50 financial planner jobs found

CSM Summary To deliver more than is expected to my customers and associates by providing a positive first impression, determining actual needs, delivering real solutions, adding value by managing the front-end of the store so that all customers are taken care of in and efficient and timely manner and leaving the customer so satisfied that no competitor is an acceptable alternative. CSM: What I Do, How I Do It, and Why I do it As a CSM, this is what I do: Front-end Operations – I manage the front-end operations by following the daily schedule; monitoring the flow of customers, opening registers as necessary, managing breaks and lunches, opening preparations, supplies and closing procedures. Customer Transactions – I manager shelf and display maintenance by maintaining new, missing, and price change tags/bibs, maintaining sign integrity and ad pricing and signage, and managing, new, discontinued, and all other tags and signs. Service Desk Procedures – I supervise...

Customer Service Representativ JOB SUMMARY Serves as an important front-line team member and coordinates activities related to admission of patients including the accurate recording of patient demographic data and exceptional service quality. Interacts with KDMC and KDOH team members, patients, insurance companies, physician offices and other hospital departments regarding patients' accounts and physician information. DUTIES AND ESSENTIAL FUNCTIONS Overall performance rating of below indicated essential job duties: Listens to and honors patient and family perspectives and choices; Communicates and share complete and unbiased information with patients and families in ways that are affirming and useful; Encourages and supports patient and family participation in care and decision-making at the level they choose; Courteously answers phone calls stating name and department, routes calls and provides information to internal and...

Service Admin Meet Leaf Home. We turn complex home improvement projects and endless to-dos into achievements. With more than 50% of homeowners worried about the cost and effort of home maintenance, we deliver remarkable, end-to-end experiences. And get the job done right, at every step. Bringing innovative products, the best people, and the highest standards to every project. Trusted by more than 1 million homeowners across the US and Canada, we are Americas largest direct-to-consumer full-service provider of branded home services and products. Our products, including the patented LeafFilter gutter protection system, have earned numerous awards and recognition from Good Housekeeping, Qualified Remodeler, Angi, Consumer Reports, This Old House, and other consumer review platforms. We are powered by extraordinary people. Our innovative products and reliable services are delivered with convenience, excellence, and quality through 250+ regional sales and installation offices and...

Auxillium is the most unique call center in the US, and we are designed to support smaller call center projects both in-house and remotely. We help start-ups, smaller companies, and those that are outsourcing for the first time to build an enhanced Customer Experience. Auxillium offers business to business and business to consumer call center support in many different industries such as: sports, gaming, healthcare, dispatch, worker’s comp, medical research, and financial services. We believe in providing exceptional service to our clients and their customers, via excellence in quality, accuracy in data entry, and continued process improvement. We are passionate about helping employees learn, grow, and achieve a desirable career path. We are looking for self-starters who are interested in a genuine Career Opportunity! We recognize that our employees are the reason for our success, and we strive to hire individuals with a persistent, positive attitude. At Auxillium, you will receive...

Auxillium is the most unique call center in the US, and we are designed to support smaller call center projects both in-house and remotely. We help start-ups, smaller companies, and those that are outsourcing for the first time to build an enhanced Customer Experience. Auxillium offers business to business and business to consumer call center support in many different industries such as: sports, gaming, healthcare, dispatch, worker’s comp, medical research, and financial services. We believe in providing exceptional service to our clients and their customers, via excellence in quality, accuracy in data entry, and continued process improvement. We are passionate about helping employees learn, grow, and achieve a desirable career path. We are looking for self-starters who are interested in a genuine Career Opportunity! We recognize that our employees are the reason for our success, and we strive to hire individuals with a persistent, positive attitude. At Auxillium, you will receive...

The following statements reflect the general duties considered necessary to describe the principal functions of the job as identified and shall not be considered as a detailed description of all the work requirements, which may be inherent in the position.   Position Summary:  The Patient Billing Representative will assist patients in understanding and arranging payment of their bills from MMC.   They must have a strong working knowledge of MMC, billing, internal processes, and payment processing.  The Patient Billing Representative is expected to have exceptional customer service and critical thinking skills in order to provide an exceptional experience for our patients.    Primary Responsibilities: Addresses patients inquires and concerns in a logical and helpful manner   Obtains payment on outstanding balances or establishes arrangements for future payment   Meets productivity standards provided by Patient Billing Coordinator...

