Client Coordinator
About The Position
As a Client Coordinator, you’ll be a key part of the workflow that helps insurance partners review and resolve medical claims. Your day‑to‑day responsibilities will include: Data & Case Management Work within CMS portals to process incoming cases and enter them into internal databases Review cases for eligibility and ensure all required information is complete Prepare, track, and maintain data and documentation with a high level of accuracy Upload and organize medical records from client systems into internal tools Quality Review & Support Verify that medical records are complete and properly documented Route records to clinical reviewers who assess treatments or diagnoses Ensure compliance with regulatory requirements and company standards Maintain electronic files and follow consistent documentation processes Client Communication Respond promptly and professionally to client emails regarding case status, questions, concerns, or requests Use systems like Microsoft Office, EMR tools, Salesforce CRM, and CMS databases to retrieve or input information Who You Are We’d love to meet you if you describe yourself as: Detail‑obsessed – You notice inconsistencies and love getting things right Tech‑savvy – Comfortable navigating multiple systems, databases, and Microsoft Office apps Dependable – You show up and follow through A clear communicator – Written communication is your strength Organized – You can manage multiple tasks while keeping everything accurate and on track Bonus points if you’ve ever worked with medical records, insurance claims, or contract review—or if you’ve previously worked in a high‑documentation environment.
Requirements
- High school diploma
- Reliable internet and a private workspace (remote-friendly role)
- Strong data entry skills
- Experience with:
- Microsoft Office (Excel, Outlook)
- CMS platforms
- Salesforce CRM
- EMR systems
Nice To Haves
- worked with medical records
- worked with insurance claims
- worked with contract review
- previously worked in a high‑documentation environment
- Medical terminology
Responsibilities
- Work within CMS portals to process incoming cases and enter them into internal databases
- Review cases for eligibility and ensure all required information is complete
- Prepare, track, and maintain data and documentation with a high level of accuracy
- Upload and organize medical records from client systems into internal tools
- Verify that medical records are complete and properly documented
- Route records to clinical reviewers who assess treatments or diagnoses
- Ensure compliance with regulatory requirements and company standards
- Maintain electronic files and follow consistent documentation processes
- Respond promptly and professionally to client emails regarding case status, questions, concerns, or requests
- Use systems like Microsoft Office, EMR tools, Salesforce CRM, and CMS databases to retrieve or input information
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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What This Job Offers
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
