Private Client Concierge: High-Touch Healthcare Support

Crisis24 Group; Boca Raton (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Crisis24 Group is seeking a Private Client Specialist to join our Private Strategic Group (Medical). You will serve as the primary contact for members, delivering high-touch service and building trusted relationships while coordinating healthcare-related needs.

Responsibilities include HIPAA-conscious communications, handling medical information, scheduling, records requests, and supporting providers with timely, professional care.

Qualifications

• Associates degree preferred; high school diploma or GED required.
• Minimum 3 years in an office with customer service experience; healthcare setting preferred.
• Professional, patient, empathetic, and urgent in interactions.
• Ability to solve problems quickly and with care; maintain confidentiality.
• Excellent written and verbal communication; proficient with basic computer apps.

Responsibilities

• Provide the highest standard of customer service to members in all interactions.
• Respond to member inquiries via email, phone, or video while HIPAA-conscious.
• Coordinate with primary providers and organize health information and scheduling.
• Provide administrative and clinical support to medical providers for member needs.
• Track open medical cases and ensure high quality patient care.
• Participate in HIPAA and GDPR training and ensure compliance.
• Document all interactions accurately in company systems.
• Balance workload and meet deadlines; regularly review member needs with team.
• Provide accurate information about products and services and assist with orders.

Skills

Customer service

Communication

Problem solving

Time management

Discretion & confidentiality

Computer skills (MS Office)

Education

Associates Degree

High School diploma or GED

Tools

Electronic medical records system

Job description

Crisis24 Group is seeking a Private Client Specialist to join our Private Strategic Group (Medical). You will serve as the primary contact for members, delivering high-touch service and building trusted relationships while coordinating healthcare-related needs.

Responsibilities include HIPAA-conscious communications, handling medical information, scheduling, records requests, and supporting providers with timely, professional care.