security of all information by following HIPAA laws
  • Maintained HIPAA standards and ensure confidentiality of protected health information.
  • Obtained client information; determining eligibility while maintaining HIPAA standards.
  • Verified confidential member information to meet HIPAA law requirements.
  • Followed HIPAA guidelines when providing confidential information.
  • Maintain the integrity of the company and our clients' privacy with absolute obedience of HIPAA and other applicable privacy laws.
  • Trained on internal policies: HIPAA, filing member grievances, appeals, reimbursement requests and any other member request.
  • Comply with HIPAA law regulations when communicating with patients, verifying their personal information and keeping it confidential from others.
  • Analyzed, resolved and/or referred, on average, 100 daily customer inquiries and complaints in compliance with HIPAA regulations.
  • Gathered data relative to claims disputes while educating the member of the appeals process according to HIPAA rules and regulations.
  • Conduct monthly training to ensure HIPAA privacy guidelines are followed and any updates to the policy are distributed appropriately.

Show More

35. MSR

low Demand
Here's how MSR is used in Member Service Representative jobs:
  • Gained excellent customer service skills and achieved award for completing voluntary MSR exams.1
  • Promoted to MSR II, with more responsibilities to encourage the team to meet their sales goals and company call guidelines.
  • Monitor daily transactions of MSR's, Weekly Vault and ATM audits, Quarterly meetings, Huge focus on customer service
  • Started as a regular call center rep (MSR1) assisting members over the phone with various benefit related issues.
  • Forward request DME, Transportation, Home Care Teams, to MSR or NCM for processing to enter authorizations.
  • Trained MSR staff about products and services, department's policies and procedures, and sales and service techniques.
  • Certified MSR1, Customer service, bank transactions, OSI Database software, highly confidential environment, opening/closing duties.
  • Assisted in day to day up keep of teller/MSR records, check funds verification and Branch ATM balancing.
  • Reconciled and balanced assigned cash drawer and reporting discrepancies to Office Manager, Senior MSR or Branch Manager.
  • Assist the Lead MSR and Assistant Branch Manager with issues/ discrepancies Achieved 100% sales goals per quarter.
  • Delegate work to other MSR's within 1st year of service to optimize service levels and productivity.
  • Promoted from MSR to roll of more responsibility within 6 months of working at the credit union.
  • Conducted monthly performance evaluations, trained MSR'S on policies, procedure changes, and product knowledge.
  • Recognized for professionalism and performance: promoted from MSRI to MSRII at only six months of tenure.
  • Perform specific assigned side jobs including receptionist and clerical functions, along with Personal MSR duties.
  • Open new memberships and cross sell loan products* Train new MSR's* Responsible for Auditing and Branch Operations
  • Assisted with the development and training of MSR's on NFCU practices, policies and procedures.
  • Performed duties required of both cash and platform MSR employees effectively, accurately, and quickly.
  • Identified as top MSR fundraiser for year 2012 by raising funds during the annual support campaign.
  • Acknowledged as the most seasoned Travel Team MSR with the most experience in all support centers.

Show More

36. Member Information

low Demand
Here's how Member Information is used in Member Service Representative jobs:
  • Assisted members with enrollment process for benefits, verified member information, and requested documentation needed for enrolling dependents and re-certification.
  • Provided excellent customer service to members * Data entered member information into computer databases * Made bank deposits when necessary
  • Manage insurance information application to ensure correct member information and detailed accurate documentation of all interactions with members.
  • Provide service sensitive to customer satisfaction such as updating member information and entering account comments and warning.
  • Maintained positive feedback for excellence in member/representative relationships, confidentiality of credit union records and member information.
  • Evaluate member information and asking probing question to recommended suitable lending products and applied appropriate promotion.
  • Processed confidential member information such as social security numbers, personal access codes and addresses.
  • Facilitated updates and revisions to database of member information with attention to preserving privacy.
  • Processed new member information and collaborated with the eligibility department on enrollment inquiries.
  • Enter and maintain member information with detailed attention to accuracy and data privacy.
  • Updated member information and provided customer satisfaction while informing members of medical benefits.
  • Communicated with different internal departments to obtain member information to complete enrollment.
  • Protect member information and credit union assets by diligently identifying member.
  • Manage larger amounts of money with extreme confidentiality of member information.
  • Demonstrated responsibility for security of member information and credit union property.
  • Gathered and verified all required member information for tracking purposes.
  • Maintain necessary departmental files, updating member information as required.
  • Sustained strict confidentiality of bank records and member information.
  • Prepare and schedule class member information using electronic applications.
  • Maintained confidentiality of member information while providing financial services.

