Customer Services Specialist I

Join to apply for the Customer Services Specialist I role at Pacific Clinics 1 day ago Be among the first 25 applicants Join to apply for the Customer Services Specialist I role at Pacific Clinics Get AI-powered advice on this job and more exclusive features. The initial compensation for this position ranges from $21.44 to $26.37 an hour. Salary is dependent on commensurate experience above the minimum qualifications for the role and internal equity considerations. The salary may also vary if you reside in a different location than the location posted. 8% License Differential for LMFT, LCSW, LPCC, PsyD. Benefits We Offer Benefits eligibility starts on day ONE! We Offer Comprehensive Medical, Dental & Vision benefits, Voluntary Life Insurance, Flex Spending, Health Savings Account, EAP, and more! Employer Paid Long-Term Disability & Basic Life Insurance 401K Employer Match up to 4% Competitive Time Off Plans (may vary by employment status) Employee engagement and advocacy opportunities to advance our justice, equity, diversity, and inclusion agenda across our Agency and throughout the communities we serve. Who We Are Pacific Clinics is California's largest community-based nonprofit provider of behavioral and mental health services and support. Our team of more than 2,000 employees speak 22 languages and are dedicated to offering hope and unlocking the full potential of individuals and families through culturally responsive, trauma-informed, research-based services for individuals and families from birth to older adults. Who We Serve Pacific Clinics serves children, transitional age youth, families, adults, and older adults. We offer a full range of mental and behavioral health services, foster care and social services, housing, continuing adult education and early childhood education programs to Medi-Cal eligible individuals and families throughout Alameda, Contra Costa, Fresno, Kings, Los Angeles, Madera, Orange, Placer, Riverside, Sacramento, San Bernardino, San Francisco, Santa Clara, Solano, Stanislaus, Stockton, Tulare and Ventura Counties.

JOB SUMMARY:

Schedule: Monday to Friday, from 8:30am-5:00pm Working within the vision, mission and philosophy of the agency, the Customer Service Specialist is responsible for processing and completing internal and external referrals, acts as primary liaison between external agencies and internal agency departments and completes all required administrative paperwork and data entry for customer records. Coordinates all activities related to initial intake, level of care screening, insurance verification and payment coordination. Regularly interfaces face-to-face and by telephone with customers as well as with all agency and County electronic systems connected to client care and billing.

RESPONSIBILITIES AND DUTIES

• Answers phones and obtains all information related to initial request for services, referral source, basic demographics, and insurance/payment responsibility
• Completes comprehensive phone screens and utilizes comprehensive knowledge of the Agency’s continuum of care to make initial referral recommendations
• Ensures that non-English language needs are met to facilitate effective access
• Creates electronic record and/or documents in other logs or databases as indicated
• Triages services to other community resources if applicable
• For foster youth, obtain qualifying minute order. Also obtains other relevant court documents as needed.
• Verifies/clarifies insurance eligibility, co-pays, deductibles and enters into electronic record
• Coordinates with program manager, family, and billing re: payment issues
• Ensures that all initial and ongoing insurance authorization information is recorded in clinical record
• Liaison between all internal program departments regarding referral coordination
• Routinely maintains, verifies and confirms data entry accuracy and consistency between internal electronic records and all County systems
• Participates as member of team in QA/QI activities
• Prepares variety of reports as requested
• Works closely with Program Manager to continually build, improve, and refine Customer Services infrastructure
• Maintains expertise in agency-wide procedures
• To serve as back-up to any HIM and other Customer Services staff absences.
• Other duties as assigned to support specific agency/business need and/or enhancement of operations

JOB SPECIFIC COMPETENCIES

• Advanced skills in Microsoft Office (e.g., Word, Excel, Project Management, etc.)
• Attention to detail
• Documents Clearly and Accurately

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION

• High school diploma or GED Required
• High School diploma or GED with three (3) years related experience required or,
• AA degree with at least one (1) year of related experience preferred or,
• Bachelor of Arts/Bachelor of Science (B.A./B.S.) in Psychology, Social Work, Education, Developmental Disability or related field preferred

REQUIRED EXPERIENCE

• Communication and clinical skills relevant to intake services including: customer screening and triage, understanding of legal/ethical issues and risk management
• At least 1 year experience in community mental health, behavioral health, developmental disabilities, or social services setting
• High School diploma or GED with three (3) years related experience required or,
• AA degree with at least one (1) year of related experience preferred or,

PREFERRED QUALIFICATIONS

• Bachelor of Arts/Bachelor of Science (B.A./B.S.) in Psychology, Social Work, Education, Developmental Disability or related field preferred.
• Two (2) years of experience in medical, behavioral health, mental health, developmental disabilities or social services field

