Client and Family Liaison

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

2+ years of experience in behavioral health, healthcare administration, or customer service., Strong communication skills with a compassionate, client-centered approach., Knowledge of HIPAA and confidentiality requirements regarding patient records., Demonstrated case management skills and ability to track workflows effectively..

Key responsabilities:

  • Interface daily with treatment teams, clients, and families regarding insurance and advocacy questions.
  • Schedule time-sensitive peer reviews with insurance plans promptly.
  • Act as a liaison between various teams to ensure a supportive client and family experience.
  • Communicate effectively with clinical team members and families under tight deadlines.

Charlie Health logo
Charlie Health SME https://www.charliehealth.com/
501 - 1000 Employees
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Job description

 
Why Charlie Health?

We are currently facing a nationwide mental health epidemic marked by rising rates of depression, anxiety, trauma, substance use disorders, and suicide. At the same time, those seeking help often encounter barriers—whether geographic, financial, or systemic—that prevent them from receiving timely and effective care. This urgent need calls for a reimagined approach to behavioral health treatment.

At Charlie Health, our mission is to connect the world to life-saving mental health treatment. Our innovative virtual programs combine curated group sessions, individual therapy, and family therapy, delivered through personalized, evidence-based treatment plans designed for sustainable healing from the comfort of home. By connecting individuals with shared experiences and fostering supportive communities, Charlie Health provides a pathway to long-term recovery, with over 90% of our clients seeing improvement in their most challenging mental health symptoms.

Every member of our team shares a deep commitment to this mission. If you’re driven to make a meaningful impact, we invite you to join us in reshaping the future of mental healthcare.

About the Role

The purpose of the Client and Family Liaison is to provide compassionate support for clients and families during treatment. First and foremost, this includes partnering with our families who need to gather information from insurance about how to advocate for their loved ones. This can be a stressful time and families need a knowledgeable and empathetic person to help discuss these matters. This person will also be able to help create a robust experience with client-centered interactions, have knowledge about the denials and appeals process in a treatment setting and have experience with documentation and electronic health records. As we grow, we have a crucial need for high quality “client first” support. Given the complex nature of insurance, it is critical to have a dedicated liaison so that families can focus on what is truly important, getting their loved ones the care that they need. 

We’re a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you’re inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today.

Responsibilities

  • Interface daily with treatment teams, clients and family around questions related to peer reviews, appeals and insurance concerns, including how to advocate on behalf of their loved ones 
  • Call insurance plans in a timely manner to schedule time-sensitive peer reviews 
  • Act as a liaison between Admissions, UR and the treatment teams to ensure a seamless and supportive client and family experience from start to finish
  • Quickly and effectively communicate with clinical team members, insurance plans and families given tight turn around times for the process 

Requirements

  • 2+ years in a behavioral health company, healthcare administration, treatment centers, insurance, customer service, call center
  • Strong communication skills and a compassionate client-centered demeanor
  • Case management skills demonstrated high levels of organization and ability to track workflows through various tools
  • Knowledge of HIPAA and confidentiality requirements regarding patients and strict maintenance of records
  • Demonstrated track record of exceeding performance measures 
  • Strong interpersonal, relationship-building and listening skills, with a natural, consultative approach
Benefits

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here.

The total target base compensation for this role will be between $40,000-$53,000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus. The expected total cash compensation range, including potential bonus, will be up to 0% of their salary per year (based on individual, team and company performance). Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits.

#LI-Remote
Our Values
  • Connection: Care deeply & inspire hope.
    • We care personally about every single person in the Charlie Health ecosystem: our clients, providers, and team members alike.
    • We inspire hope with every interaction, reminding our clients that we truly and unconditionally believe in them.
  • Congruence: Stay curious & heed the evidence.
    • We ask “why” five times before we’re satisfied with the answer. We don’t stick to the status quo; we challenge our assumptions and remain humble.
    • Above all, we’re results-oriented. When we find data that calls our original plan into question, we modify or pivot.
  • Commitment: Act with urgency & don’t give up.
    • We work as swiftly as possible. The mental health crisis is relentless, and so are we.
    • Our clients don’t give up and neither do we. Persistence is our superpower.

Please do not call our public clinical admissions line in regard to this or any other job posting.

Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services.

Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals.

At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people.

Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation.

By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Organizational Skills
  • Communication
  • Active Listening
  • Social Skills
  • Relationship Building

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