CLIENT LIAISON TEAM LEAD

Position At a Glance

Job Title: Client Liaison Team Lead

Department: Finance

Supervisory Chain Of Command

• Direct Supervisor: Client Accounts Manager
• Tertiary Supervisor: Chief Financial Officer
• Chief-Level Supervisor: Chief Financial Officer

Supervises

Client Liaison

What You’ll Do

Acts as the immediate supervisor for all Client Liaisons – documenting concerns and providing training to new hires as needed. Takes a leadership role in the department and assists the Client Accounts Manager with projects as needed.

Essential Responsibilities

• Research and answer client and payer source inquiries. Provide supporting documentation as allowed by privacy regulations upon request.
• Monitor the Agency referral report and take appropriate action.
• Supervise and evaluate a qualified staff and ensure they are trained to carry out their responsibilities. Monitor performance, document concerns, and provide feedback and take corrective action as necessary during supervision.
• Generate weekly reports by position for staff to review, set goals and expectations to maintain consistent workflows.
• Supervise online registrations, electronic registrations, mail in registration as provided by internal/external referral sources.
• Coordinates with Credentialing/HR to maintain current roster of credentialed therapist by location to ensure all providers are payable and available to present referrals and billables.
• Provide training and appraisal reviews for staff.
• Communicates effectively and proactively between programs to foster a positive client experience.
• Remain knowledgeable regarding billing procedures and regulations for payers.
• Conduct and attend staff meetings and provide constructive input.
• Serve on committees and work groups as requested.
• Maintain and advance knowledge and skills related to field of work through regular review of pertinent materials and attendance at training events.
• Adhere to the standards, policies and instructions established by PMHS Policy and Procedure and any applicable ethical codes within field of employment.
• Review and comply with the Pawnee Code of Conduct outlined in the Employee Handbook.
• Perform other reasonably related duties as assigned by supervisor or other management personnel.

Requirements

Required

• High School diploma or equivalent.
• Basic personal computer skills and experience with Microsoft Office software.
• Strong oral and written communication skills using the English language.
• Ability to operate and assist with maintaining office equipment such as a postage machine, copier/scanner/fax machine, and folding machine.

Preferred

• Medical office and/or medical billing experience.
• Experience with Microsoft Excel software.
• Strong organizational skills.

All employees will be required to submit to and pass a background check and drug screening.

Salary

$23.16