Client Services Representative - Full Time

The Client Services Representative (CSR) will be the first point of contact for patients and visitors at the APG Galloway South Primary Care office. Working in a busy six‐provider environment, the CSR must balance phone and in‐person interactions, schedule appointments, verify insurance, collect payments, and maintain accurate electronic records while supporting clinical staff and ensuring a smooth patient experience.

Qualifications

• High school diploma or GED (additional education preferred).
• Minimum 1 year of customer service or medical office experience.
• Proficiency with computer systems and electronic medical record (EMR) software.
• Excellent phone etiquette and verbal communication skills.
• Strong multitasking ability in a fast‐paced environment.
• Reliable attendance and punctuality.
• Demonstrated teamwork and collaborative attitude.
• Basic math skills for handling payments and co‐pays.
• Familiarity with medical terminology and insurance processes.
• Bilingual (Spanish/English) preferred but not required.

Responsibilities

• Greet patients and visitors with a courteous, professional demeanor.
• Answer and direct a high volume of inbound phone calls.
• Schedule, confirm, and reschedule patient appointments using the EMR system.
• Verify insurance eligibility and collect co‐payments at check‐in.
• Maintain accurate patient records and update information in the electronic health record.
• Coordinate referrals and communicate with external providers as needed.
• Respond to patient inquiries via phone, email, and in‐person with clear, helpful information.
• Assist providers with patient flow and rooming procedures.
• Handle administrative tasks such as faxing, scanning, and filing documents.
• Support team initiatives and contribute to a collaborative office environment.