Client Access Specialist
The Josselyn Center Nfp
Northbrook, IL (In Person)
Full-Time
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Job Description
Job Summary Reporting to the Access Coordinator, the Client Access Specialist is a client-facing role responsible for delivering a professional, welcoming experience for all clients and visitors. As a first point of contact, this role supports front-end operations by ensuring patients feel welcomed, respected, and supported through efficient client onboarding, secure handling of patient records and PHI, and compassionate, patient-centered service consistent with Josselyn's mission and values. Essential Responsibilities and Metrics Greet and interact with clients and visitors in a respectful, courteous, and professional manner, serving as a welcoming first point of contact and supporting a positive patient experience. Adhere to established check-in and onboarding procedures to support a positive patient experience while maintaining accurate and compliant records and adhering to HIPAA and organizational privacy standards Assist patients with co‑payment and invoice payments for services in a courteous and professional manner, following established billing and cash‑handling procedures Reconcile daily billing activity and invoices at the end of the day, verifying accuracy and promptly addressing discrepancies in alignment with established billing procedures. Answer and route telephone calls in a prompt, professional, and accurate manner, supporting a positive patient experience and meeting established performance metrics for responsiveness and accuracy. Accurately scan, upload, and maintain client onboarding documentation within the electronic medical record (EMR) system Maintain a clean, organized, and welcoming waiting area, including sanitization of workstations Collaborate effectively with clinical, billing, and administrative team members to ensure coordinated care, accurate information exchange, and a seamless patient experience Process incoming and outgoing mail efficiently and accurately, following established procedures Complete assigned projects and administrative tasks within established deadlines Qualifications High school diploma or equivalent required; 2-4 years of relevant experience may be considered in lieu of education Experience in a patient-facing, receptionist, or customer service role, ideally in a healthcare setting, preferred. Experience supporting front‑desk operations, including check-in, telephone management, documentation, and payment processing. Experience handling confidential information with discretion and professionalism Presents a consistently professional appearance, demeanor, and behavior that supports a welcoming, respectful patient experience that aligns with Josselyn standards. Demonstrates proficiency with electronic medical record (EMR) systems and maintains the confidentiality of patient information in compliance with HIPAA and organizational policies. Strong written and verbal communication skills, including the ability to actively listen, provide clear explanations, and communicate professionally with clients, families, and staff Proficiency in Microsoft Office 365 applications (Word, Excel, Outlook, Teams) and Zoom Effective time‑management and organizational skills, with the ability to prioritize tasks, manage multiple responsibilities, and ensure timely patient support while maintaining smooth front-end operations Qualifications High School or equivalent Prior experience as a receptionist or related experience Consistent, professional dress, and manner Excellent written and verbal communication skills Competency in Microsoft Office365 applications including: Word, Excel, and Outlook and Zoom Good time management skills
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