Financial Services Representative Jobs in Ohio
Financial Services Representative jobs in Ohio are in strong demand, concentrated in banking, insurance, wealth management, and retirement services across a market that ranks among the Midwest's most active. Columbus, Cleveland, and Cincinnati are the primary hiring centers, home to major employers like Nationwide, KeyBank, and Fifth Third Bank. The most sought-after specialties include retirement plan services, insurance-linked financial advising, and commercial banking support. Find a role that fits below and apply directly.
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Showing 5 of 9+ Financial Services Representative jobs
To provide support for all aspects of the Revenue Cycle billing and collections process, Responsible for the billing and collection of accounts receivable outstanding balances. Serve as a resource for the department/services lines and other revenue cycle staff.
Act in a manner that maintains confidentiality, protects and safeguards patient personal medical and financial information at all times.
Responsible for the billing and collection of accounts receivable outstanding balances. Provides support for all aspects of the Revenue Cycle billing and collections process, including but not limited to: Responsible for the research and resolution of all unpaid claims and the preparation of appeals for rejected or denied claims. Responsible for the timely and accurate manual and electronic posting of patient and insurance provider payments, processing regular auditing and reconciliation reports. Review patient encounter reports to ensure accuracy and enter medical charges to initiate claim submission to ensure regulatory and compliance as well as maximum reimbursement. Process credit balance work queues reviewing accounts for accuracy. Determines final claim status for write offs, collections or refunds.
Responsible for the timely and accurate resolution of billing and reimbursement issues, customer service and collection of outstanding balances. Responsible for working with third party payors and intermediaries, following standard operating departmental procedures, to pursue prompt payment of professional claims for assigned financial classes, while meeting benchmarks, performance measurements and reporting requirements.
Works collaboratively with internal/external stakeholders to resolve issues pertaining to assigned workgroup.
Interacts and works with other areas of the patient financial services team to identify and resolve issues related to the billing and collections of medical claims, as well as patient and insurance provider payment posting.
May act as a resource to FSR I and preceptor to new employees.
Performs other job-related duties and assignments as requested.
KNOWLEDGE AND SKILLS:
Please describe any specialized knowledge or skills, which are REQUIRED to perform the position duties. Do not personalize the job description, credentials, or knowledge and skills based on the current associate. List any special education required for this position.
EDUCATION: High school diploma or equivalent required. CRCR Certification preferred.
YEARS OF EXPERIENCE:
- Minimum of 3 years recent work experience interpreting payer contracts
- Minimum of 3 years recent work experience with professional and/or hospital reimbursement and billing compliance
- Minimum of 3 years recent work experience developing and maintaining third party payer relationships
- Minimum of 3 years familiarity with Patient Financial Services (PFS) processes for claim generation and submission, billing edits, payer processing requirements, and claim / medical records audit procedures
REQUIRED SKILLS AND KNOWLEDGE:
- Windows-based PC skills and computer proficiency required
- Advanced medical terminology, ICD-10 and CPT/HCPCS coding systems is required
- Advanced EMR/billing system (Epic preferred) knowledge required
- Advanced claims clearinghouse system knowledge required
- Advanced knowledge of payer billing requirements and claims resolution processes required
- Advanced knowledge of interpreting explanation of benefits (EOBs) and medical claim fields
- Advanced knowledge of the professional revenue cycle
LICENSES & CERTIFICATIONS :
To provide support for all aspects of the Revenue Cycle billing and collections process, Responsible for the billing and collection of accounts receivable outstanding balances. Serve as a resource for the department/services lines and other revenue cycle staff.
Act in a manner that maintains confidentiality, protects and safeguards patient personal medical and financial information at all times.
Responsible for the billing and collection of accounts receivable outstanding balances. Provides support for all aspects of the Revenue Cycle billing and collections process, including but not limited to: Responsible for the research and resolution of all unpaid claims and the preparation of appeals for rejected or denied claims. Responsible for the timely and accurate manual and electronic posting of patient and insurance provider payments, processing regular auditing and reconciliation reports. Review patient encounter reports to ensure accuracy and enter medical charges to initiate claim submission to ensure regulatory and compliance as well as maximum reimbursement. Process credit balance work queues reviewing accounts for accuracy. Determines final claim status for write offs, collections or refunds.
Responsible for the timely and accurate resolution of billing and reimbursement issues, customer service and collection of outstanding balances. Responsible for working with third party payors and intermediaries, following standard operating departmental procedures, to pursue prompt payment of professional claims for assigned financial classes, while meeting benchmarks, performance measurements and reporting requirements.
