Financial Specialist Jobs in Florida

INTRODUCTION

We are seeking a detail-oriented and patient-focused Financial Specialist to join our medical office team. In this role, you will play a key part in delivering excellent, patient-centered service by supporting front-end financial operations and ensuring a smooth and welcoming experience for every patient.

Responsibilities

Key Responsibilities:

• Schedule patient appointments efficiently and accurately
• Collect co-payments, pre-payments, and other patient balances
• Review and discuss outstanding balances with patients in a professional manner
• Enter charges promptly and accurately into the system
• Process referrals in accordance with practice protocols
• Verify and update patient demographics and insurance information
• Provide a friendly, professional point of entry and exit for patients
• Maintain a comfortable and organized waiting room experience
• Support clinic operations by floating to other practices or adjusting schedules as needed

MINIMUM QUALIFICATIONS

• High school diploma or equivalent required
• One (1) year of experience in financial services, business, physician office, or customer service required
• Two (2) years of relevant business/financial/physician practice experience preferred
• Associate degree or equivalent coursework may substitute for the required experience

Required Skills & Qualifications:

• Strong knowledge of verifying patient demographics and insurance information
• Excellent customer service and phone communication skills
• Ability to collect payments professionally and courteously
• Familiarity with CPT and diagnosis coding preferred
• Strong attention to detail and organizational skills
• Ability to multitask and manage responsibilities effectively
• Problem-solving skills and a proactive approach to work
• Team-oriented mindset with a willingness to support colleagues

WORK ENVIRONMENT

This position may require flexibility, including floating between practices or adjusting work hours to meet staffing needs.