Client Onboarding Coordinator

Brightli • Springfield, MO

2d • Onsite

About The Position

As part of the Client Services Team, the Client Onboarding Representative welcomes and guides prospective clients through their initial experience. The role helps ensure first-time visitors have a seamless, informative process that supports successful appointments and lasting relationships with clients and providers. It includes administrative coordination, recordkeeping, client screening, assessment scheduling, and insurance verification, with an emphasis on clear communication, attention to detail, and warm, thoughtful guidance.

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 via telephone and 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 screening.
• Schedule initial comprehensive assessments.
• Obtain pertinent client signatures and photos of applicable documents.
• Perform insurance verification.
• Follow up with clients via a welcome email containing pertinent information for their first visit.

Benefits

• Health, dental, vision, retirement, and life benefits, among others.
• Paid time off; the posting specifies 29 days per year including vacation and holiday pay, and also describes an attractive full-time time-off package.
• 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 that encourages employee well-being.

What This Job Offers

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