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Client Services Specialist

Diocese of Green Bay
Green, WI Full Time
POSTED ON 1/8/2025 CLOSED ON 1/16/2025

What are the responsibilities and job description for the Client Services Specialist position at Diocese of Green Bay?

Client Services Specialist-Green Bay

Catholic Charities

Full-time or Part-time/Benefit eligible

PRIMARY RESPONSIBILITIES:

The Client Services Specialist is the first interaction with a client seeking mental health care at Catholic Charities. The position includes the following: Conducts client intakes, interacts with clients, and maintains accurate client and administrative records in our electronic health record client management software system; provides exceptional customer service to all clients with care, compassion, and professionalism; performs receptionist and billing responsibilities related to clinic operations, coordinates patient information and record requests and insurance verification while maintaining confidentiality of patient files. May also assist with credentialing of the clinic and our licensed counselors on various insurance panels. The administrative assistant duties will focus on credentialing, ticketing (billing) coordination for the clinic(s) and potentially intake processes. This professional will be the primary point of contact for the clinic’s credentialing and insurance updating, as well as assisting with ticketing through our electronic health record client management software system.

MINIMUM KNOWLEDGE, EXPERIENCE AND SKILLS REQUIRED:

“Embrace the mission and vision of the Catholic Diocese of Green Bay and work in accordance with Catholic Teachings and the moral and ethical values of the Catholic Church.”

  • Requires a minimum of a high school diploma or equivalent with preference to an associate degree in healthcare management or business-related field.
  • Minimum of 2 years’ experience in customer service or office setting.
  • Experience with Microsoft Word, Excel, Access, Internet skills, and use of office machines required.
  • Comprehensive knowledge of grammar, spelling, and punctuation.
  • Excellent written and verbal communication skills; professional interpersonal skills, including listening.
  • Proficient computer and keyboarding skills.
  • Competent accounting skills.
  • Ability to maintain confidentiality.
  • Able to provide a welcoming atmosphere for clients and visitors.
  • Be detail-oriented and solutions focused.
  • Possess the ability to multi-task and be organized.
  • Must be willing to interact with a diverse group of people.


If interested in this position, please apply at:

https://www.gbdioc.org/mission-teams-offices/resource-support-mission-team/office-of-human-resources/career-opportunities

These statements are intended to describe the general nature and level of work performed by employees assigned to this job classification. They are not intended to be an exhaustive list of all responsibilities, duties and skills required.
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