Customer Service Representive

Sun Point Wellness; A distancia; MXN 50,000 - 200,000; Jornada completa

Descripción de la vacante

A supportive mental health service provider is seeking a Client Care Coordinator to assist clients through the intake process and manage billing inquiries. This remote, full-time role requires bilingual skills in English and Spanish, along with a strong customer service focus. The ideal candidate will be proactive, adaptable, and can effectively navigate client needs and insurance processes. The position offers a structured schedule, from Monday to Friday with occasional Saturdays.

Formación

• Bilingual – English (C1/C2 level) and Spanish.
• Previous experience in client care/customer service.
• Full time availability.

Responsabilidades

• Assist client care team in guiding clients through the intake process.
• Assist in keeping track of unpaid balances and contacting clients.
• Create payment plans with clients when necessary.
• Issue invoices for clients and assist with their questions and concerns regarding billing.
• Keep updated records and create reports.
• Review insurance coverage and benefits for clients.
• Submit claims to insurance for client sessions.
• Contact member services for further clarification on benefits/claims.

Conocimientos

Problem Solving

Time Management

Customer Service Focus

Proactivity

Descripción del empleo

Job Description

Company Description

Sun Point Counseling is founded on the belief that all who seek therapy have unique needs. We provide high-quality counseling services to individuals, couples, and families and we believe that an evidence-based, down to earth and caring approach is the best way to give the community the support they need.

We accompany clients and Sun Point team members in achieving their goals in order to thrive in their lives, while holding a safe space by honoring diversity and inclusion for all and we are currently looking for our newest team member!

Job Description

The Client Care Coordinator will report to, and support, the Executive Director of Operations, and the Director of Human Resources and Co-Director of Client Success. These tasks are mainly focussed towards the following:

• Client Intake (calls, follow up, email correspondence with clients and therapists)
• Client Support (inquiries about services, canceling/rescheduling appointments)
• Insurance

This position is a full time, remote position. The ideal candidate should be a go-getter that can hit the ground running, is able to prioritize team objectives, and is responsible, adaptable, and empathetic towards clients’ needs.

Responsibilities:

• Assist client care team in guiding clients through the intake process.
• Assist in keeping track of unpaid balances and contacting clients.
• Create payment plans with clients when necessary.
• Issue Invoices for clients and assist with their questions and concerns regarding billing.
• Keep updated records and create reports.li>
• Review insurance coverage and benefits related to mental health for clients and communicate this information to them in a clear and succinct manner.
• Submit claims to insurance for the sessions that clients have taken at Sun Point.
• Check Explanation of Benefits (EOBs) for particular cases.
• Contact member services when it is needed to get further clarification on benefits/claims.
• Other duties as assigned.

Desired Skills

• Problem Solving
• Time Management
• Customer Service Focus
• Proactivity

Qualifications

Bilingual – English (C1/C2 level) and Spanish

• Previous experience in client care/customer service
• Entry Level
• Full time availability
• Internet Connection - 50 to 100 Mbps download speeds, and at least 10 Mbps upload speeds

Additional Information

• Schedule: Mon - Fri (11am to 7pm CST) Saturdays (9 am to 1 pm CST)