Universal Banker, Financial Representative, Personal Banker

Interpret and communicate information regarding credit policies and procedures, billing practices, insurance submission, and out-of-pocket patient responsibility to patients and clinic staff

Ensure patient satisfaction through timely and effective patient account maintenance including assistance with billing, third-party payments, requests for collections and adjustments, information verification, credit options, and record maintenance

Provide prompt, courteous service to financial advisors and/or unitholders

Promptly respond to telephone and written inquiries for product and administrative information

Investigate account-related issues and determine appropriate actions to achieve resolution to such issues

Professional, friendly, positive and enthusiastic telephone manner with a very strong focus on providing exceptional customer service

Ability to work a rotating 7.5 hour shift between 8 am-8 pm (Mondays-Fridays)

Determine collectability of patient accounts and process for financial assistance, extended payment plan, settlement, or collection agency referral

Ensure accurate account information in all billing areas