Show More

37. Appropriate Departments

low Demand
Here's how Appropriate Departments is used in Member Service Representative jobs:
  • Interacted with Supervisors, Manager, Clinical Staff, Medical Directors and appropriate departments in facilitating execution of assigned projects.
  • Identified and promptly reported suspected fraudulent activities and system errors to the appropriate departments.
  • Addressed members' grievances by documenting and forwarding to appropriate departments for investigation.
  • Redirected callers to appropriate departments in HealthPartners and to other companies when necessary.
  • Route escalated calls to appropriate departments for resolutions.
  • Forwarded claims and benefit adjustments to appropriate departments.
  • Submitted written Correspondence to appropriate departments.
  • Directed incoming callers to appropriate departments.
  • Direct telephone traffic to appropriate departments.
  • Directed members to appropriate departments.
  • Maintained and tracked all member contact in Customer Focus and followed up on cases on a timely basis with appropriate departments.
  • Present excellent service to members by conducting appropriate transactions and by referring them to appropriate departments within the credit union.
  • Included cash handling, check cashing, routine account inquiries and directing members to appropriate departments to meet their needs.
  • Identified high risk and special needs of members, alerted appropriate departments for immediate follow-up during this critical transition.
  • Compare written records with the computer printout to balance daily work for all tellers and distribute to appropriate departments.
  • Assessed member's needs by probing questions and providing solutions, and or directing members to appropriate departments.
  • Provided resolution to member's issues by identifying, educating, or referring them to the appropriate departments.
  • Routed inquiries, outside of level of expertise, to appropriate departments and follows-up on issue through completion.
  • Answer inbound calls from members and assist them with their inquires while routing calls to appropriate departments.
  • Greeted members and visitors to determine the nature of their visit and directed them to appropriate departments.

Show More

38. ACH

low Demand
Here's how ACH is used in Member Service Representative jobs:
  • Exercised professional demeanor and diplomacy with customers; achieved customer satisfaction and maintained company loyalty to keep customers coming back.
  • Achieved quotas by securing participation in sweepstakes programs while providing clients with information regarding registration and rules.
  • Provide effective and quality customer service to each caller while exceeding call metrics established by management.
  • Achieved Consumer Loan Underwriting Authority and Mortgage Loan Originator certification within six months in role
  • Provided exceptional customer service to each member by servicing all account transactions.
  • Contribute to achievement of department goals by maximizing efficiency of call handling.
  • Communicated efficiently with other departments to achieve the one-call resolution.
  • Determined eligibility and applies contract language for each case assigned.
  • Consolidated and balanced daily transactions using adding machines and computer.
  • Participated in several marketing campaigns for membership outreach and conferences.
  • Coordinated with personnel in other departments to achieve resolutions.
  • Trained and coached newly hired Tele-Service Representatives.
  • Key Results: - Assist the health plan in establishing a presence in the community through home visits and community outreach.
  • Promoted to coaching and training of team of 10 - 12 MSR Is; handling highly escalated Member and Union inquiries.
  • Called on by Supervisor to take part in additional projects such as Enhanced Coaching Project and Debit Card Limit Increase tracking.
  • Provide effective and timely resolution of a range of member inquiries, placing appropriate levels of urgency on each contact.
  • Demonstrated and helped provide coaching to team members on proper ethic, sales technique, service expectations and compliance guidelines.
  • Document each customer encounter and resolution in the appropriate computer tracking system and adjusts claims as necessary based upon findings.
  • Assist with coaching and training of new hires, provide support to management with monitoring the Automated Call distribution system.
  • Achieved the highest levels of member satisfaction, marked by the receipt of consistently glowing compliments and testimonials from members.

