Entry Client Representative Jobs in Beloit, WI (NOW HIRING)

Join our team as a Client Coordinator, where your attention to detail and commitment to exceptional customer service play a vital role in supporting clients, medical professionals, and internal teams every day.

The Client Coordinator serves as a primary point of contact for clients, physicians, nurses, and authorized representatives, delivering timely, accurate, and professional support. This role is responsible for data preparation, data entry, tracking, documentation, and filing while ensuring all activities are performed with a high level of customer service and in full compliance with regulatory requirements and company standards. The Client Coordinator contributes to efficient operations through accuracy, responsiveness, and professionalism.

Schedule: Training Hours: M-F 9am-5:40pm CST After Training: M-F 10:30am-7pm CST

ESSENTIAL JOB FUNCTIONS

• Handle and respond promptly to inquiries from clients and/or anyone acting on behalf of the client regarding questions, report status, concerns, or general requests for information.
• Utilize appropriate systems and databases to enter client or claimant information and or retrieve information.
• Maintain daily contact with the QA department regarding workflow and pending report status.
• Contact providers for assignment and update database.
• File and archive open and closed cases.
• Verify all client information is current in the database and all client specific guidelines and or rules or information is documented in the system.
• Work independently and in partnership with other team members to ensure that questions are addressed, documented and cases are returned in a timely fashion.
• Direct calls to other departments as needed.
• Perform various clerical duties such as typing, filing, emailing, and proofreading.
• Assist in resolution of customer complaints and quality assurance issue.
• Notify management of any report issues or concerns.
• Ensure all practices are carried out in accordance with state and federal safety and legal regulations.
• Perform other duties as assigned.

MINIMUM REQUIRED QUALIFICATIONS

Education and/or Experience  

High school diploma or equivalent required. Minimum one year clerical experience; or equivalent combination of education and experience preferred. Experience in a medical office or insurance industry preferred.

Certificates, Licenses, Registrations

No specific requirements.

ESSENTIAL COMPETENCIES

QUALIFICATIONS 

• Must be knowledgeable of multiple software programs, including but not limited to Microsoft Word, Outlook, Excel, and the Internet.
• Must have ability to be trained on and adhere to HIPAA regulations and compliance standards.

• Must be a qualified typist with a minimum of 40 W.P.M.
• Ability to follow instructions and respond to managements’ directions accurately.
• Must demonstrate accuracy, thoroughness, and responsibility for quality of work, and ability to take initiative to identify improvements. Looks for ways to improve and promote quality and monitors own work to ensure quality is met.
• Must demonstrate exceptional communication skills.
• Must be able to work independently, prioritize work activities and use time efficiently.
• Must be able to maintain confidentiality.
• Must be able to demonstrate and promote a positive team -oriented environment
• Ability to follow all company policies and procedures in effect at time of hire and as they may change or be added from time to time.

LANGUAGE/COMMUNICATION SKILLS

• Ability to read, analyze and interpret common correspondence, medical records, and legal contracts and documents.
• Ability to write clearly and informatively to all required audiences and edit own work for appropriate spelling and grammar.
• Ability to respond appropriately and professionally to all inquiries or complaints from customers, physicians, regulatory agencies, and/or members of the business community. 
• Ability to effectively present information one-on-one or in small groups.

PHYSICAL DEMANDS 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position generally consists of:

• Ability to work at a desk or similar office-type furnishings up to 8 hours a day or longer as required by business need

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Extended hours are occasionally required beyond the regular eight (8) hour work day.