Customer Relations Specialist
About The Position
The Customer Relations Specialist (CRS) is the welcoming face and first point of contact for the clinic and an important member of its integrated care team. The role supports a positive patient experience by greeting patients, managing appointment check-in and check-out for primary care, dental, behavioral health, and specialist visits, verifying insurance and demographic information, and collecting co-pays. The CRS also supports daily clinic operations, helps keep the front office and waiting areas organized, and may travel to nearby clinic locations as needed. The schedule is Tuesday through Friday, 7:15 a.m. to 6:15 p.m. The position requires maintaining patient confidentiality and following HIPAA guidelines.
Requirements
- At least one year of customer service experience.
- A valid driver's license.
- Agency-established minimum automobile coverage.
- Strong communication and organizational skills.
- Comfort working in a high-traffic, patient-facing role.
- Attention to detail and basic computer and data-entry skills.
- Willingness to travel locally between clinic sites if needed.
Nice To Haves
- High School/GED preferred.
Responsibilities
- Greet patients and provide excellent customer service at every visit.
- Manage appointment check-in and check-out, including verifying insurance and demographic information.
- Collect co-pays and complete necessary paperwork.
- Answer phones, direct messages, and assist with scheduling.
- Keep the front office and waiting areas organized and welcoming.
- Enter data accurately into electronic health records (EHR).
- Travel to nearby clinic locations as needed.
- Maintain strict patient confidentiality and follow HIPAA guidelines.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
