Client Access Representative

BrightliRolla, MO
Onsite

About The Position

We are seeking a dedicated, compassionate, and highly skilled healthcare professional to join our team as a Client Access Representative. Our Client Access Representatives are dedicated professionals whose primary focus is to ensure that every client’s experience with us is seamless, effortless, and enjoyable. We are looking for individuals who are passionate about building genuine connections with customers and who take the time to understand their unique needs, goals, and challenges. Whether clients are new or returning, our representatives will guide them to the right solutions. Our Client Access Representative team provides personalized attention, expert knowledge, proactive problem-solving, seamless onboarding, and relationship building to facilitate smooth interactions between clients and our organization. They play a crucial role in streamlining processes, addressing concerns, and fostering enduring partnerships. A Client Access Representative is responsible for performing complex/multiple clerical support functions within clinician office practices having a high volume of public contact with clients/patients. The Client Access Representative is responsible for providing excellent customer service while consistently meeting or exceeding the department goals and expectations. Due to the volume and type of services being provided, there exists the potential for highly stressful and challenging encounters. The Client Access Representative is responsible for the overall process of scheduling clients, collection of payment and maintaining current and updated client paperwork. Duties also include but are not limited to the following: Arrive clients to the clinician practice. This process includes greeting the client, verifying all personal information (address, telephone, etc.), verifying method of payment, verifying insurance, collecting co-payment when applicable, entering necessary information into the computer system, and providing any requested information to clients. Schedule clinicians’ appointments and obtain the clients benefits and eligibility. Bump, cancel and handle no-show appointments according to the established process. Work with clients, families and/or staff in handling and resolving problems that occur during the course of visit. Provide leadership with perception of clinician office practice services. Request, prepare and ensure the completeness of the client health record. Collect and make change for payments received, complete receipt for client, and follow appropriate paperwork to record transaction. Compare daily cash amounts against daily transactions in order to ensure that records balance. Verify and coordinate client referrals. Effectively utilize all appropriate applications of the Electronic Medical Records. Answer phone system, handle and/or direct call to appropriate area; place calls as requested by leadership. Effectively manage dynamic, potentially stressful client encounters. Maintain the general appearance of the waiting room or reception area; straighten magazines, chairs and other light furniture. Maintain working knowledge of all office equipment, fax, copiers, phones, etc. Participate in service monitors and quality improvement programs. Use excellent guest relations skills in all interactions with clients, visitors and staff. Perform additional duties and projects as assigned by leadership.

Requirements

  • High School Diploma or GED
  • Proven experience as a front desk representative, or relevant position
  • Familiarity with office machines
  • Knowledge of Microsoft Office
  • Strong communication and people skills
  • Good organization and multitasking abilities
  • A valid driver's license and a reliable vehicle.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Flexibility and adaptability in a fast-paced environment.
  • Compassion, empathy, and a genuine desire to help others.
  • High school diploma or GED required.
  • Previous customer service experience preferred.
  • Successful completion of background check including criminal record, driving record, abuse/neglect and fingerprint check.
  • Completion of New Hire Orientation at the beginning of employment.
  • All training requirements including Relias at the beginning of employment and annually thereafter.
  • Current driver’s license, acceptable driving record and current auto insurance.
  • Excellent oral, written and interpersonal communication skills required.
  • Must have strong customer service orientation skills.
  • Able to multi-task while being a team player.
  • Excellent organization skills
  • Excellent typing skills and ability to work with a computer.
  • Reliable transportation to get to the area assigned.

Responsibilities

  • Serve as the first point of contact for clients, answering queries, resolving issues, and directing requests to appropriate teams.
  • Stay updated on company products and services to effectively communicate benefits, features, and usage to clients.
  • Build and nurture long-lasting relationships with clients, maintaining open lines of communication to ensure satisfaction.
  • Address client complaints promptly and professionally, escalating unresolved issues to management if necessary.
  • Identify opportunities to streamline internal procedures, enhancing overall efficiency and client experiences.
  • Gather valuable insights from clients regarding their experiences, relaying suggestions for improvement to internal teams.
  • Work closely with cross-functional departments (e.g., marketing, engineering) to align on client expectations and project progress.
  • Monitor and analyze client data, generating reports to track performance metrics and identify growth opportunities.
  • Stay current with industry developments and best practices, educating both clients and colleagues accordingly.
  • Arrive clients to the clinician practice. This process includes greeting the client, verifying all personal information (address, telephone, etc.), verifying method of payment, verifying insurance, collecting co-payment when applicable, entering necessary information into the computer system, and providing any requested information to clients.
  • Schedule clinicians’ appointments and obtain the clients benefits and eligibility.
  • Bump, cancel and handle no-show appointments according to the established process.
  • Work with clients, families and/or staff in handling and resolving problems that occur during the course of visit.
  • Provide leadership with perception of clinician office practice services.
  • Request, prepare and ensure the completeness of the client health record.
  • Collect and make change for payments received, complete receipt for client, and follow appropriate paperwork to record transaction.
  • Compare daily cash amounts against daily transactions in order to ensure that records balance.
  • Verify and coordinate client referrals.
  • Effectively utilize all appropriate applications of the Electronic Medical Records.
  • Answer phone system, handle and/or direct call to appropriate area; place calls as requested by leadership.
  • Effectively manage dynamic, potentially stressful client encounters.
  • Maintain the general appearance of the waiting room or reception area; straighten magazines, chairs and other light furniture.
  • Maintain working knowledge of all office equipment, fax, copiers, phones, etc.
  • Participate in service monitors and quality improvement programs.
  • Use excellent guest relations skills in all interactions with clients, visitors and staff.
  • Perform additional duties and projects as assigned by leadership.

Benefits

  • Employee Assistance Program – 24/7 counseling services, legal assistance, & financial consultation for you and your household at no cost
  • Mileage Reimbursement – Company paid for work functions requiring travel
  • Employee Discounts – Hotels, Theme Parks & Attractions, College Tuition
  • Workplace Culture - An environment cultivating employee wellbeing, valuing each individual's humanity, and actively promoting a healthy, joyful workforce
  • Additional Perks & Benefits - Scroll down to bottom of this post to learn more
  • Paid time off: full-time employees receive an attractive time off package to balance your work and personal life
  • Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more
  • Top-notch training: initial, ongoing, comprehensive, and supportive
  • Career mobility: advancement opportunities/promoting from within
  • Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness
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