Current jobs related to Financial Services Advisor for Patients - Boulder Colorado - Rocky Mountain Cancer Centers
-
Financial Solutions Advisor
1 week ago
Boulder, Colorado, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and guidance.We are seeking...
-
Financial Services Professional
1 month ago
Colorado Springs, Colorado, United States Lakeshore Financial Group Full time{"title": "Financial Advisor", "description": "Unlock Your Potential as a Financial AdvisorLakeshore Financial Group is a dynamic and rapidly growing company seeking ambitious individuals to join our Colorado team as Financial Advisors. As a Financial Advisor, you will have the opportunity to build lasting client relationships, develop your expertise, and...
-
Senior Financial Advisor
2 weeks ago
Boulder, Colorado, United States Gpac Full timeUnlock Your Potential as a Senior Financial AdvisorAre you a seasoned financial professional seeking a new challenge? Do you value a work environment that prioritizes integrity and client-centricity? Look no further than GPAC, a leading search firm specializing in placing top talent within the financial services industry.We are seeking a highly skilled...
-
Financial Advisor
4 weeks ago
Boulder, Colorado, United States gpac Full timeUnlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor seeking a new challenge where your values align with those of a forward-thinking firm?We're looking for a talented professional with a proven track record of success, generating at least $350k in annual revenue and growing. If you have a FINRA 7 and 65 and a clean U5, we'd love...
-
Senior Financial Advisor
4 weeks ago
Boulder, Colorado, United States Gpac Full timeUnlock Your Potential as a Senior Financial AdvisorAre you a seasoned financial professional seeking a new challenge where your values align with those of a forward-thinking firm? Do you want to join a team that prioritizes integrity, client fiduciary responsibilities, and a culture that values transparency and professionalism?We're looking for a Senior...
-
Financial Advisor
2 weeks ago
Boulder, Colorado, United States Judson Group Full time{"title": "Wealth Manager Opportunity", "content": "Wealth Manager OpportunityJudson Group is partnering with a leading RIA to find a skilled Wealth Manager to join their team. This is a fantastic opportunity for an experienced advisor to grow their career with a rapidly expanding firm.The ideal candidate will have a strong background in financial planning,...
-
Senior Financial Advisor
1 week ago
Boulder, Colorado, United States Judson Group Full timeJudson Group is seeking a highly skilled Wealth Management Professional to join their team. This individual will play a key role in helping the firm grow and will have opportunities for long-term leadership and career advancement.The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning...
-
Financial Services Representative
2 weeks ago
Boulder, Colorado, United States Independent Financial Full timeJob Summary: We are seeking a highly skilled and customer-focused Financial Center Teller to join our team at Independent Financial. As a Financial Center Teller, you will be responsible for providing exceptional account services to our customers, including receiving deposits, verifying cash and endorsements, cashing checks, and assisting with balancing...
-
Financial Services Representative
1 month ago
Boulder, Colorado, United States Independent Financial Full timeJob Summary: We are seeking a highly skilled and detail-oriented Financial Center Teller to join our team at Independent Financial. As a Financial Center Teller, you will be responsible for providing exceptional customer service, handling cash transactions, and promoting bank products and services. Responsibilities: Provide account services to customers by...
-
Financial Services Representative
3 weeks ago
Boulder, Colorado, United States Independent Financial Full timeJob Summary: We are seeking a highly skilled and customer-focused Financial Center Teller to join our team at Independent Financial. As a Financial Center Teller, you will be responsible for providing exceptional account services to our customers, including receiving deposits, verifying cash and endorsements, and cashing checks. Key...
-
Financial Advisor
2 weeks ago
Colorado Springs, United States State Farm Full timeSecurities Licensed Sales Team Member(This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.)Location: Colorado Springs, COIn Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.Job DescriptionOverviewWe...
-
Financial Advisor
2 weeks ago
colorado springs, United States State Farm Full timeSecurities Licensed Sales Team Member(This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.)Location: Colorado Springs, COIn Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.Job DescriptionOverviewWe...
-
Financial Advisor
2 weeks ago
colorado springs, United States State Farm Full timeSecurities Licensed Sales Team Member(This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.)Location: Colorado Springs, COIn Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.Job DescriptionOverviewWe...
-
Financial Advisor
3 months ago
Colorado Springs, United States State Farm Full timeSecurities Licensed Sales Team Member(This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.)Location: Colorado Springs, COIn Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.Job DescriptionOverviewWe...
