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Client Services Coordinator

2 months ago


Appleton, Wisconsin, United States Catalpa Health Full time

Client Support Specialist (Full Time - 40 Hours)

Position Overview

Catalpa Health is seeking a dedicated Client Support Specialist to enhance our client service experience. This full-time role involves providing exceptional support to clients and their families, ensuring a welcoming environment at our clinic.

Key Responsibilities

Under the guidance of the Client Support Supervisor, the Client Support Specialist will:

  • Offer a warm and professional greeting to clients and visitors, both in person and over the phone.
  • Utilize active listening skills to understand client needs and provide appropriate assistance.
  • Maintain a positive and courteous demeanor in all interactions, ensuring client satisfaction.
  • Manage client inquiries and concerns, directing them to the appropriate personnel when necessary.
  • Facilitate the completion of consult referrals and prior authorizations, keeping clients informed throughout the process.
  • Ensure accurate client record management and insurance verification.
  • Participate in departmental meetings and contribute to quality improvement initiatives.
  • Optimize scheduling for clinicians based on client demand and provider availability.
  • Handle registration tasks, including checking in clients and processing payments.
  • Answer incoming calls, triaging them effectively to provide excellent service.
  • Educate clients about pre-service requirements and assist with authorization processes.

Qualifications

To be successful in this role, candidates should possess:

  • A high school diploma.
  • At least one year of experience in a clinical or customer service environment.
  • Strong typing skills and familiarity with medical terminology.
  • Effective communication skills, both verbal and written.
  • The ability to work efficiently under pressure while maintaining accuracy.

Work Environment

This position is based in a professional office setting, providing a climate-controlled work environment.

Catalpa Health is committed to equal opportunity employment. All qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.