• Reduce outstanding accounts receivable by managing claims inventory • Speak to patients and insurance companies in a professional manner regarding their outstanding balances • Gather information from patients, clients/family members, client clinical areas, government agencies, employers, third party payors and/or medical payment programs, etc. both in-person and by telephone to register patients, gather or update information, obtain referrals and pre-authorizations, complete appropriate forms, conduct evaluations, determine benefits and eligibility (insurance, public programs, etc.), determine financial responsibility and/or to identify sources of payment for services • Request, input, verify, and modify patient’s demographic, primary care provider, and payor information • Provide excellent customer service and timely response to questions and issues related to benefits, billing, claims, payments, etc. • Answer questions by phone and provide quotes for services; identify financial resources, etc. in accordance with the client policies and procedures • Utilize various databases and specialized computer software for revenue cycle activities including eligibility verifications, pre-authorizations, medical necessity, review/updating of patient accounts, etc. • Explain charges, answer questions, and communicate a variety of requirements, policies, and procedures regarding patient financial care services and resources to patients, staff, payors, and agencies • Work with Claims and Collections in order to assist patients and their families with billing and payment activities

• Work remotely with individuals and families to help identify life insurance and annuity solutions that fit their needs. • Educate clients on financial protection options in a clear, ethical, and professional way. • Build and manage your own pipeline through referrals, marketing, networking, and follow-up. • Attend virtual training, mentorship, and team development sessions. • Grow a personal book of business while building long-term client relationships.

• Answering inbound phone helping individuals in understanding their coverages and selecting the right products, services • Making outbound calls to follow up with customers • Demonstrating compassion when assisting individuals • Building customer relationships, earning their loyalty and trust • Assist with workflow of applications for Medicare consideration answering questions as it relates to policies

• Help families build wealth as an Infinite Banking Specialist • Utilize training and mentorship to provide financial strategies • Collaborate with clients to implement solutions for debt elimination and savings growth