Customer Service Associate

POSITION SUMMARY: The Customer Service Associate (CSA) will work under the supervision of the Director of Behavioral Health & Wellness with primary responsibilities of providing excellent customer service.  All responsibilities relating to recording client payments and services, invoicing, and client account balances will be supervised by the Director of Behavioral Health & Wellness.  This position also provides support and services to administrative and program areas of the Agency.  The CSA must be able to work in a team setting.

RESPONSIBILITIES:

1. CUSTOMER SERVICE: The CSA will be responsible for answering the main Agency telephone and providing information/assistance to the caller.  Calls will be routed to the appropriate individual or program area in a polite and efficient manner.  Clients, guests, and vendors of the Agency will be greeted and taken care of with the highest level of customer service.


2. CLIENT SERVICES: The CSA will be responsible for registering clients for their appointments, getting copies of any required insurance information, accurately recording all client services, and issuing receipts for payments.  The CSA will work closely with the Billing Clerk to ensure that invoices and statements are sent in a timely manner.  The CSA will also collect vital documentation for the Intake Coordinator for new clients.  The CSA will also work with the BIPP Coordinator regarding all BIPP & WAV clients while properly documenting visits in the electronic records system.


3. MAIL: The CSA will be responsible for postmarking all outgoing mail according to department in a timely manner.  The CSA will hand all incoming mail to Accounts Payable.


4. FRONT LOBBY: The CSA will be responsible for ensuring the front lobby is prepared for daily services and maintained in a neat and orderly fashion.


5. MISCELLANEOUS: The CSA will perform all other related duties that may be assigned by the Director of Behavioral Health & Wellness.

QUALIFICATIONS:

• Ability to pass a criminal background check


• High School diploma


• Bilingual (preferred)


• Valid Texas Driver’s License


• Working knowledge of general office equipment and machines


• Experience in Customer Service


• Excellent written and verbal communication skills


• Experience in MS Office Suite (Excel, Word,) 


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• PHYSICAL REQUIREMENTS:

• Ability to lift 25


• Ability to bend and stretch


• Ability to move from place to place


• Ability to speak and understand instructions in English


• Ability to work at a desk for extended periods of time