Consumer Services Representative

Under the direction of the Consumer Services Supervisor and within federal, state and local guidelines performs entry-level customer service work. Work involves providing external customer service support and receiving and responding to public inquiries for information and/or state services.

The Consumer Service Representative will be responsible for greeting consumers, parents and visitors as they enter the front lobby. Provide a courteous, friendly and concerned attitude for the needs of those seeking services. Answer incoming phone calls. Consumer check-in and check-out. Other clerical duties related to fast paced clinical office environment. This position may require some evening hours when the Center is open after 5 p.m. On occasion this position may be required to drive to other center buildings. Works under close supervision, with limited latitude for the use of initiative and independent judgment.

Education, Training and Experience (including licensure and certification)

High School Diploma or equivalent required. One year general office experience preferred. Medical office experience preferred. Experience with Microsoft Word and Excel preferred.

REGISTRATION, CERTIFICATION, LICENSURE OR OTHER QUALIFICATIONS:

  • Must maintain a valid Texas driver's license, auto liability insurance and a driving record acceptable to the Centers insurance requirements.
  • All job specific training must be completed within 30 days of hire.

Knowledge, Skills and Abilities

  • Good interpersonal skills.
  • Ability to use 10 key by touch.
  • Maintains a neat and professional personal appearance.
  • Can adjust to various job demands, consumer inquiries and still project a positive, professional image.
  • Maintains strict confidentiality of consumer data.
  • Knowledge of office practices and administrative procedures.
  • Skill in the use of standard office equipment and software.
  • Ability to communicate and interact effectively with members of the public, and to respond to public inquiries in a timely manner.
  • Understanding and practice of Trauma Informed Care principles.

Essential Duties

  1. Greets all clients and guests as soon as they walk into the Center; determines who they need to see; notifies providers that someone has arrived; accepts and records payments daily; prints encounter forms for all walk-in clients; assists clients with completing forms; ensures all clients are advised of fee assessments.
  1. Performs data entry on Center computer systems; ensures accuracy of all data entry; completes all forms as required to document changes; enters appointments in MIS and audits monthly.
  1. Maintains strict confidentiality of client data; adheres to Center wide policies and procedures and demonstrates knowledge with compliance to policies and procedures.
  1. Keeps cash box accurate and records all payments received; reconciles all payments and receipts daily; monitors change fund for accuracy and turns in daily for safekeeping.
  1. Complies with HIPAA regulations and ensures all new clients read and sign HIPAA notice.
  1. Prints and/or distributes encounter forms and front desk reports; opens front door in the morning and ensures lobby is neat and clean; answers incoming calls and routes appropriately; prints SAL for each doctor that will be in the office the following day.
  1. Contacts staff if clients is out of compliance on any required elements or fee assessments; may serve as backup to center mail courier.