Overview:
Position Summary:
We are seeking a detail-oriented and patient-focused Financial Specialist to join our medical office team. In this role, you will play a key part in delivering excellent, patient-centered service by supporting front-end financial operations and ensuring a smooth and welcoming experience for every patient.
Responsibilities:
Key Responsibilities:
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Schedule patient appointments efficiently and accurately
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Collect co-payments, pre-payments, and other patient balances
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Review and discuss outstanding balances with patients in a professional manner
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Enter charges promptly and accurately into the system
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Process referrals in accordance with practice protocols
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Verify and update patient demographics and insurance information
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Provide a friendly, professional point of entry and exit for patients
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Maintain a comfortable and organized waiting room experience
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Support clinic operations by floating to other practices or adjusting schedules as needed
Qualifications:
Minimum Education & Experience Requirements:
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High school diploma or equivalent required
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One (1) year of experience in financial services, business, physician office, or customer service required
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Two (2) years of relevant business/financial/physician practice experience preferred
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Associate degree or equivalent coursework may substitute for the required experience
Required Skills & Qualifications:
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Strong knowledge of verifying patient demographics and insurance information
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Excellent customer service and phone communication skills
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Ability to collect payments professionally and courteously
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Familiarity with CPT and diagnosis coding preferred
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Strong attention to detail and organizational skills
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Ability to multitask and manage responsibilities effectively
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Problem-solving skills and a proactive approach to work
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Team-oriented mindset with a willingness to support colleagues
Work Environment:
This position may require flexibility, including floating between practices or adjusting work hours to meet staffing needs.
