About The Position

We are seeking a detail-oriented and patient-focused Financial Specialist to join our medical office team. In this role, you will play a key part in delivering excellent, patient-centered service by supporting front-end financial operations and ensuring a smooth and welcoming experience for every patient.

Requirements

  • High school diploma or equivalent required
  • One (1) year of experience in financial services, business, physician office, or customer service required
  • Strong knowledge of verifying patient demographics and insurance information
  • Excellent customer service and phone communication skills
  • Ability to collect payments professionally and courteously
  • Strong attention to detail and organizational skills
  • Ability to multitask and manage responsibilities effectively
  • Problem-solving skills and a proactive approach to work
  • Team-oriented mindset with a willingness to support colleagues

Nice To Haves

  • Two (2) years of relevant business/financial/physician practice experience preferred
  • Associate degree or equivalent coursework may substitute for the required experience
  • Familiarity with CPT and diagnosis coding preferred

Responsibilities

  • Schedule patient appointments efficiently and accurately
  • Collect co-payments, pre-payments, and other patient balances
  • Review and discuss outstanding balances with patients in a professional manner
  • Enter charges promptly and accurately into the system
  • Process referrals in accordance with practice protocols
  • Verify and update patient demographics and insurance information
  • Provide a friendly, professional point of entry and exit for patients
  • Maintain a comfortable and organized waiting room experience
  • Support clinic operations by floating to other practices or adjusting schedules as needed
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