<p>We are looking for a dedicated Medical Customer Service Representative to join our team in Carmichael, California. This is a long-term contract position offering a great opportunity to support patients and healthcare providers in a fast-paced medical office environment. The ideal candidate will have a strong commitment to delivering excellent customer service and possess the skills necessary to ensure smooth clinic operations.</p><p><br></p><p>Responsibilities:</p><p>• Provide exceptional customer service to patients, addressing inquiries and resolving issues with professionalism.</p><p>• Schedule patient appointments and manage calendars to optimize clinic efficiency.</p><p>• Verify medical insurance information and ensure accurate documentation for billing purposes.</p><p>• Assist with patient billing inquiries and payment processing.</p><p>• Utilize electronic practice management systems to maintain accurate patient records and streamline workflows.</p><p>• Collaborate with healthcare providers and staff to support clinic operations and enhance patient care.</p><p>• Conduct reminder calls to confirm appointments and communicate any scheduling changes.</p><p>• Handle incoming calls in a high-volume call center environment, ensuring timely and accurate responses.</p><p>• Educate patients on clinic policies and procedures, ensuring they have the information needed for their visits.</p>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique RIA in Walnut Creek that is actively seeking a <strong>Client Experience </strong>to serve as the first point of contact for our clients and visitors. This role is critical in creating a professional, welcoming, and organized environment while providing outstanding customer service. The ideal candidate is highly organized, proactive, and possesses excellent communication skills, ensuring both clients and team members receive exceptional support.</p><p> </p><p><strong>Reception & Office Administration</strong></p><ul><li>Greet and welcome clients, visitors, and guests in a professional and friendly manner.</li><li>Answer and direct incoming calls promptly and courteously.</li><li>Manage the office calendar, scheduling and coordinating client and internal appointments.</li><li>Maintain a clean, organized, and professional front office environment.</li><li>Handle incoming/outgoing mail and packages; manage office supply inventory.</li><li>Prepare client refreshments and meeting spaces to create a welcoming atmosphere.</li><li>Support the team with general administrative tasks, including filing, copying, scanning, and data entry.</li></ul><p><strong>Client Service Associate Support</strong></p><ul><li>Assist with client onboarding, coordinating paperwork and preparing welcome materials.</li><li>Update and maintain accurate client records in the CRM system.</li><li>Provide support for account service requests, such as:</li><li>Processing beneficiary updates</li><li>Assisting with wire transfer documentation</li><li>Supporting rollover coordination with custodians</li><li>Prepare client-facing materials, reports, and correspondence for advisor meetings.</li><li>Follow up with clients on pending requests to ensure timely resolution.</li><li>Maintain confidentiality and adhere to compliance requirements in all client interactions.</li></ul>
