Behavioral Health Front Desk Representative

TeamBuilders is a community-based behavioral health organization with a vision to provide unconditional care to adults, children and families. TeamBuilders’ commitment also translates to its employees and their families. TeamBuilders truly promotes work-life balance and creativity. TeamBuilders encourages employees to pursue their passions, participate in educational opportunities, and enjoy the work they do. TeamBuilders offers supervision and training opportunities to all its staff. TeamBuilders also sets high expectations for achieving excellence in service to the community. The pursuit of excellence is fundamental to employee success and growth within the organization.

Job Overview

Under the direct supervision of the Office Manager or designee, the Customer Services Representative’s (CSR) primary function is to greet new and established clients, answer and direct incoming calls to appropriate recipients, and collect and log daily payments/charges. The CSR also performs brief intake interviews with new or returning clients, checks insurance eligibility, and schedules appointments. The CSR is the company’s first impression to all guests entering the building. It is the duty of the CSR to provide a welcoming and comforting environment to all clientele.

Duties and Responsibilities:

1. Knows, follows, and upholds TeamBuilders’ philosophy, policies & procedures, and standards of conduct.

2. Understands and complies with all program service requirements and State regulations for provision of care to children, adolescents, and families.

3. Sets and maintains boundaries in order to assure the safety and protection of the family members, and to maintain a professional helping role.

4. Maintains flexibility in work schedule, to include working non-traditional hours, to meet program objectives, project requirements, and support service activities.

5. Provides front office and administrative support including, but not limited to; data entry, scanning, electronic filing, retrieving/distributing incoming faxes, mail collection/sorting, and answering the office phone.

6. Provides excellent customer service, greets incoming visitors/clients, checks in appointments, and ensures neatness and cleanliness of office common areas.

7. Provides support to referral and intake process including conducting initial intake, insurance verification, program enrollment, and triage of new referrals with the Clinical Director or designee.

8. Facilitates access to program services and performs case management including screening, treatment coordination, and follow-up activities.

9. Schedules and organizes appointments with prospective or existing clients and their families.

10. Initiates calls for appointment reminders, pre-visit health screenings, referral follow-up calls, and client surveys.

11. Develops and maintains positive relationships with clients, parents, caregivers, and key stakeholders.

12. Reports problems or concerns with client/family relationships to management and assists with problem resolution.

13. Collect and assist clients with completion of informed consents, authorizations for release of information, surveys/inventories/protocols, and other program documents required for the treatment record.

14. Provides administrative support for and participates in clinical seminars, supervision, CQI meetings, trainings, and other organizational activities as assigned.

15. Compiles reports and performs data entry into electronic data-systems and tracking tools.

16. Additional duties as assigned by the direct supervisor or executive management.

Minimum Qualifications:

1. Bi-lingual/Bi-cultural English and Spanish, preferred.

2. Obtained a Criminal Records Clearance (local, state, and FBI).

3. Must be a minimum of 21 years of age or older.

4. High School Diploma or GED required; Bachelor’s degree in relevant human services field preferred.

5. One (1) year of experience working in the Behavioral Health and/or medical field preferred.

6. Must also have and maintain a clean driving record and active auto insurance coverage.

7. Excellent typing skills required.

8. Familiarity with Google Suite and Microsoft Office Suite.

9. Excellent written and verbal communication skills.

10. Demonstrated ability to consistently establish positive relationships, and to work effectively and cooperatively with clients, families, colleagues, staff, and community members.

11. Must be computer literate for use of computerized data systems, software applications, and reporting, etc.

TeamBuilders is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.