Patient Services Representative Team Leader

Cardiovascular Institute of the SouthLafayette, LA

About The Position

The Patient Services Team Leader oversees daily front office operations and supervises patient services staff to ensure an efficient, positive, and patient-focused experience. This role requires knowledge of insurance products, an understanding of commonly used insurance companies and plan limitations, and the ability to help resolve coverage-related concerns.

Requirements

  • High school diploma required; college education preferred.
  • Strong communication and organizational skills.
  • Proficiency with computers and scheduling systems.
  • A commitment to teamwork, service excellence, patient-centered care, and continuous improvement.

Nice To Haves

  • Knowledge of insurance products preferred.
  • Prior management or supervisory experience preferred.
  • Minimum of two years of experience in a healthcare-related field preferred.

Responsibilities

  • Manage patient reception for clinic visits and diagnostic testing, ensuring a welcoming and professional environment.
  • Monitor patient services procedures to uphold consistent, high-quality service standards.
  • Maintain accurate and efficient schedule management; support optimal patient flow and provider workflow.
  • Collaborate with physicians/providers, Nursing Team Leaders, Clinic Coordinators, and other departments to meet patient and provider needs.
  • Perform short-term schedule maintenance and resolve patient/member issues promptly.
  • Assist with Patient Services Representative duties when needed, including check-in/check-out, scheduling, and chart preparation.
  • Supervise Patient Services staff and oversee daily operations of the front office team.
  • Conduct and support training, onboarding, and ongoing education of team members.
  • Promote a positive and supportive environment that encourages teamwork and service excellence.
  • Coach, mentor, and guide team members to improve performance and productivity.
  • Monitor staff performance, complete evaluations in a timely manner, and address concerns as needed.
  • Ensure adequate staffing levels and approve GPT requests.
  • Maintain compliance with CIS policies, procedures, and departmental standards.
  • Serve as a liaison between staff, physicians, team leaders, and the Practice Administrator.
  • Maintain proper security and safeguarding procedures for cash boxes.
  • Communicate operational challenges or improvement opportunities to the Practice Administrator.
  • Participate actively in electronic health record (EHR) processes, including SRS scanning and documentation accuracy.
  • Support CIS’s mission by performing additional duties as assigned.
  • Maintain patient confidentiality in accordance with HIPAA standards.

Benefits

  • Choice of three health insurance plans
  • Dental insurance coverage
  • Vision insurance coverage
  • 401(k) with company match and profit-sharing plan
  • Company-paid short-term and long-term disability coverage
  • Company-paid life insurance for you and your family
  • Access to company-provided training and educational resources
  • Eligibility for annual merit-based performance increases
  • Accrued General Purpose Time (GPT)
  • Eight company-paid holidays
  • Special company events, including Christmas parties, Family Day, employee engagement activities, and Spirit Days
  • Complimentary Employee Assistance Program (EAP) for all employees and their dependents
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