The Client Relations Coach is a key member of the Client Relations team, responsible for mentoring and coaching peers to drive performance, engagement, and professional growth. This role partners with leadership to foster a positive, collaborative team environment while delivering high-quality service to patients and clients.
This individual plays a critical role in supporting team development, improving processes, and maintaining compliance—all while embodying a culture of teamwork, integrity, and “ridiculously nice” service.
Key Responsibilities:
Coaching & Team Support
- Mentor and coach teammates to improve performance, skills, and compliance with processes
- Conduct call reviews, account reviews, and observations; provide actionable feedback
- Build strong relationships to support collaboration and trust across the team
- Assist with escalated calls and provide guidance on complex account situations
- Identify trends and recommend training, communication, or process improvements
- Support onboarding and integration of new hires
- Help drive engagement initiatives, recognition programs, and team-building activities
Patient & Client Service
- Handle inbound and outbound calls with patients regarding insurance and billing inquiries
- Collect and verify insurance, demographic, and account information
- Educate patients on healthcare billing, insurance processes, and financial options
- Research and resolve patient/client concerns using internal systems and tools
- Offer solutions that balance patient, client, and business needs
- Ensure compliance with all applicable laws, regulations, and company policies
- Route accounts or issues to appropriate departments when needed
Additional Responsibilities
- Support team leaders with daily operations and preparation for new hires
- Participate in projects, training, and non-dialing activities as assigned
- Take supervisor calls and assist specialists with account-related questions
- Maintain confidentiality and integrity in all interactions
- Complete required training and pursue ongoing professional development
- Set and work toward personal and professional growth goals
Qualifications:
Education
- Required: High School Diploma or GED
- Preferred: Associate degree or some college coursework
Experience
- 2+ years in customer service (contact center preferred)
- 2+ years working in a fast-paced, multi-tasking environment
- 1+ year mentoring or coaching peers (preferred)
- Experience supporting team development and learning culture (preferred)
- Healthcare revenue cycle, insurance, billing, or collections experience (preferred)
Skills & Competencies:
- Strong coaching, mentoring, and communication skills
- Ability to build relationships and foster teamwork
- Problem-solving and conflict resolution capabilities
- Adaptability and accountability in a dynamic environment
- Customer-focused mindset with a commitment to service excellence
- Process improvement mindset with attention to compliance
Technical Skills:
- Proficiency in Microsoft Office Suite
- Typing speed of 45+ WPM
- Experience with healthcare systems, CRM tools, or call center technology (preferred)
- Ability to navigate multiple systems simultaneously
Certifications (Preferred):
- Certified Revenue Cycle Specialist (CRCS) or working toward certification
Work Environment:
- Office/call center setting with moderate noise
- Regular sitting, speaking, typing, and computer use
- Occasional standing and walking