Top 10 Client services associate Jobs in Mandeville La

Intake Coordinator / Client Services Coordinator
Dependable In Home Care —Metairie, LA
- $35,000 - $45,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Medical office experience
- Dental insurance
- 401(k)
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5d
Client Service Associate
Edelman Financial Engines, LLC —Mandeville, LA
- $54,000 - $65,000 a year
- Mid-level
- Office
- Bachelor's degree
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Client Service Coordinator
Wealth Management Opportunties —New Orleans, LA
- $35,000 - $55,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Health insurance
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Inside Sales/Customer Service Sales Rep (New Orleans)
CRESCENT CROWN DISTRIBUTING LLC —New Orleans, LA
- Full-time
- Word processing
- Computer literacy
- Office
- Opportunities for advancement
- Referral program
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9d
Client Integration Specialist (Pharmacy Benefits)
Ventegra —United States
- $28 - $32 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
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14d

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Client Service Associate
Edelman Financial Engines, LLC —Mandeville, LA
Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to…
$54,000 - $65,000 a year
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Registered Client Service Associate
Morgan Stanley —New Orleans, LA
Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
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Client Experience Associate
PNC Financial Services Group —Columbus, OH
Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Processes a variety of customer interactions.
$33,750 - $56,250 a year
6d

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Intake Coordinator / Client Services Coordinator

Dependable In Home Care
Metairie, LA

Quick Apply

Job Details

Full-time
$35,000 - $45,000 a year
5 days ago

Benefits

Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Collaborate with healthcare professionals
Computer operation
Customer relationship building
Electronic health records (EHR) management
Sales
Customer service
Client rapport building
HIPAA
High school diploma or GED
Schedule management
Home care
Customer relationship management
Desktop applications
Health information regulatory compliance
Organizational skills
Customer support
Productivity software
Clinical confidentiality policies
Associate's degree
Communication skills

Full Job Description

Client Services & Caregiver Coordinator at Home Care Agency

Responsible for managing the intake and admission process for home care clients from referrals through the start of care. This position serves as the primary point of contact for referral sources, prospective clients, patients, families, and internal staff. The Intake Coordinator works closely with the Marketing Liaison & Administrator to ensure timely admissions, accurate documentation, and exceptional customer service throughout the onboarding process.

DUTIES & RESPONSIBILITIES

Receive, review, and process incoming referrals from hospitals, physicians, case managers, discharge planners, and other referral sources.
Verify patient demographics, insurance eligibility, payer requirements, and authorizations as applicable.
Collaborate with the Marketing Liaison to follow up on prospective clients and referral opportunities.
Contact prospective clients and families to discuss services, answer questions, and guide them through the admission process.
Follow up with clients and families to confirm and coordinate the start date of services.
Coordinate caregiver scheduling with the Scheduling Coordinator and clinical staff to ensure appropriate staffing for new admissions.
Communicate caregiver assignment information, including caregiver name and start date, to clients and families prior to the initiation of services.
Coordinate start-of-care visits and ensure all necessary documentation is completed before services begin.
Maintain ongoing communication with referral sources regarding referral status and admission timelines.
Ensure all intake documentation is complete, accurate, and compliant with agency policies and applicable federal, state, and payer regulations.
Answer incoming telephone calls professionally and provide exceptional customer service to clients, families, referral partners, and community stakeholders.
Collaborate with billing, scheduling, clinical staff, and agency leadership to ensure a seamless transition from referral to active services.
Maintain referral, intake, scheduling, and admission logs as required.
Protect confidential patient information and maintain compliance with HIPAA regulations.
Perform other duties as assigned by agency leadership.

QUALIFICATIONS

Education

High school diploma or equivalent required.
Associate's degree in healthcare administration, business administration, or a related field preferred.

Experience

One (1) year or more of experience in home health, healthcare administration, medical office, scheduling, intake, or customer service preferred.
Experience with insurance verification, referral management, scheduling, and EMR systems preferred.
Knowledge of Medicare, Medicaid, and private pay services is preferred.
CNA preferred.

Required Skills

Excellent verbal, written, and interpersonal communication skills.
Strong organizational and time management skills.
Ability to manage multiple priorities in a fast-paced environment.
Exceptional customer service and relationship-building abilities.
Strong attention to detail and accuracy.
Proficiency with Microsoft Office applications and electronic medical record (EMR) software.
Ability to maintain confidentiality and comply with HIPAA regulations.
Effective problem-solving and critical-thinking skills.
Ability to work collaboratively with clinical staff, caregivers, marketing personnel, and referral sources.

Physical Requirements

Ability to remain seated and work at a computer for extended periods.
Frequent use of telephones, computers, printers, and other office equipment.
Occasional lifting of office supplies weighing up to 20 pounds.
Ability to communicate effectively by telephone, email, and in person.

Work Environment

Administrative office environment supporting a home health agency.
No direct patient care is provided at the office location; all client services are delivered in the client's home.
Frequent communication with clients, families, caregivers, physicians, referral sources, and community partners via telephone, email, and electronic medical records.
Standard business hours with occasional flexibility to meet operational needs.

Performance Expectations

Process referrals and admissions accurately and efficiently.
Maintain timely communication with referral sources, prospective clients, and families.
Coordinate successful start-of-care services without delays.
Ensure caregivers are scheduled appropriately and clients receive caregiver information before services begin.
Support agency growth by partnering with the Marketing Liaison to convert referrals into admissions.
Maintain complete, accurate, and compliant documentation.
Demonstrate professionalism, teamwork, accountability, and excellent customer service in all interactions.

Job Type: Full-time

Pay: $35,000.00 - $45,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Paid time off
Vision insurance

Education:

Associate (Preferred)

Experience:

sales: 2 years (Preferred)

Work Location: Hybrid remote in Metairie, LA 70002

Quick Apply

Refine Your Search

client services associate jobs in mandeville la

Intake Coordinator / Client Services Coordinator

Client Service Associate

Client Service Coordinator

Inside Sales/Customer Service Sales Rep (New Orleans)

Client Integration Specialist (Pharmacy Benefits)

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