Customer Service Coordinator II

About the Role

The Coordinator-Customer Service serves as the first point of contact for patients and visitors, handling a variety of administrative and customer service tasks to ensure a smooth and efficient clinic experience. This role coordinates and directs office activities, including financial counseling, insurance verification, appointment scheduling, and maintaining professional relationships with insurance companies.

Responsibilities

• Verifies insurance and communicates with carriers and regulatory agencies for reimbursement.
• Performs daily and monthly close-out procedures for internal controls and cash balancing.
• Maintains knowledge of insurance co-pays, deductibles, and workers' compensation protocols for accurate billing.
• Promotes customer satisfaction through professional verbal and nonverbal communication.
• Answers telephones, takes messages, and directs them appropriately to maintain workflow.
• Performs accurate charge entry and complies with organizational ethical business practices.
• Calls patients to obtain payments or arrange financial plans for scheduled exams.
• Schedules appointments, gathers demographic and insurance information, and enters data into the practice management system.
• Maintains an organized work environment, ensuring files and records are neat, orderly, and confidential.
• Coordinates resources to input accurate data, collect fees, and assist patients with financial counseling.
• Completes assigned goals.

Requirements

• Collegiate or medical trade completion; Associate’s Degree preferred.
• One (1) year of experience in a physician practice or clinic.