Customer Financial Specialist Associate

New
J
JobgetherHealthcare Revenue Management
Based in the United StatesFull-TimeEntry
Salary not disclosed
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Job Details

Experience
At least 1 year of relevant work experience
Required Skills
Problem SolvingCustomer serviceComplianceData entry

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.

Responsibilities

  • 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.
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