20 Best Financial Representative jobs in Plano, TX (Hiring Now!)

Patient Service Representative
Allergy Partners —Rockwall, TX
JOB SUMMARY:* With a customer service orientationregister patients, answer the telephone, prepare the office for the day, schedule patient appointments, collect…
Estimated: $30.1K - $38.1K a year
Financial Advisor
Thrivent —Allen, TX
_Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender…
Up to $150,000 a year
Quick Apply
Project Sales Representative
ProLift Rigging —Mesquite, TX
Through our experienced project management, engineering, qualified rigging superintendents, operated crane and rigging services, specialized lifting and hauling…
Estimated: $63.9K - $80.9K a year
Quick Apply
12d
Roofing Outside Sales Representative
JWC General Contractors —Plano, TX
Being present at roofing & reconstruction projects to answer customer questions and attempt to 'sell' JWC services to neighbors. Pay 65-150k + 6 month base.
$65,000 - $100,000 a year
Quick Apply
Outside Sales Representative
Texas Select Fencing —Dallas, TX
Texas Select Fencing is an established fence contractor in the DFW area. Must have at least 2 years of previous outside sales experience ( construction prefered…
$60,000 - $120,000 a year
Quick Apply
Territory Sales Representative - Dallas, TX
Atlas Roofing Corporation —Dallas, TX
Provide the necessary literature, samples, technical data, and other advertising materials needed in the field. Communicate with customers in a timely manner.
Estimated: $58.6K - $74.2K a year
Quick Apply
Customer Service Representative
DAIOHS U.S.A., INC. —Plano, TX
Process a high volume of incoming calls and emails, including customer orders submitted by telephone, email, and fax. 401(k) and company matching.
$18 - $22 an hour
Quick Apply
6d
Outside Sales Representative
Texas Door and Trim - BMD, Inc. and Family of Companies —Dallas, TX
. Maintain customer records in the customer relationship management software (CRM) and complete all sales related tasks to include providing detailed reports of…
From $50,000 a year
Quick Apply
6d
Soap Maker/ Guest Service Associate - Plano, TX
Buff City Soap —Plano, TX
Offer high levels of guest service by assessing guest needs and providing assistance. This position is responsible for maintaining a high level of energy and…
Quick Apply
Financial Representative
Northwestern Mutual —Frisco, TX
*Educate*—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$55,075.15 - $131,985.31 a year
Quick Apply
Associate Financial Advisor
Ameriprise Financial —Plano, TX
Perform case analysis and develop recommendations. Already have federal and state licenses and registrations for securities, including Series 7, Series 66, and…
$55,000 - $95,000 a year
Quick Apply
Outside Sales Pest Control Representative
Saela —Plano, TX
If you have prior experience performing inspections, and/or selling/servicing in HVAC, solar, internet, cable, running an independent route, face-to-face…
$90,000 - $110,000 a year
Quick Apply
6d
Outside Sales Representative
Palm Beach Autographs —Dallas, TX
Our close relationships with agents and athletes enable us to provide our customers with authentic merchandise direct from the source.
$15,000 - $20,000 a year
Quick Apply
12d
Call Center Representative / Customer Service
American Eagle Express Inc —Mesquite, TX
As a Call Center Representative/Customer Service agent for a transportation service, your main responsibilities would include handling incoming calls from…
$22.46 - $25.87 an hour
Quick Apply
Outside Sales Representative
Moxie Pest Control —Farmers Branch, TX
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
Quick Apply
Customer Service Representative- Paid Training Included
SWC Group —Carrollton, TX
Receive and handle only Inbound calls for our client North Texas Tollway Authority. Assist customers by taking payments for outstanding invoices and with any…
From $13 an hour
Quick Apply
Sales Representative - Payments
Heartland Payment Systems - —Dallas, TX
This is a remote field sales gig, but you gotta live in the local area to be considered (no teleportation devices, please). Outside Sales: 1 year (Required).
From $80,000 a year
Quick Apply
Call Center Representative
Smiley Dental & Orthodontics —Dallas, TX
Follows established procedures regarding HIPPA and compliance with federal, state, and local laws, 100% of the time. High school or equivalent (Preferred).
$12 - $14 an hour
Quick Apply
Customer Service Representatives / Financial Services – Remote
Sutherland —Dallas, TX
Specifically, you will handle inbound customer inquiries and resolve a variety of basic support issues, such as researching, troubleshooting and processing…
From $17 an hour
Quick Apply
Customer Support Representative (Healthcare)
Mphasis Digital Risk —Carrollton, TX
Answering calls and emails daily; Handling Medicare/Pace calls in a timely manner. Summary: *The Customer Support Representative is responsible for answering…
$21 an hour
Quick Apply

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Patient Service Representative

Allergy Partners - Rockwall, TX

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Job Details

Estimated: $30.1K - $38.1K a year

Qualifications

Bilingual
Practice management
Managed care
Customer service
Medical office experience
Centricity
Information security
High school diploma or GED
2 years
Communication skills

