73 financial planner jobs found

Insurance Clerk- Patient Financial Services Communicates with all third parties on outstanding insurance accounts, and assists in processing refunds for overpaid accounts. Performs secondary billing as appropriated. High school diploma or equivalent. Ability to communicate in a friendly and courteous manner and able to communicate effectively. Prior medical office experience desirable. Medical insurance experience and medical terminology preferred. Familiarity with CPT-4 and ICD-9 coding. Understanding of third party billing requirements preferred. PIff311f994fc1-37641-37955315

Reports to the Patient Access Director or the Insurance Specialist Supervisor. Follows established Beacon policies and procedures to verify insurance coverage to ensure necessary procedures and hospitalizations are covered by an individual's provider. The Insurance Verification Authorization Specialist will assure authorization is obtained for all procedures and diagnostic testing to services being rendered. The Authorization Specialist will also initiate the authorization for direct admissions, emergency admissions, and emergency procedures. They will work closely with medical staff, clinical staff, referring clinics, Beacon Outpatient Scheduling Surgery Scheduling, Social Services, and Utilization Review departments. They will be responsible for communication with insurance carriers and/or providers for purposes of obtaining approval for services requiring authorization, pre-certification, and prior approval for admissions to Beacon or Epworth Center by using web-based tools,...

Insurance Verification Rep - Full Time Days ABOUT WILLIAMSON HEALTH | Williamson Health is a regional healthcare system based in Williamson County, Tennessee, with more than 2,300 employees across more than 30 locations and more than 860 physicians and advanced care practitioners offering exceptional healthcare across 60-plus specialties and subspecialties close to home. The flagship facility, Williamson Medical Center, which recently opened its new Boyer-Bryan West Tower, offers extensive women’s services, state-of-the-art cardiology services, advanced surgical technologies, an award-winning obstetrics and NICU, leading-edge orthopaedics, outpatient imaging services, and distinct comprehensive emergency and inpatient services for both adult and pediatric patients. Other Williamson Health service providers include the Bone and Joint Institute of Tennessee, The Turner-Dugas Breast Health Center, Monroe Carell Jr. Children’s Hospital Vanderbilt at Williamson Medical Center,...

Position Summary Evaluates patient’s potential financial liability prior to and after medical services have been rendered. This includes working with patients and their families to evaluate financial data and determine ability to pay under all payors, negotiating payment arrangements and administering hospital and state financial assistance programs. Essential Duties Evaluates and communicates patient’s potential financial liability directly to the patient prior to medical services being rendered based on insurance verification data and medical cost estimates. Negotiates collection deposits of estimated co-insurance, co-pay and deductible amounts. Provides financial counseling by telephone, electronic/standard mail or face-to-face to patients/guarantors to ensure collectability of patient balances and/or accounts in compliance with federal and state laws regarding debt collection and hospital billing and collection policies. This includes securing patient...

BILINGUAL Experienced Financial Professional (US Only; Professional Designations Required) At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness and literacy as an employee benefit. We are in search of individuals who are Certified Financial Planners (CFP), Certified Public Accountants (CPA), or have other professional designations and are passionate about our mission, financial planning and providing a great customer experience to join our network of financial professionals. What you will do Conduct one-on-ones with employees, and their families, at Addition Wealths partner companies to provide education on a variety of personal finance topics (e.g. stock options, retirement, budgeting & savings, debt management, etc.) Contribute to content development, programming and product for the company Partner with...

POSITION SUMMARY This position is responsible for communicating patient financial liability, establishing payment plans, and processing delinquent patient accounts to external collection agencies. RESPONSIBILITIES AND ACCOUNTABILITIES Responsibilities/Accountabilities: Communicates with patients, face-to-face or by telephone, collecting on patient financial liability. Process patient accounts promptly and efficiently to reduce receivables and bad debts. Monitors payment plans for adherence to defined payment plan guidelines. Reviews patient account ledgers and contacts responsible parties to collect monies on delinquent accounts Participate in automated telephone work queue collecting on past due balances. Places delinquent accounts with collection agency Consults with patients regarding their financial responsibility, current benefits, and limitations on coverage for their plan product and payment options. Review and...