Sr Patient Service Rep Job Summary : The Senior Patient Service Representative is responsible for greeting patients and working with them in person, on the phone, or through electronic correspondence to meet their needs regarding scheduling, updating pertinent information, checking in and out, and acting as a liaison in reporting any patient suggestions to management. The Senior Patient Service Representative also acts as a liaison between the patient service representatives and management. Responsibilities: Greets arriving patients, verifies appointment information, and notifies nursing staff in accordance with policies and procedure. Registers new patients and assists them in the completion of necessary forms. Verifies and updates current patient information (demographic, financial, clinical) in the EMR system Scans completed forms, identification, and insurance cards into the patient document folder. Schedules future appointments based on...

Auxillium is the most unique call center in the US, and we are designed to support smaller call center projects both in-house and remotely. We help start-ups, smaller companies, and those that are outsourcing for the first time to build an enhanced Customer Experience. Auxillium offers business to business and business to consumer call center support in many different industries such as: sports, gaming, healthcare, dispatch, worker’s comp, medical research, and financial services. We believe in providing exceptional service to our clients and their customers, via excellence in quality, accuracy in data entry, and continued process improvement. We are passionate about helping employees learn, grow, and achieve a desirable career path. We are looking for self-starters who are interested in a genuine Career Opportunity! We recognize that our employees are the reason for our success, and we strive to hire individuals with a persistent, positive attitude. At Auxillium, you will receive...

Auxillium is the most unique call center in the US, and we are designed to support smaller call center projects both in-house and remotely. We help start-ups, smaller companies, and those that are outsourcing for the first time to build an enhanced Customer Experience. Auxillium offers business to business and business to consumer call center support in many different industries such as: sports, gaming, healthcare, dispatch, worker’s comp, medical research, and financial services. We believe in providing exceptional service to our clients and their customers, via excellence in quality, accuracy in data entry, and continued process improvement. We are passionate about helping employees learn, grow, and achieve a desirable career path. We are looking for self-starters who are interested in a genuine Career Opportunity! We recognize that our employees are the reason for our success, and we strive to hire individuals with a persistent, positive attitude. At Auxillium, you will receive...

Auxillium is the most unique call center in the US, and we are designed to support smaller call center projects both in-house and remotely. We help start-ups, smaller companies, and those that are outsourcing for the first time to build an enhanced Customer Experience. Auxillium offers business to business and business to consumer call center support in many different industries such as: sports, gaming, healthcare, dispatch, worker’s comp, medical research, and financial services. We believe in providing exceptional service to our clients and their customers, via excellence in quality, accuracy in data entry, and continued process improvement. We are passionate about helping employees learn, grow, and achieve a desirable career path. We are looking for self-starters who are interested in a genuine Career Opportunity! We recognize that our employees are the reason for our success, and we strive to hire individuals with a persistent, positive attitude. At Auxillium, you will receive...

Patient Account Rep (BMG) Reports to the Practice Manager and works under the direction of the Clinical Supervisor, Office Supervisor and/or Office Coordinator. Under general supervision and according to established policies and procedures, is responsible to process, reconcile and resolve patient accounts. This includes collecting payment from patients, setting up payment plans, verifying insurance coverage and eligibility, preparing good faith estimates, providing patient education, and ensuring accuracy of patient records. The patient account representative also assists with patient inquiries, resolves account discrepancies, and provides quality customer service. MISSION, VALUES and SERVICE GOALS MISSION: We deliver outstanding care, inspire health, and connect with heart. VALUES: Trust. Respect. Integrity. Compassion. SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team. Performs various patient account and clerical...

PFS Representative Billing and Collecting JOB SUMMARY The Patient Financial Services Representative supports the mission of providing quality healthcare to the patients of WhidbeyHealth by performing a variety of duties that support the financial health and well-being of the organization. The PFS Representative may be responsible for coordinating patient referrals and subsequent follow up, verifying insurance and providing financial counseling to assist with self-pay accounts, as well as billing and collection of insurance and self-pay accounts. This position is expected to demonstrate professional behavior, display appropriate conduct and show consideration, respect and patience towards all patients, families, staff and professional affiliates. The PFS Representative follows all federal, state and payer specific regulations and policies pertaining to documentation and billing practices to ensure all work is in compliance with established guidelines. PRINCIPLE...

JOB SUMMARY The Admission & Discharge Specialist at North Mississippi Health Services is responsible for managing patient admission and discharge activities, including serving as a welcoming and professional representative, collecting necessary patient information and payments, supporting patient scheduling, and maintaining area supply stock. This role operates under the guidance of the area Supervisor/Team Lead and utilizes excellent communication and organizational skills to engage positively and effectively with patients, maintain accurate records, utilize systems to manage schedule and activities, and support claims and billing review to drive efficient patient flow and a high quality patient care experience. JOB FUNCTIONS Customer Service: Greets patients in a positive, helpful, and courteous manner. Answers and directs calls to appropriate personnel; takes messages as needed. Directs visitors and physician...