Full Job Description

POSITION: Patient Services Representative
RESPONSIBLE TO: Practice Manager
JOB SUMMARY: With a customer service orientationregister patients, answer the telephone, prepare the office for the day, schedule patient appointments, collect payment at the time of service, and post charges and payments. Employee will balance all transactions daily according to Allergy Partners policy and procedure. Employee will schedule patient follow-up appointments and facilitate referral requests and test scheduling.
Responsibilities include, but are not limited to, the following:

Answers the telephone professionally and pleasantly. Efficiently screens and directs calls and make appointments as necessary.
Screens visitors and responds to routine requests for information from patients and vendors.
Maintains office equipment and office supplies in the front office areas.
Ensures all faxes are cleared off the machine and are distributed throughout the day. For those practices utilizing electronic fax capabilities, ensures that electronic files are routed appropriately.
Opens, date stamps, and delivers mail daily as assigned.
Assembles files and maintains integrity of patient charts. Runs reports and prepares patient encounters for the next day. Responds to medical records requests as appropriate.
Keeps the patient reception area neat and clean at all times throughout the day.
Schedules patient appointments, explains to patients which pieces of information they are to bring or complete prior to an appointment, provides a range of potential charges for the visit and the patients estimated financial obligation, provides patients several scheduling options, follows approved scheduling guidelines, prepares and send out all appropriate information to patients.
Greets patients as they arrive for scheduled appointments. Ensures registration forms and other patient paperwork is complete and up to date.
Verifies demographic and insurance information for new and established patients, according to protocol, indexes insurance and identification documentation into the practice management system as appropriate.
Check out patients and collect payment from patients at the time of their visit and provides patients with a receipt. Collection should be made on past due balances as well as current dates of service. Arranges for payment plans according to Allergy Partners policy.
Ensures proper posting of charges into the practice management system daily as assigned.
Balances daily over-the-counter transactions and reconciles encounters with payment transactions; prepares deposit slip and delivers "daily close" packet to the Manager or central Administration as appropriate.
Closes the office each day, according to protocol.
Determines uncollectible balances and refers such accounts to the Practice Manager.
Assists in other front office duties at the request of the Practice Manager.

Other

Facilitates any physician requests throughout the day.
Maintains patient confidentiality; complies with HIPAA and compliance guidelines established by Allergy Partners.
Maintains detailed knowledge of practice management, electronic medical record, and other computer software as it relates to job functions.
Assists the clinical staff in contacting emergency services and participates in anaphylaxis drills as required. Helps to monitor patient waiting areas and facilitates proper patient flow.
Attends all regular staff meetings.
Performs all other tasks and projects assigned by the Practice Manager.
Completes all assigned AP training (such as CPR, OSHA, HIPAA, Compliance, Information Security, others) within designated timeframes.
Complies with Allergy Partners and respective hub/department policies and reports incidents of policy violations to a Supervisor/Manager/Director, Department of Compliance & Privacy or via the AP EthicsPoint hotline.

Supervisory Responsibilities
This job has no supervisory responsibilities.
Typical Physical Demands
Position requires full range of body motion including manual and finger dexterity and eye-hand
coordination. Involves standing and walking. Employee will occasionally be asked to lift and
carry items weighing up to 30 pounds. Normal visual acuity and hearing are required.
Employee will work under stressful conditions, and be exposed to bodily fluids on a regular
basis.
Typical Working Condition
Work is performed in a reception area and involves frequent contact with patients. Work may
be stressful at times. The employee must be comfortable dealing with conflicts and asking
patients for money. Interaction with others is constant and interruptive. Contact involves
dealing with sick people.
EDUCATIONAL REQUIREMENTS:

High school diploma required.

QUALIFICATIONS AND EXPERIENCE:

Minimum of two years of experience in a medical office or customer service position.
Proven success asking for payment, making change, and balancing a cash drawer.
Working knowledge of basic managed care terminology and practices.
Familiarity with scheduling and rearranging appointments effectively.
Comfortable using email, word processing and interacting with Internet applications.
Working knowledge of practice management and electronic health record software. GE Centricity is a plus.
Proven experience handling challenging patients/customers and dealing with conflict in elevated/stressful situations.
Ability to perform multiple and diverse tasks simultaneously with accuracy and efficiency.
Neat, professional appearance.
Strong written and verbal communication skills.
Bi-lingual is a plus, not required

Apply Now

Financial Representative jobs in Plano, TX

Patient Service Representative

Financial Advisor

Project Sales Representative

Roofing Outside Sales Representative

Outside Sales Representative

Territory Sales Representative - Dallas, TX

Customer Service Representative

Outside Sales Representative

Soap Maker/ Guest Service Associate - Plano, TX

Financial Representative

Associate Financial Advisor

Outside Sales Pest Control Representative

Outside Sales Representative

Call Center Representative / Customer Service

Outside Sales Representative

Customer Service Representative- Paid Training Included

Sales Representative - Payments

Call Center Representative

Customer Service Representatives / Financial Services – Remote

Customer Support Representative (Healthcare)

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