Financial Representative

Montefiore Health SystemNew York, NY
Onsite

About The Position

The position is responsible for performing a variety of clerical duties to support the efficient operations of patient access. Primary responsibilities include completing patient registration, verifying insurance information, and collecting payments for financial responsibilities. The role also involves gathering and scanning required documents, capturing signatures on various consent forms, and referring patients to the patient financial services department for potential Medicaid and/or financial aid applications. The position manages account billing once insurance details are verified, all while maintaining adherence to customer service standards, and departmental guidelines to ensure a seamless patient experience and operational efficiency.

Requirements

  • High school diploma or GED
  • 1 year of work experience
  • Experience in registration, collection, and insurance verification preferred
  • Experienced in providing excellent customer service and problem escalation/resolution in a high value atmosphere
  • Strong communication skills, both verbal and written
  • Excellent telephone and face-to-face communication
  • Ability to work independently and get along with others
  • Must successfully pass pre-hire assessments (math, grammar/vocabulary, and customer service) with a score of 80% or above

Nice To Haves

  • College coursework preferred

Responsibilities

  • Completing patient registration
  • Verifying insurance information
  • Collecting payments for financial responsibilities
  • Gathering and scanning required documents
  • Capturing signatures on various consent forms
  • Referring patients to the patient financial services department for potential Medicaid and/or financial aid applications
  • Managing account billing once insurance details are verified
  • Maintaining adherence to customer service standards and departmental guidelines

Benefits

  • An assortment of insurance products and discount programs through Voluntary Benefits
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