Demo

Financial Services Representative

Hand to Shoulder Center of Wisconsin LTD
Appleton, WI Full Time
POSTED ON 9/23/2026
AVAILABLE BEFORE 11/23/2026

Financial Services Representative

ANSWERS TO:   Billing Team Leader

SUPERVISORY RESPONSIBILITY:   None

START DATE:   As soon as qualified candidate is chosen

EMPLOYMENT TYPE:   Temp to Hire / Direct Hire

WORK HOURS:   Full-time, Monday through Friday 8:00 a.m. – 5:00 p.m., 40 hours per week 

 

 

POSITION DESCRIPTION: 

Join our dynamic specialty medical practice as a Financial Services Representative, where you'll serve as a key liaison, assisting patients with account payments and managing all aspects of patient and insurance billing.  In this role, you will:

  • Facilitate patient payment coordination with clarity and professionalism.
  • Oversee insurance billing processes to ensure accuracy and timely reimbursements.
  • Address billing inquiries and support patients in navigating financial aspects of their care.
  • Maintain compliance with billing regulations while optimizing efficiency.

 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:  (not limited to): 

  • Communicate with patients about their accounts via verbal and written correspondence.  This role requires frequent telephone conversations.  
  • Prepare surgical estimates. 
  • Set up payment plans with patients. 
  • Process patient credit card payments.
  • Work with attorney offices for resolution of patient accounts.
  • Review monthly delinquency report.
  • Refer delinquent accounts to collection. 
  • Review bankruptcy notices.
  • Call insurance companies.

 

SKILLS NEEDED: 

  • Work well in a team environment.
  • Have basic knowledge of insurance plans (HMO, PPO, etc.) contracts, claims and payment processes.
  • Have excellent computer and telephone skills.
  • Have basic knowledge of medical office practices, terminology, and abbreviations.
  • Have excellent communication/customer service.   Must be able to clearly and precisely communicate with doctors, nurses, therapists, co-workers and patients.
  • Adhere to OSHA, HIPAA, and MEDICARE guidelines.

 

REQUIRED EDUCATION:

High school or Equivalent

 

REQUIRED EXPERIENCE: 

1 to 20 years

 

BENEFITS INCLUDE: 

Health and Wellness Insurance (health, vision, dental), Disability Insurance (short-term and long-term), Life Insurance, Paid Time Off (vacation, sick and holiday), 401K/Profit Sharing plan. 

 


 

 

Salary.com Estimation for Financial Services Representative in Appleton, WI
$48,495 to $61,875
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