Finance counselor entry level jobs - 40 jobs

Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. **Essential Duties and Responsibilities** + Become trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as a team candidate, the team will provide the specific goals and expectations. + Meets production targets that impact overall company revenue goals. + Develops a book of business consistent with AMP program goals for assets under management and required production. + Provides a high level of client service. + Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. + Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. + Seeks expertise of internal resources to identify investment opportunities and solutions for clients. + Opens, transfers, and closes customer accounts. + Maintains appropriate account records while monitoring the customer's portfolio. + Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. + Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. + Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. + Stays abreast of investment products, industry rules and regulations, and financial planning. + Performs other duties and responsibilities as assigned. **Knowledge of** + Economic and accounting principles and practices. + Financial markets, banking, and financial data analysis and reporting. + Basic principles and methods for showing, promoting, and selling products or services. + Firm's working structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. + Identifying the needs of customers through effective questioning and listening techniques. **Ability to** + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. + Continuously learn investment products, industry rules and regulations, and financial planning. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. + Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. + Establish and maintain effective working relationships with clients and colleagues. + Persevere, handle rejection and show resilience during the prospecting and networking process. + Network in the community and effectively market him or herself and Raymond James. + Demonstrate persistence in the face of obstacles. + Accept criticism and deal calmly and effectively in high stress situations. **Education/Previous Experience** + Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program. + Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. + Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.

Career Changers Wanted | Build Your Own Financial Advisory Practice Columbus, IN Commission-Based | $80,000-$110,000 at plan yearly You've built credibility. You're trusted in your community. You're driven, sharp, and ready for a career where you call the shots. At WestPoint Financial Group, we help professionals like you make the leap into financial advising-with autonomy, support, and a community that's got your back. Why Join WPFG? ✅ Non-captive model = freedom + flexibility ✅ 100+ advisors who made the switch (many mid-career) ✅ Real mentorship. Real growth. Real ownership. What You'll Do: Help people protect what matters and build long-term wealth Leverage your community relationships to grow your client base Build your business with the support of a proven team and infrastructure Stay at the forefront of financial planning and risk strategies What You Bring: A strong network and a reputation for being dependable High sense of urgency + drive for autonomy Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed) Four year degree preferred A desire to build something bigger-for your clients and yourself If you're looking for more freedom, more impact, and more growth-this could be your next move. Apply today or connect to learn more! #LI-WFG1 Return to WestPoint Financial Group

Pomerene Hospital, situated in Millersburg, Ohio, is a community-focused healthcare facility dedicated to providing quality medical services to the region. Known for its patient-centered approach, the hospital offers a range of services, including emergency and hospital medical care, surgical procedures, specialized treatments, as well as physician-based services. Pomerene plays a vital role in enhancing the well-being of its community, fostering a compassionate environment for patients and their families, serving out the mission of "caring for our community's health". Today, Pomerene Hospital operates as a 55-bed, independent, not-for-profit rural community hospital. As one of the largest employers in Holmes County, Pomerene Hospital serves not only the local community but also residents from all neighboring counties. Working with us you will be eligible for: Medical, Dental, and Vision Insurance Life Insurance Voluntary Accident and Critical Illness Insurance Short-Term Disability FSA Options 403(b) with Employer Matching & Contributions Employer-Paid Certifications Tuition Reimbursement Generous Paid Time Off The Patient Account Representative interviews the patient or his/her representative to obtain patient demographics. This position also secures insurance information, eligibility, and benefits. Works closely with all facets of the Admitting department including PBX operator function and reception areas. Must be able to operate a computer to input and retrieve data. Ability to communicate with the population served, utilizing age specific techniques from neonatal, pediatrics, adolescents, young adults, middle adult to geriatrics. Maintain proficiency in medical terminology. Essential Functions: Moves throughout the facility, appropriately assists in emergency drills and performs the physical requirements needed to deliver services as assigned. Performs the manual and administrative responsibilities of this position according to hospital and department policy and procedure. Provides a positive internal and external communication system for all customers. Prioritizes tasks in a changing work environment and can perform work with frequent interruptions. Demonstrates commitment to Pomerene Hospital's Values. Delivers service that builds customer satisfaction. Effective written and verbal communication skills Ability to multitask within multiple accounts in high volume insurance verification processes. Maintains productivity and quality expectations set forth by department. Participates on committees and engages in continuous improvement efforts. Ability to provide PBX operator functions Qualifications: High School Diploma/GED -Required Healthcare/Medical Experience-Preferred

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. We'll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to Unlimited potential for financial growth. A strong referral base from across the business through our relationship with one in every two households. Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. Robust marketing support to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that Believes in responsible growth and has a proven dedication to supporting the communities we serve. Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world. Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required Qualifications: Displays confidence working in a sales role Builds strong client relationships through effective communication and collaboration Displays a proactive mindset and effective time management Demonstrates a results-driven mindset and prioritizes client interests Identifies appropriate client solutions through application of learnings and new information Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Desired Qualifications: Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Shift: 1st shift (United States of America) Hours Per Week: 40