Works collaboratively with internal/external stakeholders to resolve issues pertaining to assigned workgroup.
Interacts and works with other areas of the patient financial services team to identify and resolve issues related to the billing and collections of medical claims, as well as patient and insurance provider payment posting.
May act as a resource to FSR I and preceptor to new employees.
Performs other job-related duties and assignments as requested.
KNOWLEDGE AND SKILLS:
Please describe any specialized knowledge or skills, which are REQUIRED to perform the position duties. Do not personalize the job description, credentials, or knowledge and skills based on the current associate. List any special education required for this position.
EDUCATION: High school diploma or equivalent required. CRCR Certification preferred.
YEARS OF EXPERIENCE:
- Minimum of 3 years recent work experience interpreting payer contracts
- Minimum of 3 years recent work experience with professional and/or hospital reimbursement and billing compliance
- Minimum of 3 years recent work experience developing and maintaining third party payer relationships
- Minimum of 3 years familiarity with Patient Financial Services (PFS) processes for claim generation and submission, billing edits, payer processing requirements, and claim / medical records audit procedures
REQUIRED SKILLS AND KNOWLEDGE:
- Windows-based PC skills and computer proficiency required
- Advanced medical terminology, ICD-10 and CPT/HCPCS coding systems is required
- Advanced EMR/billing system (Epic preferred) knowledge required
- Advanced claims clearinghouse system knowledge required
- Advanced knowledge of payer billing requirements and claims resolution processes required
- Advanced knowledge of interpreting explanation of benefits (EOBs) and medical claim fields
- Advanced knowledge of the professional revenue cycle
LICENSES & CERTIFICATIONS :
See All 9 Financial Services Representative Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in Ohio
Where Ohio roles are concentrated, by current openings.
Financial Services Representative Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Insurance
What Ohio Employers Look For
The qualifications that appear most often in financial services representative jobs across Ohio.
- Active Ohio insurance license or FINRA Series 6 or 7 registration required
- Bachelor's degree in finance, business, economics, or a related field preferred
- Proven ability to meet sales goals and grow a client portfolio
- Strong knowledge of financial products including annuities, mutual funds, and life insurance
- Excellent written and verbal communication skills for client-facing interactions
- Proficiency with CRM software and standard financial services platforms
Financial Services Representative Jobs in Ohio: Frequently Asked Questions
How do you become a financial services representative in Ohio?
Most financial services representative roles in Ohio require passing FINRA licensing exams, most commonly the Series 6 or Series 7, and registering with a FINRA-member firm before you can sell securities. Roles that involve insurance products additionally require an Ohio insurance producer license issued by the Ohio Department of Insurance. A bachelor's degree in finance, business, or a related field is the standard educational foundation most Ohio employers expect.
Which companies hire financial services representatives in Ohio?
Ohio financial services representative roles are posted by State Farm, Northwestern Mutual, and CENTERS FOR DIALYSIS CARE and others right now, based on current listings on Migrate Mate as of November 2026. Ohio's strong concentration of insurance headquarters and regional bank branches means consistent openings at both large national firms and well-established local institutions.
Which Ohio cities have the most financial services representative jobs?
Mason, Dayton, and Elyria lead Ohio for financial services representative openings. Columbus drives the highest volume as the state capital and home to Nationwide's headquarters alongside a dense cluster of regional banks, while Cleveland and Cincinnati contribute heavily through their established banking corridors, insurance offices, and wealth management firms serving large metropolitan populations.
Are there remote financial services representative jobs in Ohio?
Yes, and they're more common than in many comparable roles, since much of the work involves phone-based client outreach, digital account management, and virtual advising. About 0% of financial services representative openings tied to Ohio are remote or hybrid as of November 2026, reflecting how broadly this function has shifted to digital channels. Inside sales, customer service, and retirement plan enrollment roles tend to offer the most remote flexibility.
How can I get hired as a financial services representative in Ohio with little or no experience?
The most realistic entry path is a salaried financial services associate or customer service role at a large Ohio bank or insurance company, where you receive on-the-job training and employer-sponsored support to obtain your Series 6 or Ohio insurance producer license. Employers like Nationwide and Fifth Third Bank run structured onboarding programs that bring in candidates without prior financial services experience. Teller, call center, and retail banking roles at Ohio credit unions and community banks are strong lateral starting points that hiring managers recognize as relevant preparation.
Where can I find and apply to financial services representative jobs in Ohio?
You can find and apply to financial services representative jobs in Ohio on Migrate Mate, which lists current Ohio openings across the state's major hiring markets. Find a role that fits and apply directly to the employer.
See All 9 Financial Services Representative Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
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