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Client Service Manager

Client Service Manager

Ethos Veterinary HealthBothell, WA, US
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Client Service Manager - Center for Bird and Exotic Animal Medicine (CBEAM) Bothell, WA

Job Type : Full-Time

About Us

The Center for Bird and Exotic Animal Medicine (CBEAM) is a specialized veterinary hospital dedicated to providing high-quality care to avian and exotic species. Our team is passionate about the unique needs of exotic pets, and we are looking for a dedicated Client Service Manager to join our growing practice.

Position Summary

The Client Service Manager plays a key role in leading and supporting our front desk team. This position provides guidance, supervision, and day-to-day oversight to ensure smooth operations and an excellent experience for clients and their pets. You'll help foster a culture of compassionate, high-quality service across every interactionwhether with clients, staff, or volunteers. In this role, you'll train and mentor the client service team, serve as a go-to resource for both staff and veterinarians, and oversee scheduling, phone communications, and appointment management. You'll also be responsible for handling patient information accurately and managing accounts receivable.

Compensation : $24.00-30.00 Depending on experience

Key Responsibilities

Management Duties Operations

  • Manages doctor's appointment schedule in AVImark system
  • Inputs doctor's schedule from W2W into Avimark. (W2W = When to Work software)
  • Determines appropriate length of appointments and works with MDVM to determine which species treated by which doctors.
  • Maintains schedule spreadsheet for receptionists.

Service Team Management

  • Initiates recruitment and schedules interviews for the selection process of new front desk staff. Recommends front office candidates for hiring to the Hospital Manager.
  • Trains new front desk staff working alongside Training Coordinator
  • Maintains front desk manual
  • Schedules front desk staff in W2W while working with Hospital Manager to meet hospital budget expectations
  • Delegates tasks to all staff.
  • Works with the Hospital Manager to provide yearly evaluations to the front office staff.
  • Works with the Hospital Manager to recommend corrective action for front office staff, up to and including termination.
  • Collects feedback from DVMs and other staff on CSR performance and executes training as appropriate
  • Communicate front desk updates / announcements via employee communication platforms
  • First point of contact to NVA Helpdesk for front desk-related issues
  • Attends leadership team meetings, conducts front desk meeting, and attend all other related meetings as needed
  • Verbal and written reminders to support staff regarding applicable CBEAM policies
  • Coordinate leadership, engagement, and communication activities with the Lead Assistant, Lead Technician, and Project Manager
  • Assists Hospital Manager with Leadership Team projects as necessary
  • Drafts front desk protocols and works with Hospital Manager to ensure finalization
  • Manages USPS account
  • Oversees test sample mailings and checks lab order sheets to ensure accuracy
  • Manages AllyDVM and other communication platforms
  • Manages phone system
  • Ensures it is correctly set for holidays, etc.
  • Updates menus as needed
  • Client Service

  • Triages all incoming client complaints
  • Elevate to Hospital Manager as situation dictates
  • Acts as the second point of contact for clients with questions regarding their bills / estimates (first point of contact = receptionists, second point of contact = Client Service Manager, third point of contact = DVM, fourth point of contact = Hospital Manager, fifth point of contact = MDVM)
  • CLAW Plan Champion administration of all duties related to CLAW (PAW) Plans
  • Works to optimize client experience
  • Implements client service initiatives with front desk team
  • Demonstrates and reinforces highest level of client service
  • Financial

  • AR Management
  • Reviews and reconciles unposted Avimark transactions on a weekly basis. Works to determine reason behind unposted transactions, uses discretion to reconcile accounts to zero balance.
  • Reviews unpaid accounts on a weekly basis and works with Hospital Manager to determine when to initiate collection proceedings
  • Monitors cash drawer, credit card transactions and Care Credit transactions and ensures they balance daily with Avimark
  • Prepares cash envelopes for front desk use
  • Makes cash deposits at bank
  • Client Service Representative Duties

  • Responsible for greeting clients, determining the needs of the clients and patients, and completing the check-in and check-out process. Models a professional and courteous manner with staff and clients. This includes being compassionate and understanding, while working with clients in various emotional states.
  • Being attentive to client's and patient's needs while understanding that needs will change on an individual basis.
  • Politely and professionally answer and triage phone lines and use AllyDVM software to communicate with clients as appropriate.
  • Follows established policy and procedures in scheduling clients for prompt treatment of ill and / or injured patients, as well as proper scheduling of patients in need of vaccinations, rechecks, surgeries, in-hospital procedures, and other services that require the doctors' and technicians' time.
  • Helps with client reminders for annual health assessments, parasite checks, dentistry, senior care, etc. Makes overdue reminder calls and updates patient records.
  • Notes client communications in patient record each time a conversation is held and ensures appropriate messages are getting to the doctor.
  • Reviews patient records for daily scheduled appointments and collects information to make necessary updates.
  • Checks in client and monitors flow from check in to discharge.
  • Communicates effectively through intercom system, Softros LAN Messenger and utilizes technician staff for communication. This includes following hospital protocols when relaying information.
  • Performs client and patient call backs.
  • Receives and filters prescription requests. Follows protocols for outside pharmacy requests and promotes the hospitals prescription recommendations.
  • Performs over-the-counter sales of merchandise such as food and toys. Demonstrates a technical knowledge of products and is capable of assisting clients with their product needs.
  • Collects fees, makes change, and obtains authorization for credit charges following the credit policies of the hospital.
  • Able to communicate effectively with client's regarding our wellness plans and ability to set up a Claw Plan properly.
  • Processes end of day as assigned and reconciles cash drawer according to hospital procedure.
  • Demonstrates basic emergency procedures and can give proper information on transporting the patient to the hospital. Responsible for advising hospital staff about incoming emergencies.
  • Maintains appearance and cleanliness of the waiting room and reception area, including re-stocking of products, office supplies, client educational materials, etc. This includes cleaning of urine and stool from lobby and outside of building each time coming through the doors.
  • Prepares and sends welcome letters, referral and thank you letters, condolences, and other correspondence for the doctors and / or Hospital Manager.
  • Demonstrates a full working knowledge of Avimark procedures and functional applications
  • Other duties as assigned
  • Qualifications

    Knowledge, Skills, and Abilities

  • Customer service experience highly preferred
  • Basic Human Resources skills
  • Knowledge of sales and marketing techniques
  • Good communication skills, both written and oral
  • Goal oriented
  • Background in managing service oriented operations
  • Ability to plan, organize, and effectively present ideas and concepts
  • Ability to take information obtained from clients, staff, and other sources, discern that which is credible and assess the hospital and its operations objectively
  • Must be able to handle multiple tasks at once, and deal with high levels of stress in an environment of changing priorities
  • Education / Experience

  • Associate's degree and four years of relevant experience; or a high school diploma or equivalent and six years of relevant experience.
  • Appropriate college coursework or vocational / technical training may substitute an equivalent rate for the required experience.
  • Schedule

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    Client Service Manager • Bothell, WA, US

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