Client Representative Jobs
Client representative jobs are open across insurance, financial services, healthcare, telecommunications, and retail, from entry-level account support to senior client success roles, with specializations in account management, customer onboarding, and retention. Scan the live roles below and apply to whichever ones fit.
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About Us
Hermosillo Family Therapy, Inc. is a growing, culturally responsive mental health practice dedicated to providing accessible, compassionate, and high-quality mental health services to individuals, couples, and families.
We are seeking a dependable, highly organized, and proactive Patient Service Representative to join our administrative team.
This position plays an essential role in supporting daily practice operations, coordinating client care, assisting clinicians, and ensuring a positive experience for clients from their initial inquiry through ongoing treatment.
The ideal candidate is someone who takes initiative, demonstrates strong follow-through, can manage competing priorities, and is comfortable working independently while maintaining effective communication with the administrative and clinical teams.
Key Responsibilities
Patient Services & Appointment Coordination
- Answer incoming phone calls, respond to emails, and assist with client inquiries in a professional and compassionate manner.
- Schedule, reschedule, confirm, and coordinate appointments across clinician schedules.
- Assist new clients with registration, intake paperwork, and scheduling requirements.
- Greet clients upon arrival and notify clinicians when their clients have checked in.
- Monitor appointment calendars and assist with cancellations, no-shows, and scheduling changes.
- Follow up with prospective and existing clients regarding appointments, referrals, and outstanding administrative requirements.
- Coordinate clinician availability and assist with client reassignment or scheduling adjustments when needed.
Insurance Verification & Authorization Management
- Verify insurance eligibility, benefits, copayments, deductibles, and coverage information.
- Request, submit, and monitor insurance authorizations when required.
- Track authorization expiration dates and communicate renewal needs.
- Communicate insurance-related concerns or discrepancies to the billing department.
- Ensure accurate insurance information is entered and maintained in the electronic health record system.
- Assist with communicating insurance requirements and financial policies to clients.
Administrative & Office Operations
- Maintain accurate and organized client records and administrative tracking systems.
- Monitor intake forms, consent documents, and other required client paperwork.
- Coordinate administrative tasks to support efficient daily operations.
- Maintain organized electronic records, spreadsheets, and internal communication logs.
- Assist with maintaining a professional, welcoming, and confidential office environment.
- Support general office operations and identify opportunities to improve workflow efficiency.
Team Communication & Collaboration
- Communicate regularly with the Clinical Director, Office Manager, clinicians, and billing department.
- Provide timely updates regarding scheduling concerns, client needs, and insurance issues.
- Escalate urgent administrative or client concerns to appropriate leadership.
- Follow established policies, procedures, and HIPAA confidentiality requirements.
- Participate in administrative meetings, training, and workflow improvements as needed.
Qualifications
Required:
- Previous experience in customer service, administrative support, or a patient-facing office setting.
- Strong verbal and written communication skills.
- Excellent organizational skills and attention to detail.
- Ability to multitask, prioritize responsibilities, and meet deadlines.
- Strong computer skills and comfort using electronic scheduling and recordkeeping systems.
- Ability to maintain professionalism, confidentiality, and appropriate boundaries.
- Dependable, punctual, and capable of working independently in a hybrid environment.
Preferred:
- At least 1 year of experience in a medical office, behavioral health practice, or healthcare administrative setting.
- Experience verifying insurance eligibility and benefits.
- Familiarity with insurance authorization procedures.
- Knowledge of medical or behavioral health insurance terminology.
- Experience with SimplePractice or similar electronic health record systems.
- Bilingual proficiency in English and Spanish.
- Familiarity with HIPAA regulations and patient confidentiality requirements.
What We're Looking For
We are particularly interested in candidates who demonstrate:
- Initiative: Ability to recognize what needs to be done and take appropriate action without constant supervision.
- Accountability: Strong follow-through and ownership of assigned responsibilities.
- Organization: Ability to manage multiple tasks while maintaining accuracy.
- Problem-Solving: Ability to identify concerns, seek solutions, and communicate effectively.
- Compassion: A welcoming, respectful, and culturally sensitive approach to client interactions.
- Teamwork: Willingness to collaborate with clinical and administrative staff.
Compensation & Work Environment
- $18.00–$25.00 per hour, depending on qualifications and experience.
- Hybrid work arrangement with required in-office coverage in the Covina / West Covina area.
- Collaborative, supportive, and mission-driven work environment.
- Opportunities to develop administrative and healthcare coordination skills.
How to Apply
Interested applicants are encouraged to submit their resume and a brief introduction highlighting their relevant administrative, scheduling, and insurance experience.
Please include whether you have experience working in a medical or mental health setting and your availability for in-person and remote work.
Join our team and help us create a welcoming, organized, and supportive experience for the individuals and families we serve.
Hermosillo Family Therapy, Inc. is an equal opportunity employer committed to maintaining an inclusive and respectful workplace.
Pay: $18.00 - $25.00 per hour
Expected hours: No more than 40.0 per week
Benefits:
- 401(k)
- Free parking
- Paid orientation
- Paid sick time
Work Location: In person
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Find Client Representative JobsClient Representative Job Market
Who's Hiring
- Western Veterinary Partners21

