Veterinary Client Relations Coordinator
1 month ago
Position Title: Client Services Specialist
Role Summary: The Client Services Specialist (CSS) serves as the primary point of contact for clients at Veterinary Wellness Partners, fostering trust and confidence in our veterinary services. We seek a detail-oriented, organized, and professional individual to enhance our client services team. This role requires a unique individual who enjoys interacting with both people and animals. If you possess exceptional communication skills, a friendly demeanor, and a passion for delivering outstanding customer service, this position may be a perfect fit for you.
Key Responsibilities:
- Greet clients and their pets warmly by name.
- Handle incoming calls promptly and professionally using a multi-line phone system.
- Screen and direct calls to the appropriate personnel.
- Provide potential clients with detailed service descriptions before discussing pricing.
- Manage faxes and relay messages efficiently to relevant staff, ensuring accurate documentation of patient information.
- Document discussions with clients in medical records, noting date, time, key points, and any necessary follow-up actions.
- Verify the accuracy of client contact information in medical and computer records.
- Record pet weights during each visit in both medical records and the computer system.
- Schedule appointments and surgeries in accordance with hospital guidelines.
- Confirm appointments and surgeries with clients.
- Address client inquiries regarding veterinary services and products, providing knowledgeable advice on wellness and preventive care.
- Process prescriptions and provide clients with routine administration instructions.
- Communicate veterinarians' recommendations during client check-out.
- Prepare consent forms, treatment estimates, and discuss financial policies with clients.
- Generate health certificates, vaccination proofs, lab reports, and euthanasia certificates.
- Promote and sell retail items and pet food.
- Encourage teamwork and collaboration among staff members.
- Maintain clinic cleanliness, including the removal of animal waste, ensuring a neat and odor-free environment.
Financial Responsibilities:
- Accurately enter charges for services rendered.
- Explain invoices clearly, detailing all services and products provided.
- Collect payments upon service completion, including processing credit cards and verifying identification for checks.
- Verify client eligibility for charge accounts when applicable.
- Record end-of-day financial balances, ensuring accuracy.
- Be knowledgeable about fees for routine services.
- Balance the cash drawer at the end of each shift.
Qualifications:
- High school diploma or equivalent required.
- Previous experience in customer service is essential.
Skills Required:
- Able to thrive in a fast-paced environment.
- Proficient in computer usage.
- Familiarity with veterinary terminology is beneficial.
- Exceptional customer service abilities.
- Capable of maintaining accurate medical records and performing clerical tasks.
- Ability to educate clients on various topics.
- Experience in promoting hospital products and services.
- Supportive of team members and their roles.
Physical Requirements:
- Must be able to lift and carry supplies weighing up to 40 pounds without assistance.
- Ability to sit, stand, and walk on hard surfaces for extended periods.
- Proficient in typing patient records and prescription labels into the computer.
- Comfortable working in a noisy environment with sounds from animals and equipment.
- Adhere to safety protocols regarding exposure to various substances.
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