Financial Representative

Montefiore Health System • New York, NY

1d

About The Position

The Financial Representative performs clerical duties that support efficient patient access operations. The role completes patient registration, verifies insurance information, and collects payments for patients’ financial responsibilities. It also gathers and scans required documents, obtains signatures on consent forms, and refers patients to Patient Financial Services for possible Medicaid or financial aid applications. After insurance details are verified, the position manages account billing while following customer service standards and departmental guidelines to support a smooth patient experience and efficient operations.

This is a full-time night position scheduled from 12:00 a.m. to 8:00 a.m. on Friday, Saturday, Sunday, and Monday, with alternating weekends and holidays required. The department is Patient Access – Weiler ED Team 1, and the position is based in the Bronx, New York.

Requirements

• High school diploma or GED.
• At least 1 year of work experience.
• Strong verbal and written communication skills, including telephone and face-to-face communication.
• Ability to work independently and get along with others.
• Pass pre-hire math, grammar/vocabulary, and customer service assessments with a score of 80% or above.
• Ability to provide excellent customer service and handle problem escalation and resolution in a high-value atmosphere.

Nice To Haves

• College coursework preferred.
• Experience in registration, collections, and insurance verification preferred.

Responsibilities

• Complete patient registration.
• Verify insurance information.
• Collect payments for patients’ financial responsibilities.
• Gather and scan required documents.
• Capture signatures on consent forms.
• Refer patients to Patient Financial Services for potential Medicaid and/or financial aid applications.
• Manage account billing after insurance details are verified.
• Follow customer service standards and departmental guidelines.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED