Account Servicing Representative - ClearBalance HealthCare

POSITION OVERVIEW 

Account Servicing Representatives (ASR) are responsible for processing client funding requests in an accurate and timely manner.  They are responsible for following company guidelines to resolve account exceptions within a reasonable timeframe to ensure optimal outcomes for clients and customers.   ASRs are a part of the Loan Servicing Team and work closely with the Customer Success team to ensure customer requests are maintained efficiently to meet the needs and expectations of their assigned customers. 

RESPONSIBILITIES

• Ensuring that funding summaries and total sheets are accurate and sent timely to our banking partners and clients.
• Resolving account exceptions, managing a clean ClearPath Inbox and keeping provider action accounts to a minimum to facilitate prompt funding of accounts.
• Analyzing customers’ exceptions and workmaps to determine ways internally or externally to minimize these activities.
• Assist in the analysis of customers’ performance to identify opportunities for increased loan volume.
• Report all variances and potential issues to management.
• Works closely with internal resources to ensure customer and banking partner satisfaction as well as successful problem resolution.
• Maintains a strong working knowledge of their customers’ patient accounting systems and organizational structure.
• Protect company data at all times.
• Educate yourself on security measures to protect company property (e.g. shoulder surfing, phishing attacks, etc), be aware if all potential threats and surroundings, never write down information from your computer’s monitor, and do not share any company information unless you have confirmed that person’s identity.
• Maintains knowledge of the Bank Secrecy Act (BSA) and the ClearBalance policies that support compliance with BSA.
• Performs all duties in a manner that fully supports compliance with all laws and ClearBalance policies.
• Other duties as assigned.

EDUCATIONAL AND PROFESSIONAL REQUIREMENTS 

• High School Diploma
• 2 years of experience in a banking, accounting, or similar business role

PERFORMANCE MEASURES

• Maintain a high level of accuracy in correspondence and reporting to banking partners and clients.
• Achieve customer objectives defined by company management in the exception process.
• Maintains high customer satisfaction ratings that meet company standards.
• Completes required training and development objectives within the assigned time frame.
• Follow compliance requirements.

COMPANY DESCRIPTION: 

ClearBalance is the leading provider of consumer-friendly patient financing programs to

U.S. based hospitals and health systems. Our programs provide a positive experience for patients who need the ability to repay their healthcare expenses with manageable monthly payments while our healthcare partners are able to significantly improve operating margins and minimizes patients referred to collection agencies. ClearBalance has been at the forefront of patient pay management since 1992, setting and delivering a high bar

for patient financing solutions, patient pay reimbursement, revenue cycle IT expertise, and the patient/consumer experience.