20 Best Financial Representative jobs (Hiring Now!)

Client Service Representative (CSR)
Ged Lawyers —Yarmouth, MA
Some knowledge of the medical field and terminology (worked in a doctor’s office – Medical Assistant that has worked in the front and back office).
Estimated: $42.6K - $54K a year
Quick Apply
Solar Sales Representative (OTE 120K-200K+)
Blue Raven Solar —Post Falls, ID
Valid driver's license and reliable transportation. Leverage personal network, social media, and door-knocking efforts to create sales opportunities.
$120,000 - $200,000 a year
Quick Apply
4d
Member Service Representative 1 - Island City
P1FCU —Island City, OR
To assist members and potential members with their financial transactions, involving paying and receiving cash and other negotiable instruments; explains…
Estimated: $36.6K - $46.3K a year
CSR - Customer Service Representative
Epec, LLC —New Bedford, MA
You will be required to learn to use our quoting software, navigate through our ERP system, work directly with our outside sales team, and handle incoming…
$17 - $19 an hour
Quick Apply
Sales Representative
Moxie Pest Control —Springfield, AR
That starts with comprehensive paid training on a structured sales process that equips you with the tools and knowledge you’ll need to excel.
$125,000 - $175,000 a year
3d
Financial Sales Representative
South Carolina Federal Credit Union —Charleston, SC
Navigate multiple systems to professionally perform Sale tasks in person and by telephone/email with a high degree of accuracy and speed in a high-volume, fast…
Estimated: $36.1K - $45.7K a year
Customer Service Representative I - (U.S. Remote)
Thermo Fisher Scientific —Alabama
Equivalent experience or a high school diploma; additional certification or training is a plus. Keeping records of customer interactions, transactions, comments…
Estimated: $35.9K - $45.5K a year
2d
Member Sales and Service Call Center Representative (remote) - Rhode Island
AAA Northeast —Providence, RI
Promote AAA Digital Membership experience, assists members with navigating AAA Website and Mobile app. You have applied to a work from home position, and as…
$18.75 an hour
Quick Apply
12h
Member Services Representative (Canvas Consultant - NMLS)
Canvas Credit Union —Rifle, CO
You’ll use standard office equipment such as computers, phones, printers, copiers, fax machines, and filing cabinets. World Class 401(k) Plan.
$20 - $23 an hour
Quick Apply
1d
Customer Care Representative
Doyle Vineyard —Remote
Manage inbound customer communications - Answer incoming calls and emails to address customer questions, requests and issues. Bachelor’s degree or equivalent.
Estimated: $36.6K - $46.4K a year
Quick Apply
5h
Senior Customer Service Representative
Prósperos.ai —Los Altos Hills, CA
You will take inbound inquiries and communicate with customers in _Spanish_ to resolve issues our customers are having with making deposits, money transfers,…
$24.64 - $36.67 an hour
Quick Apply
2h
Electrical Field Service Representative
Faith Technologies Inc. —Danville, VA
The Field Service Representative - Power Distribution is accountable for installation, inspection and testing, troubleshooting, and adjustment, repair or…
$30 - $55 an hour
Evening Customer Service Representative
Xplorie —Remote
Place outbound calls to activity providers and guests to complete activity reservations. Educate guests on how to use and book through their personal page,…
$15 an hour
Quick Apply
8d
Remote Customer Service Representative
Complete Care —Remote
Absorb knowledge about the company to effectively communicate and answer any questions from patients. Provide detailed solutions and answers to all inquiries.
Estimated: $34.2K - $43.3K a year
Quick Apply
23h
Member Solutions Representative
Scarlett Marketing & Design —Louisville, KY
Assist members in navigating through our online platform and troubleshoot any technical issues they may encounter. High school diploma or equivalent required.
$24.90 - $29.10 an hour
Quick Apply
7h
Territory Sales Representative
Ayers Basement Systems —Manistee, MI
Have a valid driver’s license with insurability. You’ll be the creator of your own face-to-face sales presentations, from creation to production, and you’ll be…
$165,000 - $300,000 a year
Quick Apply
Sales Representative
Erie Home —Rochester, MN
Utilize innovative software for precise measurements and assess damage through ladder or attic inspections. Willingness to travel within a 75-mile radius of the…
$100,000 - $200,000 a year
Quick Apply
12d
WFH Customer Service Representative
The Connection Contact Center Services —Remote
Your own Windows-based PC computer with the required technical specifications (Chromebooks and Macs are not compatible). High School Diploma or equivalent.
Estimated: $26.5K - $33.6K a year
Quick Apply
Remote Fraud Support Call Center Representative (CCC)
Jack Henry & Associates —United States
Answering inbound phone calls for fraudulent or suspicious Debit/Credit and ATM Card Transactions, assisting those cardholders according to policy, and…
$34,320 - $37,500 a year
8d
Customer Care Representative
Pathnostics —United States
Handle high volume of inbound / outbound phone calls and emails. Provide world-class customer service and build rapport with clients, patients, and Sales…
$19 - $22 an hour
Quick Apply
23h