JOB SUMMARY The Admission & Discharge Specialist at North Mississippi Health Services is responsible for managing patient admission and discharge activities, including serving as a welcoming and professional representative, collecting necessary patient information and payments, supporting patient scheduling, and maintaining area supply stock. This role operates under the guidance of the area Supervisor/Team Lead and utilizes excellent communication and organizational skills to engage positively and effectively with patients, maintain accurate records, utilize systems to manage schedule and activities, and support claims and billing review to drive efficient patient flow and a high quality patient care experience. JOB FUNCTIONS Customer Service: Greets patients in a positive, helpful, and courteous manner. Answers and directs calls to appropriate personnel; takes messages as needed. Directs visitors and physician...

Position Title: PSR - Patient Services Representative - Children's Super Ninos Clinic Department: Children's Super Ninos Clinic Job Description: Bilingual Candidate Preferred Shift: Full-Time, 8a-5p General Description: Coordinates schedules of patients in an outpatient clinic and provides clerical assistance toward the smooth operation of the facility. Essential Responsibilities: Scheduling Schedules patient appointments, either by telephone or in person Provides information about clinic operations Obtains patient demographics on new patients and updates demographics on established patients. Answers telephone calls and distributes to the appropriate people. Prepares and enters healthcare providers’ schedules into the computer. Coordinates schedules as directed to patient requiring multiple services. Check In/Check Out Greets patients as they come into the clinic for scheduled appointments. Accepts payments and writes receipts. Totals...

Senior Application Support Analyst ABOUT CIM GROUP: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today! POSITION PURPOSE: The Sr. Application Support Analyst is responsible for all access & provisioning duties for both financial and business applications used at the firm, as well as break/fix support to resolve any system problems, prevent...

JOB SUMMARY The Admission & Discharge Specialist at North Mississippi Health Services is responsible for managing patient admission and discharge activities, including serving as a welcoming and professional representative, collecting necessary patient information and payments, supporting patient scheduling, and maintaining area supply stock. This role operates under the guidance of the area Supervisor/Team Lead and utilizes excellent communication and organizational skills to engage positively and effectively with patients, maintain accurate records, utilize systems to manage schedule and activities, and support claims and billing review to drive efficient patient flow and a high quality patient care experience. JOB FUNCTIONS Customer Service: Greets patients in a positive, helpful, and courteous manner. Answers and directs calls to appropriate personnel; takes messages as needed. Directs visitors and physician...

Position Title: Lead PSR - Patient Services Representative - Pulmonology Clinic Department: OUPB Pulmonology Job Description: Job Description General Description: Coordinates schedules of patients in an outpatient clinic and provides clerical assistance toward the smooth operation of the facility. Directly supervises a group of Patient Services Representatives. Essential Responsibilities: Scheduling Schedules patient appointments, either by telephone or in person Provides information about clinic operations Obtains patient demographics on new patients and updates demographics on established patients. Answers telephone calls and distributes to the appropriate people. Prepares and enters healthcare providers’ schedules into the computer. Coordinates schedules as directed to patient requiring multiple services. Check In/Check Out Greets patients as they come into the clinic for scheduled appointments. Accepts payments and writes...

Position Title: Manager - Patient Access Department: Admitting Job Description: General Description: The Patient Access Manager is responsible for the daily operations of all functions and serves as the liaison between the Service Center and the facility. The Patient Access Manager integrates the department’s services with the hospital’s primary functions, develops/implements policies and procedures that guide or support service, assesses and improves department performance, and ensures orientation and continuing education of departmental staff. As the leader, this person may recommend resources/space needed by the department and may participate in the selection of outside services. Serves as a key promoter of the Service Center, which strives to meet and exceed the needs of its customers. Essential Responsibilities: Responsibilities listed in this section are core to the position.  Inability to perform these responsibilities with or without an...

Position Title: Patient Services Representative - Sooner Pediatric Department: HB Children's Sooner Pediatric Clinic Job Description: General Description: Coordinates schedules of patients in an outpatient clinic and provides clerical assistance toward the smooth operation of the facility. Essential Responsibilities: Scheduling Schedules patient appointments, either by telephone or in person Provides information about clinic operations Obtains patient demographics on new patients and updates demographics on established patients. Answers telephone calls and distributes to the appropriate people. Prepares and enters healthcare providers’ schedules into the computer. Coordinates schedules as directed to patient requiring multiple services. Check In/Check Out Greets patients as they come into the clinic for scheduled appointments. Accepts payments and writes receipts. Totals encounter forms and inspects the form for completeness and accuracy....