Jobs and Careers

Customer Service Coordinator II

United Statesfull_timeVerifiedPosted 24 Jun 2026

About the role

Purpose of Position and Scope of Responsibility

The Coordinator-Customer Service serves as the first point of contact for patients and visitors. This role involves a variety of administrative and customer service tasks aimed at ensuring a smooth and efficient clinic experience for patients and staff. Coordinates and directs the office activities of the physician practice. May be responsible for financial counseling thus verifying insurance and collecting the appropriate co-pays, co-insurances and past due balances. Will make appointments and appointment reminder phone calls. May handle pre-certifications and maintains a professional working relationship with insurance companies. Displays good public relation and communication skills.

Principal Accountabilities/Responsibilities

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Verifies insurance, communicates regularly with carriers and other regulatory agencies for reimbursement purposes.

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Performs daily and monthly close out procedures for internal controls and cash balancing.

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Maintains working knowledge of insurance co-pays and deductible, and workman's compensation protocols to ensure accurate and compliant billing information.

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Promotes customer satisfaction while maintaining a positive, professional manner in both verbal and nonverbal communication.

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Possesses comprehensive knowledge of corporate policies and procedures as they relate to clinic operations.

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Answers telephones, takes, and directs messages on a timely basis according to the direction and location appropriate to maintain continuous workflow.

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Perform accurate charge entry.

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Complies with all organizational policies regarding ethical business practices.

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As necessary, calls patients to obtain payment due or make financial arrangements for scheduled exams.

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Schedules appointments, gathers demographic and insurance information and enters into the practice management system.

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Maintains an organized and efficient work environment by keeping files and records neat and orderly to promote a smooth work-flow and to ensure confidentiality.

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Coordinates resources necessary to input accurate data, both demographic and medical, collect appropriate fees at time of service and assist patient with financial counseling when appropriate.

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Completes assigned goals.

Minimum Qualifications

Minimum Education High School Diploma or GED

Minimum Experience One (1) year of experience in a physician practice or clinic

Minimum Licensure, Registration, Certification

Desired Qualifications

Desired Education Collegiate or medical trade completion. Associates Degree

Desired Experience

Current knowledge of medical terminology. Knowledge in insurance verification and charge entry as provided through experience in a physician practice.

Desired Licensure, Registration, Certification