Patient Services Representative II

Jobtailor; Berkeley (CA); On-site; USD 42,000 - 50,000; Full time

Job summary

Jobtailor is seeking a patient services associate in Berkeley, CA, to welcome customers, verify details, and schedule appointments. The role supports smooth check-in, data handling, and PHI privacy in a healthcare setting.

You will manage intake procedures, collect payments, and maintain accurate patient records while collaborating with clinical staff to ensure a positive patient experience in a fast-paced office environment.

Qualifications

• HS Diploma or equivalent education/experience.
• 1 year of recent relevant experience.
• Basic knowledge of insurance policies and procedures.
• Ability to interpret a variety of data and instructions.
• Proficient in Microsoft Office Suite (Word, Excel and Outlook).

Responsibilities

• Serve as the first point of contact for patients.
• Greet and check-in patients.
• Verify information and schedule appointments.
• Facilitate intake procedures and collect payments.
• Ensure privacy of patients' Protected Health Information (PHI).

Skills

Appointment Scheduling

Data Interpretation

Payment Collection

Intake Procedures

Insurance Policies Knowledge

Education

HS Diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

• Serve as the first point of contact for patients
• Greet and check-in patients
• Verify information and schedule appointments
• Facilitate intake procedures and collect payments
• Ensure privacy of patients' Protected Health Information (PHI)

Requirements

• HS Diploma or equivalent education/experience
• 1 year of recent relevant experience
• Basic knowledge of insurance policies and procedures
• Ability to interpret a variety of data and instructions
• Proficient in Microsoft Office Suite (Word, Excel and Outlook)

Core Competencies

Demonstrates proficiency in patient interaction, appointment scheduling, and handling Protected Health Information (PHI) while ensuring compliance with privacy standards. Possesses a solid understanding of insurance policies and effective data interpretation skills.

Highest-signal resume keywords

• Patient Check-In
• Appointment Scheduling
• Protected Health Information (PHI) Compliance
• Microsoft Office Suite Proficiency
• Insurance Policies Knowledge

ATS Optimization Keywords

Hard Skills

• Appointment Scheduling
• Data Interpretation
• Payment Collection
• Intake Procedures
• Insurance Policies Knowledge

Soft Skills

• Customer Service
• Communication
• Attention to Detail

Industry Keywords

• Patient Privacy
• Healthcare Administration
• Protected Health Information (PHI)

Tools & Technologies

• Microsoft Word
• Microsoft Excel
• Microsoft Outlook