Team Leader Intake

Sagility combines industry-leading technology and transformation-driven BPM services with decades of healthcare domain expertise to help clients draw closer to their members. The company optimizes the entire member/patient experience through service offerings for clinical, case management, member engagement, provider solutions, payment integrity, claims cost containment, and analytics. Sagility has more than 25,000 employees across 5 countries.

DUTIES & RESPONSIBILITIES:




Internal Customer Relations

Communicate resignations in the team and other agent concerns to HR.

Update employee attendance record in Employee Self Service (ESS) and make sure that records will be sent to payroll timely. Escalate all employee concerns to HR-SBU and Shift Manager.

Coordinate with Shift Manager and Workforce department about team members? shift, days off, and leaves (vacation leave, sick leave, maternity/paternity etc.).

Escalate Quality related issues to his / her Shift Manager.




Process Improvement

Note all situations that arise that were not covered in training or in previous updates. Work with the Shift Manager to ensure that all other teams, the Quality Assurance Group, and the Training Team are informed so repeat questions do not arise.

Determine work procedures and expedite workflow.

Recommend new or modifications to existing procedures to ensure Continuous Process Improvement (CPI).

Inform the Shift Manager when the systems needed to handle calls are not working effectively.

Recommends corrective services within client limits to adjust customer complaints.

Strives to help the entire team when in need of assistance.




Staff Development

Use data from reports on Attendance, AHT, Productivity, and Quality to coach CSRs towards better performance.

Incorporate personal observations and documented critical incidents in coaching sessions to further improve CSR performance.

Work with Escalation Agents to prepare them for future Team Leader positions.

Identify team members who display potential for other positions within the company. Assign tasks or projects to further develop that potential.

Prepare a Performance Assessment (PA) for each CSR at the end of each year.




Staff Management

Ensure that team members meet productivity standards.

Assist Shift Managers in ensuring that client service levels are met or exceeded.

Report to Shift Manager any health/safety and performance concerns that may affect agents fulfillment of role in Operations.

Monitor service calls, e-mails, and other contact methods to observe employee?s demeanor, technical accuracy, and conformity to company policies.

Monitor individual team members? statistics for Attendance, AHT, Productivity, and Quality.

Recommend and apply corrective measures for team members who do not meet minimum performance metrics.

Assign reports or projects to team members as needed.

Work with team members to resolve grievances.

Meet with team at least once a week to discuss issues and share best practices.

Responsible in cascading policy/procedure updates and/or training flashes to the agents/CSRs.




Others

Take escalated calls from Escalation Agents or from CSAs in the absence of EAs.

Perform tasks assigned by his / her Shift Manager.

Prepare composite reports from individual reports of subordinates.

Actively assist in maintaining operational excellence on critical metrics such as service levels.

Render phone time as required/scheduled and when needed to help with Operations? service levels, call volume, etc.).




Work At Home Responsibilities

Be familiar with and abide to all Sagility general security and Work @ Home security policies and procedures

Be familiar with and abide by all client security policies and procedures required to protect customer data

Maintain the security of the home work environment and protect the Sagility-provided assets, client system and data

Ensure that all security related incidents are reported

Shall work on the same internet connection that was tested during setup process. If changes are made to the current internet connection or router during the course of application or employment, employee will be required to notify the appropriate parties in advance and retest the connection to ensure the requirements are met.

Must immediately report system performance problems or downtime to his/her manager and the local IT-SPOC




General Safety and Security

Protects the organization?s assets by upholding the principles of the Quality Information Security Management System (QISMS).

Ensures confidentiality, integrity, and availability of information critical to fulfilling the organization?s business functions.

Remain compliant with the relevant business, local and international regulatory and legislative requirements particularly the Health Insurance Portability and Accountability Act of 1996 (HIPAA), Health Information Technology for Economic and Clinical Health Act (HITECH), and Utilization Review Accreditation Commission (URAC).




COMPETENCY REQUIREMENTS:




With Moderate Competency Level in ff.:

Communication Skills (Spoken)

Communications Skills (Written)

Customer Service Orientation

Computer Literacy

Job Knowledge

Sense of Urgency

Passion for Excellence

Working in Team/Interpersonal Skills

Work Organization

People Management/Team Orientation

Drive for Results/Execution

Thriving in Change

Expertise/Analytical Skills

Product Knowledge

Problem Solving

Presentation Skills

Facilitation Skills

Coaching

Process Improvement

Performance Management

Discipline Management




OTHER REQUIREMENTS:




Reports to: Shift Manager




Supervises:

Customer Service Associates




Education and/or Experience:

Preferably any 4-yr College Degree and/or equivalent experience, 1-2-year customer service experience.




Language Skills:

English, additional language a plus. Strong communication and interpersonal skills.




Computer skills:

MS Office.




Work environment (B&M):

The work environment is professional, office. Business casual attire.




Work environment (WAH):

Workstation PC is located in a confined area at home

PC monitor is not facing the door or window

Room is well ventilated to reduce the risk of equipment overheating

Unauthorized entry to room is prevented (i.e. keeping the room locked at all times)

Telephone conversations are not overheard from other areas of the house/outside

Workstation is clean and free from any form of writing materials and electronic device

Adequate internet connectivity (> 20 mbps)




Physical demands:

May require weekend or evening work

Job title:

Team Leader Intake

Job Description:

DUTIES & RESPONSIBILITIES:

Internal Customer Relations

• Communicate resignations in the team and other agent concerns to HR.

