Client Coordinator

About the role

The Client Coordinator plays a key role in managing client inquiries, supporting case workflow, and ensuring high-quality documentation across multiple departments. This position handles client and physician inquiries, data preparation, and documentation.

Responsibilities

• Handle and respond promptly to inquiries from clients and/or anyone acting on behalf of the client regarding questions, report status, concerns, or general requests for information.
• Utilize appropriate systems and databases to enter client or claimant information and/or retrieve information.
• Maintain daily contact with the QA department regarding workflow and pending report status.
• Contact providers for assignment and update database.
• File and archive open and closed cases.
• Verify all client information is current in the database and all client specific guidelines and/or rules or information is documented in the system.
• Direct calls to other departments as needed.
• Perform various clerical duties such as typing, filing, emailing, and proofreading.
• Aid in resolution of customer complaints and quality assurance issues.
• Notify management of any report issues or concerns.
• Ensure all practices are carried out in accordance with state and federal safety and legal regulations.
• Perform other duties as assigned.

Qualifications

• High school diploma or equivalent required.
• Minimum one year clerical experience; or equivalent combination of education and experience preferred.
• Experience in a medical office or insurance industry preferred.
• Must possess complete knowledge of general computer, fax, copier, scanner, and telephone.
• Knowledgeable of multiple software programs, including but not limited to Microsoft Word, Outlook, Excel, and the Internet.
• Ability to be trained on and adhere to HIPAA regulations and compliance standards.
• Qualified typist with a minimum of 40 W.P.M.
• Ability to follow instructions and respond to management’s directions accurately.
• Demonstrate accuracy, thoroughness, and responsibility for quality of work, and ability to take initiative to identify improvements.
• Exceptional communication skills.
• Ability to work independently, prioritize work activities and use time efficiently.
• Ability to maintain confidentiality.
• Ability to demonstrate and promote a positive team-oriented environment.
• Ability to stay focused and concentrate under normal or heavy distractions.
• Ability to work well under pressure and/or stressful conditions.
• Possess the ability to manage change, delays, or unexpected events appropriately.
• Ability to follow all company policies and procedures in effect at time of hire and as they may change or be added from time to date.