Client Onboarding Coordinator

BBH Burrell Behavioral Health; United States; On-site; USD 34,000 - 46,000; Full time

Benefits offered by this job

Health benefits package

Paid time off

Mileage reimbursement

Top-notch training

Career mobility

Supportive work culture

Job summary

BBH Burrell Behavioral Health is seeking a Client Onboarding Representative in Springfield, MO. You will welcome and guide clients, manage essential administrative tasks, verify insurance, and schedule initial assessments to ensure a smooth first visit.

The role requires strong communication, organization, and data entry skills, with a focus on accuracy and patient-centered service within a healthcare setting.

Qualifications

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

Responsibilities

• Process first-time client service requests.
• Ensure completion of access tasks before client visits.
• Conduct client screening and scheduling of assessments.
• Obtain signatures and photos of documents as needed.
• Perform insurance verification.
• Send welcome information to clients after visits.

Skills

Communication skills

Organizational skills

Typing speed

Data entry

Phone etiquette

interpersonal skills

Education

High school diploma

Tools

Typing

Office software

Job description

Job Description

Job Title: Client Onboarding Representative

Location: Springfield, Missouri

Employment Type: Full Time

Shift: Monday - Friday 8:00 A.M. - 5:00 P.M.

Job Summary: As part of our dedicated Client Services Team, the Client Onboarding Representative plays a crucial role in welcoming and guiding prospective clients throughout their initial journey with us. This vital position ensures that first-time visitors enjoy a seamless and informative process, paving the way for successful appointments and enduring partnerships. With a focus on excellence in both verbal and written communications, along with meticulous attention to detail, the Client Onboarding Representative manages essential administrative tasks, maintains efficient records, performs thorough screenings, schedules assessments, and expertly navigates insurance requirements. Through thoughtful guidance and genuine warmth, they set the stage for memorable encounters and foster long-lasting rapport with clients and providers alike. .

Position Perks & Benefits

• Employee benefits package - health, dental, vision, retirement, life, & more**
• Paid time off - 29 days per year including vacation & holiday pay
• Mileage reimbursement - company paid for work functions requiring travel
• Top-notch training - initial, ongoing, comprehensive, and supportive
• Career mobility - advancement opportunities/promoting from within
• Welcoming, warm, supportive - a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness

Key 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.

Education and/or Experience Qualifications

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

Additional Qualifications

• Excellent written and verbal communication skills.
• Strong organizational and critical thinking abilities.
• Strong computer skills with excellent typing abilities.
• Efficient and accurate data entry capabilities.
• Ability to work autonomously.
• Ability to establish effective relationships via telephone and personal interactions.
• Willingness to follow direction and accept supervision.

Brightli is on a Mission

A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance use care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients. As a behavioral and community mental health provider, we value diversity, equity, and inclusion in our workforce and encourage applications from individuals from diverse backgrounds and experiences. If you are passionate about empowering your local communities and promoting health equity, we invite you to join our mission-driven organization that is committed to building a diverse, equitable, inclusive and authentic workplace.

A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients. As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.

Position Perks & Benefits

• Paid time off: full-time employees receive an attractive time off package to balance your work and personal life
• Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more
• Top-notch training: initial, ongoing, comprehensive, and supportive
• Career mobility: advancement opportunities/promoting from within
• Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness

About Brightli

Brightli is on a Mission: A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance use care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients. As a behavioral and community mental health provider, we value diversity, equity, and inclusion in our workforce and encourage applications from individuals from diverse backgrounds and experiences. If you are passionate about empowering your local communities and promoting health equity, we invite you to join our mission-driven organization that is committed to building a diverse, equitable, inclusive and authentic workplace.

Brightli is on a Mission: A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients. As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.

We are an Equal Employment Opportunity Employer. Burrell Behavioral Health is a Smoke and Tobacco Free Workplace.

Brightli Snapshot 200 locations 4 states 19 subsidiaries and/or affiliates 5k+ employees