Lead Financial Services Representative
About The Position
Leads and guides Financial Services Representatives to ensure patients understand their financial obligations and that relevant information is accurately entered into the billing system. Advises patients about financial responsibility, processes payments, maintains collection logs, and provides exceptional customer service to support a seamless and efficient patient experience. The role performs Financial Services Representative duties while providing work guidance, training, and operational support to team members. It also serves as a subject matter expert for technology and process improvements, helps monitor team schedules, identifies recurring problems, and recommends improvements to management.
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 performing their duties.
- Serve as a subject matter expert supporting the testing and enhancement of new 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 ensure team members adhere to their schedules, providing guidance to help achieve departmental objectives.
- Identify abnormal events or recurring problem areas using qualitative feedback and statistical data, and recommend process, procedure, and technology improvements.
- Work on problems of diverse scope and complexity, escalating 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
