Optical Sales Assistant

# Positions
Job Status
Regular Full-Time

Job Description

Optical Sales Assistant

Department:              Optical Tampa           

Job Summary:           Assists patients in the Optical Department with their optical needs

Position Level:           4

Reports to:                Office Supervisor 


Essential Functions of the Position:

  • Performs preliminary duties
    • Greets patients professionally, cheerfully, and in a timely manner
    • Monitors sign in sheets
    • Verifies patient’s insurance coverage
    • Obtains authorizations
    • Pulls previous files
    • Confirms that photo ID is scanned in Intergy system
    • Updates patient demographics as needed
    • Confirms insurance cards are scanned into Intergy and keyed correctly
    • Verifies HIPAA and Privacy signatures are obtained
  • Phone Responsibilities
    • Answers phone promptly and professionally
    • Makes appointments for lens technician and I&R training
    • Takes messages and follows through
    • Checks phone voice mail every day
    • Handles customer needs and requests efficiently
  • Sales/Service
    • Promptly and cheerfully assists patients with frame selection
    • Demonstrates product knowledge
    • Shows ability in prescription analysis, and guides patient to the products and materials most suitable for their prescription
  • Accurately prices orders
  • Shows skill in the adjusting and fitting of eyewear
  • Problem solves in resolving patient issues with eyewear
  • Performs Insertion/Removal training for contact lens wearers
  • Orders frames, lenses and contact lenses
  • Intergy
    • Accurately posts charges
    • Collects monies and posts payments
    • Balances journal and locks it each day
    • Creates a journal for the next day
    • Secures deposit at the end of the day
    • Logs off Intergy and out of computer before leaving           

Additional Responsibilities:

  • Maintains an organized and clean work area
  • Empties HIPAA container into destruction bin        
  • Restocks frames at end of day
  • Dusts frame shelves monthly
  • Keeps up with filing on a daily basis
  • Performs other incidental and related duties as required and assigned
  • Assists supervisor in bill  processing 

Physical and Mental Demands:

  • Normal physical ability; must be able to get up and down frequently to assist patients, and have adequate hand agility to accomplish frame adjustments
  • Normal concentration and normal complexity of decision making
  • High level verbal and written communication skills
  • Above average ability to manage multiple tasks simultaneously 

Occupational Exposure

  • Low risk exposure to bloodborne pathogens and chemical hazards


Job Qualifications

  • High School graduate or GED equivalent
  • Strong customer service orientation
  • Excellent telephone etiquette
  • Strong team player
  • Basic computer proficiency
  • Previous experience in optical sales


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