Client Services Representative

Job Summary

Serving as the first point of contact for customers, the full-time remote Client Services Representative will manage the intake process, handle inbound and outbound calls, provide information about services and billing, and ensure excellent customer service while meeting team deadlines.

Key responsibilities

• Oversee the end-to-end intake process, ensuring all documentation and follow-ups are completed accurately and on time
• Schedule various appointment types and process new referrals while adhering to guidelines and regulations
• Document all client interactions in the EHR system and coordinate with internal teams to facilitate case progression

Required qualifications

• High School diploma required; AA or Bachelor's degree preferred
• Two years of experience in a customer service call/contact center
• Preferred experience in the healthcare industry
• Proficiency in Microsoft Office applications
• Experience with healthcare records management systems is preferred