Lead Financial Services Representative

Northwell Health; Melville (NY); On-site; USD 52,000 - 76,000; Full time

Job summary

Northwell Health in Melville, NY seeks an experienced Financial Services Representative with a strong focus on patient financial counseling and accuracy in the billing system. You will lead and mentor a team, answer patient inquiries, verify insurance, and coordinate payment options to ensure timely and transparent financial interactions.

The role requires 5–7 years of experience and an Associate's degree or equivalent.

Qualifications

• 5-7 years of relevant experience required.
• Associate's Degree or equivalent combination of education and related experience required.

Responsibilities

• Answer inbound and outbound patient calls; verify insurance coverage; document patient information; arrange alternative payment methods.
• Lead and guide Associate Financial Services Representatives, Financial Services Representatives, and Senior Financial Services Representatives in duties.
• Serve as a subject matter expert to support testing and enhancement of new technologies, projects, and procedures.
• Use procedures, policy manuals, and reference materials to answer inquiries and resolve issues.
• Participate in training new team members and ongoing educational programs.
• Support supervisor with Real-Time Monitoring to ensure schedules are followed and objectives met.
• Identify abnormal events or recurring issues and recommend process/tech improvements.
• Handle problems of diverse scope and elevate issues to leaders as needed.

Skills

Customer service

Leadership

Communication

Mentoring

Analytical skills

Education

Associate's Degree or equivalent

Job description

Leads and guides Financial Services Representatives in the performance of duties, ensuring patients understand their financial obligations and necessary information is accurately entered into the billing system. Advise and counsel patients on financial responsibility, process payments, and maintain collection logs. Provides exceptional customer service, creating a seamless and efficient experience for patients.

Job Responsibility

• 1. Perform all functions of the Financial Services Representative, including answering inbound and outbound patient calls, verifying insurance coverage, documenting patient information, and arranging alternative payment methods
• 2. Lead and guide Associate Financial Services Representatives, Financial Services Representatives, and Senior Financial Services Representatives in the performance of their duties
• 3. Serve as a subject matter expert to support the testing and enhancement of new technologies, projects, and procedures
• 4. Use procedures, policy manuals, and other reference materials to assist in answering employee and manager inquiries and resolving issues
• 5. Participate in training new team members and ongoing educational programs for existing staff
• 6. Support supervisor with Real-Time Monitoring to ensure team members are adhering to their designed schedules, providing guidance to achieve departmental objectives
• 7. Identify abnormal events or consistent problem areas using qualitative feedback and statistical data to recommend methods to improve processes, procedures, and technologies
• 8. Works on problems of diverse scope and complexity ranging from moderate to substantial, elevate issues to the leaders as necessary
• 9. Makes recommendations to management on new processes, tools and techniques, or development of new products and services
• 10. Collaborates with senior team members in the development of methods, techniques and analytical approach
• 11. Provides work guidance, including checking and assigning work, to ensure accurate and timely completion of tasks
• 12. Perform related duties as required, ensuring all responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here but considered related are not essential functions

Job Qualification

• 1. 5-7 years of relevant experience, required.
• 2. Associate's Degree or equivalent combination of education and related experience, required.

*Additional Salary Detail

The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).