Client Financial Representative

1 month ago


Grand Rapids, United States North Homes Inc. Full time
Job DescriptionJob DescriptionDescription:

It is the Client Financial Representative’s primary responsibility to provide great customer service by working with each client to ensure their account is financially secured. This employee is responsible for verifying insurance and assuring all paperwork is completed with accurate data.


Duties and Responsibilities:

  • Verify new client’s insurance, complete prior authorization as needed. Monitor authorizations each month to ensure no lapse in coverage.
  • Communicate with client if there is a concern regarding insurance coverage, letting them know about co pays, deductibles and financial assistance policy as applicable.
  • Communicate with billing team on all client needs.
  • Attend billing meetings.
  • Work with the collection agency as needed.
  • Ensure that clients insurance information is accurately entered and maintained in electronic medical record system. Obtain copy of front and back of insurance card (current insurance, guarantor, co-pay, deductible, authorizations, units, etc.).
  • Complete monthly insurance verification and authorizations (between 3rd and 5th each month). Update the EMR system with correct insurance data.
  • Facilitate accepting payments when clients come in to pay bills. Make weekly deposit to bank.
  • Understand all financial assistance and grant services available to clients.
  • If a client requests financial assistance, assist client by gathering the necessary financial assistance documentation for consideration of the sliding fee, underinsurance, uninsured or grant options. After Billing Supervisor approves or denies eligibility, contact the client to inform them verbally, as well as follow up with a letter. Remind client when payment waiver will be expiring or if new documents are needed.
  • Help clients with obtaining insurance.
  • Facilitate client in arranging a payment plan with Billing Supervisor.
  • Assist grant coordinator with data collection.
  • Support coverage at the front desk as needed.
Requirements:

MINIMUM QUALIFICATIONS:

  • High school graduate or equivalent required
  • One-year billing or health insurance experience
  • Must be 21 years old and have a valid Minnesota Drivers License.

Skills, Knowledge and Abilities:

  • Ability to use Electronic Medical Record
  • Ability to discuss financial obligations with clients in a professional and confidential manner
  • Medical terminology
  • Desire to help people
  • Strong attention to detail
  • Ability and willingness to collaborate with others in the agency
  • Team Player

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.


  • Grand Rapids, Michigan, United States Mattson Financial Services Full time

    Job OverviewWe are seeking a dedicated Client Relations Coordinator to join our esteemed financial services firm, Mattson Financial Services. This position is ideal for individuals looking to take on new responsibilities in a supportive and dynamic environment.What We Offer:Generous Paid Time Off401k Retirement PlanComprehensive Health InsuranceIncentives...


  • Grand Rapids, United States HealthBridge Financial Full time

    Job DescriptionJob DescriptionPatient Services Billing RepresentativeHealthBridge Financial, Inc. is a first-of-its kind financial security solution that provides a resource to help patients bridge the gap between the high cost of healthcare and their financial wellbeing. Patient Services Billing Representatives are responsible for the day-to-day activities...


  • Grand Rapids, Michigan, United States Guidant Financial Full time

    Engaging Remote Position with Guidant FinancialAre you dedicated to assisting entrepreneurs in realizing their business aspirations? At Guidant Financial, we strive to empower small business proprietors by offering innovative financing solutions and advanced technology. With over $5 billion in funding utilized to establish 20,000 enterprises and generate...


  • Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    POSITION OVERVIEW: FINANCIAL CONTROLLERWHY CONSIDER THE FINANCIAL CONTROLLER ROLE?We are collaborating with a distinguished client in the real estate sector who is in search of an experienced Financial Controller.With a rich legacy spanning over five decades, our client has become a prominent figure in the regional real estate market.As a family-run...


  • Grand Rapids, Michigan, United States Axios Professional Recruitment Full time

    Job OverviewWe are seeking a dedicated Full-Time Client Support Representative to join our team. This role offers an excellent benefits package and is ideal for individuals who thrive in a collaborative environment.Benefits of the Client Support Representative Full-Time 1st shiftMonday – Friday 8:30am – 5:00pm Comprehensive Medical, Dental, and Vision...


  • Grand Rapids, United States Grand Itasca Full time

    Job DescriptionJob DescriptionWhat You Can Expect:Our Admission Financial Representatives love Grand Itasca for the stability, meaningful work and our great team. Grand Itasca is in the business of selecting employees that make the real difference, who go above and beyond to make our hospital/clinic run and work effectively. Are you someone looking to make a...


  • Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    Creative Financial Staffing is collaborating with a dynamic manufacturing organization in West Michigan that is eager to welcome a Financial Operations Manager. Company Benefits:Flexible Work HoursStrong Work-Life BalanceComprehensive Benefits PackageGenerous Bonus StructureThe Financial Operations Manager will report directly to the Chief Financial Officer...


  • Grand Rapids, United States Stonebridge Financial Partners LLC Full time

    Our Firm Stonebridge Financial Partners, LLC,a growing wealth management firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This role combines client facing and some operational support functions to ensure that all client needs are handled timely and precisely. This role works closely...


  • Grand Rapids, United States Stonebridge Financial Partners, LLC Full time

    Our FirmStonebridge Financial Partners, LLC,a growing wealth management firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This role combines client facing and some operational support functions to ensure that all client needs are handled timely and precisely. This role works closely...


  • Grand Rapids, United States Stonebridge Financial Partners, LLC Full time

    Our FirmStonebridge Financial Partners, LLC,a growing wealth management firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This role combines client facing and some operational support functions to ensure that all client needs are handled timely and precisely. This role works closely...


  • Grand Rapids, United States Grand Itasca Full time

    Job DescriptionJob DescriptionWhat You Can Expect:Our Admission Financial Representatives love Grand Itasca for the stability, meaningful work and our great team. Grand Itasca is in the business of selecting employees that make the real difference, who go above and beyond to make our hospital/clinic run and work effectively. Are you someone looking to make a...


  • Grand Rapids, United States Grand Itasca Full time $19 - $26

    Job DescriptionJob DescriptionWhat You Can Expect:Our Admission Financial Representatives love Grand Itasca for the stability, meaningful work and our great team. Grand Itasca is in the business of selecting employees that make the real difference, who go above and beyond to make our hospital/clinic run and work effectively. Are you someone looking to make a...


  • Grand Rapids, United States Creative Financial Staffing Full time

    Job Title: Senior Financial Planning AnalystCompany Overview: Our client is a leading manufacturing company that is looking to grow their FP&A group and they are planning on acquiring several companies in the next few years. As we continue to expand our operations, we are seeking a highly skilled and motivated Senior Financial Planning and Analyst to join...


  • Grand Rapids, United States CU*Answers Full time

    Job DescriptionJob DescriptionDescription:POSITION SUMMARYThe Client Service Representative is responsible for answering incoming calls and triaging the clients need for appropriate resolution and/or escalation. The Level 1 Representative is a client facing support role and supports credit unions as it relates to software inquiries.ESSENTIAL JOB...


  • Grand Rapids, United States Primerica - Atlanta Part time

    Job DescriptionJob DescriptionEXCITING NEWS! Our office is now seeking hardworking individuals who are ready to put in the work to achieve their financial freedom! NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. This position can be fully remote. Great for the stay-at-home career seeker. All required pre-licensing courses & required state...


  • Grand Rapids, United States Creative Financial Staffing Full time

    Job Title: Senior Financial Planning Analyst Company Overview: Our client is a leading manufacturing company that is looking to grow their FP&A group and they are planning on acquiring several companies in the next few years. As we continue to expand our operations, we are seeking a highly skilled and motivated Senior Financial Planning and Analyst to join...


  • Grand Rapids, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Grand Rapids, MI, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....


  • Grand Rapids, United States CU*Answers Full time

    Description POSITION SUMMARY The Client Service Representative is responsible for answering incoming calls and triaging the clients need for appropriate resolution and/or escalation. The Level 1 Representative is a client facing support role and supports credit unions as it relates to software inquiries. ESSENTIAL JOB FUNCTIONS Provide day-to-day software...


  • Grand Rapids, United States CU* Answers Full time $16

    POSITION SUMMARY:The Client Service Representative is responsible for answering incoming calls and triaging the clients need for appropriate resolution and/or escalation. The Level 1 Representative is a client facing support role and supports credit unions as it relates to software inquiries. ESSENTIAL JOB FUNCTIONS:Provide day-to-day software support to...


  • Grand Rapids, Michigan, United States Mass Mutual Great Lakes Full time

    About MassMutual Great LakesWe are a leading provider of insurance and financial services, dedicated to helping individuals and families achieve their financial goals.Our team is comprised of experienced professionals who are passionate about delivering exceptional service and building long-term relationships with our clients.We offer a comprehensive range...