Client Onboarding Coordinator

Brightli • Springfield, MO

3d

About The Position

The Client Onboarding Representative is part of the Client Services Team and welcomes and guides prospective clients through their initial experience. The role helps first-time visitors navigate the process toward successful appointments and lasting partnerships by providing clear verbal and written communication and attentive, thorough service. Duties include administrative work, record maintenance, client screening, assessment scheduling, and insurance verification. The position also provides thoughtful guidance to clients and builds rapport with clients and providers.

The position is full-time, located in Springfield, Missouri, and has a Monday–Friday schedule from 8:00 A.M. to 5:00 P.M. Brightli describes its work as a mission to improve client care, support community mental health centers by sharing resources, advocate for increased access to mental health and substance use care, and help evolve behavioral health services to better meet client needs. The organization emphasizes diversity, equity, inclusion, belonging, and an authentic workplace.

Requirements

• High school diploma or equivalent.
• Experience in medical customer service.
• Experience in medical appointment coordination.
• Excellent written and verbal communication skills.
• Strong organizational and critical thinking abilities.
• Strong computer skills and excellent typing abilities.
• Efficient and accurate data-entry capabilities.
• Ability to work autonomously.
• Ability to establish effective relationships by telephone and through personal interactions.
• Willingness to follow direction and accept supervision.

Responsibilities

• Process requests for first-time client services from clients and/or providers.
• Ensure all necessary access tasks are completed before the client's visit.
• Conduct client screenings.
• Schedule initial comprehensive assessments.
• Obtain pertinent client signatures and photos of applicable documents.
• Perform insurance verification.
• Follow up with clients by sending a welcome email with pertinent information about their first visit.

Benefits

• Employee benefits package including health, dental, vision, retirement, life insurance, and more.
• Paid time off; the posting specifies 29 days per year, including vacation and holiday pay.
• Mileage reimbursement for work functions requiring travel.
• Initial, ongoing, comprehensive, and supportive training.
• Advancement opportunities and promotion from within.
• A welcoming, warm, and supportive work culture focused on employee well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED