Client Onboarding Specialist

1 week ago

Burlington, Ontario, Canada Lifemark Full time

Job Summary:

The Intake Coordinator role with Lifemark is a critical position that serves as the initial point of contact for clients and key customers. As a member of the Customer Contact Centre team, this role is essential in ensuring that Lifemark provides timely and effective treatment services to patients who require quality care.

Key Responsibilities:

  • Act as the primary point of contact for client companies, receiving and recording new referrals within our client intake system.
  • Verify information and coordinate assessment times with our network of clinics, ensuring seamless communication and efficient scheduling.
  • Book appointments via our internal booking system, streamlining the patient onboarding process.
  • Input and update referral data and treatment plan statuses in our database, maintaining accurate records and facilitating data-driven decision making.
  • Provide support and assistance with monthly referral tracking reports and quarterly outcome reports, contributing to the continuous improvement of our services.

Requirements:

  • 2+ years of previous customer service/administrative experience, with a strong background in client-facing roles.
  • Bilingual French is preferred, but not required.
  • Post-Secondary education is an asset, demonstrating a high level of education and expertise.
  • Advanced written and verbal communication skills, with a strict attention to detail and ability to maintain confidentiality.
  • Strong interpersonal skills, with the ability to build and maintain customer relationships with client companies and patients.
  • Ability to prioritize tasks under pressure, working efficiently in a fast-paced environment.
  • Proficiency in MS Word, Excel, and database software, with a strong aptitude for technology.
  • Exceptional organizational skills, with the ability to work independently, take initiative, and demonstrate a strong work ethic.

Lifemark is an equal opportunities employer:

We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. We promote equal employment opportunities for all job applicants, including those self-identifying as a member of the following groups: Indigenous peoples, Newcomers to Canada, and Visible minorities.

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