Healthcare Customer Service Lead & Intake

UCFS Healthcare; Bean Hill (CT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Merit increases

Gain share program

Health insurance

401(k) with employer contributions

Paid time off

Job summary

UCFS Healthcare is seeking a Lead Customer Service Representative to guide the CSR team across multiple CT locations. You will support onboarding, cross-training, and daily workflows, ensuring high-quality patient interactions and efficient front desk operations.

You will greet clients, assist with intake, verify demographics and insurance in the EHR, schedule appointments, and collaborate on process improvements with the Patient Access Supervisor.

Qualifications

• High school diploma or GED required.
• 3+ years of customer service or patient access in medical setting.
• Experience training peers and coordinating coverage preferred.

Responsibilities

• Lead Customer Service Representatives across UCFS locations.
• Maintain cross-training and frontline workflows at multiple sites.
• Assist with onboarding and training reinforcement for CSRs.
• Provide coverage during staffing gaps and peak periods.
• Collaborate with Patient Access Supervisor on projects and process improvements.
• Greet clients and handle in-person or phone inquiries with professionalism.
• Support reception, data collection, and EHR data entry.
• Support check-in/out workflows and patient referrals and billing questions.

Skills

Customer service

Coaching peers

Cross-training

EPIC/EHR systems

Front desk workflows

Communication

Organizational skills

Education

High school diploma or GED

Tools

Microsoft Office

Job description

UCFS Healthcare is seeking a Lead Customer Service Representative to guide the CSR team across multiple CT locations. You will support onboarding, cross-training, and daily workflows, ensuring high-quality patient interactions and efficient front desk operations.

You will greet clients, assist with intake, verify demographics and insurance in the EHR, schedule appointments, and collaborate on process improvements with the Patient Access Supervisor.