Client Representative – Team Lead

Jewish Family and Children's Services of San Francisco, the Peninsula, Marin and Sonoma Counties

. Open/Close building at the designated time and have front desk activities fully operational at the start of business .

Posted 9/29/2026full-timePhoenix • Arizona • United StatesSenior💰 $0 - $19 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client data management, appointment scheduling, and electronic medical record systems within a healthcare environment. Proficient in coordinating services, maintaining accurate records, and providing high-volume customer service.

Highest-signal resume keywords

Client Data ManagementAppointment SchedulingElectronic Medical Record SystemsHigh Volume Customer ServiceHealthcare Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryMedical Records ProcessingClient File ManagementInsurance VerificationAppointment CoordinationReport GenerationCash HandlingSupply ManagementTraining StaffDocument Management

Soft Skills

Effective CommunicationOrganizational SkillsAttention to DetailProblem SolvingTeam Collaboration

Tools & Technologies

OTTO PlatformNextGenCIOXFax MachinesTelephones

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Community ClinicHealthcare FacilityMedicaidMedicareClient Services

Tech Stack

Tools & technologies

About the role

Key responsibilities & impact

Open/Close building at the designated time and have front desk activities fully operational at the start of business
Secure building according to agency protocols, including arming and disarming alarm and checking all areas prior to closing
Verify insurance and services covered under Medicaid/Medicare or private insurance and obtain authorization
Pull and review incoming faxes; process or distribute to appropriate staff or departments
Sort and distribute incoming mail, supplies, and courier bag content
Gather demographic information over the phone or in person
Determine provider availability and verify intake information with clients or guardians
Schedule client appointments for BHMP and Primary Care
Coordinate scheduling for taxicabs and translation
Scan and import case material according to agency procedures
Update electronic client files with changes in address, phone number, fee, or other pertinent information
Process medical records requests, including review, approval, and uploading into CIOX
Help stock and maintain the food pantry
Process, balance, and maintain gas cards and bus passes for client distribution
Add and expire alerts in client charts
Monitor services provided to clients and input appointment data
Answer incoming calls and coordinate inquiries effectively
Ensure accurate information in the OTTO platform for virtual appointments
Document all client and stakeholder contact with Doc Only notes
Create morning bank; balance cash; create daily batch; review, sign off, and create nightly deposit
Complete assigned reports and projects for the Operations Coordinator or Operations Manager
Print daily and weekly site reports, including Medication Reports
Complete month-end Meter Report, QT Card report, and Bus Pass Log report
Create new charts when needed
Work Closure list MS-14 and MS-12 report; notify manager when CL-01 falls out of compliance
Post and remove holiday and updated building postings
Maintain supply orders, kitchen supplies, resource book, and site phone list
Deliver supplies to staff weekly
Create or edit staff schedules as needed
Follow up on issues when the Manager is unavailable
Send documents to AFLS website for translation and maintain billing files
Train new Operations and site staff on appointment scheduling procedures
Train Operations staff in NextGen
Perform other duties as assigned

Requirements

What you’ll need

Experience working in a community clinic, hospital or healthcare facility
Experience working with and gathering client data
Experience in working in high volume customer service data center
Knowledge of Electronic Medical Record systems and the ability to learn computer applications
High School Diploma or GED
Must be able to perform the essential functions of the job including prolonged sitting and in certain positions driving, lifting 20lbs, walking, standing and executing dexterity with a keyboard or smart pad