Job Summary:
The Client Access Specialist 1 is a client-facing position responsible for creating a welcoming experience for all clients
and visitors. The Client Access Specialist 1 is responsible for treating all clients and visitors with respect and dignity and
for providing exceptional customer service support. The Client Access Specialist 1 works closely with other Josselyn team
members to ensure compliance in areas of client onboarding and client record maintenance.
Essential Responsibilities and Metrics
• Interact with all clients and visitors in a respectful and welcoming manner
• Uphold HIPAA privacy standards for client data
• Follow client check in processes to maintain compliance for client records
• Answer the telephone in a timely and polite manner with appropriate and accurate navigation of calls
• Collect client payments for services
• Process incoming and outgoing mail
• Accurately upload client documentation into EMR system
• Maintain and manage the waiting room
• Timely completion of all projects as assigned by supervisor
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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