SR FINANCIAL COUNSELOR TEAM LEAD - FULL TIME

WATSON CLINIC LLP•Lakeland, FL

About The Position

The Sr Financial Counselor Team Lead greets patients waiting for appointments and monitors staff to ensure patients are seen promptly and staff share responsibility for timely service. The role assists representatives in evaluating patient inquiries and determining how situations should be handled, advises patients of their financial responsibilities, and requests payment after resolving inquiries. The Team Lead trains new staff and helps train Business Office staff transferring to new areas. The position serves as a liaison with staff in the Main Business Office, Cancer Center, Bella Vista, Highlands, Women’s Center, and South, and provides coverage in these areas when needed. It also monitors and handles follow-up issues to maximize collections and randomly audits counselor accounts each day to ensure efficient follow-up.

Requirements

  • High school graduate.
  • At least two years of experience in health care collections.
  • Ability to assess complex situations with multiple options and choose an appropriate course of action.
  • Ability to communicate clearly and concisely with a good speaking voice.
  • Ability to handle hostile behavior effectively.
  • Knowledge of basic telephone etiquette.
  • Ability to use a PC, including data retrieval.
  • Good public relations skills.
  • Creative and resourceful problem-solving ability.
  • Ability to compose routine written business correspondence.

Responsibilities

  • Greet patients waiting for appointments and monitor staff to ensure patients are seen promptly and staff share responsibility for timely service.
  • Assist representatives in evaluating patient inquiries and determining how situations should be handled.
  • Train new staff and assist with training Business Office staff transferring to a new area.
  • Advise patients of their financial responsibilities and request payment upon resolution of inquiries.
  • Act as a liaison with staff of the Main Business Office, Cancer Center, Bella Vista, Highlands, Women’s Center, and South.
  • Help cover the listed areas when needed.
  • Monitor and handle follow-up issues to maximize collection benefits.
  • Randomly audit counselor accounts each day to ensure efficient follow-up.
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