Show More

39. Plan Benefits

low Demand
Here's how Plan Benefits is used in Member Service Representative jobs:
  • Utilize knowledge of all company lines of business to clarify plan benefits and policy eligibility.
  • Respond to all inquiries regarding plan benefits, coverage explanation, eligibility confirmation or issues.
  • Assisted AHCCCS members with general information regarding health plan benefits and updating member information.
  • Assist members with plan benefits while documenting all necessary information on computer systems.
  • Placed overrides for member medications exceptions after analyzing individual plan benefits for coverage.
  • Collaborated with Enrollment department to assist members with plan benefits and eligibility.
  • Answered caller questions regarding eligibility, Plan benefits and enrollment policies.
  • Provide eligibility, plan benefits, enrollment and general information.
  • Educated customers regarding health plan benefits.
  • Discussed and explained prescription plan benefits.
  • Assisted with inquires regarding plan benefits of coverage explanation or issues and special items being mailed as requested by the members.
  • Provide accurate and thorough interpretation of Tufts Health Plan benefits, claims process, eligibility, and enrollment policies to members.
  • Assist with plan benefits and eligibility, claims processing status, primary care physician assignments, and process premium payments.
  • Educated Members on their plan benefits and inquires, assisted members with finding doctors and dentist in their service area.
  • Maintain an inbound call flow while assisting members with understanding their health plan benefits with the utmost customer service.
  • Respond to telephone inquiries for members, regarding medical claims, provider information, and health plan benefits.
  • Respond to incoming calls from members, regarding member eligibility, plan benefits, enrollment and general information.
  • Assist HMO members and medical groups with moderate to complex questions regarding their health plan benefits and eligibility.
  • Maintained knowledge of University Health Plan policies and procedures regarding plan benefits, claims, processing and enrollment.
  • Explain to members and providers regarding Plan benefits, Plan policies, claims issues and facilitate appropriate resolutions.

Show More

40. Telephone Calls

low Demand
Here's how Telephone Calls is used in Member Service Representative jobs:
  • Processed and disbursed incoming loans*Handled all incoming telephone calls*Assisted on teller line*Opened new accounts*Assisted members with account problems*Ordered and maintained Travelers Checks
  • Performed general clerical work including data entry/retrieval of customer account information and fielding telephone calls to correct departments.
  • Assist internal and external customers via telephone calls, actively listen to customers and respond accurately.
  • Answer telephone calls and provide general and specific service-related information concerning credit union services.
  • Answer incoming customer service telephone calls providing accurate and prompt responses to customer/provider inquiries.
  • Provided internal and external customers with excellent customer service via incoming telephone calls.
  • Obtained client information telephone calls, interviewing clients and verifying information.
  • Provided professional customer service to members, answered incoming telephone calls.
  • Obtain client information by answering telephone calls and verifying information.
  • Screened and transferred approximately 500 incoming telephone calls weekly.
  • Receive incoming telephone calls requesting information and member services.
  • Answered incoming telephone calls and verified health insurance benefits.
  • Handled bilingual telephone calls from Pennsylvania State Medicaid recipients.
  • Handled sensitive correspondence and telephone calls applying privacy regulations.
  • Received and directed incoming telephone calls to appropriate departments.
  • Assist internal and Comment1external customers via telephone calls.
  • Assisted with member telephone calls regarding financial, loan and retirement accounts, expediting all calls and ensuring quality member service.
  • Answer member telephone calls regarding PenFed share and loan products and accounts, expediting all calls and ensuring quality member service.
  • Answer routine telephone calls as well as e-mail inquiries, web chat inquiries and written correspondence for the entire UNFCU organization.
  • Managed incoming customer service telephone calls in a friendly, professional manner, provide accurate and prompt responses to customer inquiries.

