• Manage high-volume email inbox • Sort, prioritize, and distribute emails to relevant staff members • Ensure timely responses and proper routing of client communications • Track important email requests and follow-ups • Manage client and internal calendars • Schedule meetings, appointments, and reminders • Ensure all bookings are organized and conflict-free • Maintain and update to-do lists and project trackers • Monitor project progress and status updates • Follow up on outstanding client requirements • Ensure projects remain active and do not stall due to missing information • Send client statements of account via email • Follow up on outstanding balances and pending responses • Maintain consistent client communication for collections and updates • Generate weekly and monthly reports for time spent on client work • Assist in Work-In-Progress (WIP) reporting for billing review • Prepare draft billing using internal time entries • Import billing and job data (data entry) into systems for review • Process deposits and record transactions in CRM (CCH iFirm / CCI System) • Update records in QuickBooks • Assist with light bookkeeping tasks and financial data entry • Manage personal reminders such as birthdays and special occasions • Assist with online purchases (e.g., Amazon ordering when required) • Manage client LinkedIn account activity • Handle basic engagement such as accepting requests, posting updates, and maintaining presence

Role Description Fairview is looking to add a Patient Financial Services Customer Services Representative to our team. This is a full time (1.0 FTE) benefit eligible position. We believe the hours for this position will be Monday - Thursday 9:00a-5:30p and Fridays 8:00a-4:30p. This remote position is responsible for providing Fairview patients with an understanding of the billing and insurance processing of their healthcare services through the inbound call center. - The CSC Representative will counsel patients on financial solutions available to them either through direct payments, payment plans, or screening for qualification for assistance programs. - Manage both hospital and physician accounts in all systems and understand in depth the Registration, Hospital Billing, and Clinic Billing functions necessary to resolve accounts. - Be well-versed in collection practices, understanding of the Attorney General Requirements, and able to liaison with bad debt vendors when needed. - Have detailed knowledge of the functions within the Revenue Cycle and how they interact in the life of a patient account. Qualifications - 2 years customer service experience - This individual should have a strong interest in learning new IS systems (PASS, Deloitte overlay system, Healthworks, etc.) as well as the ability to work independently. Requirements - Handle calls presented to CSC through the automated call distribution system accurately and efficiently. - Work independently in problem solving with patients regarding their accounts in both hospital and clinic billing situations. - Counsel the patient on the complexity of the interdependency between hospital and physician billing within the patient’s continuity of care. - Able to handle each call with compassion, service, dignity, and integrity in mind as aligned with MHealth Fairview's values. - Timely processing of patient/insurance requests for follow-up of payment research, checking charges, coding review, insurance processing concerns, etc. - Identifies when callers need to be referred to insurance specialist or escalation staff for further assistance. - Notifies patient and/or guarantor of self-pay balances co-pays/deductible/coinsurance, etc. - Understands and adheres to Revenue Cycle’s Escalation Policy. - Contributes to the process or enablement of collection of expected payment. - Meet department goals and maintain productivity while working remotely. - Manage accuracy of accounts to ensure appropriate billing and compliance with patient privacy and data integrity. - Timely and accurate work. - Verifies insurance benefits to maximize reimbursement. - Assists customers regarding billing questions and ensures appropriate resolution of problems. - Explain and interpret eligibility rules and regulations or identify other resources available for financial assistance. - Identify patients who may be eligible for financial exceptions. - Keep updated on changes with regulatory issues. - Validate patient data is accurate and authorization is in place to provide information. - Uninsured accounts reviewed and managed to include validation that uninsured discounts have been appropriately applied, and all payment sources available to the patient have been explored. - Bad debt management of accounts and interactions with vendors. - Counsel patients throughout the collection process on solutions available to them for account resolution. - Problem solves with vendors and patients on reasonable resolutions. - Identify patients with financial need. Benefits - Generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more!

Role Description The Credit Union CTR serves as a key support for the company’s skip recovery operations team. The team primarily provides operational and administrative support to the skip representatives while acting as the central liaison between the skip team, credit unions, and insurance carriers. Core responsibilities include: - Claim documentation support - Fee request submission - Request tracking - Responding to internal and external inquiries - Resolving issues related to accounts, claims, and recovery processes while maintaining high service standards Qualifications - Associate’s degree or equivalent required; bachelor’s degree preferred - Minimum one (1) year of call center, customer service, or related industry experience - Experience with multi-line phone systems preferred - Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Requirements - Deliver prompt and accurate support for client and debtor requests utilizing proprietary systems and communication tools - Maintain in-depth knowledge of assigned portfolios (e.g., ARM, PreSkip, Direct) to ensure accuracy and consistency in communications - Manage inbound client communications, provide status updates, and perform research to support operational decision-making - Process and fulfill client requests in alignment with established service level expectations - Respond to internal team requests in a timely and professional manner - Monitor account holds and ensure appropriate follow-up actions are completed - Have full knowledge of assigned portfolios (ARM, PreSkip, Direct, Etc.) to ensure accuracy of information when providing info to clients, fellow teammates, and management - Maintain inbox management standards, ensuring all communications are addressed within the same business day - Escalate complex issues or unclear requests to leadership as appropriate - Communicate effectively with internal and external stakeholders to ensure clarity and resolution - Identify trends and opportunities for process improvement and communicate findings to leadership Benefits - Competitive compensation package - Full suite of medical benefits, including dental, vision, 401k, pet insurance and more! - PTO and holidays

Role Description We are seeking a highly organized and detail-oriented Virtual Assistant to support daily administrative, client coordination, and light finance-related tasks. The role focuses on: - Email management - Scheduling - Project tracking - Billing support - CRM/data entry work The ideal candidate is proactive, reliable, and comfortable handling both administrative and light bookkeeping responsibilities in a structured, fast-paced professional environment. Qualifications - Proven experience as a Virtual Assistant or Administrative Assistant - Strong English communication skills (written and verbal) - Excellent organizational and multitasking abilities - High attention to detail and accuracy in data entry - Ability to work independently with minimal supervision - Experience with email, calendar, and task management tools - Comfortable handling confidential financial and client information Requirements - Experience in accounting support, bookkeeping, or AR/AP tasks - Familiarity with QuickBooks or CRM systems (e.g., CCH iFirm / similar) - Experience with billing, invoicing, or time tracking systems - Exposure to client management or professional services environments - Full-time remote role (WFH) - Must be available during EST working hours (9:00 AM – 5:00 PM Toronto time) - Strong accountability and consistency in daily task execution - Ability to manage multiple workflows and recurring tasks efficiently Company Description