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Client Service Representative (CSR)

Ged Lawyers Yarmouth, MA

Quick Apply

Job Details

Full-time Estimated: $42.6K - $54K a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Microsoft Powerpoint
Microsoft Word
CRM software
Microsoft Excel
Customer service
Microsoft Office
Personal injury law
High school diploma or GED
Medical billing
Negotiation

Full Job Description

POSITION SUMMARY:

The Client Service Representative assumes a pivotal role in the organization by managing patient/client files, ensuring meticulous documentation arrangement, and navigating various systems efficiently. This role demands a keen eye for quality review and the ability to decipher diverse documents such as EOBs, AOBs, patient ledgers, PIP logs, and legal documentation. An in-depth understanding of Auto Carriers, Health Insurance, and Third-Party Administrators (TPAs) is essential, along with the ability to differentiate between policy numbers and claim numbers while strictly adhering to privacy and security protocols for protected health information. An ideal candidate for the position will have prior experience in medical billing, which enriches their skill set for effectively handling the responsibilities outlined in the job description.

PRIMARY DUTIES & RESPONSIBILITIES:

Adeptly scan, upload, and arrange various documents with speed and accuracy.
Efficiently maneuver through diverse medical billing systems necessary for accessing patient files.
Conduct thorough quality reviews to ensure the accuracy and completeness of all documents.
Identify various documents, including EOBs (explanation of benefits), AOBs (assignment of benefits), patient ledgers, PIP logs, and some legal paperwork.
Demonstrate the ability to identify Auto Carriers, Health Insurance, and Third-Party Administrators (TPAs), and understand their roles and processes.
Understand the significance of policy and claim numbers throughout the audit process.
Proactively identify and resolve issues following established protocols.
Maintain the confidentiality and security of protected health information in compliance with HIPAA regulations.
Provide exceptional customer service to clients, addressing inquiries and concerns promptly and professionally.
Collaborate effectively with internal teams to ensure smooth communication and resolution of issues.
Document and escalate complex cases or discrepancies according to established protocols.
Participate in ongoing training and professional development opportunities to stay updated on industry trends and best practices.
Assist in the development and implementation of process improvements to enhance efficiency and quality of service delivery.
Maintain employee activity production tracking to monitor and assess individual performance levels.
Continuously maintain and update client information as required to ensure accuracy and relevance.
Support other administrative tasks and projects as assigned by management to meet organizational needs and priorities.

KNOWLEDGE, SKILLS, AND ABILITIES:

Medical Billing experience with high-level Customer Service Experience
Scanning Documents
Some knowledge of the medical field and terminology (worked in a doctor’s office – Medical Assistant that has worked in the front and back office)
Familiar with CMS 1500 – HICA Healthcare Insurance Claim Form
Perform additional duties as assigned.

QUALIFICATIONS:

High School diploma, required. 2 years of college, preferred.
Excellent communication, customer service, interpersonal, organizational, decision-making, relationship building and negotiation skills.
Ability to handle confidential information and abide by HIPAA laws and other medical policies.
Proficiency in CRM software and Microsoft Office Suite (MS Office - Word, Excel, PowerPoint and Outlook).
Requires 80% travel to various clients in different counties, regions of Massachusetts

PHYSICAL DEMANDS

Prolonged periods of standing or sitting at a desk while working on a computer interacting with clients. Lifting or carrying documents or equipment, such as scanners or a laptop, occasionally. Must be able to lift up to 15 pounds at times. Using hands or fingers to operate office equipment, type, or handle paperwork. Communicating verbally with clients and colleagues in person or over the phone for extended periods. Occasionally bending, stooping, or reaching to access files or office supplies. Maintaining focus and concentration for extended periods while performing detailed tasks. These physical demands may vary depending on the specific requirements of the job.

Job Type: Full-time

Schedule: Monday to Friday

Location: New Bedford, MA – Worcester, MA – Framingham, MA

Top Reasons to Work for Us!

Ged Lawyers provides a wide range of benefits including: medical, vision and dental insurance, life insurance, short and long-term disability, 401K matching plan, holidays and paid time off.

Staffing Agencies: Unsolicited resumes from search firms will not be honored as valid. Consequently, we politely ask agencies not to solicit our business managers directly as well. Thank you in advance.

EOE/M/F/D/V

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Schedule:

Monday to Friday

Work Location: On the road

Quick Apply

Financial Representative jobs

Client Service Representative (CSR)

Solar Sales Representative (OTE 120K-200K+)

Member Service Representative 1 - Island City

CSR - Customer Service Representative

Sales Representative

Financial Sales Representative

Customer Service Representative I - (U.S. Remote)

Member Sales and Service Call Center Representative (remote) - Rhode Island

Member Services Representative (Canvas Consultant - NMLS)

Customer Care Representative

Senior Customer Service Representative

Electrical Field Service Representative

Evening Customer Service Representative

Remote Customer Service Representative

Member Solutions Representative

Territory Sales Representative

Sales Representative

WFH Customer Service Representative

Remote Fraud Support Call Center Representative (CCC)

Customer Care Representative

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