Show More

41. Credit Reports

low Demand
Here's how Credit Reports is used in Member Service Representative jobs:
  • Rendered decisions in an efficient and accurate manner based on credit reports and other information obtained for secured and unsecured loans.
  • Supported loan officers with office/clerical duties including handling loan application papers, pulling credit reports, and preparing loan-closing documents.
  • Assisted in processing loan applications, which included analyzing member credit reports and making recommendations to lending managers.
  • Gather information to determine creditworthiness of members including running credit reports and performing debt to income analysis.
  • Follow proper procedures in opening accounts including all paperwork computer input credit reports and verification from e-funds.
  • Analyzed credit reports, applications, and provided full summary and decision recommendation for underwriter.
  • Obtained credit reports and other necessary information before delivering to loan officers for decision.
  • Examined credit reports for accuracy with collection departments and determined proper step for settlement.
  • Review credit reports and identify opportunities for educating members on achieving financial goals.
  • Collaborate with loan/credit department to review and analyze credit worthiness and credit reports.
  • Analyzed credit reports and financial statements to determine the eligibility of prospective borrowers.
  • Evaluate and perform analysis of credit reports and council members on derogatory information.
  • Pulled/evaluated credit reports, obtained and verified supporting loan documents for accuracy.
  • Executed the loan application process including ordering credit reports and coordinating disbursement.
  • Possess an understanding of credit reports, loan documentation and terminology.
  • Analyze loan-to-value ratios, completeness of application information and credit reports.
  • Obtained credit reports and compiled documentation for forwarding to loan underwriters.
  • Facilitate presentations on proper education of Money Management and Credit Reports.
  • Analyze credit reports for additional sales opportunities.
  • Performed specialized services such as opening and modifying new accounts and certificates of deposits, and ran consumer and credit reports.

Show More

42. Member Satisfaction

low Demand
Here's how Member Satisfaction is used in Member Service Representative jobs:
  • Maintained member satisfaction by providing assistance in daily banking transactions and following up on any necessary communication within 24 hours.
  • Communicated with members as well as providers to make sure information documented correctly and overall member satisfaction is met.
  • Worked closely with management to ensure member satisfaction while achieving credit union goals and created production management tools.
  • Facilitate member interaction with administrative staff in order to improve member satisfaction with medical center customer service.
  • Increased member interest in transferring assets to investments, thereby increasing portfolio diversification and member satisfaction.
  • Performed member satisfaction surveys to asses level of consumer satisfaction and identify opportunities to improve service.
  • Direct member problems to appropriate supervisor or department if applicable to achieve member satisfaction.
  • Seasoned customer service professional responsible for ensuring exemplary member service and member satisfaction.
  • Contribute to overall team member satisfaction rating while also achieving company goals and standards
  • Increased member satisfaction by providing professional and accurate responses to incoming inquiries.
  • Performed related follow-up tasks to assure problem resolution and member satisfaction.
  • Resolved billing issues resulting in member satisfaction and provider accountability.
  • Managed all inquiries and resolved issues ensuring optimal member satisfaction.
  • Increased member satisfaction by answering inquiries with confidence and accuracy.
  • Serviced incoming customer request to meet member satisfaction standards.
  • Received Bravo Awards for service excellence and member satisfaction recognition
  • Delivered outstanding customer services and sustained member satisfaction.
  • Delivered extraordinary customer service and ensured member satisfaction.
  • Provided first conflict resolution to maximize member satisfaction.
  • Provide effective problem resolution to ensure member satisfaction.

Show More

43. Savings Accounts

low Demand
Here's how Savings Accounts is used in Member Service Representative jobs:
  • Provided personal banking assistance directly with customers including taking loan applications, balancing checkbooks and opening DDA and savings accounts.
  • Perform basic transactions for members including deposits and withdrawals into/from checking and savings accounts.
  • Demonstrated proficiency in cash withdrawals, deposits, and opening checking/savings accounts.
  • Assisted customers in opening checking or savings accounts information.
  • Answer questions regarding checking/savings accounts.
  • Assisted members with setting up checking and savings accounts, running a consumer credit check and offering credit cards where applicable.
  • Open new checking and savings accounts, scan and file documents, proficient in Microsoft Word, Excel and Office.
  • Answer customers' questions, and explain available services such as checking accounts, savings accounts and certificates of deposit.
  • Answer queries about the member's accounts specializing in checking, savings, money market savings accounts and debit cards.
  • Worked as Member Service Representative, opened new checking and savings accounts, as well as processed consumer loan applications.
  • Provided counseling and financial assistance, as well as processed transactions related to Individual Retirement Accounts and Health Savings Accounts.
  • Assist members with any account servicing that they may need with either checking/savings accounts, loans, or credit cards.
  • Opened accounts ranging from share savings accounts to certificate of deposit accounts for qualifying members, staying within legal guidelines.
  • Address and trouble-shoot member inquiries and concerns regarding their Checking Accounts, Savings Accounts, and associated card services.
  • Open and maintain all new checking and savings accounts, certificates of deposit, money market and IRA accounts.
  • Opened checking and savings accounts as well as other credit union products, and recommended other financial services.
  • Helped members with opening checking and savings accounts, CD's, IRA's, and savings bonds.
  • Received Inbound and made outbound calls, statement questions worked on debit cards for checking and savings accounts.
  • Process applications for membership as well as various other transactions, such as opening checking and savings accounts.
  • Service banking products such as checking and savings accounts for USAA bank members (third party representative).

