Customer Financial Specialist Associate

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.

• 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.

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.

• 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.

Benefits:

• 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.