Global Excel Management Inc.

Trilingual Customer Service Representative - MX

Global Excel Management Inc.  •  Mexico City, MX (Onsite)  •  2 hours ago
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Job Description

As a Third-Party Administrator for international health insurance clients, the Trilingual Customer Service Representative is responsible for providing professional support to healthcare providers regarding patients covered under international, expatriate, destination, and travel insurance plans.

The representative serves as the primary point of contact for providers, assisting with billing questions, and claim status requests. This role requires effective communication with healthcare providers while ensuring timely resolution of inquiries and appropriate escalation when necessary.

Main daily responsibilities, but not limited to:

  • Respond to inbound calls, emails, and portal communications from healthcare providers in a professional and timely manner.
  • Assist providers with claim status inquiries, including processing status, payment details, and payment dates.
  • Direct providers to the appropriate claims submission channels and ensure claims are submitted to the correct processing location.
  • Assist in resolving provider billing concerns by coordinating with internal departments and other stakeholders.
  • Investigate and identify discrepancies related to claims, payments, or provider billing issues and escalate when appropriate.
  • Document all communications and actions accurately within company systems.
  • Follow up on unresolved provider inquiries until resolution is achieved.
  • Identify potential issues that may impact provider satisfaction and proactively seek resolution.
  • Escalate complex cases, service concerns, or sensitive issues to management when appropriate.
  • Maintain service quality standards while managing inquiries efficiently and accurately.
  • Build and maintain positive relationships with healthcare providers through exceptional customer service.

This role requires managing a high volume of provider inquiries through calls, emails, and portals while maintaining accuracy, professionalism, and strong customer service. Key challenges include handling difficult conversations about claims, payments, and billing issues; investigating incomplete information; balancing productivity with service quality; prioritizing urgent cases; and ensuring detailed documentation. The position also requires effective communication in Spanish, English, and French.

Success is measured by meeting or exceeding service level targets, maintaining high quality standards (95%+ QA score), accurately documenting all interactions, achieving productivity goals, resolving issues on first contact, minimizing escalations and errors, completing follow-ups on time, and demonstrating strong attendance, compliance, training completion, and provider satisfaction.

Requirements:

  • High School Diploma or Equivalent
  • Trilingual (Spanish, English & French)
  • 2+ years of customer service experience in a Call Center or Customer Service environment
  • Demonstrated ability to resolve complex customer issues while maintaining a high level of professionalism.
  • Prior experience working in a multilingual environment is an asset.
  • Proficiency with Microsoft Office Suite (Outlook, Word, Excel, and Teams).
  • Ability to navigate multiple systems simultaneously while speaking with providers.
  • Strong data entry and documentation skills with a high level of accuracy.
  • Must possess critical thinking skills as well as the ability to manage time efficiently.
  • Needs to communicate well with co-workers (verbal and written).
  • Knowledge of phone manners, etiquette and protocols.
  • Professional phone etiquette and written skills
  • Ability to adapt to changes
  • Able to understand, interpret and explain policies and procedures as well as knowledge of commonly used concepts, practices and procedures in the field.
  • Ability to deal with irate customers and complaints while maintaining composure and control of the situation.
  • Knowledge of Microsoft Office.
  • Ability to learn from past experiences.
Global Excel Management Inc.

About Global Excel Management Inc.

Global Excel is a full-service provider of global healthcare risk management solutions. Global Excel, together with its subsidiaries based in Canada, USA, Mexico, Europe, Africa, and Asia, offers a complete range of risk mitigation, cost containment, claims management and medical assistance services to over 1800 clients located in more than 90 countries around the world. As a group, Global Excel will manage approximately 420,000 inpatient, outpatient and non-medical cases per year and processes in excess of $1.95B USD in healthcare claims annually.

The Global Excel family encompasses over 1500 employees internationally located in Sherbrooke, Canada, in Windsor, Canada, Miami, USA, Mexico City, Mexico, Europe and Africa, as well as Jakarta, Indonesia.

Gestion Global Excel Inc. est un fournisseur de solutions globales complètes dans la gestion des risques associés aux soins de santé. Global Excel et ses filiales, dont les bureaux se situent au Canada, aux États-Unis, au Mexique, en Europe, en Afrique et en Asie, offrent une gamme complète de services d’atténuation des risques, de contrôle des coûts, de gestion des réclamations et de services d’assistance médicale à plus de 366 clients répartis dans plus de 90 pays à travers le monde. En tant que groupe, Global Excel gère près de 360 000 cas médicaux et non médicaux annuellement, et ce, en milieu hospitalier et en consultation externe. Notre entreprise traite plus de 1,9 milliard de dollars US en réclamations associées aux soins de santé par an.

La famille Global Excel emploie plus de 900 employés aux quatre coins du monde situés à Sherbrooke, Canada; à Windsor, Canada; à Miami, États-Unis; à Mexico, Mexique; en Europe; en Afrique ainsi qu'à Jakarta, Indonésie.

Industry
Finance & Insurance
Company Size
501-1,000 employees
Headquarters
Sherbrooke, CA
Year Founded
1996
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