Show More

44. Iras

low Demand
Here's how Iras is used in Member Service Representative jobs:
  • Developed internal procedure for accepting direct deposits into member IRAs.
  • Assisted members with Accounts, Certificate of Deposits, Money Markets, Loans, IRAs, and other products and services.
  • Assisted members financial and retirement planning by offering products such as IRAs, mutual funds, variable annuities and insurance products.
  • Performed a variety of services such as opening new accounts, renewing certificates of deposits, originating loans, servicing IRAs.
  • Informed members of potential investment options and their benefits for Certified Deposits, IRAs, Annuities, and Money Market accounts
  • Assist customers with information regarding benefits of IRAs; record contributions to new IRA and Certificate of Deposit accounts.
  • Maintained knowledge and sold accounts and loans including checking, savings, IRAs, car loans for rental cars.
  • Interact with members by opening new accounts, CD's, IRAs and answering questions & concerns about products.
  • Provided Members with assistance on trusts, IRAs, deceased, legal, and more sensitive account issues.
  • Performed teller duties, opened savings, checking, IRAs, certificates and submitted and approved certain loans.
  • Explain current rates, rules, eligibility, income and contribution limits on Roth and Traditional IRAs.
  • Opened and closed accounts, handled withdrawals and deposits, IRAs, and researching and resolving problems.
  • Established new members accounts including shares, share drafts, lines of credit, IRAs and loans.
  • Assist members with their daily deposits and withdrawals from checking, savings, IRAs, and certificates.
  • Account Service skills including Opening Savings, Checking, IRAs, Certificates, & Money Market Accounts.
  • Subject matter expert in investments such as Certificates Of Deposit, IRAs and interest bearing accounts.
  • Process transfers for members to share, share draft, certificates, IRAs and other accounts.
  • Opened new savings, checking, clubs, certificates, IRAs & safe deposit boxes.
  • Processed levies, opened and closed Certificates of Deposits, transferred IRAs and closed accounts.
  • Provided financial advice for members looking to save with money markets, certificates or IRAs.

Show More

45. Notary

low Demand
Here's how Notary is used in Member Service Representative jobs:
  • Presented customers with information about all available banking options and services, including insurance and notary services.
  • Utilized Notary Public certification to verify continuing education credits for current Real Estate agents.
  • Participated in regular training on federal regulations and performed public notary services.
  • Provide Notary Services for Architectural Control Applications as needed or requested.
  • Provided Medallion Signature Guarantee and Notary Services to credit union members.
  • Completed all job related training including PA State Notary Certification.
  • Acted as receptionist when necessary and provided notary services.
  • Provided exceptional member service and also notary public services.
  • Certified Visa representative and certified notary public.
  • Notarized documents with a Florida Public Notary.
  • Commissioned Notary in the State of Connecticut
  • Received Notary Commission to provide Notary Services
  • Provided Notary Services if commissioned.
  • Completed notary services and assistant treasurer duties, and offered qualified mortgage counseling assistance to those wishing to submit an application.
  • Opened new accounts, cross-sold products and services, notary service, and trained new hires in sales and service.
  • Ordered checks, check cards, Handled signature guarantee requests and performed as a notary.
  • Open new accounts, loan processing, notary services, and call center back up.
  • Performed title, license and notary transactions within the regulations of Pennsylvania state law.
  • Head of MATF committee, Notary Public, Assistant Treasurer, and Membership trained.
  • LICENSE & CERTIFICATES CT Notary Public Signature Guarantee NMLS State of CT Producer License-Credit

