Financial Services Representative

Financial Services Representative

ANSWERS TO:   Billing Team Leader

SUPERVISORY RESPONSIBILITY:   None

START DATE:   As soon as qualified candidate is chosen

EMPLOYMENT TYPE:   Temp to Hire / Direct Hire

WORK HOURS:   Full-time, Monday through Friday 8:00 a.m. – 5:00 p.m., 40 hours per week 

POSITION DESCRIPTION: 

Join our dynamic specialty medical practice as a Financial Services Representative, where you'll serve as a key liaison, assisting patients with account payments and managing all aspects of patient and insurance billing.  In this role, you will:

• Facilitate patient payment coordination with clarity and professionalism.
• Oversee insurance billing processes to ensure accuracy and timely reimbursements.
• Address billing inquiries and support patients in navigating financial aspects of their care.
• Maintain compliance with billing regulations while optimizing efficiency.

ESSENTIAL DUTIES AND RESPONSIBILITIES:  (not limited to): 

• Communicate with patients about their accounts via verbal and written correspondence.  This role requires frequent telephone conversations.  
• Prepare surgical estimates. 
• Set up payment plans with patients. 
• Process patient credit card payments.
• Work with attorney offices for resolution of patient accounts.
• Review monthly delinquency report.
• Refer delinquent accounts to collection. 
• Review bankruptcy notices.
• Call insurance companies.

SKILLS NEEDED: 

• Work well in a team environment.
• Have basic knowledge of insurance plans (HMO, PPO, etc.) contracts, claims and payment processes.
• Have excellent computer and telephone skills.
• Have basic knowledge of medical office practices, terminology, and abbreviations.
• Have excellent communication/customer service.   Must be able to clearly and precisely communicate with doctors, nurses, therapists, co-workers and patients.
• Adhere to OSHA, HIPAA, and MEDICARE guidelines.

REQUIRED EDUCATION:

High school or Equivalent

REQUIRED EXPERIENCE: 

1 to 20+ years

BENEFITS INCLUDE: 

Health and Wellness Insurance (health, vision, dental), Disability Insurance (short-term and long-term), Life Insurance, Paid Time Off (vacation, sick and holiday), 401K/Profit Sharing plan.