Patient Financial Clearance Representative in New York at Jobgether

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Patient Financial Clearance Representative based in United States.

This remote role supports patients before scheduled healthcare services by ensuring their financial and insurance information is accurate and complete.
You will serve as an important first point of contact, helping patients understand their expected financial responsibilities before receiving care.
The position combines insurance verification, financial clearance, patient communication, and account support.
You will collaborate with patients and internal teams to resolve coverage, registration, authorization, and billing-related questions.
Strong communication and empathy are essential when discussing sensitive financial matters and helping de-escalate concerns.
The role offers an opportunity to directly improve the patient experience while supporting efficient reimbursement and revenue-cycle processes.
This is a full-time, Monday–Friday position with a standard 40-hour workweek and remote flexibility.

• Make outbound pre-service calls to patients with upcoming appointments and procedures, maintaining a professional, courteous, and clear communication style.
• Review estimated out-of-pocket costs and previous balances, explain financial responsibilities, and request applicable payments before services are provided.
• Explain available financial assistance options and evaluate patients' potential eligibility based on established criteria.
• Discuss out-of-network and non-covered services so patients understand potential expenses in advance.
• Verify insurance eligibility and coverage for scheduled services, researching alternative coverage when eligibility issues arise.
• Evaluate patients' ability to qualify for available financing options when they cannot pay their estimated out-of-pocket amount.
• Confirm and update patient demographic and registration information to ensure records are accurate.
• Verify health insurance information directly with patients to support accurate billing and reimbursement.
• Research account history and assist patients with questions concerning registration, charges, billing, and previous balances.
• De-escalate complaints and financial concerns with empathy, professionalism, and sound judgment.
• Maintain department standards for call length, response times, and abandoned-call prevention.
• Follow established procedures and perform other duties as assigned, including occasional travel to off-site locations.

• At least 1 year of experience with pre-access services policies is required.
• High school diploma or equivalent is preferred; an associate degree is also preferred.
• Strong customer service skills and the ability to communicate clearly and professionally with patients about financial and insurance matters.
• Excellent attention to detail and accuracy when reviewing insurance, registration, demographic, and financial information.
• Ability to research account and insurance information, identify discrepancies, and resolve issues effectively.
• Strong problem-solving and de-escalation skills, with the ability to handle sensitive or potentially challenging patient conversations.
• Ability to work independently, manage a consistent volume of calls, and meet established performance standards.
• Strong organizational skills and the ability to follow established financial clearance and pre-service procedures.
• Comfortable working with patient accounting, registration, insurance, and related healthcare systems.
• Willingness and ability to travel to off-site locations when required.

• Full-time, Monday–Friday schedule with approximately 40 hours per week.
• Remote work arrangement.
• Comprehensive benefits designed to support employees' health, wellbeing, and individual needs.
• Concierge services and employee support resources.
• Wellness programs and employee-focused perks.
• Free covered parking where applicable.
• Access to free on-site and virtual health clinics.
• Compensation and recognition programs designed to support employee engagement and retention.
• Opportunity to contribute to a patient-centered healthcare environment focused on delivering care at the right time and place.