Customer Service Representative

Bluebonnet Trails Community Services; Round Rock (TX); On-site; USD 17,908 - 24,796; Full time

Benefits offered by this job

Bilingual advantage

Career ladder path

Job summary

Bluebonnet Trails Community Services in Round Rock is seeking a Customer Service Representative to provide clerical support and assist integrated health and medical clinics. The CSR will manage scheduling, data entry, insurance verification, and patient outreach while coordinating with clerical staff.

The role emphasizes accurate chart updates, financial reviews, and helping patients understand balances and payment options. Strong communication and reliable attendance are essential.

Qualifications

• High school diploma or GED required.
• Experience with persons with disabilities preferred.
• Experience in a medical office setting preferred.
• Valid Texas driver's license and clean driving record required.
• Demonstrated regular and timely attendance.

Responsibilities

• Schedule appointments and provide quality customer service to clients and staff.
• Assist with insurance verification and determine patient financial responsibility.
• Obtain authorizations from insurance companies for required services.
• Follow up on past-due balances and set up payment plans according to policy.
• Collaborate with Benefits Specialists to coordinate services.

Skills

Customer service

Data entry

Verbal & written communication

Multitasking

Education

High school diploma or GED

Tools

Electronic Health Records (EHR) software

Job description

The customer service representative (CSR) provides administrative support and assistance to integrated behavioral health, medical, and dental clinics and works in collaboration with clerical support staff for the Federally Qualified Health Center of South‑Central Texas.

The CSR provides clerical support and assistance with special projects as assigned by the Center Director or Office Manager, including receptionist duties, data entry, running electronic health record reports, copying and collation of materials, typing, mailing correspondence, maintaining office equipment and vehicles, maintaining preassembled staffing packets, ordering supplies, filing clinical records and purchase requisitions as requested.

The CSR assists persons in services by scheduling appointments and providing quality customer service to direct persons and appropriate staff members, and meets with individuals in services to perform initial and annual financial review/addendum, update demographic information in the electronic chart, and scan documents into the individual's electronic chart. The CSR gathers necessary documentation, provides insurance verification for scheduled clinic appointments, determines and notates expected individual responsibility for scheduled visits based on insurance and financial ability to pay. The CSR assists with obtaining authorization from insurance companies for required services and provides responses to account for specific concerns from individuals about balances. The CSR follows up on past‑due balances and develops an agreement to pay according to center policy. The CSR identifies and schedules individuals with Benefits Specialists.

The CSR also works with a team of business support staff to ensure an effective and efficient work environment.

Location: Round Rock, TX

Differential Detail

• $.75/hour - Bilingual
• $.50/hour - Williamson County
• $1.00/hour - 2 year tenure with BTCS
• $1.00/hour - Career ladder specialty
• $1.00/hour - 2 previous experience in a similar role

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

Minimum Qualifications

• High school diploma or GED.
• Experience working with persons with disabilities.
• Strong computer and communication skills.
• Experience in a medical office setting.
• Demonstration of successful work experience regarding regular and timely attendance.
• Must have a valid Texas driver's license and maintain approved drivers status throughout employment.

Preferred Qualifications

• Some college (1‑2 years) or associates degree.
• Experience of having financial discussions with clients regarding treatment costs.
• Bilingual.