Financial Services Representative

Posted 2 months agoViewed

💎 Seniority level: Entry

📍 Location: United States

🔍 Industry: Financial Services

🏢 Company: Primerica👥 1001-5000 Consulting Financial Services Life Insurance Insurance

🪄 Skills: Communication SkillsProblem SolvingAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingCoaching

Requirements:

Minimum requirements include being coachable and motivated.
Preferred age is 25 or older.
Legal authorization to work in the U.S. is required.
No felony convictions and a $124 background check is required (reimbursed).

Responsibilities:

Educate the middle-income consumer about how money works.
Help clients achieve financial independence.
Provide services to protect clients' income for today and the future.

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Experience handling cash payments and self-pay collections.
Exceptional customer service skills.
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Preferred experience in customer service, call centers, or collections.

💡 Responsibilities

Resolve a high volume of patient accounts in a virtual call center.
Act as primary contact for patients regarding self-pay balances and billing inquiries.
Provide support for insurance, coding, registrations, and billing issues.
Perform account analysis and develop action plans to educate guarantors.
Conduct follow-ups on delinquent accounts and assist patients with payment negotiations.

Customer serviceNegotiationWritten communicationMultitaskingProblem-solving skillsData entry

Posted 5 days ago

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