------------------------------------------------------------------- Equal Opportunity Employer We will consider for employment qualified Applicants with Criminal Histories in a manner consistent with ordinance 184652 Sec.189.04 (a) and San Francisco Police Code, Article 49. Section 4905. Equal Opportunity Employer What We Offer The initial compensation for this position ranges from $21.44 to $26.37 an hour. Salary is dependent on commensurate experience above the minimum qualifications for the role and internal equity considerations. The salary may also vary if you reside in a different location than the location posted. 8% License Differential for LMFT, LCSW, LPCC, PsyD. 7.5% Bilingual Stipend contingent upon Bilingual assessment completion. Benefits We Offer Benefits eligibility starts on day ONE! We Offer Comprehensive Medical, Dental & Vision benefits, Voluntary Life Insurance, Flex Spending, Health Savings Account, EAP, and more! Employer Paid Long-Term Disability & Basic Life Insurance 401K Employer Match up to 4% Competitive Time Off Plans (may vary by employment status) Employee engagement and advocacy opportunities to advance our justice, equity, diversity, and inclusion agenda across our Agency and throughout the communities we serve. Who We Are Pacific Clinics is California's largest community-based nonprofit provider of behavioral and mental health services and support. Our team of more than 2,000 employees speak 22 languages and are dedicated to offering hope and unlocking the full potential of individuals and families through culturally responsive, trauma-informed, research-based services for individuals and families from birth to older adults. Who We Serve Pacific Clinics serves children, transitional age youth, families, adults, and older adults. We offer a full range of mental and behavioral health services, foster care and social services, housing, continuing adult education and early childhood education programs to Medi-Cal eligible individuals and families throughout Alameda, Contra Costa, Fresno, Kings, Los Angeles, Madera, Orange, Placer, Riverside, Sacramento, San Bernardino, San Francisco, Santa Clara, Solano, Stanislaus, Stockton, Tulare and Ventura Counties.

JOB SUMMARY:

Schedule: Monday to Friday, from 8:30am-5:00pm Working within the vision, mission and philosophy of the agency, the Customer Service Specialist is responsible for processing and completing internal and external referrals, acts as primary liaison between external agencies and internal agency departments and completes all required administrative paperwork and data entry for customer records. Coordinates all activities related to initial intake, level of care screening, insurance verification and payment coordination. Regularly interfaces face-to-face and by telephone with customers as well as with all agency and County electronic systems connected to client care and billing.

RESPONSIBILITIES AND DUTIES

• Answers phones and obtains all information related to initial request for services, referral source, basic demographics, and insurance/payment responsibility
• Completes comprehensive phone screens and utilizes comprehensive knowledge of the Agency’s continuum of care to make initial referral recommendations
• Answers questions regarding service availability
• Ensures that non-English language needs are met to facilitate effective access
• Creates electronic record and/or documents in other logs or databases as indicated
• Triages services to other community resources if applicable
• Maintains all tracking systems
• For foster youth, obtain qualifying minute order. Also obtains other relevant court documents as needed.
• Verifies/clarifies insurance eligibility, co-pays, deductibles and enters into electronic record
• Coordinates with program manager, family, and billing re: payment issues
• Ensures that all initial and ongoing insurance authorization information is recorded in clinical record
• Liaison between all internal program departments regarding referral coordination
• Routinely maintains, verifies and confirms data entry accuracy and consistency between internal electronic records and all County systems
• Participates as member of team in QA/QI activities
• Prepares variety of reports as requested
• Works closely with Program Manager to continually build, improve, and refine Customer Services infrastructure
• Maintains expertise in agency-wide procedures
• To serve as back-up to any HIM and other Customer Services staff absences.
• Other duties as assigned to support specific agency/business need and/or enhancement of operations

JOB SPECIFIC COMPETENCIES

• Advanced skills in Microsoft Office (e.g., Word, Excel, Project Management, etc.)
• Attention to detail
• Conflict Resolution
• Documents Clearly and Accurately
• Encourages Customer Focus
• Time Management
• Strong communication skills

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION

• High school diploma or GED Required
• High School diploma or GED with three (3) years related experience required or,
• AA degree with at least one (1) year of related experience preferred or,
• Bachelor of Arts/Bachelor of Science (B.A./B.S.) in Psychology, Social Work, Education, Developmental Disability or related field preferred

REQUIRED EXPERIENCE

• Communication and clinical skills relevant to intake services including: customer screening and triage, understanding of legal/ethical issues and risk management
• At least 1 year experience in community mental health, behavioral health, developmental disabilities, or social services setting
• High School diploma or GED with three (3) years related experience required or,
• AA degree with at least one (1) year of related experience preferred or,

PREFERRED QUALIFICATIONS

• Bachelor of Arts/Bachelor of Science (B.A./B.S.) in Psychology, Social Work, Education, Developmental Disability or related field preferred.
• Two (2) years of experience in medical, behavioral health, mental health, developmental disabilities or social services field

------------------------------------------------------------------- Equal Opportunity Employer We will consider for employment qualified Applicants with Criminal Histories in a manner consistent with ordinance 184652 Sec.189.04 (a) and San Francisco Police Code, Article 49. Section 4905. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Other Industries Mental Health Care Referrals increase your chances of interviewing at Pacific Clinics by 2x Get notified about new Customer Service Specialist jobs in Sacramento, CA . Customer Service Representative - State Farm Agent Team Member Sacramento, CA $45,000.00-$80,000.00 1 year ago Delivery Station Customer Service Assoc - FT(40 Hours) - DSM4 - W Sacramento, CA Customer Service Representative - State Farm Agent Team Member Rancho Cordova, CA $17.00-$28.35 1 month ago Customer Service Representative - State Farm Agent Team Member Elk Grove, CA $15,000.00-$300,000.00 5 days ago Rocklin, CA $104,000.00-$134,000.00 1 month ago Customer Service Representative – Entry Level We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Pacific Clinics