Client Services Representative

  • Missoula, Montana
  • Aug 29, 2023
Customer Service Education and Training
  • Salary: $19.46 Hourly USD

Job Description


  • Please complete all sections of the online application, even if a resume is requested.
  • Please include with a complete application the following attachments: A letter of interest, a resume, and the results of a Montana Job Service E-Skills General Typing Test . Please call Laurie Dunagan or Marilyn Smith at 406-728-7060 and they will e-mail you the link to the test.
  • Please attach a printed version of your test results that show your wpm (words per minute) score. Typing tests from other agencies/companies will not be accepted. Links to typing test results will not be accepted.
  • Incomplete applications may be disqualified.
  • Complete job description available upon request to the Department of Human Resources.

Performs duties requiring responsible judgement and close adherence to Vaccine for Children (VFC) and private payor policies and protocols, including a variety of advanced clerical, reception and claims duties such as assessing client payor source and income to determine eligibility for publicly and privately funded vaccinations, and other support duties for the Missoula City-County Health Department (MCCHD) Immunization Clinic.

Representative Examples of Work

Greets and registers clients for walk-in or scheduled appointments; accurately enters client information into computer system following established protocols; receives incoming telephone calls; answers inquiries from the public and/or directs to appropriate department. Reviews and updates client electronic health record (EHR) including demographic and insurance information; verifies income and payor sources. Data enters historical immunization records into the state immunization registry, de-duplicates and merges immunization records, processes immunization records requests. Scans paper files into electronic health records. Interviews clients to determine health coverage as it applies to private and public funded vaccine programs. Informs clients about publicly funded vaccine programs, the sliding fee scale and eligibility requirements. Determines eligibility and communicates eligibility status to clinical staff. Keeps up to date with changes in insurance protocols as it relates to immunizations. Schedules appointments according to CDC recommended vaccine schedules and international traveling recommendations. Makes appointment reminder calls/emails. Responsible for managing waiting list. Calculates client visit fees, collects money and outstanding amounts owed by client and assists with claim preparation. Submits claims to third party billing entities. Balances end-of-day posting report against cash on hand. Reconciles any errors before submitting daily deposit. Takes notes and prepares meeting minutes as directed. Compiles data for reporting requirements for contracts, grants, and general clinic operations. Works as member of a client care team, assisting clinical staff to ensure efficient, accurate scheduling practices and quality client care. Communicates courteously and effectively with clients, families, visitors and staff. Utilizes language translation services for non-English speaking patients. Facilitates client flow so clients are seen in a timely manner. Communicates schedule delays and changes to clients. Drives a County vehicle and transports supplies to off-site locations for conducting immunization clinics. Participates in the development and implementation of the Division’s strategic plan; quality improvement and performance management, workforce development, and accreditation requirements. Participates in the department’s strategic programs across divisions. Works within the incident command structure during emergencies. Performs regular quality assurance checks on scheduling, check-in and check-out processes, insurance eligibility, and immunization data.

Minimum Qualifications

Requires high school graduation or GED. Requires one year of face-to-face customer service experience or working in an office or medical setting. SPECIAL REQUIREMENTS: New employees will be asked to volunteer vaccination status for required vaccines upon hire and will be offered assistance during hiring to receive necessary immunizations. Employees who have not received the vaccines required for their positions or who are unwilling to voluntarily provide vaccination status for required vaccines will receive a reasonable accommodation where such accommodation does not require an undue hardship or endanger the health or safety of any person. Requires CPR certification. Requires a current Montana driver’s license.

Physical/Environmental Demands

The work requires frequent standing; sitting for lengthy periods of time; occasional light to moderate lifting and carrying of files or clinic supplies (up to 50 lbs.). The employee may risk exposure to communicable diseases. Requires working outside of the normal workday hours.

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Job Address

Missoula, Montana United States View Map