Role Description - Respond to incoming calls from prospective clients seeking mental health services. - Provide compassionate, professional, and empathetic support during initial client interactions. - Match clients with appropriate therapists based on availability, specialties, and client needs. - Schedule initial therapy appointments and coordinate therapist calendars efficiently. - Manage appointment availability, rescheduling requests, and intake scheduling workflows. - Ensure smooth coordination between clients and providers. - Answer basic questions regarding insurance coverage and therapy services. - Verify insurance eligibility and benefits as needed. - Collaborate with the billing department to resolve insurance or payment-related inquiries. - Enter and maintain client records within practice management software. - Ensure all information is accurate, organized, and handled confidentially in compliance with privacy standards. - Provide administrative assistance to support day-to-day clinic operations. - Assist with workflow organization, documentation, and communication tasks as needed. - Conduct appointment-setting activities by engaging prospective clients, qualifying their needs, and scheduling consultations with appropriate providers. - Utilize consultative sales techniques to build rapport, address concerns, and encourage prospective clients to proceed with mental health services. - Follow up with leads, missed inquiries, and referral sources to maximize appointment conversions and maintain a positive client experience. - Support client retention efforts through proactive communication, appointment reminders, and follow-up outreach. Qualifications - At least 1 year of previous experience handling client intake, appointment scheduling, lead generation, insurance verification, and client communication in a behavioral health setting is highly preferred. - Experience using SimplePractice EHR, Grasshopper VoIP, Go High Level (GHL) CRM, and TherapyFlow or any similar tools is highly preferred. - Ability to manage confidential and sensitive information professionally. - Excellent verbal and written communication skills. - Ability to learn and adapt to new software and systems independently. - High attention to detail and follow-through. Requirements - Must be proficient in speaking and writing English very clearly. - Must have relevant work experience. - Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]. - Must be available for video meetings with your camera on (when needed). - Device: Reliable laptop or desktop computer. - Internet: High-speed connection (minimum 10 Mbps). - Audio: Noise-canceling headset. - Video: Webcam for virtual meetings. - Workspace: Quiet, professional environment. Benefits - Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication. - Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks. - HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients. - Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention. - Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule. - Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client. - Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best. - Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.

• Billing Integration for Acquired TPAs — Lead the billing workstream for M&A integrations, including mapping legacy fee schedules, plan-level billing rules, revenue-share arrangements, and compliance service fees. • Plan-Level Data Reconciliation — Review and reconcile historical billing, AR balances, deferred revenue, and open invoices for each acquired plan. • System Migration & Setup — Partner with Integration, IT, and Accounting to migrate plan-level billing data into NetSuite, ensuring accuracy and completeness. • Fee Schedule Standardization — Compare legacy fee structures (annual admin, per-participant, 5500 prep, cross-testing, distribution fees, etc.) to company standards and recommend alignment strategies. • Due Diligence Support — Review billing practices, service agreements, revenue-share agreements, and plan-level contracts during pre-acquisition evaluation. • Contract & Plan Document Review — Analyze service agreements, fee schedules, and plan documents to determine billing requirements and compliance-related charges. • Cross-Functional Collaboration — Work closely with Accounting, AR, Client Services, Conversions, and M&A teams to ensure alignment on billing policies and integration timelines. • Issue Identification & Resolution — Identify discrepancies in legacy data, missing plan information, or system limitations and propose solutions. • Reporting & Leadership Updates — Prepare integration status reports, AR aging summaries, and billing impact analyses for leadership. • Training & Knowledge Transfer — Train billing team members on new processes, system changes, and integration updates. • Collections & Invoicing Support — Assist the existing billing team with collections outreach, AR follow-up, invoice creation, cleanup projects, and backlog reduction during peak periods or staffing gaps.

Role Description At Meron Financial Agency, your office is wherever you do your best work — and your income reflects your effort, not your zip code. We are expanding our remote team and actively looking for self-motivated agents in the Houston area who are ready to build a real career from home. No commute. No ceiling. Just a proven system, warm leads, and the freedom to grow on your own terms. This Is Not a Work-From-Home Hobby. It's a Performance-Based Career. We give you the tools, the training, and the leads. What you build with them is entirely up to you. The agents who thrive here treat every day like a business owner would. The Qualities of a High-Performer - Built-In Drive: You don't need a manager to motivate you. You show up switched on, stay focused, and let your results do the talking. - Purpose Behind the Pitch: You understand that insurance isn't a product — it's a promise. When a family says yes, you know you've done something that actually matters. - Locked In and Coachable: You follow the system, apply feedback fast, and never think you've got it all figured out. The agents climbing quickest here are the ones who stay humble and stay hungry. - Quietly Consistent: You don't chase hype. You build habits. You hit your numbers not because someone's watching — but because that's just who you are. What You'll Be Doing - Connecting with clients over phone and Zoom to help families find the right life insurance coverage - Working warm inbound leads plus outbound opportunities to build your income faster - Managing your own schedule while hitting consistent daily production goals - Attending virtual training sessions to sharpen your skills and advance your career Qualifications - Must live in the U.S. | Houston area preferred - U.S. citizen or legal resident - Able to pass a background check - Life & Health License or willingness to obtain quickly - Reliable internet and a focused, distraction-free workspace Requirements - 100% commission with uncapped earning potential — your location doesn't limit your income, your effort does. - $800 – $1,200 average per sale - Part-time agents earn $50K+ in year one - Full-time agents earn $80K – $300K+ - Weekly pay + performance-based incentives Benefits - Warm inbound leads + outbound opportunities — never starting cold - Step-by-step virtual training and mentorship from day one - Access to 60+ insurance carriers - Full remote flexibility with a clear path to leadership We are hiring a limited number of remote agents. If you are ready to bet on yourself and build something real from home — apply today.

Role Description Join us as a Patient Billing Specialist, where you’ll support patients with payment processing, billing education, insurance verification, and claims-related inquiries. This role delivers empathetic, accurate, and compliant service while navigating healthcare billing systems and policies. Agents perform all payment processing and payment plan functions in addition to advanced billing, insurance, and claims support. This is a remote position for those that reside in: - AL - GA - ID - IA - IN - KS - LA - MI - MS - NV - NC - ND - OH - OK - PA - SC - SD - TX - TN - UT - VA - WV - WI - WY Qualifications - Customer service or call center experience required. - Healthcare billing, insurance, or claims experience strongly preferred. - Payment processing or financial transaction experience preferred. - High school diploma or GED required; additional billing or healthcare education a plus. - Technical proficiency with EMR systems and standard computer applications. - Ability to work independently in a remote or virtual environment. - Must be able to speak, read, write, and understand English. - Background check required in accordance with applicable laws. Requirements - Strong verbal and written communication skills. - Analytical problem-solving abilities and high attention to detail. - Solid understanding of healthcare billing and insurance concepts. - Ability to clearly explain complex billing information in patient-friendly language. - Comfort working across multiple systems and tools simultaneously. - Organized, self-motivated, and collaborative approach to work. Benefits - Starting pay - $14/hr plus shift differential (extra $1/hr nights & weekends). - Working hours between - 8:00am-8:00pm (EST); Work Days - M-F. - Paid Training - typically 2 weeks in length from 9:00am-6:00pm Mon-Fri (EST). - Status - Full Time 40 hours, Benefit eligible 1st of month after 60 days.