CLIENT SCHEDULING SPECIALIST
Health Conservation, Inc. | Rockford, Illinois
Health Conservation, Inc. (HCI) is a national provider of mobile occupational
health screening services, providing annual Audiometric Testing, Respirator Fit
Testing, Training and Vision Testing to employers throughout the United States.
POSITION SUMMARY
The Client Scheduling Specialist is a critical customer-facing position
responsible for turning HCI's operational service plans into confirmed annual
client appointments.
Working from a tentative plan developed by HCI's Planning team, the Scheduling
Specialist reviews client requirements, employee counts, crews/shifts, service
needs and available testing time before contacting the customer. The position
requires the ability to understand basic scheduling capacity, recognize when a
plan or requested change may not work, and coordinate questions with Planning
before finalizing an appointment.
This position combines customer service, scheduling, project coordination, basic
mathematical aptitude, data accuracy and inside sales. The successful candidate
must be comfortable speaking with customers, managing multiple open assignments
and professionally selling HCI's preferred service dates.
PRIMARY RESPONSIBILITIES
* Review prior-year appointments, client requirements, employee counts,
crews/shifts, services and the tentative plan prepared by HCI's Planning
team.
* Apply basic math and scheduling logic to understand testing capacity, time
requirements and whether a proposed schedule is reasonable.
* Identify missing information, inconsistencies or potential scheduling
problems before contacting the customer.
* Contact clients by telephone and email to coordinate annual Audiometric
Testing, Respirator Fit Testing, Training and Vision Testing.
* Professionally sell HCI's optimal service dates while working with customers
to resolve scheduling conflicts.
* Evaluate requested changes and coordinate with Planning when changes affect
staffing, testing capacity, travel or the established service plan.
* Maintain consistent client follow-up until appointments and outstanding
details are confirmed.
* Accurately enter schedules, client communications, service requirements and
notes into HCI systems.
* Review and proofread one's own work for accuracy and completeness.
* Maintain ownership of assigned accounts and manage multiple active scheduling
projects simultaneously.
* Work closely with Planning, Scheduling Quality Assurance and HCI's Mobile
Technician teams to resolve issues and ensure an accurate handoff for
service.
QUALIFICATIONS
* Excellent telephone, customer-service and communication skills.
* Strong basic mathematical aptitude and comfort working with employee counts,
time calculations and scheduling capacity.
* Strong attention to detail and ability to identify when information or
calculations do not appear reasonable.
* Ability to organize, prioritize and follow multiple assignments through
completion.
* Persistent and professional follow-up skills.
* Ability to influence customer scheduling decisions while maintaining a
positive client relationship.
* Strong data-entry, proofreading and documentation skills.
* Previous customer service, inside sales, scheduling, logistics, account
coordination or project coordination experience preferred.
* Working knowledge of Microsoft Outlook, Excel and Word.
* Willingness to work additional hours when business needs require it.
THE RIGHT PERSON
The right person for this position is comfortable with people, numbers and
details. They can communicate confidently with customers, understand the basic
math behind a scheduling plan, recognize when something does not make sense, ask
the right questions and take ownership of an assignment until it is complete.
BENEFITS
HCI offers eligible full-time employees Medical Insurance, HRA, Dental, Vision
Reimbursement and a 401(k) Plan after one year of employment.
Job Type: Full-time
Location: Rockford, Illinois