Current jobs related to Financial Services Advisor - Valparaiso, Indiana - Porter-Starke CFS

  • Service Advisor

    4 weeks ago


    Valparaiso, Indiana, United States Phils Car Care Full time

    Service Advisor Job DescriptionPhils Car Care is seeking a highly skilled Service Advisor to join our team in Porter, Texas. As a Service Advisor, you will play a crucial role in managing the daily production activities of our repair shop, ensuring customer satisfaction, and driving business growth.Key Responsibilities:Manage daily technical production,...

  • Service Advisor

    1 week ago


    Valparaiso, Indiana, United States Phils Car Care Full time

    Job Title: Service AdvisorAbout the Role:Phil's Car Care is seeking a skilled Service Advisor to join our team. As a Service Advisor, you will play a crucial role in managing the daily production activities of our repair facility. This includes ensuring the efficient use of resources, meeting customer needs, and maintaining a high level of customer...

  • Senior Wealth Advisor

    2 weeks ago


    Valparaiso, Indiana, United States Citigroup Inc Full time

    Job Title: Senior Wealth AdvisorCitigroup Inc is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our clients.Key Responsibilities:Build relationships with new clients and deepen relationships with existing clients through...


  • Valparaiso, Indiana, United States StretchLab Full time

    Job Title: Sales Associate/Wellness AdvisorWe are seeking a highly motivated and customer-focused Sales Associate/Wellness Advisor to join our team at StretchLab. As a Sales Associate/Wellness Advisor, you will play a key role in promoting our services and products, building relationships with clients, and driving sales growth.Key Responsibilities:Conduct...


  • Valparaiso, Indiana, United States First Commonwealth Bank Full time

    Key Responsibilities:As a Financial Services Representative at First Commonwealth Bank, you will be responsible for handling incoming service calls from clients, addressing their inquiries, and providing timely solutions to their account-related issues.Key Accountabilities:Handles incoming service calls from clients, including inquiries about account...


  • Valparaiso, Indiana, United States Jovia Financial Credit Union Full time

    Key ResponsibilitiesAs a Member Service Representative/Personal Banker, you will be the primary point of contact for members, providing exceptional service and support to meet their financial needs.Key Responsibilities:Directly interact with members to understand their financial goals and objectives.Identify opportunities to cross-sell and promote relevant...


  • Valparaiso, Indiana, United States Horizon Bank Full time

    Job OverviewThe Customer Service Representative plays a vital role in originating new deposit accounts and consumer loans. This position requires processing customer transactions, completing customer-initiated account maintenance, and other tasks associated with customer requests. The ideal candidate will provide timely, efficient, and accurate service in...


  • Valparaiso, Indiana, United States Strategic Employment Full time

    Controller Assistant Role at Strategic EmploymentWe are seeking a highly skilled Controller Assistant to join our team at Strategic Employment. As the right-hand person to the Controller, you will play a crucial role in managing day-to-day accounting operations.Key Responsibilities:Support the Controller in managing financial operations, including accounts...


  • Valparaiso, Indiana, United States Duncan Financial Group Full time

    About Duncan Financial GroupWe are a leading independent insurance and financial services organization dedicated to helping clients build and protect a better financial future. Our vision is to become the premier organization in the industry, setting the standard for adding value to the lives of our clients, employees, and community stakeholders.Job...


  • Valparaiso, Indiana, United States Duncan Financial Group Full time

    About Duncan Financial GroupWe are a leading independent insurance and financial services organization dedicated to helping clients build and protect a better financial future. Our vision is to become the premier organization in the industry, setting the standard for adding value to the lives of our clients, employees, and community stakeholders.Job...

  • Insurance Agent

    4 weeks ago


    Valparaiso, Indiana, United States New York Life Full time

    Unlock Your Potential as an Insurance AgentAre you a driven individual with a passion for helping others achieve their financial goals? Do you possess excellent communication and leadership skills? If so, consider a career as an insurance agent with New York Life.As an insurance agent, you will have the opportunity to make a lasting impact on the financial...


  • Valparaiso, Indiana, United States BankTalent HQ Full time

    Job Title: Part-time Client Service AssociateWe are seeking a highly motivated and customer-focused Part-time Client Service Associate to join our team at Amegy Bank. As a key member of our financial center, you will provide exceptional service to our clients and customers, ensuring a positive banking experience.Key Responsibilities:Provide full-service...


  • Valparaiso, Indiana, United States Regional Federal Credit Union Full time

    Regional Federal Credit Union is seeking a dedicated and service-oriented Customer Service Representative to join our team. In this role, you will be the primary point of contact for our valued members, providing exceptional support and guidance through various inquiries and requests. As a Customer Service Representative, you will play a vital role in...


