Financial Services Specialist

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Services Specialist based in the United States. This full-time remote role supports the financial side of patient care within a growing ophthalmology environment. You will help maintain accurate patient accounts, process payments, and resolve outstanding balances while providing a professional and courteous experience. The position combines medical billing, insurance information management, customer service, and high-volume communication. You will work closely with patient account information to identify financial responsibility and help ensure payments are collected from the appropriate source. Accuracy, confidentiality, organization, and attention to detail are essential when updating records and handling sensitive patient information. The role is well suited to someone who enjoys structured administrative work, solving account issues, and interacting with patients in a supportive environment. Training is provided on the medical billing system, making this an opportunity for candidates who bring strong customer service and organizational skills and are eager to develop their healthcare billing expertise.

Accurately post payments to patient accounts and maintain up-to-date financial records. Manage a high volume of incoming and outgoing calls each day, addressing patient account questions and financial concerns efficiently and professionally. Review outstanding balances to determine the reason for unpaid amounts and identify the appropriate next steps for resolution. Review and update patient demographic and insurance information when inaccuracies may prevent appropriate payment from primary or secondary insurance coverage. Make necessary corrections to patient records to help ensure future insurance claims and patient statements are accurate. Explain financial responsibilities and amounts not covered by insurance in a clear, courteous, and professional manner. Protect the confidentiality of patient information while communicating account details and exercising tact, patience, and understanding in every customer interaction. Requirements: High school diploma or GED equivalent required. Previous medical billing experience is a plus, particularly experience working with patient accounts, insurance information, or healthcare financial processes. Customer service experience is preferred, with the ability to communicate clearly and professionally with patients. Strong time-management and organizational skills, with the ability to manage a high volume of incoming and outgoing calls effectively. Ability to prioritize competing tasks while maintaining accuracy and attention to detail. Comfortable working with Windows-based computer programs and learning medical billing and other automated systems. Previous NextGen experience is preferred, although training is provided. Positive attitude, willingness to learn, teamwork, professionalism, and strong interpersonal skills are important for success in the role. Benefits: Competitive compensation package. Comprehensive benefits package. 401(k) plan. Significant eye care discounts. Continuing education allowances. Career growth and professional development opportunities. Paid time off and holidays off. Full-time, remote work arrangement.

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