Customer Service Representative

Talentify; Santa Ana (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Talentify in Santa Ana, CA is seeking a courteous on-site Patient Accounts/Service Associate to answer phones, route callers, take messages and provide routine information to patients and staff.

You will support billing operations, discuss insurance details with patients, resolve routine billing inquiries, verify coverage, process forms, and help negotiate payment plans. Strong communication, multitasking and teamwork are essential; healthcare experience is highly preferred.

Qualifications

• High school diploma or equivalent.
• Previous customer service experience required.
• Healthcare experience highly preferred.

Responsibilities

• Answers telephones, routes callers, takes messages and provides routine information to callers.
• Maintains departmental policies and supports billing/insurance processes.
• Interprets insurance procedures to resolve routine billing inquiries.
• Counsels patients on external financial assistance and payment plans.
• Researches patient accounts and verifies insurance coverage when needed.
• Prepares and forwards information for billing personnel.
• Performs routine typing and clerical duties.
• Attends meetings and assists with other duties as assigned.

Skills

Communication skills

Multitasking

Analytical skills

Autonomy

Professional composure

PC proficiency

Windows experience

Phone systems

Emergency response

Education

High school diploma

Job description

* THIS IS A FULLY ONSITE POSITION*

SUMMARY

Answers telephones, routes callers, takes messages and provides routine information to callers

REQUIREMENTS

RESPONSIBILITIES AND DUTIES:

• Maintains established departmental policies and procedures, objectives, quality improvement program, safety, environmental and infection control standards.
• Operates microfilm equipment in retrieving file data.
• Interprets insurance program procedures and provisions to resolve routine patient billing inquires and problems.
• Counsels patients requiring external financial assistance, including recommending third parties.
• Answers all inquiries regarding patient accounts.
• Researches credit balance accounts, refunds overpayments to patient, guarantor or third party payer.
• Secures information relative to patient’s financial status or insurance coverage. May complete insurance forms, verify insurance coverage, and secure other information if needed.
• Prepares appropriate information for billing personnel.
• Answers telephones, routes callers, takes messages and provides routine information to callers. Responds promptly to inquiries and requests.
• Negotiates contractual payment plans with patients as authorized.
• Performs a variety of routine typing and clerical duties as necessary.
• Receives complaints of poor or inadequate service and determines action to be taken.
• Traces missing files.
• Attends meetings as required.
• Other duties as assigned.

EDUCATION & EXPERIENCE REQUIREMENTS:

• High school diploma or combination of relevant experience and education required.
• Previous customer service experience required
• Healthcare experience highly preferred

SKILLS & ABILITIES REQUIREMENTS:

• Outstanding communication, interpersonal, mulit-tasking and analytical skills
• The ability work well with minimal supervision in a high-volume environment
• Proven ability to remain composed and professionally under difficult situations with a strong team approach
• PC proficiency with various Windows applications
• Knowledge of phone systems and technology
• Skill in recognizing and responding to emergency/high-priority situations

PHYSICAL REQUIREMENTS:

• Body Positions: Sitting and standing for prolonged periods.
• Body Movements: Arm and hand dexterity.
• Body Senses: Must have command of close and distant sight, color perception and hearing.
• Strength: Ability to lift and move up to 25-pounds.

Working Environment:

1. Work in an office, where the climate is controlled
2. Occasional travel between medical groups and/or hospitals when necessary. 0-25 % of the time.

OSHA exposure category: III

1. Category I – Position includes tasks that involve exposure to Blood borne Pathogens.
2. Category II – Position includes tasks that do not have exposure to Bloodborne Pathogens, however employment may require unplanned Category I tasks.
3. Category III – Positions includes tasks that do not involve exposure to Bloodborne Pathogens. This position would not be required to perform Category I tasks.