Private Client Specialist

Crisis24 • Boca Raton, FL

1d

About The Position

Crisis24 is seeking a positive, motivated, and detail-oriented Private Client Specialist to join its Private Client Concierge Team. The specialist serves as the primary contact for members and provides high-touch customer service while building and maintaining trusted relationships. The role supports member healthcare needs, including coordinating internal and external appointments, requesting medical records, and researching personal and travel health matters. Medical training or experience is not required. The position also provides administrative and clinical support to medical providers and participates in a rotating after-hours standby schedule for urgent situations.

Requirements

• High school diploma or GED required.
• At least 3 years of office experience with customer service experience.
• Demonstrated professionalism, patience, empathy, and urgency.
• Ability to problem-solve with urgency and thoughtfulness.
• Excellent written and verbal communication skills.
• Proficiency with basic computer applications, including Microsoft Office products.
• Ability to handle sensitive and confidential information professionally and discreetly.
• Must agree to and pass a background investigation appropriate for handling sensitive information.

Nice To Haves

• Associate degree preferred.
• Experience in a healthcare setting preferred.
• Prior experience with an electronic medical record application preferred.

Responsibilities

• Provide positive and professional customer service to members throughout all interactions.
• Respond promptly and professionally to member inquiries by email, telephone, or video, while observing HIPAA requirements and member preferences and permissions.
• Coordinate with other healthcare providers, including members’ primary providers, to obtain and organize health information, schedule appointments, and follow up.
• Provide administrative and clinical support to medical providers in addressing member needs.
• Track and support open medical cases for an assigned member base to support a high level of patient care.
• Participate in annual or more frequent HIPAA and GDPR training and follow applicable regulations.
• Document member interactions accurately, thoroughly, and promptly in company software systems.
• Prioritize workload, manage time, and meet deadlines.
• Meet regularly with the team manager and medical providers to review member needs and workload.
• Provide members with accurate and detailed information about products and services.
• Assist members with medical equipment and service orders as needed.
• Identify opportunities and provide feedback to improve customer service operations.
• Participate in a rotating after-hours standby schedule to support providers and members in urgent situations.
• Assist with special projects as requested.
• Protect Crisis24 and stakeholder data and systems by following policies, reporting incidents and potential problems, completing regular training, and identifying opportunities for improvement.

What This Job Offers

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