The Outbound Client Services Phone Center Representative is responsible for making calls to provider offices, assisting them with reviewing contracts and ensuring participation in certain insurance plans.


  • High School Degree, Associates degree or higher preferred
  • Knowledge of health insurance
  • Excellent customer service skills
  • Knowledge of Microsoft Office (Word, Excel, Outlook)
  • Excellent verbal communication skills
  • Client Services experience (preferred)


  • Make outgoing phone calls to provider/client offices
    • Answer questions
    • Process applications
    • Pass on information needed by leadership to complete contracting
    • Track encounters and actions in applicable software
  • Provide administrative support to remote clients
    • Assemble notes and supporting documentation
    • Assign and/or complete tasks as required
  • Maintains strict confidentiality; adhering to all HIPAA regulations
  • Other duties as assigned


  • Ability to manage multiple tasks to prioritize needs
  • Strong attention to detail
  • Strong interpersonal skills with a focus on customer service
  • Personable and positive demeanor, especially when dealing with customers and clients
  • Ability to maintain confidentiality of information, exercises good judgment and discretion in handling and disseminating information
  • Ability to work independently with minimal supervision.
  • Ability to establish and maintain effective working relationships with peers, providers, management staff and contacts inside and outside of the organization
  • Excellent follow up, problem solving and organizational skills
  • Must present a professional appearance and presence when interfacing with customers, staff, management, and vendors
  • Excellent communication skills, both written and verbal, and ability to adapt communication style to audience
  • Able to change tasks quickly as business needs dictate
  • Ability to foster trust and respect among customers, vendors and team members accordingly.


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