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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client management skills with a focus on operational efficiency and attention to detail. Proficient in scheduling, documentation management, and maintaining compliance with privacy policies.
Highest-signal resume keywords
Client Experience ManagementScheduling and CoordinationAttention to DetailBilingual Communication (English and French)Organizational Efficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Referral ManagementCase Documentation ReviewClient Profile ManagementMulti-Site BookingKPI Achievement
Soft Skills
Team CollaborationAdaptabilityCommunicationProblem-SolvingCustomer Service
Tools & Technologies
Central OfficeClinicMaster
Industry Keywords
Privacy PoliciesConfidentialityCode of ConductOperational EfficiencyReferral Sources
About the role
Key responsibilities & impact- Report directly to the Team Lead
- Work closely and collaboratively with referral sources, clinics and other stakeholders to manage referrals
- Review funder case documentation for completeness and request missing information
- Screen referrals for potential conflicts of interest
- Schedule assessments and treatments and confirm clients in the scheduling system
- Upload referral and medical information and complete client profiles in Central Office and ClinicMaster
- Complete files and follow up with referral sources for missing information
- Follow CBI Health best practices and privacy policies
- Collaborate with the Team Lead to resolve execution gaps and identify improvement opportunities
- Communicate with clients and funders about scheduling and information management
- Answer phones, take messages and provide timely follow-up
- Maintain knowledge of privacy, confidentiality and code of conduct policies
- Develop relationships with referral sources and understand their needs
- Facilitate navigation of service offerings with referral sources and clinical teams
- Meet or exceed funder referral requirements and operational efficiency targets
- Communicate barriers to achieving KPIs to the Team Lead
Requirements
What you’ll need- At least 2 years’ previous experience in a customer service role
- Post-secondary education in medical office / business administration, or equivalent
- A track record of successful experience in client experience in a multi-site booking
- High level of attention to detail and an organized approach to general administration
- Passion for combining a commitment to organizational and operational efficiency with innate desire to help others
- The ability to work well in a team environment, handle multiple assignments and meet deadlines
- Adaptability to changing priorities
- The ability to work in both English and French is an asset
Benefits
Comp & perks- Continuous learning and skills development, including management opportunities
- Competitive compensation
- Comprehensive benefits and rewards package
- Group health, dental and vision benefits, paid 100% by the employer
- Accommodations throughout the hiring process