Client Access Representative

Brightli•Springfield, MO

About The Position

The Client Access Representative serves as a welcoming and dependable first point of contact for clients and families. In a fast-paced role, the representative coordinates appointments, verifies client and insurance information, collects payments, maintains accurate records, and provides excellent service while managing sensitive or challenging interactions. The role supports access to clinician services and helps maintain a welcoming reception and waiting-room environment. The position requires a high school diploma or GED. Previous customer service experience is preferred. The representative must communicate effectively, provide strong customer service, use sound judgment, manage multiple priorities, work with minimal day-to-day instruction, and use computers and general office equipment effectively. The role also requires successful completion of specified background screenings and a current driver's license, acceptable driving record, current auto insurance, and reliable transportation to assigned work locations. This is a full-time position in Springfield, Missouri. The work is primarily sedentary and involves sitting most of the time, with occasional brief periods of walking or standing. It requires repetitive hand, finger, and arm movements for typing and writing, and occasional lifting, carrying, pushing, or pulling of objects weighing up to 10 pounds.

Requirements

  • High school diploma or GED.
  • Excellent oral, written, and interpersonal communication skills.
  • Strong customer-service orientation and sound judgment during dynamic or potentially stressful client encounters.
  • Ability to work effectively with minimal day-to-day instruction and adapt to general direction on new assignments.
  • Strong organizational skills and ability to manage multiple priorities while contributing as a dependable team member.
  • Excellent typing, computer, and general office-equipment skills.
  • Successful completion of required background screenings, including criminal record, driving record, abuse and neglect, and fingerprint checks.
  • Current driver's license, acceptable driving record, current auto insurance, and reliable transportation to assigned work locations.

Nice To Haves

  • Previous customer service experience.

Responsibilities

  • Welcome clients to the clinician practice; verify personal and payment information, confirm insurance coverage, collect applicable copayments, and provide requested information.
  • Schedule clinician appointments, confirm client benefits and eligibility, and coordinate referrals to support timely access to services.
  • Assist clients, families, and staff with questions or concerns during visits using guest-relations and problem-solving skills.
  • Manage appointment changes, cancellations, bumped appointments, and no-shows according to established processes.
  • Request, prepare, and review client health records to ensure documentation is complete and current.
  • Collect payments, make change, issue receipts, document transactions, and balance daily cash amounts against recorded activity.
  • Use Electronic Medical Records and other appropriate applications accurately and effectively.
  • Answer and route telephone calls to the appropriate area and place outgoing calls as requested by leadership.
  • Provide leadership with feedback regarding the client experience and clinician office practice services.
  • Maintain a welcoming reception and waiting-room environment, including straightening chairs, magazines, and other light furniture.
  • Operate office equipment, including phones, fax machines, and copiers.
  • Participate in service monitoring and quality-improvement initiatives.
  • Complete additional duties and projects as assigned by leadership.

Benefits

  • Paid time off for full-time employees.
  • Health, dental, vision, retirement, life insurance, and other benefits for full-time employees.
  • Employee Assistance Program with 24/7 counseling services, legal assistance, and financial consultation for the employee and household at no cost.
  • Mileage reimbursement for work functions requiring travel.
  • Employee discounts on hotels, theme parks, attractions, and college tuition.
  • Initial, ongoing, comprehensive, and supportive training.
  • Career mobility and advancement opportunities, including promotion from within.
  • A workplace culture that promotes employee well-being and supports health and happiness.
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