Bilingual Patient Financial Coordinator

SynergenX Health Holdings LLC•Houston, TX

3d•Onsite

About The Position

The Patient Financial Coordinator is an entry-level, patient-facing role responsible for proactively contacting new patients prior to their appointments to explain financial expectations, insurance coverage basics, and available payment options. This role plays a critical part in ensuring financial transparency, patient preparedness, and a positive overall experience before the patient even walks into the clinic.

Requirements

High school diploma or equivalent required
Strong communication skills (phone + written)
Customer service mindset with professionalism and empathy
Basic computer skills (Outlook, Excel, Teams, etc.)
Highly organized with strong attention to detail
Ability to multitask in a fast-paced environment
Willingness to learn healthcare insurance basics (we will train)
Reliable, accountable, and team-oriented

Nice To Haves

Experience in healthcare, call center, front desk, or billing
Experience with insurance verification, including eligibility, benefits, and coverage details
Exposure to insurance concepts or patient financial discussions

Responsibilities

Contact new patients daily to review pricing and financial expectations prior to appointments
Explain insurance basics (copays, deductibles, coinsurance) in a clear, simple way
Review self-pay and alternative pricing options
Help patients select the best financial option for their situation
Accurately document patient selections in internal systems
Respond to clinic and billing team inquiries in a timely, professional manner
Escalate complex insurance or billing questions when needed
Deliver a high-touch, professional patient experience on every interaction