Customer Services Specialist I

Pacific Clinics; Sacramento (CA); On-site; USD 29,535 - 36,327; Full time

Benefits offered by this job

Comprehensive Medical, Dental & Vision benefits

401K Employer Match

Competitive Time Off Plans

Job summary

A nonprofit mental health organization in Sacramento is seeking a Customer Services Specialist I to process referrals and manage customer interactions. The ideal candidate will have strong communication skills and experience in community mental health. Responsibilities include administrative tasks, intake coordination, and liaison between agencies. Benefits start on day one and include comprehensive medical coverage and 401K matching.

Qualifications

• High school diploma or GED required.
• Three years of related experience or an AA degree with one year of relevant experience.
• One year experience in community mental health or social services setting preferred.

Responsibilities

• Process and complete internal and external referrals.
• Act as primary liaison between external agencies and internal departments.
• Complete administrative paperwork and data entry for customer records.

Skills

Communication skills

Attention to detail

Computer proficiency in Microsoft Office

Customer service skills

Education

High school diploma or GED

AA degree

Bachelor's degree in Psychology or related field

Job description

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• The initial compensation for this position ranges from $21.44 to $26.37 an hour.
• Salary is dependent on commensurate experience above the minimum qualifications for the role and internal equity considerations.
• The salary may also vary if you reside in a different location than the location posted.
• 8% License Differential for LMFT, LCSW, LPCC, PsyD.

Benefits We Offer

• Benefits eligibility starts on day ONE!
• We Offer Comprehensive Medical, Dental & Vision benefits, Voluntary Life Insurance, Flex Spending, Health Savings Account, EAP, and more!
• Employer Paid Long-Term Disability & Basic Life Insurance
• 401K Employer Match up to 4%
• Competitive Time Off Plans (may vary by employment status)
• Employee engagement and advocacy opportunities to advance our justice, equity, diversity, and inclusion agenda across our Agency and throughout the communities we serve.

Who We Are

Pacific Clinics is California's largest community-based nonprofit provider of behavioral and mental health services and support. Our team of more than 2,000 employees speak 22 languages and are dedicated to offering hope and unlocking the full potential of individuals and families through culturally responsive, trauma-informed, research-based services for individuals and families from birth to older adults.

Who We Serve

Pacific Clinics serves children, transitional age youth, families, adults, and older adults. We offer a full range of mental and behavioral health services, foster care and social services, housing, continuing adult education and early childhood education programs to Medi-Cal eligible individuals and families throughout Alameda, Contra Costa, Fresno, Kings, Los Angeles, Madera, Orange, Placer, Riverside, Sacramento, San Bernardino, San Francisco, Santa Clara, Solano, Stanislaus, Stockton, Tulare and Ventura Counties.

JOB SUMMARY:

Schedule: Monday to Friday, from 8:30am-5:00pm

Working within the vision, mission and philosophy of the agency, the Customer Service Specialist is responsible for processing and completing internal and external referrals, acts as primary liaison between external agencies and internal agency departments and completes all required administrative paperwork and data entry for customer records. Coordinates all activities related to initial intake, level of care screening, insurance verification and payment coordination. Regularly interfaces face-to-face and by telephone with customers as well as with all agency and County electronic systems connected to client care and billing.

RESPONSIBILITIES AND DUTIES

• Answers phones and obtains all information related to initial request for services, referral source, basic demographics, and insurance/payment responsibility

• Completes comprehensive phone screens and utilizes comprehensive knowledge of the Agency’s continuum of care to make initial referral recommendations

• Ensures that non-English language needs are met to facilitate effective access

• Creates electronic record and/or documents in other logs or databases as indicated

• Triages services to other community resources if applicable

• For foster youth, obtain qualifying minute order. Also obtains other relevant court documents as needed.

• Verifies/clarifies insurance eligibility, co-pays, deductibles and enters into electronic record

• Coordinates with program manager, family, and billing re: payment issues

• Ensures that all initial and ongoing insurance authorization information is recorded in clinical record

• Liaison between all internal program departments regarding referral coordination

• Routinely maintains, verifies and confirms data entry accuracy and consistency between internal electronic records and all County systems

• Participates as member of team in QA/QI activities

• Prepares variety of reports as requested

• Works closely with Program Manager to continually build, improve, and refine Customer Services infrastructure

• Maintains expertise in agency-wide procedures

• To serve as back-up to any HIM and other Customer Services staff absences.

• Other duties as assigned to support specific agency/business need and/or enhancement of operations

JOB SPECIFIC COMPETENCIES

• Advanced skills in Microsoft Office (e.g., Word, Excel, Project Management, etc.)

• Attention to detail

• Documents Clearly and Accurately

QUALIFICATIONS

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.

EDUCATION

• High school diploma or GED Required

• High School diploma or GED with three (3) years related experience required or,

• AA degree with at least one (1) year of related experience preferred or,

• Bachelor of Arts/Bachelor of Science (B.A./B.S.) in Psychology, Social Work, Education, Developmental Disability or related field preferred

REQUIRED EXPERIENCE

• Communication and clinical skills relevant to intake services including: customer screening and triage, understanding of legal/ethical issues and risk management

• At least 1 year experience in community mental health, behavioral health, developmental disabilities, or social services setting

• High School diploma or GED with three (3) years related experience required or,

• AA degree with at least one (1) year of related experience preferred or,

PREFERRED QUALIFICATIONS

• Bachelor of Arts/Bachelor of Science (B.A./B.S.) in Psychology, Social Work, Education, Developmental Disability or related field preferred.

