Client Service Representative

Key Responsibilities:

• Greet and assist clients, ensuring they are directed appropriately.
• Manage client registration, verify insurance, update records, and process consents.
• Schedule client appointments across disciplines and document activities in the EMR.
• Support client discharge by coordinating referrals, follow-up appointments, and resource distribution.
• Handle incoming calls, provide telephone triage, and ensure timely communication of messages.
• Process release of information requests while maintaining compliance with HIPAA.
• Maintain a neat and welcoming reception area.

What We’re Looking For:

• Education: High School Diploma or GED required.
• Experience:
• Minimum of 1 year in customer service.
• Experience working with individuals experiencing homelessness or from low-income backgrounds preferred.
• Familiarity with medical or insurance systems is a plus.
• Skills:
• Exceptional customer service and communication skills.
• Ability to maintain confidentiality and remain calm in high-stress situations.
• Bilingual (Spanish) highly preferred.
• Security or de-escalation training a plus.

Core Competencies:

• Compassionate and empathetic demeanor.
• Courage to engage constructively with challenging situations.
• Respect for diverse perspectives and cultures.
• Strong sense of balance between professional and personal boundaries.