Financial Counselor FTE: .8 (32 hours) Req: 1654 About Us: The Lindner Center of Hope is a nonprofit, comprehensive mental health center and global leader offering state-of-the-science diagnosis and treatment of the most pervasive mental illnesses of our time. One of the first centers designed as a fully integrated system of care to address deficiencies in mental health care as identified by the Institute of Medicine. Innovative residential assessment, inpatient and outpatient programs in partnership with UC Health serving more than 54,660 patients from around the world. A leader in research and collaborations that are advancing the field and positioning Cincinnati as a national leader in mental health care. We embrace the many talents, skills, and experiences our employees bring to Lindner Center of Hope. Everyone is encouraged to use their unique gifts to express ideas, make meaningful contributions to our programs and genuine connections with patients and family, as well as strengthen donor, referrer and community relations. At Lindner Center of Hope, you'll have the opportunity for a consistently rewarding career, working for an organization that shares your desire and ability to make a demonstrable difference in the lives of people living with mental illness. Position Summary: The Financial Counselor serves as the primary contact for patients and families regarding financial assistance, insurance coverage, authorizations and preservice payment. Major Duties and Responsibilities: This position is responsible for conducting financial interviews with inpatients, residential patients, and any outpatients. The Financial Counselor works with health insurance providers to determine coverage and benefit levels and provides information regarding hospital payment options and financial assistance programs. Completes necessary forms in accordance with hospital policies. Meets with patients admitted during the business day to complete the formal admission into the EMR system by collecting and verifying patient demographic and insurance information. Will also take the patient's picture and save the image in the EMR system to be used on the patient face sheet and wristband as dictated by department protocol. Obtains the appropriate signatures on consents and assignment of benefits. Scans insurance cards, picture ID, and other appropriate documents into the document imaging system. If patient presents with new insurance, assists with insurance eligibility and benefits verification electronically. Contacts the patient or responsible party by phone to complete pre-registration and obtain or verify all demographic and insurance information making updates or corrections in the patient account system as appropriate. Screens for medical necessity and completes the Medicare Secondary Payer Questionnaire for all Medicare patients during the pre-registration process. Calls applicable insurance companies to obtain facility and professional mental health, substance abuse and eating disorder benefits. Accurately documents insurance benefits and patient's financial liability in the appropriate fields of the patient account system. Alerts team members to any insurance coverage issues immediately. Follows up with patient/patient representative until resolved. When loading benefits, performs audit of accounts to ensure all of the required demographic, insurance, financial forms, and contracts are obtained and documented in the electronic medical record. Communicates applicable deductible, co-pay, or coinsurance to patient during pre-registration or upon check-in. Collects co-pay, deductible or other out-of-pocket liability including residential self-payments. Accurately posts the payment to the patient account system and receipts the patient Sets payment arrangements as appropriate. Refers the patient to the financial counselor as need arises. Prepare patient cost estimates. Review the process for filing insurance claims for inpatient, residential, PHP, ECT, TMS, IOP, and Outpatient as needed. Assess the patient's need for financial assistance during the admission process or at a time prior to the patient's discharge. Determines patient eligibility for Charity care for inpatient/outpatient levels of care. Completes reviews of the charity application in accordance with the LCOH charity care policies. Obtains the final approval of the application from the Registration Manager prior to notification to the patient or family. Determines when renewal of charity applications need completed. Sends letter to patient notifying them of eligibility for charity care and charity amount. Provides education / counseling to self-pay patients regarding available government coverage options. Monitor financial counseling workqueues in EPIC for currency. Serve as the initial contact for determining out of network benefits and obtaining information for potential single case agreements or reimbursement. Work with Intake staff and other clinical teams on initial referrals to inpatient or other LCOH programs to confirm coverage levels prior to admission Work with the CFAO to determine feasibility of single case agreements Meets with the Utilization Review team routinely to discuss admissions that are a financial risk to the center. Coordinates with Intake and OPP staff to obtain appropriate authorizations, as evidenced by lack of denials for no authorization. Accurately enters authorization number(s), and authorized dates and services in the appropriate field of the patient account system. Communicates any applicable deductible, co-pay, or coinsurance to patient prior to their visit, making arrangements for payment as appropriate. Works closely with clinical team and insurance companies to get treatment plans completed and to obtain the clinical information needed for insurance authorizations for ECT, TMS and Outpatient services. Tracks services received and follow-up with the insurance company to obtain additional authorization as needed. In connection with the registration manager, work with Intake/ARC, outpatient registration, residential admissions and utilization review departments to ensure benefit verifications authorizations, helping hands applications, probono, financial assistance applications and other insurance related questions both internally and externally are addressed timely. Completes a note in the system on all discussions, events and outcomes regarding patient accounts. Responds to all inquiries regarding patient accounts, financial assistance policy and network status. Maintains a working knowledge of the various LCOH and LCOHPA service lines. Stays abreast of third-party payer requirements. Attends seminars and courses on relevant topics as directed by management. This position works closely with Intake outpatient, Central Registration, Medical Records, Social Services, Utilization Review and Billing on a daily basis. Maintains effective communication and cooperative working relationships with other departments, staff, medical staff, patients, and visitors. Patient communication is conducted in a manner that will result in positive patient relations and prompt payment for Lindner Center of HOPE. Demonstrates poise and compassion when handling patient financial situations and consider all possibilities to provide the patient with the most appropriate options for their situation. Completes productivity requirements timely and accurately Assists the ECT, TMS, Financial Counselor and Welcome Center Registration Specialists with registration duties during busy times. Performs all other duties as assigned. Position Qualifications: High school diploma required; Associates degree preferred. Minimum of 3 years' experience in healthcare required. Experience working in mental health setting preferred. Must have experience conducting face to face interviews with Collections and/or Medical Billing experience. Must have a working knowledge of third-party payer contract terms and the ability to calculate patient liabilities. Excellent communication, customer service and math skills along with a high degree of confidentiality are required. Must have strong computer skills including Excel and Word. Analytical and decision-making skills with a strong attention to detail required Ability to enthusiastically follow and model the Lindner Center of HOPE mission, vision and values. Physical Requirements: The physical demands of this position are consistent with those performed in a normal office environment, including occasional lifting, carrying, pushing or pulling, and sufficient manual dexterity to operate standard office equipment and ability to use to use a computer. Must be able to easily move throughout the building. All candidates extended conditional offer of employment will be subject to a WebCheck (BCI & FBI Fingerprinting). Fingerprints will be submitted to the Bureau of Criminal Investigation (BCI) and the Federal Bureau of Investigation (FBI). The reports from these agencies will include criminal record information. Lindner Center of Hope will follow the requirements for employment based on the State of Ohio Administrative Code 5122-30-31, and any other regulatory requirements regarding criminal background checks. Lindner Center of HOPE also reserves the right to obtain Consumer Reports and/or Investigative Consumer Reports as defined in the Federal Fair Credit Reporting ACT (FCRA). Lindner Center of Hope is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