Automotive Finance Manager - Bentley Maserati Jacksonville!! Drive Your Career to New Heights with Luxury Brands! Bentley - Maserati Jacksonville, part of the elite Murgado Automotive Group, is seeking a motivated and detail-oriented Automotive Finance Manager to join our successful team. If you have a passion for vehicles and helping customers secure financing solutions, this is your chance to elevate your career in the automotive finance industry! Key Responsibilities: Work closely with the sales team and customers to secure financing options that best fit their needs. Present extended warranties, insurance products, and other financial services to customers. Structure deals to ensure proper financial performance and compliance with all regulations. Partner with various lenders to ensure a smooth and transparent financing process. Achieve and exceed monthly finance and insurance sales goals. Maintain high customer satisfaction by delivering exceptional service and...

SENIOR FINANCIAL ANALYST Under the direction of the Director of Financial Analysis Services, incumbent performs at an advanced level of all aspects of financial analysis, financial systems, processes, procedures, assessment/ improvement, and project management. The incumbent manages multiple and simultaneous projects ranging from moderate to complex and assembles the necessary resources and individuals to efficiently and effectively bring projects to completion in a timely and interdependent approach. Incumbent contributes to the development of financial management skills for to department directors/managers as requested/warranted based on an advanced understanding financial management principles and an understanding of department/hospital operations. Incumbent exhibits a high level of attention to detail, a strong understanding of financial systems/processes and controls, and strong customer service/communication skills. Incumbent also contributes to the guidance and...

Description: Portfolio Administrator Job Summary: Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position in the Houston, TX area. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will support clients through trading and proactively monitoring portfolios. This position will also respond to service requests from the advisory teams. Duties & Tasks: Execute trading mutual funds & ETFs for client portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, rebalancing, and management Provide timely monitoring on client portfolios to ensure they remain on target Assist the Director of Investments in department projects Ad hoc portfolio comparisons & in-depth analysis Provide data entry in...

Description: Portfolio Administrator Job Summary: Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will support clients through trading and proactively monitoring portfolios. This position will also respond to service requests from the advisory teams. Duties & Tasks: Execute trading mutual funds & ETFs for client portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, rebalancing, and management Provide timely monitoring on client portfolios to ensure they remain on target Assist the Director of Investments in department projects Ad hoc portfolio comparisons & in-depth analysis Provide data entry in Orion, Salesforce,...

About Eurasia Group and GZERO Media   Eurasia Group is the world's leading global research and advisory firm. We help clients understand, anticipate, and respond to instability and opportunities everywhere they do business.    Together with GZERO Media—the go-to source of first insight into geopolitics—and our full-fledged events team, the Eurasia Group umbrella provides a complete political risk solution.   Headquartered in New York, we have offices in Washington, London, São Paulo, Brasilia, Tokyo, Singapore, and San Francisco, as well as on-the-ground experts in more than a hundred countries in every region of the world.   We are committed to analysis that is free of political bias and the influence of private interests.    Visit us: eurasiagroup.net | gzeromedia.com Follow us: LinkedIn | X | Threads | Facebook | Instagram | YouTube   Position Overview Eurasia Group is looking for an experienced and driven Senior Analyst to join its Global...

About Eurasia Group and GZERO Media   Eurasia Group is the world's leading global research and advisory firm. We help clients understand, anticipate, and respond to instability and opportunities everywhere they do business.    Together with GZERO Media—the go-to source of first insight into geopolitics—and our full-fledged events team, the Eurasia Group umbrella provides a complete political risk solution.   Headquartered in New York, we have offices in Washington, London, São Paulo, Brasilia, Tokyo, Singapore, and San Francisco, as well as on-the-ground experts in more than a hundred countries in every region of the world.   We are committed to analysis that is free of political bias and the influence of private interests.    Visit us: eurasiagroup.net | gzeromedia.com Follow us: LinkedIn | X | Threads | Facebook | Instagram | YouTube   Position Overview Eurasia Group is looking for an experienced and driven Senior Analyst to join its Global...

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...

Patient Registrar I Responsible for the efficient and orderly registration of patients. Obtains accurate and complete patient demographic and financial information, obtains required consents and authorizations and ensures patients are aware of medical center policies, procedures and third party payer requirements. Provides additional directions and information to ensure continuity of patient care. PRINCIPAL JOB FUNCTIONS: 1. *Commits to the mission, vision, beliefs and consistently demonstrates our core values. 2. *Understands and operationalizes federal regulations regarding Advance Directives, COBRA, Medicare, Corporate Compliance, Joint Commission, OSHA and HIPAA; reports safety and customer concerns. 3. *Receives and processes reservations from physicians and/or representatives for all services; secures required patient information, including applicable physicians, medical necessity/diagnosis, insurance, pre-certification/referral information and third...