- First Merchants Bank15

- 1st Source Bank8

- CROSSMARK7

- World Insurance Associates7

Top Industries Hiring
- Healthcare & Medical Services
- Insurance
- Technology & Software
- Electronics & Hardware
What Employers Look For
The qualifications that appear most often in client representative jobs.
- One to three years of customer-facing account management or client support experience
- Proficiency with CRM software such as Salesforce or HubSpot to track client interactions
- Strong verbal and written communication skills for managing client relationships across channels
- Ability to handle inbound client inquiries and resolve issues within defined service level agreements
- High school diploma or associate degree, with a bachelor's degree preferred for enterprise-facing roles
- Familiarity with upselling or cross-selling techniques within an existing client portfolio
Tips for Your Client Representative Job Search
Tailor your resume to each vertical
Client representative job descriptions vary sharply between industries. A resume that highlights policy renewals lands better in insurance, while one that emphasizes onboarding metrics resonates more in SaaS. Reorder your bullet points to mirror the language in each specific posting.
Quantify retention and satisfaction outcomes
Hiring managers for client representative roles care most about relationship outcomes. Replace vague phrases like 'managed client accounts' with concrete results: renewal rates you maintained, escalations you resolved, or satisfaction scores you improved during your time in the role.
Apply early to roles that fit
Migrate Mate lists client representative openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter openings by account portfolio size
Some client representative roles cover dozens of small accounts, others assign you a handful of enterprise relationships. Read postings carefully for cues like 'book of business' or 'named accounts' to target roles that match your preferred working style and experience level.
Prepare a client scenario story for interviews
Most client representative interviews include a behavioral prompt about a difficult client or a service failure. Prepare one specific story with a clear problem, the action you took, and the measurable outcome. Generic answers about communication skills rarely advance candidates past the first round.
Negotiate on base, not just commission structure
Client representative offers often include variable pay tied to renewal or upsell targets. Before accepting, clarify ramp-up periods, quota relief timelines, and whether the commission structure is retroactive, so the base salary reflects your guaranteed earnings during your first months.
Client Representative Jobs: Frequently Asked Questions
Which companies are hiring the most client representatives?
The most active employers for client representatives right now are Western Veterinary Partners, First Merchants Bank, and 1st Source Bank, and the most openings are in California, Indiana, and Texas, based on current listings on Migrate Mate as of November 2026. Demand tends to be highest in insurance, financial services, and healthcare administration.
How many client representative jobs are remote?
About 29% of client representative openings are fully remote or hybrid as of November 2026, reflecting the role's reliance on phone, email, and video-based client communication rather than in-person presence. Remote availability is most common in SaaS account management and insurance client services, while healthcare and banking roles more often require on-site or hybrid schedules.
How do you become a client representative?
Start by building experience in a customer-facing role such as retail, call center support, or inside sales to develop communication and problem-solving skills. From there, target entry-level client representative or account coordinator postings, emphasize any CRM experience on your resume, and be prepared to demonstrate how you have resolved client issues and maintained relationships under pressure.
Can I get hired as a client representative with little experience?
Yes, many employers hire client representatives with limited formal experience if you can demonstrate strong communication skills and a service mindset. Highlight transferable experience from retail, hospitality, or administrative roles, emphasize any exposure to CRM tools or ticketing systems, and use your cover letter to show familiarity with the industry the employer serves.
What does the client representative interview process look like?
Most client representative interviews involve a phone screen with a recruiter, followed by one or two rounds with a hiring manager and sometimes a team lead. Expect behavioral questions about handling difficult clients, managing competing priorities, and recovering a strained relationship. Some employers add a short role-play scenario where you respond to a mock client complaint or renewal conversation.
Where can I find and apply to client representative jobs?
You can find and apply to client representative jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your industry background and experience level, then apply directly to each listing that fits your goals.
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