(2993) Customer Service Representative, Access Program

Bluebonnet Trails Community MHMR Center; Round Rock (TX); On-site; USD 24,000 - 30,000; Full time

Job summary

Bluebonnet Trails Community Services is seeking a Customer Service Representative to support the Access program, handling intake, enrollment, insurance verification, and clerical duties in a fast-paced setting.

You will manage appointments, document services, and coordinate with medical and clinical teams across Williamson County. A High School diploma or GED and a Texas driver’s license are required; experience in medical or LMHA settings is preferred. Proficiency with MS Office is expected.

Qualifications

• High school diploma or GED is required.
• Must have a valid Texas driver’s license and maintain approved driving status.
• Experience in medical, hospital, or LMHA setting preferred.
• Knowledge of Microsoft applications (MS Office) required.
• Ability to stay calm in a fast-paced environment and work with diverse teams.

Responsibilities

• Provide clerical support to the Access program (intake and enrollment).
• Answer phones, greet clients, and check in clients (in person or virtual).
• Schedule appointments, verify insurance, process payments and produce reports.
• Coordinate provider appointments and reminders; interact with clinical teams.

Skills

MS Office

Fluent English

Education

High school diploma or GED

Tools

Electronic Health Record (EHR)

Job description

Who we are: Bluebonnet Trails is a nonprofit company that has been providing community services since 1997. Over the past two decades, services have expanded to include resources for autism, early childhood intervention, substance addiction, primary health care and more. Bluebonnet Trails currently serves eight counties. Why Bluebonnet Trails? Simple. Our vision is healthy and fulfilled lives and our mission is the continuation of shaping and investing in a system of care valued by our communities, designed to improve the health and independence of the people we serve.

About the role: The Customer Service Representative provides a variety of clerical duties which include, but are not limited to, administrative support and clerical duties to the Access program, which is focused on intake and enrollment for all BTCS programs, completing non-clinical screenings with people seeking services, service documentation, answering phone calls, greeting clients and families, checking in clients (virtually or in person), scheduling appointments, insurance verification, completing financial reviews, processing payments (payment plans and copays), data entry, completing reports, providing productivity measures and tasks related to the Determination of Intellectual Disability in the IDD intake process. Within this position, you are responsible for the coordination of provider appointments and managing their schedules along with providing reminder calls to clients. This position works with various workstations and interacts with a variety of individuals and agencies and works in collaboration with all medical and clinical teams within Williamson County.

Who you are: An individual who is passionate about helping others, hard-working, honest, and personable. A team-player, go-getter, jack of all trades and an out-of-the-box thinker. One who can handle a fast-paced environment and remain calm under pressure. You also have a High School diploma or GED, a valid Texas Driver’s License, knowledge of Microsoft applications, initiative, diplomacy, as well as organizational and time management skills. You must also be comfortable collaborating with an array of individuals including but not limited to adults, children/youth, those in crisis as well as intake and respite units. Has at least one year of experience within a medical, hospital or LMHA setting and have working knowledge of medical insurances.

Hourly Salary Range: $17.30 – $21.55

• $0.75 per hour – Bilingual
• $1.00 per hour – 2 year Tenure with BTCS
• $1.00 per hour – 2 years previous experience
• $0.50 per hour – Williamson County

Join our dynamic and enthusiastic Team dedicated to continuously improving the health and independence of the persons we serve.

County Williamson County

Credentials Minimum Qualifications:

• Must have valid Texas driver’s license and maintain approved driving status throughout employment.
• High school diploma or GED.
• Ability to organize workspace and activities using initiative.
• Follow oral and written instructions.
• Must be able to learn how to input information into an electronic health record.
• Ability to stay calm in a very fast-paced environment.
• Must be comfortable working with clients and families in crisis.
• Must be able to work collaboratively with other members of the adult, child/youth, crisis, intake, respite units and contractors.
• Must be fluent in English.

Preferred Qualifications:

• Experience in a person-centered medical, hospital or LMHA setting with an emphasis of working at the front desk and completing financial assessments is highly preferred as well as knowledge of
• both commercial and government insurance processes.

Administration Address:

1009 N. Georgetown Street,
Round Rock, Texas 78664

Bluebonnet Trails Community Services as a recipient of Federal Transit Administration (FTA) grant dollars either directly from FTA or through the Texas Department of Transportation (TxDOT), will comply with the Title VI of the Civil Rights Act of 1964 (42 U.S.C. 2000d), the U.S. Department of Transportation implementing regulations, FTA Circular 4702.lB, and TxDOT PTN requirements as specified in Master Grant Agreement, and State Management Plan. Our Title VI Plan can be viewed here: Title VI Plan 2026-2029 (PDF)