The Patient Access Representative assists patients, clinic staff or other clinical staff to schedule, pre-register, register for all services at Adena Health System. Patient Access Representatives use established interviewing techniques to gather information in person, by accessing Meditech or eCW or by phone. Information gathered includes demographic information, insurance, financial, ensuring correct precert/authorization and other information from patients or their representatives required for billing and collecting patient accounts. This position uses various electronic tools to ensure the patient's insurance coverage is active. This position will be required to run an estimate on each patient at each visit or over the phone when pre-registering. Required signatures and documents are obtained by this position at the time of registration and scanned into document imaging. This position enters diagnosis, tests and checks orders for completeness and medical necessity. This position interacts with clinicians in the ER, outpatient and clinics to ensure patient care is delivered in a timely manner. The Patient Access Representative must be self-driven and able to multi-task and prioritize their work. They must have strong communication skills and be able to deal effectively with others. This position is team oriented and contributes to achieving department goals. In addition, Patient Access Representatives at AGMC answer all incoming calls on the hospital switchboard and transfer as appropriate.

Job Description Registration Clerk Monday through Friday 930a-630p ______________________________________________________________________________ Main Function: Greeting our customers in a friendly and courteous manner to help customers feel welcomed to Wooster Community Hospital Health System (WCH). Help customers have a streamlined, private registration experience by accurately verifying patient demographics for those being seen at WCH. Check in patients for scheduled tests and enter orders into our EMR. Offer assistance to customers in need to create a supportive experience. Assist team members with registration functions to support the team and customers. Schedule patients for therapy visits. Must Have Requirements: Computer and other applications, Meditech computer system and or Registration experience. Demonstrated effective oral communication skills including good telephone and email etiquette. Must be organized and able to multi-task Preferred Attributes: High School Diploma or GED Medical Terminology or Medical Office related Experience Attention to details and organized; calm in a high-volume, fast paced environment; self- starting; excellent at multitasking and have a good sense of prioritizing duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to adapt to any circumstances with customers and remain professional. Performance Special Requirements: Must be able to perform all duties of registration areas Ability to explain benefits of insurance including estimates in accordance to Point of Service collection policy and documentation of account Must have good communication skills oral, written and listening to patients Develop and maintain an ongoing understanding of current practices for the types of patients for whom care is provided Follows appropriate Service Standards Maintains knowledge of all aspect of patient access and maintains those skills for accuracy of performance Performs other duties as requested by Director or Managers of Patient Access Customer Service Display a positive attitude. Treats others with honesty and respect. Speaks positively in all internal or external customer interactions. Consoles, assists patients and families Assesses customer satisfaction when interacting with patients and other non-patient customers and uses appropriate chain of command for unresolved issues or problems Ability to answer patient or visitor's questions and direct them where help is available. Escorting the visitors whenever possible. Promote hospital services; including Senior Partners; Health and Wellness programs Managing up other areas Understand Wooster Community Hospital core mission, vision, and values Follows all departmental and hospital policy and procedures located in Policy Stat Monday- Friday with shifts varying from 8a-5p, 830a-530p, or 930a-630p 40 hours per week

Serves as initial contact for all Patient Access Services, is responsible for registering and pre-registering patients, verifying insurance coverage and eligibility at time of registration, verifies patient demographics and accurately inputs this information in the registration application. Performs point of service activities, collecting copayments and self-pay payments.