• Update employee attendance record in Employee Self Service (ESS) and make sure that records will be sent to payroll timely. Escalate all employee concerns to HR-SBU and Shift Manager.

• Coordinate with Shift Manager and Workforce department about team members? shift, days off, and leaves (vacation leave, sick leave, maternity/paternity etc.).

• Escalate Quality related issues to his / her Shift Manager.

Process Improvement

• Note all situations that arise that were not covered in training or in previous updates. Work with the Shift Manager to ensure that all other teams, the Quality Assurance Group, and the Training Team are informed so repeat questions do not arise.

• Determine work procedures and expedite workflow.

• Recommend new or modifications to existing procedures to ensure Continuous Process Improvement (CPI).

• Inform the Shift Manager when the systems needed to handle calls are not working effectively.

• Recommends corrective services within client limits to adjust customer complaints.

• Strives to help the entire team when in need of assistance.

Staff Development

• Use data from reports on Attendance, AHT, Productivity, and Quality to coach CSRs towards better performance.

• Incorporate personal observations and documented critical incidents in coaching sessions to further improve CSR performance.

• Work with Escalation Agents to prepare them for future Team Leader positions.

• Identify team members who display potential for other positions within the company. Assign tasks or projects to further develop that potential.

• Prepare a Performance Assessment (PA) for each CSR at the end of each year.

Staff Management

• Ensure that team members meet productivity standards.

• Assist Shift Managers in ensuring that client service levels are met or exceeded.

• Report to Shift Manager any health/safety and performance concerns that may affect agents fulfillment of role in Operations.

• Monitor service calls, e-mails, and other contact methods to observe employee?s demeanor, technical accuracy, and conformity to company policies.

• Monitor individual team members? statistics for Attendance, AHT, Productivity, and Quality.

• Recommend and apply corrective measures for team members who do not meet minimum performance metrics.

• Assign reports or projects to team members as needed.

• Work with team members to resolve grievances.

• Meet with team at least once a week to discuss issues and share best practices.

• Responsible in cascading policy/procedure updates and/or training flashes to the agents/CSRs.

Others

• Take escalated calls from Escalation Agents or from CSAs in the absence of EAs.

• Perform tasks assigned by his / her Shift Manager.

• Prepare composite reports from individual reports of subordinates.

• Actively assist in maintaining operational excellence on critical metrics such as service levels.

• Render phone time as required/scheduled and when needed to help with Operations? service levels, call volume, etc.).

Work At Home Responsibilities

• Be familiar with and abide to all Sagility general security and Work @ Home security policies and procedures

• Be familiar with and abide by all client security policies and procedures required to protect customer data

• Maintain the security of the home work environment and protect the Sagility-provided assets, client system and data

• Ensure that all security related incidents are reported

• Shall work on the same internet connection that was tested during setup process. If changes are made to the current internet connection or router during the course of application or employment, employee will be required to notify the appropriate parties in advance and retest the connection to ensure the requirements are met.

• Must immediately report system performance problems or downtime to his/her manager and the local IT-SPOC

General Safety and Security

• Protects the organization?s assets by upholding the principles of the Quality Information Security Management System (QISMS).

• Ensures confidentiality, integrity, and availability of information critical to fulfilling the organization?s business functions.

• Remain compliant with the relevant business, local and international regulatory and legislative requirements particularly the Health Insurance Portability and Accountability Act of 1996 (HIPAA), Health Information Technology for Economic and Clinical Health Act (HITECH), and Utilization Review Accreditation Commission (URAC).

COMPETENCY REQUIREMENTS:

With Moderate Competency Level in ff.:

Communication Skills (Spoken)

Communications Skills (Written)

Customer Service Orientation

Computer Literacy

Job Knowledge

Sense of Urgency

Passion for Excellence

Working in Team/Interpersonal Skills

Work Organization

People Management/Team Orientation

Drive for Results/Execution

Thriving in Change

Expertise/Analytical Skills

Product Knowledge

Problem Solving

Presentation Skills

Facilitation Skills

Coaching

Process Improvement

Performance Management

Discipline Management

OTHER REQUIREMENTS:

Reports to: Shift Manager

Supervises:

Customer Service Associates

Education and/or Experience:

Preferably any 4-yr College Degree and/or equivalent experience, 1-2-year customer service experience.

Language Skills:

English, additional language a plus. Strong communication and interpersonal skills.

Computer skills:

MS Office.

Work environment (B&M):

The work environment is professional, office. Business casual attire.

Work environment (WAH):

• Workstation PC is located in a confined area at home

• PC monitor is not facing the door or window

• Room is well ventilated to reduce the risk of equipment overheating

• Unauthorized entry to room is prevented (i.e. keeping the room locked at all times)

• Telephone conversations are not overheard from other areas of the house/outside

• Workstation is clean and free from any form of writing materials and electronic device

• Adequate internet connectivity (> 20 mbps)

Physical demands:

May require weekend or evening work

Location:

Quezon City, Bridgetowne ZetaPhilippines