Customer Relations Specialist Float

Key Responsibilities

• Greet clients with warmth and professionalism upon arrival
• Manage check-in/check-out processes, appointment confirmations, and daily schedules
• Verify and update insurance and demographic information at each visit
• Collect co-pays and process financial paperwork, including sliding fee scale and patient assistance forms
• Answer phones courteously and route calls/messages appropriately
• Monitor lobby and waiting area to ensure a welcoming and timely experience
• Balance daily cash collections and submit to designated supervisor
• Disperse incoming mail and ensure the front-desk area is clean and organized
• Collaborate with clinical and office staff to support smooth clinic operations
• Travel to multiple Compass Health clinic sites in the region as assigned
• Maintain regular attendance and flexibility to accommodate changing schedules
• Maintain confidentiality and comply with HIPAA and organizational policies

Skills, Knowledge & Expertise

• Love being the first point of contact and creating a positive first impression
• Are comfortable working in fast-paced, people-focused environments
• Stay organized and calm while juggling phones, appointments, and walk-ins
• Enjoy variety in your schedule and are willing to travel to different office locations
• Can learn multiple systems and procedures across different types of care
• Communicate clearly and respectfully with clients, families, and team members