Show More

46. Financial Products

low Demand
Here's how Financial Products is used in Member Service Representative jobs:
  • Assisted members with transactions Advised members on best financial products available Coordinated with business units to assist members
  • Worked within established policies, procedures and guidelines identifying customer needs and referring financial products and services.
  • Advised members on financial products and services; conducted banking transactions with accuracy and enthusiasm
  • Communicated contracts details and recommended financial products to ensure client financial security and satisfaction.
  • Positioned members in appropriate financial products/accounts based off of need and overall objectives.
  • Educated members daily on investment and financial products to increase efficiency.
  • Utilize knowledge of available financial products to expand member relationships.
  • Provided membership assistance concerning financial products and services.
  • Key responsibilities include selling membership and financial products.
  • Provided members with competitive financial products and services.
  • Educated members about financial products offered.
  • Utilize the knowledge of financial products, data systems and web-based applications to serve the members of three partner credit unions.
  • Promoted and sold financial products/services to members by assessing their unique situation and suggesting the right company product as the solution.
  • Explain, advise and promote financial products and services to customers; ensuring their financial needs are met and exceeded.
  • Promoted, cross-sold and serviced a full range of financial products and services with strong emphasis on meeting established goals.
  • Top cross sales for 1st and 2nd quarter of 2002 Cross-sold other credit union financial products to increase member profitability.
  • Performed other duties with other financial products such as loans, credit cards and mortgages to fit members needs.
  • Established new accounts and processed deposits, payments, disbursed funds, and cross-sold credit union financial products.
  • Identified the unmet financial needs of members and cross-sold financial products and services that would fulfill those needs.
  • Increased Credit Union growth with new memberships, deposit accounts, loans, and additional financial products.

Show More

47. Accurate Information

low Demand
Here's how Accurate Information is used in Member Service Representative jobs:
  • Provided accurate information about eligibility benefits, claim status and authorization requirements to service providers in a courteous and professional manner.
  • Provided financial solutions to members through high quality members service experience by providing accurate information regarding Credit Union Services, products.
  • Provided intake of accurate information for appropriate referral or patient/member formal grievances to Consumer Affairs Representatives and Coordinators for case management.
  • Completed loan and deposit origination through the phone center, ensuring thorough and accurate information/documentation to credit union members.
  • Work closely with supervisor to ensure accurate information is being delivered and receive feedback as a positive learning experience.
  • Provide patient and health care providers with accurate information regarding insurance enrollments, medication order status and benefit information.
  • Managed multiple customer phone calls at once by providing accurate information regarding various inquiries to ensure customer satisfaction.
  • Provide outstanding customer service support through communicating accurate information and thorough documentation of all conversations.
  • Provide exceptional customer service while providing members with accurate information about their accounts and transactions.
  • Provide Molina members with accurate information of medical benefits and new programs available for members.
  • Provide accurate information about eligibility, benefits, claim status, and authorization requirements.
  • Provided accurate information regarding processes, eligibility, appeals and enrollment policies to members.
  • Participated in ongoing training to ensure accurate information and exceptional customer service is provided.
  • Provided patient and health providers with accurate information and assured member and client satisfaction.
  • Provide caller with accurate information and/or route calls to appropriate individual for resolution.
  • Provide professional, and accurate information to member regarding credit union accounts.
  • Provided assistant by communicating accurate information to subscribers, Dentist, Brokers/Agents.
  • Provide accurate information about eligibility, benefits, network details, authorization.
  • Provide member with accurate information regarding personal accounts and determining their needs.
  • Provided important, accurate information about Company membership benefits and options.

Show More

48. Computer System

low Demand
Here's how Computer System is used in Member Service Representative jobs:
  • Researched account information while utilizing and navigating through various computer systems and documented all information relayed to customers with accuracy.
  • Entered customers' transactions into computer system in order to record transactions and issued computer generated receipts.
  • Protected a high degree of confidential/privileged patient/member information; access to confidential patient information in computer system.
  • Operate multiple computer systems to accurately post transactions, access account information and update member information.
  • Maintain member account information on computer systems and execute other related duties as assigned.
  • Documented transactions completed applicable member forms and summarizing actions taken in appropriate computer system.
  • Trained and supervised new representatives on various departmental procedures and computer systems.
  • Process telephone orders for publications, brochures and applications using computer system.
  • Operated multiple computer systems to serve members and securely monitor accounts.
  • Monitor computer system and security cameras to control access to facility.
  • Utilized various computer systems simultaneously that pertain to researching benefit information.
  • Participated in continuous training in insurance knowledge and complex computer systems.
  • Provided training and leadership on specialized computer systems for coworkers.
  • Updated provider information in computer system and completed daily reports.
  • Investigate problems using computer systems, databases and established procedures.
  • Enter data into internal computer system documenting complete phone conversations.
  • Managed multiple computer system simultaneously to assist members.
  • Entered new member information into Aphelion computer system.
  • Processed and entered all information into computer system.
  • Organized and scanned memberships into computer system.

