Senior Customer Service Representative Health Home

FLSA Status: Non-Exempt


The Health Home Senior Customer Service Representative (CSR) is a staff member whose primary responsibilities are to support and assist the Health Home team members. The Health Home Senior CSR is expected to perform the secretarial, clerical, data entry and processing duties of their respective program. The Health Home Senior CSR is also expected to provide exceptional customer service and care for BestSelf Behavioral Health consumers. In addition, Carries out responsibilities independently and accurately with a minimum of supervisory follow up. May be responsible for supervision of secretarial and/or maintenance staff assigned to program.


·  Greet visitors that come to the office

·  Filing, photocopying, answering telephones and general document creation, type letters, memos, and reports per staff request

·  Track purchase order requests

·  Prepare letters to request medical records and client authorizations and maintain a log of requests and record received per HIPAA compliance regulations.

·  Operate and coordinate the computer and management Information systems for the program

·  Notify appropriate staff of visitors arriving at the office

·  Managing incoming faxes

·  Communicate necessary information to the appropriate staff

·  Filing and scanning in charts in accordance with agency and program policy

·  Schedule and assigned duties are subject to change based on the needs of the program and the clients we serve.

·  Order and manage office supplies

·  Oversight of On-Call process and weekly updating of On-Call line

·  Receive and distribute interoffice mail, postal mail and deliveries

·  Oversight of waiting area cleanliness and sanitation

·  Receives, disburses and keeps records of Petty Cash funds.


·  The ability to understand and follow routine oral and written instructions

·  Excellent phone manner

·  Organized and ability to multi-task

·  Strong communications skills

·  Strong data entry skills

·  Knowledge of and the ability to use Microsoft Suite (Word, Outlook, Excel)

·  Knowledge of and the ability to use office equipment (copiers, scanners, fax machines)

·  Knowledge of appropriate English grammar and usage

·  Experience using Electronic Medical Records software

·  The ability to exercise patience, discretion, good judgement and tact


·  High school diploma (or equivalency)

·  Experience using front office technology, including ability to complete basic computer tasks and use basic computer programs, with an openness to learn new programs

·  At least one (1) year full time paid experience in a customer service setting

Benefits include:

  • Sign on bonuses for all
  • Multiple health insurance options
  • Employee referral bonus
  • Tuition Reimbursement
  • Clinical license renewal reimbursement
  • Generous paid time