Join Our Award-Winning Team as a Member Advisor at our Mitchell Service Center! Forbes has recognized Hoosier Hills Credit Union as one of Indiana’s Top Three Credit Unions again in 2025, for the third consecutive year ! Do you have a strong grasp of retail and Credit Union products and services, along with a proven track record of sales and service excellence? Are you ready to be the key player in delivering outstanding member service? Are you skilled at providing personalized advice and connecting members with the right products and services? If you’re ready to make a meaningful impact in our members' lives and our community, we’d love to meet you! What We offer: Competitive Salary: $19.62 - $29.43, commensurate with experience. Comprehensive Benefits Package: Including health insurance, retirement plans, paid time off and much more. A Rewarding Career: Be part of a team that’s dedicated to making a difference in the lives of our members and the...

The Senior Financial Analyst will play a role in supporting management’s strategic planning and decision making by developing, maintaining, and enhancing financial tools and systems. This individual will provide advanced analysis and financial data, interpret key metrics, and offer strategic recommendations to optimize financial performance. Reporting on the company’s financial status through sophisticated financial modeling, detailed variance analysis, and business forecasting will be central to the role.   JOB SUMMARY   Financial Reporting & Analysis: Prepare and distribute comprehensive monthly financial reports, ensuring accuracy, clarity, and actionable insights for senior management. Develop advanced financial models to project trends, assess risk, and support long-term financial planning.   Budgeting & Forecasting: Lead the preparation of detailed budgets and quarterly financial...

What You'll Do: We’re looking for an Associate Actuary or Assistant Financial Director to join our Financial Reporting team! In this role, you’ll be responsible for managing the forecast model and driving the forecast process.   Responsibilities Include: Collaborate across teams to ensure consistency of modeling, researching results, and improving the forecasting process. Responsible for the review and analysis of the financial forecast, synthesizing and communicating the key metrics and messages, and working with business management to ensure alignment on assumptions and results. Apply actuarial analysis in the development and maintenance of sound, efficient, and accurate systems to support calculations and recommendations. This role may have future people leadership opportunities.   Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a...

Hello, Thank you for your interest in career opportunities with the University of Mississippi Medical Center.  Please review the following instructions prior to submitting your job application: Provide all of your employment history, education, and licenses/certifications/registrations.  You will be unable to modify your application after you have submitted it. You must meet all of the job requirements at the time of submitting the application.  You can only apply one time to a job requisition.  Once you start the application process you cannot save your work. Please ensure you have all required attachment(s) available to complete your application before you begin the process. Applications must be submitted prior to the close of the recruitment. Once recruitment has closed, applications will no longer be accepted. After you apply, we will review your qualifications and contact you if your application is among the most highly qualified. Due to the...

Automotive Finance Manager - Bentley Maserati Jacksonville! Drive Your Career to New Heights with Luxury Brands! Bentley - Maserati Jacksonville, part of the elite Murgado Automotive Group, is seeking a motivated and detail-oriented Automotive Finance Manager to join our successful team. If you have a passion for vehicles and helping customers secure financing solutions, this is your chance to elevate your career in the automotive finance industry! Key Responsibilities: Work closely with the sales team and customers to secure financing options that best fit their needs. Present extended warranties, insurance products, and other financial services to customers. Structure deals to ensure proper financial performance and compliance with all regulations. Partner with various lenders to ensure a smooth and transparent financing process. Achieve and exceed monthly finance and insurance sales goals. Maintain high customer satisfaction by delivering exceptional service and...

Overview: Ensures the financial integrity of the UF Health Physicians Billing and Accounts receivables by performing established financial processes that enable and expedite the billing and collection of professional services. This includes: billing claims according to Federal/Managed Care rules, regulations and compliance guidelines, patient account research and resolution, insurance verification and benefits determination, identification of reimbursement issues, resolution of credits and issuance of refunds, identification of payment variance invoices, follow up and resolution of denied claims. Qualifications: Minimum Education and Experience Requirements: High school graduate or equivalent. Six months of healthcare/billing and collections/financial experience required or minimum one year experience in business setting dealing with finance, accounting, insurance or collection system. Associates degree may substitute for required work experience. Working knowledge of CPT,...