Customer Funding Specialist [United States]

 

JOB PURPOSE:
The Customer Funding Specialist (CFS) provides outstanding and professional customer service to ensure efficiency and promote a positive customer experience. This role manages customers financial information and provides assistance with their coverage, financial obligations, ability to pay, and education on processes related to Insurance coverage.

KEY RESPONSIBILITIES:

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• Knowledge of all aspects of the department process from intake through billing.
• Responsible for determining eligibility, and ensuring customers meet their financial obligation and offering options where applicable.
• Records and maintains complete documentation of activities performed on account.
• Advises customers on matters related to eligibility, coverage, deductibles and any financial responsibility they might have.
• Participates in data gathering for financial reporting
• Sets up arrangement/monthly installments plans for customer payoff balances
• Collects and process payments for out-of-pocket amounts
• Creates detailed notes in the system to reflect all actions performed on the account
• Consistently maintains, analyzes and updates financial information on the customers accounts.
• Performs other related duties as assigned.

The duties listed above are intended only as illustrative of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar or a logical assignment to the position.

LEADERSHIP PRINCIPLES BEHAVIORS:

• External focus - lead with compassion, urgency, openness
• Decisive
• Results oriented
• Respectful

QUALIFICATIONS, SKILLS AND EXPERIENCE:

• Excellent customer service and communication skills with the ability to show compassion to our customers.
• High school diploma or GED is required.
• Minimum 1 year of experience in financial counseling, billing and/or funding.
• Medical terminology knowledge is preferred.
• Knowledge of CPT/ICD-9 coding helpful.
• Must have enthusiastic and positive attitude.
• Must have an eye for details and the ability to work in a fast pace environment.
• Excellent organization and time management skills with proficiency in Microsoft Suite.
• Ability to remain focused while handling multiple tasks, responsibilities and projects.

PHYSICAL REQUIREMENTS:
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to meet essential functions of the position with reasonable accommodations as necessary.
• Prolonged periods of working at a desk and/or on a computer
• Ability to work overtime as needed.

Review and approval:
The employee is expected to adhere to all organization policies while employed.

Required Skills

Required Experience

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