New Client Experience Specialist

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profile Job Location:

Farmington, NM - USA

profile Yearly Salary: $ 45000 - 55000
Posted on: 2 days ago
Vacancies: 1 Vacancy

Job Summary

Overview:

Reset Brain and Body is seeking a New Client Experience Specialist to play a key role in welcoming clients supporting intake and creating a seamless start to their therapeutic journey.


Reset Brain and Body is seeking a compassionate and detail-oriented New Client Experience Specialist to serve as the first point of contact for individuals seeking care. This role plays a key part in thoughtfully supporting the intake process and helping ensure clients are connected with clinicians who can best meet their needs.


Reset Brain and Body is an integrative mental health practice serving clients ages 12 and older offering individual couples and intensive services. We specialize in anxiety chronic stress depression self-esteem and trauma blending traditional therapy with mindfulness-based approaches. Our team is grounded in professionalism compassion integrity and a commitment to exceptional client care.

  • Manage Incoming Calls: Professionally handle incoming phone calls.
  • Process New Client Inquiries: Educate prospective clients on insurance and self-pay options session availability and the therapy onboarding process.
  • Verify Insurance Costs: Verify insurance benefits online provide good-faith estimates explain financial responsibility and ensure accurate documentation and follow-up.
  • Schedule Intake Appointments: Coordinate intake scheduling thoughtfully match clients with clinicians and deliver a high-quality onboarding experience.
  • Clinical Coordination: Communicate and share all relevant intake information with appropriate clinical staff.
  • Client Communication: Serve as a primary point of contact for new clients including scheduling changes and message coordination with team members.
  • Documentation Organization: Maintain accurate thorough records and client tracking.
  • Client-Centered Service: Provide consistent respectful trauma-informed support throughout the onboarding process.
  • Electronic Health Records: Schedule intakes and enter all required data in Simple Practice and internal systems.
  • Warm Empathetic Engagement: Create a welcoming experience for clients through compassionate phone and email communication.
  • Clear Communication: Communicate effectively with clients clinicians and external partners both verbally and in writing.
  • Technology Proficiency: Utilize Google Workspace and Apple systems efficiently for communication scheduling and documentation.
  • Multitasking Follow-Through: Manage multiple tasks in a fast-paced environment with strong initiative organization and attention to detail.
  • Strong interpersonal communication and conflict-resolution skills.
  • Excellent organization time management and attention to detail.
  • Ability to think analytically problem-solve and work independently.
  • Experience with client intake scheduling and customer service.
  • Comfort discussing fees insurance and self-pay options with clients.
  • Working knowledge of health insurance and electronic systems.
  • Ability to prioritize tasks and manage multiple projects in a fast-paced environment.
  • Team-oriented with a collaborative supportive approach.
  • Goal-driven with the ability to set and meet realistic timelines.
  • Adaptable and flexible in a dynamic work environment.
  • High level of professionalism integrity accountability and compassion.
  • Comfortable communicating via phone email and digital platforms.
  • Experience preferred.

Required Experience:

IC

Overview:Reset Brain and Body is seeking a New Client Experience Specialist to play a key role in welcoming clients supporting intake and creating a seamless start to their therapeutic journey.Reset Brain and Body is seeking a compassionate and detail-oriented New Client Experience Specialist to ser...
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Key Skills

  • Customer Service
  • Client Expectations
  • Client Requirements
  • Client Support
  • Action Plans
  • Issue Resolution
  • Account Management
  • Client Relationships
  • Service Delivery
  • Client Service
  • Client Satisfaction
  • Client Management
  • Procedures
  • Service Level Agreements
  • New Clients

About Company

Company Logo

Reset Brain and Body is redefining mental health care. Since 2015, we’ve been on a mission to deliver compassionate, high-quality, and accessible services while strengthening community partnerships. What makes us different? At Reset, we prioritize authentic connections and collaborati ... View more

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