Show More

49. Usaa

low Demand
Here's how Usaa is used in Member Service Representative jobs:
  • Deepened member relationships through needs-assessment and solution-offerings from USAA products and services.
  • Process Domestic Wire Transfers for USAA Clients; and when asked by Customers, explained their current or prior banking transactions.
  • Recommended other services that USAA had available for selected members and advised of the features of benefits of those products.
  • Licensed Insurance Agent responsible for adding and deleting vehicles for USAA members as well as taking payments for their auto policies
  • Established rapport, recognized life events and identified coverage exposures and gaps where additional USAA products may have been needed.
  • Acquire new and complex skills in order to fulfill the needs of the association to fulfill the mission of USAA.
  • Update member/customer's policies, set expectations, summarizes call, follows through and brands USAA, as appropriate.
  • Service online banking customers over the internet and by phone for USAA Bank headquartered out of San Antonio Texas.
  • Received incoming calls to be able to set up and close out auto loans for USAA Federal Savings bank members
  • Empathized with members and provided offers and solutions to make it easy for members to acquire a USAA product.
  • Placed trades for USAA mutual funds and answered inquires regarding brokerage accounts, mutual fund accounts and 529 accounts.
  • Trained by USAA personnel on USAA's ethics and customer service and how to invoke those properly to members.
  • Provided customer service to members of the Armed forces and their families regarding their USAA military credit card accounts
  • Provided exceptional service to USAA Members through ensuring their insurance policies contained the appropriate coverage for their families.
  • Worked with USAA Members over the phone in the Consumer Lending Department and strengthened my customer service skills.
  • Gathered information and closed on product sales demonstrating advanced skills and knowledge of USAA products and benefits.
  • Provide exceptional customer service to USAA members in order to meet the policy needs of the member.
  • Educated USAA members on other products and services in order to strengthen their relationship with the company.
  • Recognized significant life events with USAA members and provided accurate solutions pertaining to the members needs.
  • Provided USAA member with guidance on the most appropriate policy coverage, their purpose and applications.

Show More

50. Hippa

low Demand
Here's how Hippa is used in Member Service Representative jobs:
  • Ensured the highest level of security-confidentiality of all medical information in accordance to federal guidelines as mandated by HIPPA.
  • Provided benefit information to authorized callers while complying with HIPPA guidelines and regulations.
  • Provided claim status information while maintaining patient confidentiality and following HIPPA guidelines.
  • Maintain patient confidentiality and data integrity in accordance with HIPPA
  • Perform analysis of HIPPAA-compliant and related transactions.
  • Maintain positive and professional relationship with Employer Benefits Managers, Medical Providers and patients while complying with all HIPPA requirements.
  • Provided Accurate and detailed information about benefit updates and policies, while adhering to HIPPA regulations and guidelines.
  • Maintained and provided protection against all health information by ensuring compliance with state, federal and HIPPA guidelines.
  • Enforced HIPPA policy and procedures in all assignments to ensure security and privacy to all members and providers.
  • Ensured strict compliance and adherence to State and Federal Laws/Regulations regarding Medical Reporting as well as HIPPA regulations.
  • Respond to doctor's offices and hospitals requests of member's eligibility in accordance with HIPPA guidelines.
  • Ensured the privacy of PHI (Protected Health Information) as outlined policies relating to HIPPAA compliance.
  • Send out necessary legal documents regarding HIPPA, POA (Power of Attorney) Advance Directives forms.
  • Complied with HIPPA Guidelines and PHI regulations in all interactions with staff, members, and providers.
  • Educate members and providers on benefits, rights, and policies while complying with HIPPA regulations.
  • Copied and faxed information to providers or members for release of certain information following HIPPA standards.
  • Follow HIPPA guidelines for the management of patient privacy and confidentiality while performing date entry.
  • Resolved issues regarding policies and payments of claims following HIPPA laws and regulations.
  • Verify all HIPPA for every call to assure no sensitive information is disclosed.
  • Offer benefit and coverage information to our customers following very strict HIPPA guidelines.

