Financial Counselor

Job Title: Customer Service Representative/Financial Counselor

Location: Tulsa, OK

Schedule: Monday - Friday, 8 AM - 5 PM

Pay Range: $16 - $18 per hour

Job Summary:

We are seeking a dedicated and compassionate Customer Service Representative/Financial Counselor to join our team. The ideal candidate will play a vital role in assisting patients with their financial inquiries, insurance coverage, and billing processes, ensuring a smooth and positive experience for our patients and their families.

Key Responsibilities:

• Provide exceptional customer service by addressing patient inquiries related to billing, insurance, and financial assistance.
• Educate patients on their financial options and available resources, including payment plans and assistance programs.
• Assist patients in completing necessary paperwork and applications for financial aid or insurance coverage.
• Collaborate with insurance providers to verify coverage and resolve billing discrepancies.
• Maintain accurate records of patient interactions and financial transactions.
• Handle sensitive information with confidentiality and professionalism.
• Work closely with the healthcare team to ensure patient needs are met efficiently.
• Participate in ongoing training and development to enhance skills and knowledge of healthcare policies and financial processes.

Qualifications:

• High school diploma or equivalent; associate’s degree or higher preferred.
• Previous experience in customer service, preferably in a healthcare or financial setting.
• Strong communication and interpersonal skills.
• Proficient in Microsoft Office Suite and experience with electronic health record (EHR) systems is a plus.
• Ability to work independently and as part of a team.
• Strong problem-solving skills and attention to detail.
• Compassionate and empathetic approach to patient care.

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* Interact with customers to provide basic or scripted information in response to routine inquiries about products and services. May handle and resolve general complaints. Excludes individuals whose duties are primarily installation, sales, repair, and technical support.
* Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
* Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
* Check to ensure that appropriate changes were made to resolve customers' problems.
* Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
* Determine charges for services requested, collect deposits or payments, or arrange for billing.
* Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
* Refer unresolved customer grievances to designated departments for further investigation.
* Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
* Review insurance policy terms to determine whether a particular loss is covered by insurance.
* Review claims adjustments with dealers, examining parts claimed to be defective, and approving or disapproving dealers' claims.
* Solicit sales of new or additional services or products.
* Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
* Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
* Order tests that could determine the causes of product malfunctions.
* Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.

Salary : $16 - $18