-
Senior Financial Advisor
4 weeks ago
Boulder, United States Gpac Full timeAre you looking for an environment where the firm’s values align with your own? Are you seeking a home where integrity and client fiduciary responsibilities are more important than an AUM quota?I have a unique firm who places culture ahead of profit. A firm who believes that’s its clients can best be served by professionals who are transparent in...
-
Service Advisor
4 weeks ago
Boulder, Colorado, United States Foundation Automotive Corp Full time{"h1": "Service Advisor Job Description", "p": "At Foundation Automotive Corp, we are seeking a skilled Service Advisor to join our team. As a Service Advisor, you will be responsible for interacting with customers to evaluate vehicle service needs, offering additional services, and writing up repair orders. This role requires a high level of customer...
-
Financial Services Professional
2 weeks ago
Colorado Springs, Colorado, United States State Farm Full timeJob Title: Financial AdvisorAre you a motivated and ambitious financial professional looking for a new challenge? Do you have a passion for helping clients achieve their financial goals? We are seeking a skilled Financial Advisor to join our team at Wuest Insurance and Financial Services Inc.Job Summary:We are a State Farm independent contractor agent, and...
-
Financial Advisor
2 weeks ago
Boulder, Colorado, United States Judson Group Full timeJudson Group is seeking a highly skilled Wealth Manager to join their team. This individual will play a key role in helping the firm grow and will have opportunities for long-term leadership and development.The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, leading...
-
Financial Services Representative
5 days ago
Colorado Springs, Colorado, United States State Farm Full timeJob DescriptionOverviewWe are seeking a skilled Financial Advisor to join our team at State Farm. As a Financial Advisor, you will be responsible for providing comprehensive financial planning and advice to existing State Farm customer households.ResponsibilitiesOffer financial planning and advice to customers.Partner with a career agent to develop a...
-
Financial Services Representative
4 weeks ago
Colorado Springs, Colorado, United States Equitable Advisors Full timeAbout Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and...
Financial Services Advisor for Patients
2 months ago
Position Overview:
Rocky Mountain Cancer Centers, a leading provider of comprehensive cancer care, is seeking a skilled Financial Services Advisor for Patients.
Compensation Range:
$19.00-$24.00
Compensation is determined by various factors including education, experience, and certifications.
In addition to the salary, RMCC provides a range of benefits for this role, subject to eligibility criteria:
Health, dental, and vision insurance; wellness initiatives; health savings accounts; flexible spending accounts; 401(k) retirement savings plan; life insurance; short-term and long-term disability coverage; Employee Assistance Program; paid time off; vacation pay; tuition reimbursement; and employee-funded critical illness and accident insurance.
Key Responsibilities:
- Accurately gather and input all insurance, demographic, and eligibility data into the system.
- Secure initial and follow-up preauthorization for services and procedures. Reconfirm benefits and obtain necessary authorizations and/or referrals after treatment discussions, prior to the commencement of treatment. Ensure all required signatures are collected on necessary documentation.
- Utilize the Patient Reimbursement and Liability Summary form to obtain necessary approvals.
- Conduct financial counseling sessions with all patients before treatment, covering financial responsibilities, billing practices, and establishing payment plans.
- Document the financial counseling process and forward the information to the Billing Office.
- Schedule new patient appointments and follow-up visits in the computer system according to physician and office protocols.
- Arrange outpatient appointments and hospital admissions as requested. Obtain necessary precertifications as required. Manage new patient referrals, collect necessary information, assign patient account numbers, and schedule appointments.
- Collect co-pays, deductibles, and other out-of-pocket expenses at the time of service.
- Handle incoming calls from patients needing to schedule or modify appointments.
Qualifications:
A high school diploma or equivalent is required. A minimum of 3 years of experience in a medical office setting with knowledge of insurance processes is essential. Strong communication skills, both written and verbal, are necessary. Proficiency in computer systems is required, with familiarity in Microsoft (Outlook, Word, and Excel) being advantageous.
Physical Requirements:
The physical demands outlined here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The role may require prolonged sitting, as well as stooping, bending, and stretching for files and supplies. Occasionally, lifting files or paper weighing up to 30 pounds may be necessary. Manual dexterity is required to operate a keyboard, calculator, telephone, copier, and other office equipment. Vision must be correctable to 20/20, and hearing must be within the normal range for telephone communication. The ability to view and type on computer screens for extended periods is necessary.Work Environment:
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The work is conducted in an office setting, involving frequent interaction with staff, patients, and the public.
All qualified candidates must successfully pass a background check and a non-federal drug test (excluding marijuana) after receiving a job offer and prior to employment.