• Two (2) years of experience in medical, behavioral health, mental health, developmental disabilities or social services field

-------------------------------------------------------------------

Equal Opportunity Employer

We will consider for employment qualified Applicants with Criminal Histories in a manner consistent with ordinance 184652 Sec.189.04 (a) and San Francisco Police Code, Article 49. Section 4905.

Equal Opportunity Employer

What We Offer

• The initial compensation for this position ranges from $21.44 to $26.37 an hour.
• Salary is dependent on commensurate experience above the minimum qualifications for the role and internal equity considerations.
• The salary may also vary if you reside in a different location than the location posted.
• 8% License Differential for LMFT, LCSW, LPCC, PsyD.
• 7.5% Bilingual Stipend contingent upon Bilingual assessment completion.

Benefits We Offer

• Benefits eligibility starts on day ONE!
• We Offer Comprehensive Medical, Dental & Vision benefits, Voluntary Life Insurance, Flex Spending, Health Savings Account, EAP, and more!
• Employer Paid Long-Term Disability & Basic Life Insurance
• 401K Employer Match up to 4%
• Competitive Time Off Plans (may vary by employment status)
• Employee engagement and advocacy opportunities to advance our justice, equity, diversity, and inclusion agenda across our Agency and throughout the communities we serve.

Who We Are

Pacific Clinics is California's largest community-based nonprofit provider of behavioral and mental health services and support. Our team of more than 2,000 employees speak 22 languages and are dedicated to offering hope and unlocking the full potential of individuals and families through culturally responsive, trauma-informed, research-based services for individuals and families from birth to older adults.

Who We Serve

Pacific Clinics serves children, transitional age youth, families, adults, and older adults. We offer a full range of mental and behavioral health services, foster care and social services, housing, continuing adult education and early childhood education programs to Medi-Cal eligible individuals and families throughout Alameda, Contra Costa, Fresno, Kings, Los Angeles, Madera, Orange, Placer, Riverside, Sacramento, San Bernardino, San Francisco, Santa Clara, Solano, Stanislaus, Stockton, Tulare and Ventura Counties.

JOB SUMMARY:

Schedule: Monday to Friday, from 8:30am-5:00pm

Working within the vision, mission and philosophy of the agency, the Customer Service Specialist is responsible for processing and completing internal and external referrals, acts as primary liaison between external agencies and internal agency departments and completes all required administrative paperwork and data entry for customer records. Coordinates all activities related to initial intake, level of care screening, insurance verification and payment coordination. Regularly interfaces face-to-face and by telephone with customers as well as with all agency and County electronic systems connected to client care and billing.

RESPONSIBILITIES AND DUTIES

• Answers phones and obtains all information related to initial request for services, referral source, basic demographics, and insurance/payment responsibility

• Completes comprehensive phone screens and utilizes comprehensive knowledge of the Agency’s continuum of care to make initial referral recommendations

• Answers questions regarding service availability

• Ensures that non-English language needs are met to facilitate effective access

• Creates electronic record and/or documents in other logs or databases as indicated

• Triages services to other community resources if applicable

• Maintains all tracking systems

• For foster youth, obtain qualifying minute order. Also obtains other relevant court documents as needed.

• Verifies/clarifies insurance eligibility, co-pays, deductibles and enters into electronic record

• Coordinates with program manager, family, and billing re: payment issues

• Ensures that all initial and ongoing insurance authorization information is recorded in clinical record

• Liaison between all internal program departments regarding referral coordination

• Routinely maintains, verifies and confirms data entry accuracy and consistency between internal electronic records and all County systems

• Participates as member of team in QA/QI activities

• Prepares variety of reports as requested

• Works closely with Program Manager to continually build, improve, and refine Customer Services infrastructure

• Maintains expertise in agency-wide procedures

• To serve as back-up to any HIM and other Customer Services staff absences.

• Other duties as assigned to support specific agency/business need and/or enhancement of operations

JOB SPECIFIC COMPETENCIES

• Advanced skills in Microsoft Office (e.g., Word, Excel, Project Management, etc.)

• Attention to detail

• Conflict Resolution

• Documents Clearly and Accurately

• Encourages Customer Focus

• Time Management

• Strong communication skills

QUALIFICATIONS

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.

EDUCATION

• High school diploma or GED Required

• High School diploma or GED with three (3) years related experience required or,

• AA degree with at least one (1) year of related experience preferred or,

• Bachelor of Arts/Bachelor of Science (B.A./B.S.) in Psychology, Social Work, Education, Developmental Disability or related field preferred

REQUIRED EXPERIENCE

• Communication and clinical skills relevant to intake services including: customer screening and triage, understanding of legal/ethical issues and risk management

• At least 1 year experience in community mental health, behavioral health, developmental disabilities, or social services setting

• High School diploma or GED with three (3) years related experience required or,

• AA degree with at least one (1) year of related experience preferred or,

PREFERRED QUALIFICATIONS

• Bachelor of Arts/Bachelor of Science (B.A./B.S.) in Psychology, Social Work, Education, Developmental Disability or related field preferred.

• Two (2) years of experience in medical, behavioral health, mental health, developmental disabilities or social services field

-------------------------------------------------------------------

Equal Opportunity Employer

We will consider for employment qualified Applicants with Criminal Histories in a manner consistent with ordinance 184652 Sec.189.04 (a) and San Francisco Police Code, Article 49. Section 4905.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Mental Health Care

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