Customer Relations Specialist

Job Description

Job Description

Description

Be the welcoming face and first point of contact for our organization—and help create a positive experience for every visitor and caller.
Schedule: Tuesday-Friday, 7:30 am - 6 pm; Full-Time

Are you a friendly, organized professional who thrives in a fast-paced environment? We’re looking for a Customer Relations Specialist (CRS) to be the welcoming face of our clinic and a key part of our integrated care team.

As a CRS, you'll greet patients, manage check-in and check-out for appointments (including primary care, dental, behavioral health, and specialists), verify insurance and demographic information, and collect co-pays. You’ll also support day-to-day clinic operations to ensure things run smoothly and efficiently.

This is a great opportunity for someone who enjoys helping others, working on a team, and making a difference in the patient experience from the very first interaction.

Key Responsibilities

• Greet patients and provide excellent customer service at every visit
• Manage appointment check-in/check-out, including verifying insurance and demographics
• 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

Requirements, Skills, Knowledge and Expertise

• High School/GED preferred
• At least one year experience in customer service required
• A valid driver's license and agency established minimum automobile coverage required

This Role Is a Great Match for Someone Who: 

• Possesses strong communication and organizational skills
• Is comfortable in a high-traffic, patient-facing role
• Is detail-oriented with basic computer and data entry skills
• Willing to travel locally between clinic sites if needed