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CSR Training Lead -Columbia/Midlands

Company:
Prisma Health Urgent Care
Location:
West Columbia, SC, 29228
Posted:
January 02, 2026
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Description:

POSITION SUMMARY

In addition to performing daily operational procedures and clinical service representative responsibilities as needed, the Training Lead serves as the primary, in-center training and development resource for all center staff by supporting and participating as an active member of the in-center leadership team. Mentors, orients, and trains new staff members. Assures staff compliance with WellStreet policies and regulatory requirements.

QUALIFICATIONS

(Candidates may be considered in the case of equivalent knowledge, skills, abilities, education, and experience.)

Graduate of accredited school

Current certification in applied field

Minimum of 2 years medical office experience

Experience with electronic health records; Epic preferred JOB-RELATED SKILLS/COMPETENCIES

Demonstrates effective communication and interaction with employers, patients, providers, and other colleagues

Demonstrates excellent customer service skills

Demonstrates professional/positive attitude

Demonstrates above average organizational/leadership skills

Demonstrates a high level of accountability for self and directs same in others

Demonstrates working knowledge of clinical operations ESSENTIAL FUNCTIONS

Has expertise in clinical service representative functions, including: patient triage (taking of vital signs and accurate/detailed medical history), specimen collection, point-of-care testing, EKG, dressing changes, medication administration and dispensing, immunization administration, performing radiology procedures, and documentation of care in an electronic health record

Utilize a variety of the training methodologies, techniques, concepts, learning tools, and practices

Provide online and conference call training session for offsite employees

Monitor and report on the effectiveness of education/training programs

Create and maintain a positive, professional, vibrant and entertaining learning environment in order to engage group and individual trainees

LEAD RESPONSIBILITIES

Performs on-going training and development for clinical service representatives during new hire orientation period.

Communicates concerns and feedback in a in a supportive manner consistent with WellStreet’s mission and values.

Works collaboratively with Practice Manager and training team to provide consistent and high-quality training processes.

Coordinate with Training Coordinator and Training Manager to assist with on-site training experiences.

Conducts individual CSR competency evaluation of at hire as well as annually.

Facilitate skills remediation efforts with CSRs, as needed.

Maintains NEO training documentation.

Maintains accurate documentation of training.

Assist with chart audits when requested.

Mentors and orients new

Maintains high level working knowledge of all aspects of EMR, interacts with the appropriate team members to ensure best practices and complianc

Ensures all site level team members have adequate training for their assigned role and notifies site practice manager and/or training team of any recognized issues.

Site lead for all compliance requirements, including but not limited to: X-ray, Lab, OSHA, Stericycle

Performs other duties as assigned

Must demonstrate as the standard for skills proficiency and knowledge with regards to Standard Operating Policies and Procedures. This job requires access to confidential and sensitive information, requiring ongoing discretion and secure information management.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.

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