Under the supervision of the Business Office Supervisor, the Patient

Department: Ball Park Operations Location: Cincinnati Ohio FLSA Status: Non-exempt Job Summary Access Coordinators supports the Ball Park Operations department by assisting guests in premium and party areas. This role is critical to ensuring guests tickets are validated at club and party areas, they are escorted to their seats in Club areas, and entry tickets are scanned at accessible entrances. Minimum Requirements Education: Must be 18 years old Experience: None required Skills Friendly, positive, willingness to work, ability to communicate well Preferred Requirement Education: High School diploma or GED Experience: Customer Service Skills: Friendly, positive, willingness to work, ability to communicate well, ability to use scanning equipment Primary Job Duties & Responsibilities Duty % of Time Escort guests to seats in premium seating areas: 30% Wristband guests once entry is verified at Club and Party Areas: 30% Scanning and validating tickets at entry points to Club and Party areas : 30% Operating Wheelchair Lifts in designated areas: 5% Assisting with other duties as assigned: 5% Reporting Structure This role reports directly to the Access Coordinator Supervisors and Director of Guest and Event Operations. Physical Requirements - Ability to stand for extended periods - Lift up to 25 lbs occasionally - Use of scanning equipment provide by the Reds Organization - Ability to walk up and down steps to assist with Guest seating Equal Opportunity Statement: The Cincinnati Reds are an Equal Opportunity Employer. It is the policy of the Cincinnati Reds to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, national origin, religion or creed, sex, age, military or veteran status, disability, citizenship status, marital status, genetic predisposition or carrier status, sexual orientation or any other characteristic protected by law. Disclaimer: The statements herein are intended to describe the general nature and level of work being performed by the employee in this position. The above description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. Additional duties, as assigned, may become part of the job function. The duties listed above is, therefore, a partial representation not intended to be an exhaustive list of all responsibilities, duties, and skills required of a person in this position.

This posting is for a full-time, 12-month, exempt position. The financial aid counselor is an entry level staff position with the Office of Financial Aid. This position will provide financial aid counseling to incoming and continuing students and their families. The Financial Aid Counselor will have an essential role in developing an "enrollment team" which will consist of creating Financial Aid (FA) Estimates and working with prospective students throughout the stages of the enrollment cycle to ensure the FA process is completed. Essential Functions This position requires regular, predictable, reliable attendance in the office environment. 1. Create and revise accurate Financial Aid (FA) Estimates for prospective, first-time, undergraduate students and their families. 2. Work with the admissions team to distribute FA Estimates to prospective students and their families and assist those students and their families with finding a way to cover University costs. 3. Counsel and provide regular outreach to all undergraduate students and families regarding their financial aid and related processes via emails, and phone calls. 4. Work with admissions to follow the enrollment cycle to ensure the financial aid process is completed for fall and spring starts prior to new students sitting in class. 5. Monitor the Accounts Receivables report and help current students with options to cover balances due. 6. Participate in admissions events, such as but not limited to: Preview Days, Scholarship Days, New Student Registration, New Student Orientation etc. 7. Provide excellent customer service to the entire UF community on behalf of the Office of Financial Aid, which includes but is not limited to: conveying accurate descriptions of federal, state, and institutional policies; presenting financial aid and financial literacy information in classrooms or workshops; assist with retention of at-risk through counseling and communicating issues to Director. 8. Maintain membership in local, regional and national Financial Aid Organizations and keep up to date on all FSA regulations. 9. Perform Federal Verification for selected students. 10. Assist with cost of attendance and professional judgement appeals as assigned by the associate director. 11. Provide support for front desk during peak times and as needed. 12. Fosters and maintains a positive work atmosphere and relationship with team that does not reinforce negative attitudes. 13. Perform all other duties as appropriate for the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Competencies 1. Strategic Thinking. 2. Problem Solving/Analysis. 3. Financial Management. 4. Project Management. 5. Communication Proficiency. 6. Personal Effectiveness/Credibility. Supervisory Responsibility This position does not have any supervisory responsibilities of office staff and students. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Position Type and Expected Hours of Work This is a full-time 12-month position, and general hours of work and days are Monday through Friday, 8:00 a.m. to 5:00 p.m. Some occasional night and weekend hours are required to provide support events for prospective students, new student registration, outreach activities, and move-in weekend in August. Travel No travel is expected for this position. Required Education and Experience 1. Bachelor's degree. Preferred Education and Experience 1. Financial aid experience is desirable. For optimal consideration of your applicant file, faculty applications must include a cover letter; current Resume or Curriculum Vitae; a statement of teaching philosophy; and the contact information for three professional references with your application. Staff applications must include a current Resume or Curriculum Vitae and cover letter with your application. The University of Findlay is an Affirmative Action/Equal Opportunity Educator and Employer. It is the university's policy to prohibit discrimination and provide equal opportunity to all employees and applicants for employment, without regard to their race, sex (including gender identity/expression), color, religion, ancestry, national origin, age, disability, veteran status, military or sexual orientation.

