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Administrative
Receptionist
Yuba City, CA
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Davies Animal Medical Hospital

CSR - Tier 1

Job Description

Position Summary Client Service Representatives (CSRs) are essential members of the veterinary healthcare team and serve as the primary point of contact for clients. This role is responsible for delivering exceptional client service, supporting patient care through administrative coordination, and ensuring efficient hospital operations. All employees share the responsibility of supporting the hospital's mission to provide high-quality veterinary care while fostering strong, lasting relationships with clients and referral partners. Essential Functions The following duties are essential to the role. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions. Client Service & Communication Greet clients promptly in a professional, friendly, and compassionate manner, creating a positive first impression of the hospital Answer incoming calls in a timely manner, triage appropriately, and route calls to the correct team members when necessary Communicate clearly, accurately, and professionally with clients in person, over the phone, via email, and other communication platforms Demonstrate empathy, active listening, and professionalism in all interactions, including with distressed, frustrated, or emotional clients Provide accurate information regarding services, policies, and general patient care within scope of training Maintain a calm, solution-oriented approach during high-volume or high-stress situations Ensure confidentiality of client and patient information in accordance with hospital policies Scheduling & Patient Coordination Schedule appointments accurately and efficiently, ensuring appropriate appointment types, timing, and provider availability Identify urgent or emergent situations and follow established protocols for triage and escalation Obtain and verify complete and accurate client and patient information at the time of scheduling Prepare for appointments by reviewing schedules, organizing records, and anticipating client and patient needs Coordinate patient flow, including timely check-in and discharge processes Communicate delays, schedule changes, or wait times to clients in a professional and proactive manner Assist in managing workflow to support efficiency and minimize client wait times Administrative & Financial Responsibilities Accurately enter, update, and maintain client and patient records within the practice management system Generate, review, and explain invoices and treatment estimates clearly and professionally Process payments accurately, including cash handling, credit card transactions, and other payment methods Ensure financial policies are followed, including obtaining required deposits and verifying payment arrangements Assist clients with pet insurance processes, including documentation and claim submission support Manage medical records, including retrieval, organization, and distribution in accordance with hospital policies Hospital Operations Support Maintain a clean, organized, and professional reception and client-facing environment Monitor and assist with front office workflow to ensure efficiency and organization Support inventory tracking and restocking of office and front desk supplies Facilitate communication between clients and medical staff to ensure continuity of care Perform general administrative and clerical duties, including filing, scanning, correspondence, and data entry Assist with special projects or operational needs as assigned Team Collaboration Work collaboratively and respectfully with veterinarians, technicians, assistants, and support staff Communicate effectively with team members to support patient care and hospital operations Follow all hospital policies, procedures, and protocols Contribute to a positive, professional, and team-oriented work environment Adapt to changing priorities and assist team members as needed to support hospital workflow Attendance & Reliability Maintain regular, reliable attendance and punctuality, which are essential functions of this position Arrive prepared and ready to work at the start of each scheduled shift Follow all attendance, scheduling, and call-out procedures Demonstrate reliability and accountability in fulfilling scheduled responsibilities Tier System Clarification The CSR tier system reflects each employee's level of proficiency, performance, and compensation, and is used as a tool for career development and performance tracking. An employee's assigned tier does not limit their responsibilities. All Client Service Representatives are expected to perform any duties for which they have been properly trained and are competent to complete, regardless of tier level. For example, a Tier 1 CSR may perform higher-level tasks if they have demonstrated the ability to do so effectively. Employees are expected to contribute to overall hospital operations and may not decline assigned duties solely based on tier designation. Work assignments are based on business needs, training, and demonstrated competency. Tier placement and advancement are determined by management based on performance, demonstrated skills, and completion of required competencies, and may be adjusted in accordance with business needs. Qualifications High school diploma or equivalent Basic computer proficiency and comfort working with technology Strong communication and customer service skills Experience in a veterinary or medical office setting Experience with customer service and/or cashiering Familiarity with veterinary terminology and practice management software Skills & Competencies Strong organizational and multitasking abilities Ability to remain calm and professional under pressure Effective problem-solving skills Attention to detail and accuracy Ability to work both independently and as part of a team Comfort and adaptability with technology and computer systems Flexibility and adaptability in a fast-paced, changing environment Positive attitude and willingness to support team and hospital needs Physical Demands The physical demands described here are representative of those that must be met to successfully perform the essential functions of this position, with or without reasonable accommodation: Prolonged standing and walking Frequent bending and stooping Occasional lifting and handling of items and animals of varying sizes, as appropriate to the role Manual dexterity for computer use, phone systems, and office equipment Ability to effectively communicate, including hearing and speaking with clients and team members Ability to work in a fast-paced environment while maintaining attention to detail Tolerance for exposure to typical veterinary hospital conditions, including animal odors and bodily fluids Work Environment While performing the duties of this position, the employee may be exposed to: Animals that may be fearful, stressed, or unpredictable Zoonotic diseases, parasites, and other infectious conditions Controlled substances (limited exposure in support role) Unpleasant odors and noises Animal bites, scratches, and waste General medical and workplace hazards, including sharps and cleaning agents CSRs may also be present in clinical areas where additional hazards exist, including exposure to medical equipment and procedures. Strict adherence to all hospital safety protocols and procedures is required at all times. Job Description Disclaimer This job description is intended to provide a general overview of the position. It is not an exhaustive list of all duties, responsibilities, or qualifications. Responsibilities may change based on business needs. Afternoon and evening shifts available, Tuesday-Saturday, Sunday -Monday. Some shift variability should be expected. All candidates must be able to work until 8:30pm

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