Services
Two levels of professional bilingual support, combining dedicated human service, a fully managed operating model, and client-approved AI-enabled efficiency at a lower total cost.
Professional Administrative Coordinator
Reliable bilingual support for high-volume telephone and routine office administrative work.
Typical qualifications
- Professional English with North American pronunciation familiarity, plus fluent Spanish
- Strong telephone etiquette and computer skills
- No college education required — office administrative training or relevant experience preferred
Core responsibilities
Telephone coverage
A trained bilingual coordinator answers, routes, documents, and follows up on incoming calls using approved scripts and escalation pathways—so callers can reach a real person when the conversation requires one.
Scheduling and reminders
Schedule appointments, manage routine changes, and complete reminder or confirmation outreach.
Intake and records
Update client or patient details, collect routine intake information, and coordinate records requests.
Administrative follow-up
Complete routine outbound calls, referral follow-up, CRM/EHR data entry, and bilingual communication with your clients or patients.
Best fit
Practices and firms that need dependable phone coverage, scheduling support, routine follow-up, records coordination, and bilingual client service without assigning complex analytical or supervisory work.
Based on a full-time 40-hour workweek. Pricing is scoped to your call volume and workflow — request a quote.
Advanced Administrative Coordinator
Bachelor's- or Master's-qualified support for complex workflows, insurance and billing functions, reporting, and high-responsibility coordination.
Typical qualifications
- Bachelor's- or Master's-qualified candidate
- Professional English with North American pronunciation familiarity, plus fluent Spanish
- Advanced analytical, documentation, and workflow-management skills
- Prepared for complex client-service and organization-specific projects
Advanced responsibilities
Insurance, billing & authorizations
Complete verification, document benefits, follow authorization or billing workflows, and escalate payer or billing issues.
Complex case coordination
Manage multi-step follow-up, referrals, case-plan communications, and escalated service questions.
Reporting and data quality
Maintain CRM accuracy, prepare reports, monitor workflows, and support operational performance review.
Projects and documentation
Develop SOPs, assist with organization-specific projects, and provide team-lead or quality-review support when assigned.
Best fit
Best for insurance and billing work, complex case navigation, reporting, process documentation, and leadership support.
A future advantage
If a Tier 2 coordinator becomes a strong long-term fit and your organization later has a U.S.-side opening or turnover to fill, that same coordinator may be a candidate for onsite U.S. employment under a TN visa — if the role qualifies under USMCA, a U.S. job offer is extended, and the coordinator is approved by U.S. immigration authorities. This is a potential future option, not a guarantee of entry or employment authorization.
Based on a full-time 40-hour workweek. Pricing is scoped to your call volume and workflow — request a quote.
How this compares with onsite staff
The strongest model is complementary: onsite staff perform hands-on, in-person work while the remote coordinator owns administrative workflows.
| Consideration | Onsite Staff | Managed administrative coordinator |
|---|---|---|
| Hands-on, in-person duties | Yes | No |
| Calls and administrative workflows | Competes with core workload | Dedicated focus |
| Recruiting and payroll | Handled by the practice | Included; ServiFerti employs the coordinator in Mexico |
| Workspace and equipment | Provided by the practice | Complete workstation and office buildout included |
| Bilingual support | Candidate-dependent | English and Spanish are core qualifications |
| Pricing structure | Wage plus payroll taxes, benefits, recruiting, workspace, equipment, IT, and management overhead | One scoped service fee covering the coordinator and standard operating infrastructure |
Important distinction
This service does not replace staff needed for in-person, hands-on responsibilities — for example, rooming patients and clinical procedures in a medical practice, in-person client meetings and court appearances for a law firm, or resident care and safety checks in an assisted living community.
Recommended division of work
Keep onsite
- In-person client, patient, or resident interactions
- Hands-on or clinical work requiring physical presence
- Site readiness, supplies, and safety-related tasks
- In-person chaperoning, escorting, or direct assistance
Move to the coordinator
- Phones, scheduling, and reminders
- Insurance, billing, and authorization work
- Records, referrals, and routine follow-up
- Bilingual communication and CRM/EHR work
What is included in the service
A complete operating package rather than an employee wage alone.
Employment administration
Mexican payroll, statutory employer costs, attendance tracking, and routine HR coordination for the assigned coordinator.
Professional workstation
Licensed and insured office space, desk, ergonomic chair, computer, monitor, business headset, standard peripherals, electricity, and business internet.
Technology support
Standard workstation buildout, virtual-desktop and device setup, routine IT assistance, access coordination, and general endpoint-security controls. Client-approved AI-assisted workflows may also be incorporated where appropriate for efficiency, documentation, and quality support.
Training and oversight
General onboarding, attendance monitoring, ongoing coaching, quality review, and operational supervision.
Operating overhead
Accounting allocation, cleaning, supplies, equipment-replacement reserve, utilities, office insurance overhead, and routine facility costs.
Dedicated assignment
An English- and Spanish-speaking coordinator assigned to the client organization and trained on its approved systems and workflows.
Service notes
- Engagements are based on a full-time, 40-hour workweek unless otherwise scoped. Pricing depends on hours, tier, and workflow complexity — contact us for a quote.
- Standard equipment, office buildout, and routine IT setup are included. Client-specific paid software, extensive specialty training, overtime, holiday coverage, travel, and unusual requirements are quoted separately.
- The client authorizes access to its systems and identifies an organization contact for workflow decisions, privacy requirements, and escalation.
- ServiFerti signs confidentiality and data-protection agreements with every client, including a Business Associate Agreement (BAA) for healthcare clients subject to HIPAA.
- The standard service is Mexico-based and administrative. Any U.S. onsite assignment requires a separate employment arrangement and appropriate work authorization. Hands-on clinical, legal representation, or direct resident-care duties remain excluded.