Facility: Dayton Children's - Main Campus Department: Patient Access - Emergency Department Schedule: Full time Hours: 40 Job Details: Patient Access Representatives provide customer-service coverage and assume the responsibility for successful financial outcomes of all patient services. Under the general supervision of the Patient Access Manager, this position performs imperative duties, which may include, but not limited to appointment scheduling, registration, transcribing orders, insurance verification, telephone coverage, data entry, filing protected health information (PHI), patient referrals, and payment collection, while maintaining patient relations, customer satisfaction, and Dayton Children's Hospital financial solvency. Department Specific Job Details: Shift * Various hours - 40 hours per week * Every 3rd weekend * Holiday rotation * Will float to Main ED, South ED, Mathile Center for Mental Health and Wellness, and Huber Heights location Education * High school diploma or GED (required) Experience * Customer service (front desk/patient facing) * Healthcare (preferred) Education Requirements: GED, High School (Required) Certification/License Requirements:

Southwest General Health Center is a 352-bed community hospital located in Middleburg Heights, Ohio. One of the last standing community hospitals in Northeast Ohio, we partner with University Hospitals and other local community organizations to provide a full range of services to all who need us. We are certified as a Level III Trauma Center and a Primary Stroke Center, and have been serving our community for over 100 years! Why work at SWGHC? In addition to the outstanding culture, we offer great benefits, no rotating shifts, free parking and are close to the turnpike and I71. Come join our team! #loveajobthatlovesyouback PRE-ACCESS REPRESENTATIVE I POSITION SUMMARY: The Pre Access Rep I position provides exceptional customer service to customers who are calling to schedule, cancel and confirm appointments across the Health Center departments in a fast-paced call center environment. This position also pre-registers, and verifies insurance coverage. MINIMUM QUALIFICATIONS: Education: High school diploma or GED required Required length of experience: Knowledge of Medical Terminology preferred

Job Description Access Specialist II Company: Cycle Vita Location: This is a remote position, but candidates will ideally be located in either Washington, California, Oregon, Nevada or Idaho. This is a full-time position within our patient support hub, Cycle Vita, working remotely. Salary: This position is paying between $80,000 - $85,000 base salary depending on experience The opportunity Are you ready to become the trusted expert that patients and healthcare providers turn to for guidance on access, affordability, and solutions? Cycle Pharmaceuticals is recruiting for an Access Specialist II within our Metabolic team where you'll be supporting our patients and healthcare professionals every step of the way. As an Access Specialist II, you'll be at the forefront of delivering timely, accurate and compassionate support to both patients and healthcare providers. You'll be responsible for communicating directly with patients and healthcare professionals to provide benefit summaries, verify insurance coverage, obtain prior authorizations and support appeals processes. As part of your role, you'll make sure patients are referred to the right resources like educational tools and nursing support to help them feel confident with their care journey. Our Company At Cycle, we believe that Every Single Patient Matters. This is at the heart of why we work and were looking for people to join our team who share our vision. We know that life-changing treatments need life-improving product support to match, because when you put the two together, great things can happen. Our core focus areas include rare metabolic, immunological, and neurological genetic conditions and oncology. We improve existing drugs, repurpose them for new uses, and bring generics back to market. Using cutting-edge drug delivery technologies, we enhance the efficiency of treatments, offering patients greater freedom and choice. Headquartered in Cambridge, UK, with a significant US presence, Cycle has scaled rapidly and was named one of the UK's fastest-growing private companies by The Sunday Times (Sunday Times 100 2024 & Sunday Times 100 Tech 2025). If you want to know more about what we do then, why not check out our website and take a look at some of our patient stories: Patient Stories - Cycle Pharma What you will be doing: Obtain insurance verification and benefits from insurance companies and leveraging additional sources such as insurance carrier websites. Ensure that all documents and information are up to date and correct in the system. Prepare benefit summaries and deliver this information to Health Care Professionals and Patients via phone, fax, email, and letters. Educate Health Care Providers and Staff regarding prior authorization and appeals process & documentation including highly specific, payer-based requirements. Supply all necessary prior authorization requirements to Health Care Professionals based on the insurance company's requirements, following Cycle Pharma's Compliance SOPs and regulatory guidance. Support patient's needs for alternate funding scenarios including free drug and copay and enrolling appropriate patients. Triage orders to Specialty Pharmacies including follow-up calls/emails to gain knowledge of the status of those orders. Assist with answering any incoming telephone calls or emails within the shared inbox. Build strong, collaborative relationships with patients, caregivers, insurers, and colleagues to promote service excellence and teamwork at Cycle Pharma. Work closely with the Clinical Education Managers and support with any other duties as required Skills and experience that will help you to succeed in this position: Prior experience within the field of health sciences. Proven experience in Benefit Investigations and Prior Authorization processes, with a strong understanding of industry documentation standards. Strong knowledge within Copay and Free Drug Assistance Programs within the Healthcare or Pharmaceutical industry. Proficient in using CRM systems (Customer relationship management) such as SalesForce, Veeva or Microsoft Dynamics. Familiar with operating in highly regulated environments, ensuring full compliance with industry policies and procedures. Prior reimbursement experience with ability to communicate complex reimbursement scenarios to patients and medical professionals. Strong background in case management and coordinating with patient support services. Excellent organizational skills with the ability to plan, prioritize and meet deadlines effectively. Positive, relationship-focused mindset, with strong interpersonal and communication skills. Willing and able to travel up to 50%, including visits to healthcare providers, specialty pharmacies, and company headquarters in the UK for training and business reviews. Desirable skills but by no means essential: Experienced in working in biotech/pharmaceutical industry for a drug manufacturer or Hub Services provider Rare disease experience What can we offer to you This role will be homebased but some travel, up to 50% of the time, to attend team meetings or support patient activities may be required. We have an agile work policy which allows employees flexibility to set their schedule and plan their day to meet the business needs. In addition to being part of a great team and doing things that will make a real difference to patients' lives, you will enjoy all the benefits that brings: Competitive salary based on experience A collaborative high performing work environment Performance based bonus Opportunity to join a fast growing and ambitious business 100% employer paid membership for Private Health Insurance Life Insurance 401k plan Diversity and Inclusion statement: At Cycle Pharmaceuticals, we are committed to creating an inclusive, respectful, positive and diverse workplace. We do not discriminate on the basis of race, colour, religion, gender, age, disability, or any other protected characteristic. We actively support and embrace diversity, and we are working to build a team that reflects a wide range of backgrounds and perspectives. We value your unique contributions and encourage you to join us in shaping a more inclusive future. If you require any reasonable adjustments - whether during the application process or in the workplace - we will be happy to support your needs. At Cycle, equality, inclusion, and respect are at the core of everything we do. We fully comply with all applicable employment laws, including those related to non-discrimination, work authorization, and employment eligibility verification.

