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2 results for Customer Experience Specialist in Davis, CA
- Sacramento, CA
- remote
- Temporary / Contract
- 24 - 25 USD / Hourly
- <p>We are seeking an experienced Patient Access Representative with a preferred background in Radiology and Cardiology Imaging Scheduling to join our growing healthcare team. This role is responsible for coordinating complex imaging appointments, verifying insurance coverage and eligibility, obtaining required authorizations, and delivering exceptional customer service to patients, providers, and clinical staff.</p><p>The ideal candidate thrives in a fast-paced, high-volume environment, possesses strong knowledge of imaging workflows and scheduling protocols, and is highly proficient in <strong>Epic</strong>. This position requires excellent communication skills, attention to detail, and the ability to balance</p><p><br></p><p>Key Responsibilities</p><ul><li>Schedule radiology and cardiology imaging procedures in accordance with clinical protocols and provider requirements.</li><li>Manage high-volume inbound and outbound calls with patients, providers, and healthcare facilities.</li><li>Verify insurance eligibility, benefits, and coverage prior to scheduling services.</li><li>Obtain and track prior authorizations to ensure timely patient care and reimbursement.</li><li>Collect and review patient demographic, clinical, and financial information for accuracy.</li><li>Coordinate with physicians, clinical staff, and revenue cycle teams to resolve scheduling and authorization issues.</li><li>Educate patients regarding appointment preparation, financial responsibilities, and required documentation.</li><li>Maintain accurate patient records and documentation within Epic.</li><li>Adhere to HIPAA regulations and organizational policies regarding patient confidentiality.</li><li>Meet departmental productivity, quality, and customer service performance metrics.</li></ul><p><br></p>
- 2026-10-13T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 110000 - 125000 USD / Yearly
- <p>Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
- 2026-10-05T00:00:00Z