Client Representative

Education Qualifications: High School diploma or GED equivalent

Experience: Some experience in office setting work and customer service is preferred.

Description of Ministry Position: Our Client Representatives are often the first contact for individuals seeking mental health counseling. Therefore, it is imperative that our Client Reps have the ability to remain calm, respectful, genuine and kind during these interactions. Client Reps must show grace even when the circumstances are difficult. Client Reps will be juggling many different tasks and will serve as a support not only to clients but also to the counselors.

Responsibilities of Ministry Position:

CLIENT INTERACTION:

• Answer phone calls and respond to voicemails in a timely manner
• Schedule counseling Intake appointments for clients
• Offer a friendly environment for clients in the waiting areas
• Maintain new client paperwork (EHR)
• Take client payments and log on money transsmittal sheet

COUNSELOR INTERACTION:

• Update counselors’ schedules
• Communicate cancelations and rescheduled appointments with counselors

OFFICE TASKS:

• Submit time sheets to the Financial Administrator in a timely manner
• Participate in annual Quality of Care Review

PERFORMS OTHER DUTIES AS ASSIGNED

ETHICAL BEHAVIOR:

All Living Well Professional Counseling employees are held to the highest ethical standard and agree to follow the AACC Code of Ethics, which can be found at or a copy can be requested from office admin. This is in addition to the LWC Ethical Code of Conduct.

COMPLIANCE WITH POLICY:

All Living Well Professional Counseling employees are expected to review and adhere to all agency policies and to ask questions if they are uncertain about a policy.

TRAINING:

All Living Well Professional Counseling employees will complete orientation within the first 30 days of employment that includes a review of agency policies as well as specific training related to that employee’s job. Other trainings will be assigned based on the role of the counselor and the site at which he/she will work. Employees are expected to complete all trainings by the assigned due date.