Job Details System Services | Miamisburg | Full-Time | First Shift Responsibilities & Requirements This network-service position, under the direction of the Pre-Access Manager, Kettering Health, is responsible to facilitate the patient intake process by performing accurate data entry of patient demographic and insurance information for patient's observation/inpatient services. The Representative reviews/verifies insurance benefits and notifies payers of observation and inpatient stay when required at each encounter to ensure accurate and complete billing. This highly visible position must be aware of the importance and impact this position has on KH denials. The representative provides exceptional customer service to our patients, providers and all other departments and is always expected and required to be exhibited. Demonstrates through behavior Kettering Health's mission, vision and services standards as outlined in the organization's training while adhering to department policy and HIPAA regulations. Subject matter expert with maintaining competence and using critical thinking skills to promptly resolve consumer inquires within assigned functional area(s). Always demonstrates successfully to resolve customer inquiries Surpasses and adheres to all established workflows, scripting, and department greetings Create exceptional customer experience by setting proper expectations and consistently following through with end- users Thoroughly document all interactions and consistently update consumer records in the relevant technology system(s) Consistently demonstrates appropriate customer-care skills such as empathy, active listening, courtesy, politeness, helpfulness and other skills as identified to a variety of customers including consumers, clinic staff, physicians, Pre-Access colleagues, and leaders Exceeds individual key department performance objectives such as quality assurance and productivity. Subject matter expert in knowledge of Pre-Access and Kettering Health offerings to provide exceptional services Always handles sensitive matters courteously and with professionalism. When appropriate, escalate with leadership for proper awareness and/or resolution. Perform other duties as assigned by department leaders Preferred Qualifications QUALIFICATIONS AND EXPERIENCE: High school diploma College degree preferred in finance or healthcare field Previous registration or billing experience preferred Excellent written and oral communication skills Meets Pre-Screening Protocol and testing for proficiencies in computer skills, phone skills, and customer service knowledge SME (Subject matter expert) with Insurance plans and processes SME with Insurance portals and websites Demonstrated competency in working in teams and ability to effectively communicate with all levels Computer literate and very strong with Microsoft Excel, Outlook, and Word while maintaining updates through email and Teams. Ability to function in high paced often stressful environment and/or circumstances while maintaining a respectful, caring and professional manner Exceeds Quality Assurance scores, and productivity SME with insurance response history (deductible, co-insurance, co-pay and out of pocket) and EPIC Estimator tool ability to perform as a collaborative team member. Fully trained in pre-registration Overview Kettering Health is a not-for-profit system of 13 medical centers and more than 120 outpatient facilities serving southwest Ohio. We are committed to transforming the health care experience with high-quality care for every stage of life. Our service-oriented mission is in action every day, whether it's by providing care in our facilities, training the next generation of health care professionals, or serving others through international outreach.