  • Valparaiso, Indiana, United States BankTalent HQ Full time

    Job Title: Part-time Client Service AssociateWe are seeking a highly motivated and customer-focused Part-time Client Service Associate to join our team at BankTalent HQ. As a Part-time Client Service Associate, you will be responsible for providing exceptional customer service to our clients and customers at our financial center.Key Responsibilities:Provide...


  • Valparaiso, Indiana, United States BrightSpring Health Services Full time

    Job SummaryWe are seeking a highly skilled and experienced Site Supervisor to join our team at ResCare Community Living. As a Site Supervisor, you will be responsible for managing and developing staff to ensure quality care and support for our clients.Key ResponsibilitiesCoach and mentor direct support staff to ensure they have the skills and knowledge...


  • Valparaiso, Indiana, United States Allied Psych Advisors Full time

    ## Psychiatric-Mental Health Nurse Practitioner Job Opportunity We are seeking a highly skilled Psychiatric-Mental Health Nurse Practitioner to join our team at Allied Psych Advisors. This is an exciting opportunity to work with a dynamic organization that is dedicated to providing exceptional mental health care services. ### Job Summary As a...

  • Beauty Consultant

    4 weeks ago


    Valparaiso, Indiana, United States Sephora Full time

    Job Summary:As a Licensed Beauty Advisor at Sephora, you will be responsible for guiding clients on their beauty journey, creating memorable experiences. If you love beauty, working with clients, and are licensed to perform beauty services, this role is perfect for you.Key Responsibilities:Personalized Beauty Consultations: Understand clients' beauty goals...


  • Valparaiso, Indiana, United States New York Life Full time

    About the RoleWe are seeking a motivated and results-driven Insurance Sales Representative to join our team at New York Life. As an Insurance Sales Representative, you will have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.Key ResponsibilitiesProvide peace of mind to clients by helping...

  • Insurance Agent

    4 weeks ago


    Valparaiso, Indiana, United States New York Life Full time

    Unlock Your Potential as an Insurance AgentAre you a motivated individual with a passion for helping others? Do you have a strong desire to build a successful career in the financial services industry? If so, we invite you to explore a career as an insurance agent with New York Life.What We OfferTraining and Development: We provide comprehensive training and...

  • Front Desk Coordinator

    2 months ago


    Valparaiso, Indiana, United States North American Dental Group Full time

    Transform the Dental ExperienceAt North American Dental Group, we're dedicated to delivering exceptional patient care and putting every patient first, every visit. As a Front Desk Coordinator, you'll play a vital role in our mission to revolutionize the dental experience.Responsibilities:Quality Control and Financial Management: Ensure accurate and efficient...

Financial Services Advisor

2 months ago


Valparaiso, Indiana, United States Porter-Starke CFS Full time
Job Overview

Porter-Starke CFS is seeking a dedicated Financial Services Advisor

Hybrid work options available post-training.

POSITION SUMMARY:

The Financial Services Advisor plays a crucial role in ensuring the organization effectively manages billing and collections for client services. This position is vital for optimizing both first and third-party billing processes.

EMPLOYEE BENEFITS:

  • 401K with 20% company match
  • Remote work flexibility after training
  • 11 paid holidays annually
  • Competitive salary structure
  • Generous paid time off
  • Employee discounts available
  • Referral bonus program
  • Health Savings and Flexible Spending Accounts
  • Comprehensive medical, dental, and vision coverage
  • Tuition reimbursement (up to $5250 per year)
  • Loan repayment assistance (up to $200 monthly)
  • Casual dress Fridays
  • Company-sponsored life insurance
  • Long-term disability coverage provided
  • Optional short-term disability insurance
  • Employee recognition initiatives
  • Access to Employee Assistance Programs
  • Complimentary health screenings

KEY RESPONSIBILITIES:

- Review all patient admission documentation scanned into the electronic medical record (EMR) system, ensuring accuracy and checking for duplicate patient IDs.

- Assess all data in the EMR for new patients and enter relevant HAP data for specific departments.

- Communicate with insurance providers to gather information on benefits and secure initial authorizations.

- Input all insurance and authorization details into the patient's account within the Accumed practice management system.

- Conduct weekly Medicaid eligibility verifications for currently eligible patients and self-pay patients.

- Update patient insurance profiles and manage claims transfer when patients gain or lose Medicaid eligibility.

- Re-verify insurance benefits and authorizations for patients referred between staff members.

- Notify front desk personnel of any lapses in patient insurance and follow up with new insurance details.

- Assist patients in understanding their insurance coverage, including allowable services and co-payments.

- Provide support to satellite office staff regarding insurance inquiries.

- Address customer and insurance representative inquiries promptly and efficiently.

- Participate in telephone rotations and assist at the Client Financial Services window as needed.

EDUCATION & EXPERIENCE:

A high school diploma or G.E.D. is required. A certificate or degree from a vocational or technical school is preferred. One to three years of relevant experience and/or training is advantageous.

For more information, please visit our website.