Coordinator-Customer Service II

Job Summary

The Coordinator‑Customer Service serves as the first point of contact for patients and visitors. This role involves a variety of administrative and customer service tasks aimed at ensuring a smooth and efficient clinic experience for patients and staff. Responsibilities include coordinating and directing office activities of the physician practice, verifying insurance, collecting co‑pays, co‑insurances and past‑due balances, making appointments and reminder calls, performing accurate charge entry, handling pre‑certifications, and maintaining professional relationships with insurance companies. The position requires strong public‑relation and communication skills.

Responsibilities

• Verifies insurance and communicates regularly with carriers and other regulatory agencies for reimbursement purposes.
• Performs daily and monthly close‑out procedures for internal controls and cash balancing.
• Maintains working knowledge of insurance co‑pays, deductibles, and workers’ compensation protocols to ensure accurate and compliant billing information.
• Promotes customer satisfaction while maintaining a positive, professional manner in both verbal and non‑verbal communication.
• Possesses comprehensive knowledge of corporate policies and procedures as they relate to clinic operations.
• Answers telephones, takes, and directs messages promptly to maintain continuous workflow.
• Seeks help from appropriate sources when needed and complies with all organizational policies regarding ethical business practices.
• Calls patients to obtain payment due or make financial arrangements for scheduled exams as necessary.
• Schedules appointments, gathers demographic and insurance information, and enters it into the practice management system.
• Maintains an organized and efficient work environment by keeping files and records neat, orderly, and confidential.
• Coordinates resources necessary to input accurate demographic and medical data, collects appropriate fees at time of service, and assists patients with financial counseling when appropriate.
• Completes assigned goals.

Qualifications

• Minimum required: one (1) year of experience in a physician practice or clinic.
• Preferred/desired education: collegiate or medical trade completion; associate’s degree.
• Training: current knowledge of medical terminology.
• Special skills: excellent customer relations skills; basic knowledge of Windows applications; current knowledge of medical terminology.