Customer Financial Specialist Associate

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Customer Financial Specialist Associate based in the United States.

As a Customer Financial Specialist Associate, you will support patients through billing, insurance, payment, and financial assistance needs in a fast-paced, service-focused environment. You will handle both inbound and outbound calls, providing clear and empathetic guidance while helping resolve complex account questions. The role combines customer service, accounts receivable, problem-solving, and healthcare financial operations. You will act as a trusted advocate, helping patients understand their options and navigate financial processes with confidence. Collaboration across revenue management and other operational teams will be essential to delivering coordinated solutions and a positive patient experience. This is an opportunity to make a meaningful difference through every interaction while identifying opportunities to improve processes and service quality.

Accountabilities:

• Provide responsive, one-stop support to patients by addressing questions, concerns, and issues related to billing, insurance, payments, and financial processes.
• Conduct engaging inbound and outbound phone conversations, anticipate patient needs, proactively share information, and communicate complex topics in clear, patient-friendly language.
• Perform accounts receivable activities, including collecting payments, resolving account balances, applying discounts, and establishing and managing monthly payment plans.
• Educate patients about available financial assistance programs and help them understand applicable billing, insurance, and regulatory requirements.
• Validate self-pay account status and insurance billing information when necessary, while managing undeliverable patient statements in accordance with established procedures.
• Work collaboratively with revenue management teams and other internal functions to coordinate financial activities and support a positive patient experience.
• Partner with staff, customers, and management at different levels to understand business needs and help identify appropriate operational or technical solutions.
• Work across multiple billing systems and support system or process transitions associated with mergers, acquisitions, and other organizational changes.
• Maintain compliance with applicable federal and state regulations, privacy requirements, departmental standards, and internal policies.
• Identify opportunities to improve processes and patient experiences, and communicate recommendations constructively to relevant stakeholders.
• Complete assigned reports, projects, and operational tasks accurately and within established expectations.
• Take a proactive, solutions-oriented approach to challenging interactions, seeking to resolve issues comprehensively rather than addressing individual problems in isolation.

Requirements:

• High school diploma or GED equivalent is required.
• At least 1 year of relevant work experience is required, with customer service experience strongly preferred.
• Experience in healthcare billing, accounts receivable, revenue cycle management, insurance, or financial services is advantageous.
• Strong customer service skills and the ability to build positive rapport with individuals across a range of situations.
• Excellent verbal and written communication skills, including the ability to explain financial, billing, insurance, and regulatory information clearly.
• Strong listening, questioning, and problem-solving abilities, with the confidence to manage complex or sensitive customer interactions.
• Ability to remain professional, patient, and solution-oriented in a fast-paced call center environment.
• Strong attention to detail when handling financial accounts, payment information, documentation, and regulatory requirements.
• Ability to work effectively with multiple internal teams and stakeholders to coordinate solutions and resolve issues.
• Comfortable working with billing systems and learning new technologies, processes, and workflows.
• Ability to identify process improvement opportunities and communicate recommendations diplomatically.
• Strong commitment to confidentiality, compliance, accuracy, and delivering a positive customer experience.

Benefits:

• Full-time, regular position with a 40-hour scheduled work week .
• Work-from-home flexibility for eligible employees based in Pennsylvania.
• Day-shift schedule.
• Healthcare benefits available from day one for full-time and part-time employees.
• Medical, dental, and vision coverage.
• Benefits and coverage options that extend to domestic partners.
• Collaborative and supportive work environment focused on cooperation and collegiality.
• Opportunity to develop experience across healthcare revenue management, patient financial services, billing, insurance, and customer support.
• Meaningful work directly supporting patients and helping them navigate complex financial processes.
• Equal opportunity employment environment with consideration for qualified candidates regardless of legally protected characteristics.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.