Financial Services Representative

Financial Services Representative

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.