Lead Financial Services Representative
About The Position
Leads and guides Financial Services Representatives in performing their duties, ensuring patients understand their financial obligations and that information is accurately entered into the billing system. Advises and counsels patients on financial responsibility, processes payments, and maintains collection logs. Provides exceptional customer service to create a seamless and efficient patient experience. The role also performs the functions of a Financial Services Representative, supports staff and managers with inquiries and issue resolution, contributes to training and real-time schedule monitoring, and recommends improvements to processes, procedures, technologies, tools, and services.
Requirements
- 5–7 years of relevant experience.
- Associate’s degree or an equivalent combination of education and related experience.
Responsibilities
- Perform Financial Services Representative duties, including answering inbound and outbound patient calls, verifying insurance coverage, documenting patient information, and arranging alternative payment methods.
- Lead and guide Associate, Financial Services, and Senior Financial Services Representatives in their duties.
- Serve as a subject matter expert supporting the testing and enhancement of technologies, projects, and procedures.
- Use procedures, policy manuals, and reference materials to answer employee and manager inquiries and resolve issues.
- Participate in training new team members and ongoing educational programs for existing staff.
- Support the supervisor with real-time monitoring to help ensure team members adhere to schedules and meet departmental objectives.
- Identify abnormal events and recurring problem areas using qualitative feedback and statistical data, and recommend process, procedure, and technology improvements.
- Work on problems of diverse scope and complexity and escalate issues to leaders as necessary.
- Recommend new processes, tools, techniques, or development of products and services to management.
- Collaborate with senior team members to develop methods, techniques, and analytical approaches.
- Provide work guidance, including checking and assigning work, to ensure tasks are completed accurately and on time.
- Perform related duties as required.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
