Client Services Specialist

JOB TITLE: Client Services Specialist 
PROGRAMS: All JFS Programs 
POPULATION SERVED: Jewish Community 
FSLA STATUS: Non-Exempt 


The Client Services Specialist is responsible for providing administrative client services including, client appointment scheduling, client files, billing and administrative support for agency programs. The position serves as a back-up to the Administrative Services Specialist. 


Counseling Program Related Responsibilities 

  • Greet, check-in and assist clients and guests. 
  • Collect all fees and payments for services rendered, as applicable. 
  • Assemble and organize client files. 
  • Responsible for all new client calls and paperwork 
  • Verification/entry of insurance benefits into client record 
  • Set sliding fee reduction and record appropriately 
  • Create fee agreements 
  • Contact clients and review benefits 
  • Schedule client appointments including initial appointments. 
  • Determine daily client fees for collection at appointment. 
  • Enter information in client database system. 
  • Update annual client paperwork and any client addendums throughout the year 
  • Distribute surveys and scales to clients at appropriate intervals 
  • Correspondence with commercial insurance companies. 
  • Ensure all pay sources are entered into the client database and fee schedules are up to date 
  • Post all payments into the client database. 
  • Research unbilled revenue and unpaid claims 
  • Gather, verify and submit all claims for eprocessing via the client database. 
  • Assist with reconciling billing to account receivables. 
  • Generate and mail all invoices as needed. 
  • Review aging reports for prompt payment. 
  • Prepare and report monthly billing reports to the Administrative Services Manager. 
  • Work with Client Services Manager to prepare client data reports 
  • Agency liaison on HIPAA compliance and training 
  • Assist in creating and/or updating office processes/procedures pertaining to client services 
  • Perform other duties as assigned. 

General Office Responsibilities 

  • Open and/or close office 
  • Insure all reception duties are covered and handled appropriately and effectively during the business day. 
  • Answer multiple phone lines and direct calls to appropriate staff or refer to agencies in the community 
  • Provide administrative back-up to the Administrative Support Specialist 
  • Perform other duties as assigned. 


  • Professional demeanor and appearance. 
  • Excellent oral and written communication skills. 
  • Ability to answer a multi-line phone system. 
  • Exceptional computer skills, including strong knowledge of Microsoft Office applications and database management. 
  • Ability to positively interact with all levels of management, community leaders, staff, clients, and donors. 
  • Confidence working in a fast-paced, challenging office environment. 
  • Excellent customer service skills. 
  • Must be organized, efficient, and capable of multi-tasking, detail-oriented and self-motivated. 
  • Demonstrated ability to work closely with others in a team environment. 
  • Program development and implementation. 
  • Experience or trained in insurance billing. 

Jewish Family Services reserves the right to change job duties at any time and this job description is not designed to cover every requirement of the job. 

To apply for this position, please email resume to: