This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Customer Financial Specialist Associate based in United States.
This remote customer-focused role provides the opportunity to support patients by helping them navigate complex healthcare financial processes.
You will serve as a trusted resource, answering questions, resolving account concerns, and guiding individuals through billing and payment solutions.
The position combines customer service, financial operations, and healthcare administration in a fast-paced call center environment.
You will build meaningful relationships with patients while ensuring accurate account management and compliance with regulations.
Success in this role requires empathy, strong communication skills, problem-solving abilities, and attention to detail.
This is an opportunity to make a direct impact by improving the overall patient experience and helping people better understand their healthcare financial responsibilities.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Customer Financial Specialist Associate based in United States.
This remote customer-focused role provides the opportunity to support patients by helping them navigate complex healthcare financial processes.
You will serve as a trusted resource, answering questions, resolving account concerns, and guiding individuals through billing and payment solutions.
The position combines customer service, financial operations, and healthcare administration in a fast-paced call center environment.
You will build meaningful relationships with patients while ensuring accurate account management and compliance with regulations.
Success in this role requires empathy, strong communication skills, problem-solving abilities, and attention to detail.
This is an opportunity to make a direct impact by improving the overall patient experience and helping people better understand their healthcare financial responsibilities.
Accountabilities:
- Handle inbound and outbound phone interactions in a fast-paced call center environment while maintaining a professional and patient-focused approach.
- Provide comprehensive support by answering questions, resolving concerns, and guiding patients through financial processes and available solutions.
- Manage accounts receivable activities, including payment collection, account resolution, discount application, and installment plan setup and maintenance.
- Educate patients on billing processes, insurance-related topics, financial assistance options, and applicable healthcare regulations.
- Review self-pay account information, insurance billing details, and patient statements to ensure accuracy and appropriate follow-up.
- Maintain compliance with internal policies and applicable state and federal regulations throughout all account interactions.
- Work collaboratively with internal teams to coordinate revenue management activities and improve patient satisfaction.
- Use multiple billing and financial systems to support operational needs and system transitions.
- Identify process improvement opportunities and communicate recommendations to enhance service quality.
- Complete assigned reports, projects, and administrative responsibilities while maintaining accountability for results.
- High school diploma or equivalent (GED) required.
- Minimum of 1 year of related work experience required.
- Previous customer service experience preferred.
- Experience in healthcare billing, accounts receivable, insurance, or financial services is a plus.
- Strong verbal communication and active listening skills.
- Ability to explain complex financial and healthcare information in clear, patient-friendly language.
- Strong customer service and relationship-building abilities.
- Ability to manage challenging conversations with professionalism and empathy.
- Detail-oriented approach with strong organizational and problem-solving skills.
- Ability to work independently while collaborating effectively with teams.
- Comfortable working with multiple software systems and digital tools.
- Reliable home working environment and ability to perform effectively in a remote setting.
- Fully remote work opportunity.
- Comprehensive healthcare benefits available from the first day of employment.
- Medical, dental, and vision coverage options.
- Benefits available for domestic partners.
- Collaborative and supportive work environment focused on teamwork and employee success.
- Opportunities to contribute ideas and improve processes that impact patient experiences.
- Stable full-time employment with structured daytime scheduling.
- Inclusive workplace culture that values diverse experiences and perspectives.
The Customer Financial Specialist Associate is responsible for delivering high-quality financial support to patients through inbound and outbound communications. The role focuses on resolving account issues, providing education, maintaining compliance, and identifying opportunities to improve the patient financial experience.
Requirements:
The ideal candidate has experience in customer service, financial support, or healthcare-related environments and demonstrates strong communication, organization, and problem-solving skills. This role requires the ability to manage sensitive conversations, learn complex processes, and provide clear guidance to patients.