Healthcare Customer Service Representative

Insight Therapy Solutions

Healthcare Customer Service Representative helping clients access mental health services across the U.S. Guiding individuals and organizations toward the right care in a remote role.

Posted 6/13/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $800 per monthWebsite

About the role

Key responsibilities & impact

Connect with leads and clients via phone, email, and fax to guide them through scheduling therapy sessions
Engage waitlisted clients and help match them with the right therapist based on their needs
Handle inbound inquiries while proactively following up on missed or potential opportunities
Build trust through thoughtful, empathetic conversations—especially with individuals in vulnerable situations
Accurately document client information and interactions in real time using internal systems
Collect and verify demographic, insurance, and referral information to support proper client placement
Use EHR systems to schedule appointments, maintain records, and update client data
Present and promote our services to referral sources such as healthcare providers, clinics, and organizations
Develop relationships with partners and referral networks to drive consistent business growth
Consistently meet and exceed individual and team sales targets

Requirements

What you’ll need

At least 2 years of sales experience (preferably in U.S. healthcare or mental health services)
Experience working remotely or in a BPO environment is a plus
Familiarity with U.S. insurance eligibility is an advantage (not required)
Strong communication skills in English (C1 level or above, written and spoken)
Confident in sales conversations, with the ability to influence and guide decisions
Highly organized and able to manage multiple tasks independently in a remote setup
Comfortable navigating ambiguity and adapting to evolving processes
Empathetic and able to support clients who may be in emotional or mental distress
Quick to learn new tools and systems (e.g., EHRs, Google Workspace, CRMs, communication platforms)
Strong problem-solving mindset with attention to detail
Proven track record in sales, with consistent achievement or overachievement of targets
Experience in lead generation, prospecting, and outbound outreach (including cold calling)
Self-motivated, resilient, and able to maintain momentum in a fast-paced environment

Benefits

Comp & perks

Fully remote, work-from-home setup
Monthly health stipend
Paid U.S. holidays and time off
Performance-based bonus structure
Opportunity to grow within a fast-scaling healthcare company

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales experiencelead generationprospectingoutbound outreachEHR systemsinsurance eligibilityappointment schedulingclient documentationdata managementtarget achievement

Soft Skills

communication skillsempathyorganizationproblem-solvingadaptabilityself-motivationresilienceinfluenceindependenceattention to detail