Client Services Specialist - Residential - Marion

SMA Healthcare; Ocala (FL); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Career growth

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Tuition reimbursement

Paid personal leave

Paid holidays

403b retirement plan

Job summary

SMA Healthcare is seeking an organized administrative professional to support clerical tasks in a clinical setting. Responsibilities include scheduling, collecting payment information, and updating patient records in the SMA EMR.

You will verify insurance benefits, handle billing documentation, and assist callers while maintaining strict confidentiality. Strong communication and accuracy are essential for success in this fast-paced role.

Qualifications

• High school diploma or GED with 2 years of related clerical/customer service experience.
• Clinic/medical office experience preferred.
• Knowledge of patient accounts, eligibility, verification, and co-pay procedures.

Responsibilities

• Schedule appointments and collect payment documentation.
• Verify behavioral health benefits with insurers; ensure billing documentation accuracy.
• Process department reports, purchasing, and legal documents.
• Update client data in SMA EMR system.
• Answer calls, provide information, and protect client confidentiality.

Skills

Office procedures

Customer service

Communication skills

Attention to detail

Data entry

Multi-line phone handling

Education

High school diploma or GED

2 years clerical/customer service experience

Job description

Top reasons to work for SMA Healthcare:

• Career growth and advancement potential
• Great benefits such as: Health, Dental, Vision, Life, & Disability Insurance
• Tuition Reimbursement
• Paid Personal Leave and Paid Holidays
• 403b Retirement Plan (matches one to one of employee contribution for the first 3%, then a 50% match on the next 6% of employee contribution)

Essential Job Functions:

• Schedules appointments: collects method or source of payment for services and obtains associated documentation, including insurance cards; assist clients in completion of intake paperwork.
• Verifies client's behavioral health benefits with third party payers/insurance companies; checks billing documentation for completeness, accuracy and conformity with clerical requirements.
• Processes a variety of department reporting, purchasing, and legal documents.
• Updates client or program data in SMA's approved EMR.
• Answers, routes, and transfers incoming calls; assists and provides general information to callers; maintains confidentiality of client information; handles threats, substance abuse, suicide and crisis calls.
• Performs client financial assessments and establishes client fiscal information in SMA's EMR.
• Performs fee collection duties for clients receiving services where applicable.
• Adheres to professional standards as outlined by protocols, rules and regulations.
• Performs miscellaneous job-related duties as assigned.

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Education and/or Experience:

Possession of a high school diploma or GED and two years of related clerical/customer service/secretarial experience preferably in a clinic/medical office setting; or any equivalent combination of education, training and experience which provides the following knowledge, skills and abilities.

Knowledge/Skills/and Abilities:

• Considerable knowledge of standard office practices and procedures, equipment and clerical techniques.
• Knowledge of appropriate communication and boundaries with children and/or adults who have serious mental health, substance abuse and psychological illnesses.
• Knowledge of first- and third-party registration, certification, verification, and co-pay procedures.
• Knowledge of State and Federal guidelines related to patient account processing.
• Ability to organize and maintain complex filing and records systems and ensure confidentiality.
• Ability to operate a multiple line phone system and a variety of office equipment.
• Ability to communicate effectively, both orally and in writing.
• Ability to make calculations and computations accurately.
• Ability to proofread documents, research files and logically organize information.
• Ability to prepare Excel spreadsheets for the accurate recording of daily fee collections.
• Ability to communicate effectively with suicidal, mentally, emotionally, substance abusing and/or psychologically disturbed adults and/or children in person and over the telephone.
• Ability to follow verbal and written instructions.
• Ability to work under pressure in a fast-paced working environment and to meet deadlines.
• Ability to establish and maintain effective working relationships with fellow employees and the general public.

Necessary Special Requirements:

Possession of a valid Florida driver's license, acceptable driving record, and proof of personal automobile insurance if required to drive an SMA vehicle and/or use a personal vehicle for SMA business. Complete State of Florida mandatory background screening prior to start of employment. Complete SMA required training during the first six (6) months of employment and updated if required.

Physical:

Mobility and ability to bend and reach during an 8-12 hour day. Able to lift minimum 10 pounds. Visual and auditory acuity sufficient to evaluate, intervene, treat, and record client health care needs. Fine motor skills for legible and accurate charting, daily correspondence and presentation, either manually or orally. Work endurance ability to work 8-12-hour shifts with a meal break, as possible. Routine 8-12-hour shifts. Hours and days off may vary. Extra hours may be required. Work assignment locations may vary.

Application:

This class specification is intended to identify the class and illustrate the kinds of duties that may be assigned to its incumbents. It should not be interpreted as describing all of the duties whose performance may ever be required of such an employee or be used to limit the nature and extent of assignments such individuals may be given.