Caring For the Community You Love Choose a career to make a difference in people's lives every day, choose Fisher-Titus! Perks of working at Fisher-Titus: * Hours of Work- Convenient Care Office: 28 hours. Every Thursday & Friday 8:30am-7:15pm & every other weekend 8:30am-3:15pm. * Comprehensive Benefits Package- Medical & Dental coverage, 401K match, paid time off, tuition assistance and more! * Shift, Weekend & PRN differential About Fisher-Titus: Fisher-Titus proudly serves the greater Huron County area's 70,000-plus residents by providing a full continuum of health and wellness care from heart and cancer care to outpatient services such as lab, imaging, and physical rehabilitation. Vision: Be the first choice for healthcare and employment within our community Mission: Deliver compassionate and convenient care to the highest level of excellence that promotes lifelong health and wellness for our community General Summary: The Patient Access Representatives provides customer-service coverage for Fisher-Titus, and assume the responsibility for successful financial outcomes of all patient services. This position performs imperative duties, including but not limited to registration, insurance verification, telephone coverage, data entry, filing protected health information (PHI), patient referrals, and point-of-service collections, while maintaining patient relations, and customer satisfaction. Essential Functions: * Promptly fields and/or directs incoming calls, responds to patient and/or staff inquiries, and initiates patient triage slips, when necessary * Ensures all registration and admission forms are ready for patients to complete upon arrival for service * Practices proficient customer-service skills by greeting and treating all patients and staff with respect and discretion * Gathers and verifies all appropriate, confidential health and financial information from patients while using various computer software to assure payment for all authorized services * Enters new patient data and/or verifies patient records are up-to-date, confirms the completeness of the electronic medical record (EMR),makes changes as necessary, and files records in accordance with Fisher-Titus's filing system * Complies with all organizational, state, and federal laws and registrations related to patient privacy and confidentiality, such as the Health Insurance Portability and Accountability Act (HIPPA) * Verifies insurance eligibility and benefits within a timeframe determined by Fisher-Titus, and obtains pre-authorizations from third-party payers in accordance with payer requirements * Verifies medical necessity in accordance with Centers for Medicare & Medicaid Services (CMS) standards and communicates relevant coverage/eligibility information to the patient * Identifies patients who will need Medicare Advance Beneficiary Notices (ABNs) of non-coverage and maintains accurate records of authorizations within the [EHR] * Holds sufficient understanding of insurance protocols for referrals, co-payments, deductibles, * Performs other clerical duties as assigned * Demonstrates knowledge of safety policies and procedures by maintaining a safe environment * Exhibits professionalism in appearance, speech, and conduct, and ensures that services are provided in accordance with state and federal regulations, as well as organizational standards * Other duties as assigned.

Employer Address: Mount St. Joseph University | 5701 Delhi Rd. Cincinnati, OH 45233 Job Title: Standardized Patient Department: Physician Assistant Studies Status: Non-Exempt Supervisor Contact Information: Jen Garrett, Program Director | ******************* | ************* Pay: The Student Employee Pay Wage Policy can be found on my Mount Evaluation Period: Annual performance evaluations if the student works the entire academic year. If the student works one semester, the performance evaluation will be completed after that semester Purpose/Overview: The Standardized Patient (SP) will be carefully trained to accurately and consistently portray the medical background, physical condition, and emotional state of a patient. SPs will interact with Physician Assistant students, responding to questions, and, in some cases, undergoing specific physical examinations. Encounters are designed to teach or assess the students' clinical and communication skills, and SPs will repeat their portrayal in a consistent manner to multiple students. Responsibilities: * Accurate Portrayal: Consistently and accurately portray assigned patient scenarios, including medical history, physical condition, and emotional state. * Student Interaction: Interact with PA students in simulated medical encounters, responding to questions, and participating in physical examinations as required by the case. * Training Participation: Attend all required training sessions to learn case details and ensure standardization of portrayal. * Case Preparation: Memorize and thoroughly review case details prior to training and simulation events. * Feedback Provision: Provide constructive feedback to students on their communication and interpersonal skills, as trained. * Professional Conduct: Maintain a professional demeanor, including punctuality, adherence to assigned roles, and appropriate communication with students and faculty. * Confidentiality: Maintain strict confidentiality of case materials and student performance. * Flexibility: Adapt to various case requirements, which may include different scenarios and types of physical exams (within the guidelines of the program).

