Greeting customers in a friendly, professional manner using the suggested script. Answering telephonic and e-mail inquiries in a timely manner. Deferring queries to your line manager if you are unable to answer them. Furnishing members and health care practitioners with details regarding members' benefits.

These tasks can include patient intake paperwork, setting appointments, sending and receiving correspondence, data entry, and maintaining referral files. They are often also responsible for reviewing submitted documents to make sure they have the proper information for billing purposes.