POSITION SUMMARY

Surterra’s Customer Call Center Representative I will be one of the first interfaces between Surterra and its customers. The Customer Call Center Representative will act as our brand ambassador and will display premier verbal customer service skills. You have a passion for life, passion for wellness and for healthy living. You will be described as compassionate, positive, loving, caring, full of life and energy, and passionate about the healing benefits of therapeutic cannabis. You are a ball of energy, sunshine on a cloudy day, warmth of a comfortable home, and the friend that is always there. You will have a background in health care and customer service. You will be knowledgeable about healthy living, eating and health maintenance. You will beam Empower Your Health.

CORE JOB DUTIES

1. Customer Service Responsibilities:

  • Manage incoming calls and answer calls in the order in which they are received.
  • Respond to and resolve customer questions, requests and complaints. Utilize the scripted responses outlined in the Customer Care Manual. Call a supervisor if needed.
  • Obtain the customer’s full name, the name of the caregiver, if applicable, date of birth, address, ordering physician and route of application of product.
  • Enter customer and order information in to shared network.
  • Compassionate Use Registry searches.
  • Accurately meet customers’ needs promptly and effectively.
  • Obtain proper information from the appropriate departments and use as needed when helping our customers.
  • Communicate with employees to maintain a steady patient traffic flow to maximize sales and customer satisfaction.
  • Consult with the Subject Matter Expert on duty in order to provide correct product suggestion to customer.
  • Refer to the Customer Care SOP in order to ensure proper protocol when assisting our customers.
  • Record and collaborate with Wellness Center, and Delivery Team regarding preorders and online orders to ensure accurate product information, and timeliness of delivery.
  • Discuss the Company’s economic hardship plan and have the customer complete and return form and enclosed subsequent documentation in order for Surterra to determine if patient is eligible for a lower cost product.
  • Maintain organization of desk space through daily upkeep and light cleaning.

2. Cannabis based Education and Guidance:

  • Maintain knowledge of all applicable state and local laws, as well as documentation processes in accordance with the State of Florida Office of Compassionate Use.
  • Maintain an understanding our cannabis based therapeutics, and services provided by the Company.
  • Educate patients on the processes of registration, renewals, lost registration documents, etc.
  • Maintain an understanding of Surterra’s products, dosing, and routes of administration.
  • Record specific requests, preferences, and notes concerning patient registration status using appropriate software.
  • Maintain awareness of patient input and suggest changes to improve service or product.

3. Documentation:

  • Prepare documents as needed to assist patients in registering with the State of Florida Office of Compassionate Use.
  • Ensure all patient files are current and required documentation is on file and follows all guidelines issued by the State of Florida.
  • Maintain patient database through entering new patients, adding or removing membership, updating changes in information, scheduling appointments and updating patient registration status.
  • Maintain caregiver paperwork in accordance with the State of Florida, maintain tracking in system and communicating changes to physicians.
  • Coordinate with the Call Center Manager for office supplies as needed.

6 Core Values of a Surterra Employee

Integrity – We operate in a regulated and unchartered industry. Act and make decisions that stand up to scrutiny and reflect our position as a sophisticated, credible and respected leader. Be honest, trustworthy, dependable, and honorable. Demonstrate sound moral and ethical ways of interacting.

Collaboration – We are a collection of the best talent at all levels. Learn and grow from this diversity: welcome healthy debate and proactively seek other perspectives and points of view to find the best solution while not resting on consensus. Proactively ensure the right people have the right information at the right time. Work as a team vs. an individual performer.

Agility – We are growing incredibly fast in a new industry. Be open to change, be ready to pivot on the moment’s notice, and act with a sense of urgency to take advantage of opportunities. Then be ready to do it again. Quickly –and calmly -respond and adapt to the unexpected. Modify and streamline processes, find more efficient ways of doing your job. Work efficiently across markets, time zones, and functions.

Intentionality – Intentionality requires action –it makes your intentions happen. Good thoughts are meaningless without action. It is initiative directed by the purpose to move our business forward. Intentionality is doing things important to you, even when not easy. Transformational change happens with intentionally.

Alignment – Together, we must understand and believe in our vision, mission, business and team goals and priorities. When we make a decision, even when we don’t have consensus we all align behind that decision and execute. We don’t revisit decisions unless we have material new data or circumstances.

Accountability – Make the best proactive and reactive decisions given the available information and the wisest counsel. • Own your decisions, actions and outcomes, and promptly correct mistakes. • Be reliable, honor commitments and do not finger point, off-load responsibilities, or criticize co-workers. Look after co-workers and team’s success.

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