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. The Coordinator coordinates and directs the office activities of the physician practice, manages financial counseling, verifies insurance, collects co-pays and balances, schedules appointments, and maintains professional relationships with insurance companies.

Excellent public relations and communication skills are required.

• Verifies insurance and communicates regularly with carriers and regulatory agencies for reimbursement purposes.
• Performs daily and monthly close‑out procedures for internal controls and cash balancing.
• Maintains knowledge of insurance co‑pays, deductibles, and workers’ compensation protocols to ensure accurate billing.
• Promotes customer satisfaction while maintaining a positive professional manner in both verbal and nonverbal communication.
• Operates in accordance with corporate policies relating to clinic operations.
• Answers telephones, takes, and directs messages in a timely manner to maintain continuous workflow.
• Performs accurate charge entry and ensures compliance with all organizational policies regarding ethical business practices.
• Calls patients to obtain payment or arrange financial arrangements for scheduled exams as needed.
• Schedules appointments, gathers demographic and insurance information, and enters data 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.

• One (1) year of experience in a physician practice or clinic.

• Collegiate or medical trade completion, Associate’s Degree.

• Current knowledge of medical terminology.
• Knowledge in insurance verification and charge entry as provided through experience in a physician practice.

• Excellent customer relations skills.
• Basic knowledge of Windows applications.
• Current knowledge of medical terminology.

No specific licensure required.