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Financial Services Representative

Company: Directions for Living
Location: Clearwater
Posted on: May 3, 2021

Job Description:

Primary responsible includes securing assessment paperwork for initial visits, explanation of services, coordination of client services including therapy, medical visits and groups, collection of client copayments, verification of insurance and telephone contact. This position entails performing functions in any or all of the following in a multi-faceted office environment: financial screening, reception, scheduling, coordinating multiple client appointments, and data entry. This position requires extensive telephone and face-to-face contact with clients and other providers, as well as, assessing crises situations and routing emergency calls/situations to the proper personnel, quickly and efficiently. Ensure accurate recording of client's fund source in the agency's practice management software.


  • AA, BA, or Certificate in healthcare related field preferred or a minimum of three years previous experience may substitute for educational requirement.
  • Individual must present well and have excellent customer service skills.
  • Minimum of 3+ years of relevant and comparable experience in a health care Admissions/Scheduling/Access environment preferred.


Smoke Free Campus

Keywords: Directions for Living, Clearwater , Financial Services Representative, Other , Clearwater, Florida

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