Onsite Client Coordinator

Requisition ID
# of Openings
General and Administration
US-NY-Garden City


The Onsite Client Coordinator is responsible for processing, scanning and/or delivering files from within a client’s office and serves as the liaison between the client and company staff. This position works independently delivering the highest level of customer service and ensures all duties are performed in compliance with all regulatory and company standards.



  • Sort, copy, scan and/or deliver files, documents and packages between our client’s office and the company.
  • Utilizes appropriate systems and databases to enter client or examinee information and or retrieve information as needed.
  • Maintains contact with the appropriate departments regarding workflow and pending report status.
  • Process outgoing correspondence.
  • Bind and mail completed records.
  • Tracks report turnaround time from company for client.
  • Delivers exceptional customer service by responding promptly to inquiries from the client and/or anyone acting on behalf of the client regarding questions, concerns, or general requests for information.
  • Maintains close relationships with clients and promotes company services.
  • Ensures all medical files are properly safeguarded and handled in accordance with all HIPAA regulations.
  • Performs general office or clerical duties including, but not limited to filing and data entry.
  • When necessary, notifies management of any client issues or concerns.
  • Ensures all practices are carried out in accordance with state and federal safety and legal regulations.
  • Perform other duties as assigned. 



Educational Requirements

  • High school graduate and/or GED equivalent. Some college desirable but not required.

Experience Requirements

  • Prior work experience in an office setting preferably in a medical, legal, or an insurance claims office.

Skills and Abilities


  • Must possess complete knowledge of general computer, fax, copier, scanner, and telephone.
  • Must be knowledgeable of multiple software programs, including but not limited to Microsoft Word, Outlook, Excel, and the Internet.
  • Must have the ability to become proficient in understanding and adhering to HIPAA regulations and compliance.
  • Ability to follow instructions and respond to managements’ directions accurately.
  • Demonstrates accuracy and thoroughness. Looks for ways to improve and promote quality and monitors own work to ensure quality is met.
  • Must demonstrate exceptional communication skills by conveying necessary information accurately, listening effectively and asking questions where clarification is needed.
  • Must be able to work independently, prioritize work activities and uses time efficiently.
  • Must be able to maintain confidentiality.
  • Must be able to demonstrate and promote a positive team -oriented environment.
  • Must be able to stay focused and concentrate under normal or heavy distractions.
  • Must be able to work well under pressure and or stressful conditions.
  • Must possess the ability to manage change, delays, or unexpected events appropriately.
  • Demonstrates reliability and abides by the company attendance policy.
  • Must maintain a professional and clean appearance at all times consistent with company standards.
  • Bilingual Spanish/English speaking a plus.




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