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Become A Patient Finance Representative

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Working As A Patient Finance Representative

  • Documenting/Recording Information
  • Performing for or Working Directly with the Public
  • Getting Information
  • Assisting and Caring for Others
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Unpleasant/Angry People

  • $37,190

    Average Salary

What Does A Patient Finance Representative Do

Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.

Duties

Customer service representatives typically do the following:

  • Listen to customers’ questions and concerns, and provide answers or responses
  • Provide information about products and services
  • Take orders, calculate charges, and process billing or payments
  • Review or make changes to customer accounts
  • Handle returns or complaints
  • Record details of customer contacts and actions taken
  • Refer customers to supervisors or more experienced employees

Customer service representatives answer questions or requests from customers or the public. They typically provide services by phone, but some also interact with customers face to face, by email, or live chat.

The specific duties of customer service representatives vary by industry. For example, representatives who work in banks may answer customers’ questions about their accounts. Representatives who work for utility and communication companies may help customers with service problems, such as outages. Those who work in retail stores often handle returns, process refunds, and help customers locate items. Some representatives make changes to customers’ accounts, such as updating addresses or canceling orders. Although selling is not their main job, some representatives may help generate sales while providing information about a product or service.

Customer service representatives typically use a telephone, computer, and other office equipment. For example, representatives who work in call centers answer phone calls and use computers to review and select standard responses from a list of options. Those employed in retail stores use registers to process returns or orders.

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How To Become A Patient Finance Representative

Customer service representatives typically need a high school diploma and receive on-the-job training to learn the specific skills needed for the job. They should be good at communicating and interacting with people and have some experience using computers.

Education

Customer service representatives typically need a high school diploma.

Training

Customer service representatives usually receive short-term on-the-job training, lasting 2 to 3 weeks. Those who work in finance and insurance may need several months of training to learn more complicated financial regulations.

General customer-service training may focus on procedures for answering questions, information about a company’s products and services, and computer and telephone use. Trainees often work under the guidance of an experienced worker for the first few weeks of employment.

In certain industries, such as finance and insurance, customer service representatives must remain current with changing regulations.

Licenses, Certifications, and Registrations

Customer service representatives who provide information about finance and insurance may need a state license. Although licensing requirements vary by state, they usually include passing a written exam. Some employers and organizations may provide training for these exams.

Important Qualities

Communication skills. Customer service representatives must be able to provide information in writing, by phone, or in person so that customers can understand them.

Customer-service skills. Representatives help companies retain customers by answering their questions and complaints in a helpful and professional manner.

Interpersonal skills. Representatives should be able to create positive interactions with customers.

Listening skills. Representatives must listen carefully and understand a customer’s situation in order to assist them.

Patience. Representatives should be patient and polite, especially when interacting with dissatisfied customers.

Problem-solving skills. Representatives must determine solutions to a customer’s problem. By resolving issues effectively, representatives contribute to customer loyalty and retention.

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Patient Finance Representative jobs

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Average Length of Employment
Finance Counselor 3.1 years
Billing Specialist 3.1 years
Patient Registrar 2.5 years
Biller 2.3 years
Patient Advocate 2.3 years
Representative 2.1 years
Top Employers Before
Cashier 4.9%
Internship 3.8%
Clerk 2.6%
Top Employers After
Cashier 3.8%
Specialist 3.5%
Supervisor 3.5%

Patient Finance Representative Demographics

Gender

Female

88.1%

Male

10.8%

Unknown

1.1%
Ethnicity

White

75.5%

Hispanic or Latino

16.1%

Asian

6.1%

Unknown

1.6%

Black or African American

0.6%
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Languages Spoken

Spanish

84.4%

Chinese

2.2%

German

2.2%

French

2.2%

Carrier

2.2%

Bengali

2.2%

Tagalog

2.2%

Italian

2.2%
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Patient Finance Representative Education

Schools

University of Phoenix

17.4%

Miami Dade College

12.4%

Florida International University

8.3%

Strayer University

6.6%

Southwest Tennessee Community College

5.8%

Barry University

4.1%

Trident Technical College

4.1%

Ivy Tech Community College of Indiana

4.1%

University of Memphis

3.3%

University of South Florida

3.3%

Delaware Technical and Community College

3.3%

Ultimate Medical Academy - Clearwater

3.3%

Dade Medical College - Miami

3.3%

Nova Southeastern University

3.3%

Saint Petersburg College

3.3%

Valencia College

3.3%

Community College of Allegheny County

3.3%

University of Northern Colorado

2.5%

Florida Institute of Technology-Melbourne

2.5%

Thomas More College

2.5%
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Majors

Business

27.7%

Health Care Administration

19.8%

Accounting

6.6%

Nursing

6.1%

Psychology

4.6%

Insurance

4.1%

Criminal Justice

3.8%

Public Health

3.6%

Medical Assisting Services

3.6%

Liberal Arts

2.5%

Management

2.5%

Computer Information Systems

2.3%

Human Services

2.3%

General Studies

2.0%

Education

2.0%

Human Resources Management

1.8%

Medical Technician

1.5%

Communication

1.3%

Kinesiology

1.0%

Social Work

1.0%
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Degrees

Other

32.6%

Bachelors

28.2%

Associate

19.5%

Certificate

8.3%

Masters

7.0%

Diploma

3.6%

License

0.4%

Doctorate

0.4%
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Job type you want
Full Time
Part Time
Internship
Temporary

Top Skills for A Patient Finance Representative

CustomerServicePatientAccountsFinancialAssistanceMedicalServicesMedicaidEmergencyRoomInsuranceInformationDataEntryMedicalRecordsInsuranceVerificationInsuranceBenefitsPaymentPlansEOBCPTInsuranceCoverageInsuranceClaimsIcd-9PatientPaymentsA/RInsurancePayments

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Top Patient Finance Representative Skills

  1. Customer Service
  2. Patient Accounts
  3. Financial Assistance
You can check out examples of real life uses of top skills on resumes here:
  • Provided excellent customer service from point of entry to destination in a timely, accurate, courteous and professional manner.
  • Posted charges and coded patient accounts for correct (payable) billing.
  • Request payments when appropriate establish acceptable payment plans and make an initial assessment for financial assistance when indicated.
  • Implemented regulations, policies and procedures pertaining to financial determination and patient's ability to pay for medical services.
  • Benefit Analysts for patient applications process for Medicaid and Medicare applicants.

Top Patient Finance Representative Employers

Patient Finance Representative Videos

Patient Financial Communciations Training Program

Day In The Life – Intern

A Day in the Life of a Financial Advisor

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