Client Experience & Onboarding Specialist

Burrell Behavioral Health; Springfield (MO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Dental

Vision

Retirement plan

Paid time off

Mileage reimbursement

Training & development

Career advancement

Job summary

Burrell Behavioral Health in Springfield, Missouri seeks a Client Onboarding Representative to welcome and guide prospective clients through their initial visits. You will manage intake tasks, screenings, scheduling, and insurance verification with care and accuracy to ensure a smooth start to each relationship.

The role collaborates with the Client Services Team, maintains records, and communicates clearly with clients and providers.

Qualifications

• High school diploma or equivalent required.
• Experience in medical customer service required.
• Experience in medical appointment coordination required.

Responsibilities

• Process requests for first-time client services from clients and/or providers.
• Ensure completion of all necessary access tasks before the client's visit.
• Conduct client screening.
• Schedule initial comprehensive assessments.
• Obtain pertinent client signatures and photos of applicable documents.
• Perform insurance verification.
• Follow up with clients via a welcome email containing pertinent information for their first visit.

Skills

Customer service

Phone communication

Written communication

Data entry

Organizational skills

Autonomy

Education

High school diploma or equivalent

Tools

MS Office Suite

Job description

Burrell Behavioral Health in Springfield, Missouri seeks a Client Onboarding Representative to welcome and guide prospective clients through their initial visits. You will manage intake tasks, screenings, scheduling, and insurance verification with care and accuracy to ensure a smooth start to each relationship.

The role collaborates with the Client Services Team, maintains records, and communicates clearly with clients and providers.