Customer Service Representative (Accounting, Banking or Healthcare Experience)- Onsite
latitudeinc
Rockville, MD
Posted Mar 17, 2026
- Full-time
- Client Opportunities
Job description
### **Position Overview:** We are seeking a professional and detail-oriented **Customer Service Representative** with experience in the **Accounting, Banking, or Healthcare** **industry.** This role is responsible for delivering exceptional customer support while handling inquiries related to financial transactions, billing, accounts, or patient/client services. The ideal candidate has strong communication skills, accuracy, and the ability to navigate sensitive or regulated information. **Hours: Monday-Friday 8am-5pm** **Employment is contingent on successfully passing a drug and background check.** ### Responsibilities: - Serve as the primary point of contact for customer inquiries via phone, email, and/or chat - Assist customers with account questions, billing inquiries, payments, and service-related issues - Provide accurate information regarding financial records, invoices, insurance claims, or banking services - Process transactions, updates, and account changes with a high level of accuracy - Resolve customer concerns in a timely and professional manner, escalating complex issues when needed - Maintain detailed and accurate records of customer interactions in CRM or internal systems - Ensure compliance with company policies and industry regulations (e.g., HIPAA, financial compliance standards) - Collaborate with internal departments such as accounting, billing, or operations to resolve issues - Identify opportunities to improve customer experience and internal processes