Show More

20 Most Common Skill For A Member Service Representative

Member Service12.1%
Processing Loan Payments10.1%
Providers8.4%
Phone Calls8.3%
Loan Applications7.7%
Customer Service7.1%
Credit Card Applications6.3%
ATM5.5%

Typical Skill-Sets Required For A Member Service Representative

RankSkillPercentage of ResumesPercentage
1
1
Member Service
Member Service
8.7%
8.7%
2
2
Processing Loan Payments
Processing Loan Payments
7.3%
7.3%
3
3
Providers
Providers
6%
6%
4
4
Phone Calls
Phone Calls
6%
6%
5
5
Loan Applications
Loan Applications
5.5%
5.5%
6
6
Customer Service
Customer Service
5.1%
5.1%
7
7
Credit Card Applications
Credit Card Applications
4.6%
4.6%
8
8
ATM
ATM
3.9%
3.9%
9
9
Insurance Companies
Insurance Companies
3.1%
3.1%
10
10
Data Entry
Data Entry
2.6%
2.6%
11
11
Customer Accounts
Customer Accounts
2.6%
2.6%
12
12
New Member Accounts
New Member Accounts
2.6%
2.6%
13
13
Health Care
Health Care
2.4%
2.4%
14
14
Prospective Members
Prospective Members
2%
2%
15
15
Medicaid
Medicaid
1.7%
1.7%
16
16
Credit Card Transactions
Credit Card Transactions
1.6%
1.6%
17
17
Financial Transactions
Financial Transactions
1.6%
1.6%
18
18
Financial Needs
Financial Needs
1.6%
1.6%
19
19
High Volume
High Volume
1.6%
1.6%
20
20
Front Desk
Front Desk
1.4%
1.4%
21
21
Loan Portfolio
Loan Portfolio
1.4%
1.4%
22
22
Member Inquiries
Member Inquiries
1.3%
1.3%
23
23
Wire Transfers
Wire Transfers
1.3%
1.3%
24
24
Member Transactions
Member Transactions
1.3%
1.3%
25
25
Outbound Calls
Outbound Calls
1.3%
1.3%
26
26
Potential Members
Potential Members
1.2%
1.2%
27
27
Sales Goals
Sales Goals
1.2%
1.2%
28
28
Account Maintenance
Account Maintenance
1.1%
1.1%
29
29
Cross-Sell
Cross-Sell
1%
1%
30
30
Billing Questions
Billing Questions
1%
1%
31
31
Member Issues
Member Issues
1%
1%
32
32
Member Questions
Member Questions
1%
1%
33
33
Monetary Transactions
Monetary Transactions
0.9%
0.9%
34
34
Hipaa
Hipaa
0.9%
0.9%
35
35
MSR
MSR
0.9%
0.9%
36
36
Member Information
Member Information
0.9%
0.9%
37
37
Appropriate Departments
Appropriate Departments
0.8%
0.8%
38
38
ACH
ACH
0.8%
0.8%
39
39
Plan Benefits
Plan Benefits
0.8%
0.8%
40
40
Telephone Calls
Telephone Calls
0.8%
0.8%
41
41
Credit Reports
Credit Reports
0.8%
0.8%
42
42
Member Satisfaction
Member Satisfaction
0.8%
0.8%
43
43
Savings Accounts
Savings Accounts
0.7%
0.7%
44
44
Iras
Iras
0.7%
0.7%
45
45
Notary
Notary
0.7%
0.7%
46
46
Financial Products
Financial Products
0.7%
0.7%
47
47
Accurate Information
Accurate Information
0.7%
0.7%
48
48
Computer System
Computer System
0.7%
0.7%
49
49
Usaa
Usaa
0.7%
0.7%
50
50
Hippa
Hippa
0.7%
0.7%

76,330 Member Service Representative Jobs

Where do you want to work?