Job Summary
The Client Access Specialist 1 is a client-facing position responsible for creating a welcoming experience for all clients and visitors. The Client Access Specialist 1 is responsible for treating all clients and visitors with respect and dignity and for providing exceptional customer service support. The Client Access Specialist 1 works closely with other Josselyn team members to ensure compliance in areas of client onboarding and client record maintenance.
Essential Responsibilities and Metrics
- Interact with all clients and visitors in a respectful and welcoming manner
- Uphold HIPAA privacy standards for client data
- Follow client check in processes to maintain compliance for client records
- Answer the telephone in a timely and polite manner with appropriate and accurate navigation of calls
- Collect client payments for all services
- Distribute Opening and Annual paperwork for New and existing clients
- Process incoming and outgoing mail
- Send client statements distributed by the claims department in a timely manner
- Accurately upload client documentation into EMR system
- Maintain and manage the waiting room as well as sanitize workstations
- Timely completion of all projects as assigned by supervisor
Qualifications
- High School or equivalent
- Prior experience as a receptionist or related experience
- Consistent, professional dress, and manner
- Excellent written and verbal communication skills
- Competency in Microsoft Office365 applications including: Word, Excel, and Outlook and Zoom
- Good time management skills
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