Position Title: Accounts Services Coordinator (Full-time, Exempt)
Reports To: Finance Director
Work Hours: 40 hours per week
Position Function
The Accounts Services Coordinator gathers data, provides customer service, and assists clinical, front office, and billing departments in supporting client care. The role influences customer relationships to reduce patient and insurance balances according to industry best practices, accreditation standards, and the Agency's Mission, Vision, and Strategic Plan.
Summary of Primary Duties and Responsibilities
- 20% - Responsible for maintaining accurate client data, including:
- Addresses, phone numbers, payment information, insurance premiums, and demographics for financial programs.
- 15% - Serve as a backup for front office operations to ensure consistent staffing levels. Duties include:
- Answering phones, checking in clients, preparing paperwork, and collecting co-pays (some evenings required).
- 40% - Act as the main point of contact for client account concerns related to billing and insurance to ensure optimal client satisfaction with the agency, including:
- Following up with staff members and clients on information needed.
- Gathering updated insurance information, credentials, and client demographics for accurate insurance claims.
- Reviewing invoices and statements for client accounts, reconciling disputes and balances as necessary.
- Verifying new client intake information is complete for billing, including co-pay verification and preparing fee agreements for the front office.
- 15% - Gather data for records requests and submit timely responses within the guidelines of agency policies and state requirements.
- 10% - Perform other duties as assigned by the Finance Director.
Essential Skills to Perform the Job
- Excellent verbal and written communication skills.
- Fluency in Microsoft Suite products and industry-specific computer systems.
- Conflict resolution skills.
- Ability to work independently and collaboratively within a team environment.
- Critical thinking and problem-solving abilities.
- Strong work ethic and attention to detail.
Qualifications
- A minimum of five years of customer service experience, with at least one year of experience in health insurance premiums and general accounts receivable.
- Proficiency in computer software systems is required.
- Must be able to interact effectively with all levels of staff and clients.
Level of Access to Protected Health Information
Level 1 – All case files.