Caring For the Community You Love Choose a career to make a difference in people's lives every day, choose Fisher-Titus! Perks of working at Fisher-Titus: Hours of Work- Varies / PRN Comprehensive Benefits Package- Medical & Dental coverage, 401K match, paid time off, tuition assistance and more! Shift, Weekend & PRN differential About Fisher-Titus: Fisher-Titus proudly serves the greater Huron County area's 70,000-plus residents by providing a full continuum of health and wellness care from heart and cancer care to outpatient services such as lab, imaging, and physical rehabilitation. Vision: Be the first choice for healthcare and employment within our community Mission: Deliver compassionate and convenient care to the highest level of excellence that promotes lifelong health and wellness for our community General Summary: The Patient Access Representatives provides customer-service coverage for Fisher-Titus, and assume the responsibility for successful financial outcomes of all patient services. This position performs imperative duties, including but not limited to registration, insurance verification, telephone coverage, data entry, filing protected health information (PHI), patient referrals, and point-of-service collections, while maintaining patient relations, and customer satisfaction. Essential Functions: Promptly fields and/or directs incoming calls, responds to patient and/or staff inquiries, and initiates patient triage slips, when necessary Ensures all registration and admission forms are ready for patients to complete upon arrival for service Practices proficient customer-service skills by greeting and treating all patients and staff with respect and discretion Gathers and verifies all appropriate, confidential health and financial information from patients while using various computer software to assure payment for all authorized services Enters new patient data and/or verifies patient records are up-to-date, confirms the completeness of the electronic medical record (EMR),makes changes as necessary, and files records in accordance with Fisher-Titus's filing system Complies with all organizational, state, and federal laws and registrations related to patient privacy and confidentiality, such as the Health Insurance Portability and Accountability Act (HIPPA) Verifies insurance eligibility and benefits within a timeframe determined by Fisher-Titus, and obtains pre-authorizations from third-party payers in accordance with payer requirements Verifies medical necessity in accordance with Centers for Medicare & Medicaid Services (CMS) standards and communicates relevant coverage/eligibility information to the patient Identifies patients who will need Medicare Advance Beneficiary Notices (ABNs) of non-coverage and maintains accurate records of authorizations within the [EHR] Holds sufficient understanding of insurance protocols for referrals, co-payments, deductibles, Performs other clerical duties as assigned Demonstrates knowledge of safety policies and procedures by maintaining a safe environment Exhibits professionalism in appearance, speech, and conduct, and ensures that services are provided in accordance with state and federal regulations, as well as organizational standards Other duties as assigned.

Job Details System Services | Miamisburg | Full-Time | First Shift Responsibilities & Requirements This network-service position, under the direction of the Pre-Access Manager, Kettering Health, is responsible to facilitate the patient intake process by performing accurate data entry of patient demographic and insurance information for patient's observation/inpatient services. The Representative reviews/verifies insurance benefits and notifies payers of observation and inpatient stay when required at each encounter to ensure accurate and complete billing. This highly visible position must be aware of the importance and impact this position has on KH denials. The representative provides exceptional customer service to our patients, providers and all other departments and is always expected and required to be exhibited. Demonstrates through behavior Kettering Health's mission, vision and services standards as outlined in the organization's training while adhering to department policy and HIPAA regulations. Subject matter expert with maintaining competence and using critical thinking skills to promptly resolve consumer inquires within assigned functional area(s). Always demonstrates successfully to resolve customer inquiries Surpasses and adheres to all established workflows, scripting, and department greetings Create exceptional customer experience by setting proper expectations and consistently following through with end- users Thoroughly document all interactions and consistently update consumer records in the relevant technology system(s) Consistently demonstrates appropriate customer-care skills such as empathy, active listening, courtesy, politeness, helpfulness and other skills as identified to a variety of customers including consumers, clinic staff, physicians, Pre-Access colleagues, and leaders Exceeds individual key department performance objectives such as quality assurance and productivity. Subject matter expert in knowledge of Pre-Access and Kettering Health offerings to provide exceptional services Always handles sensitive matters courteously and with professionalism. When appropriate, escalate with leadership for proper awareness and/or resolution. Perform other duties as assigned by department leaders Preferred Qualifications QUALIFICATIONS AND EXPERIENCE: * High school diploma required * College degree preferred in finance or healthcare field * Previous registration or billing experience preferred * Excellent written and oral communication skills * Meets Pre-Screening Protocol and testing for proficiencies in computer skills, phone skills, and customer service knowledge * SME (Subject matter expert) with Insurance plans and processes * SME with Insurance portals and websites * Demonstrated competency in working in teams and ability to effectively communicate with all levels * Computer literate and very strong with Microsoft Excel, Outlook, and Word while maintaining updates through email and Teams. * Ability to function in high paced often stressful environment and/or circumstances while maintaining a respectful, caring and professional manner * Exceeds Quality Assurance scores, and productivity * SME with insurance response history (deductible, co-insurance, co-pay and out of pocket) and EPIC Estimator tool * ability to perform as a collaborative team member. * Fully trained in pre-registration Overview Kettering Health is a not-for-profit system of 13 medical centers and more than 120 outpatient facilities serving southwest Ohio. We are committed to transforming the health care experience with high-quality care for every stage of life. Our service-oriented mission is in action every day, whether it's by providing care in our facilities, training the next generation of health care professionals, or serving others through international outreach.