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19 results for Patient Account Representative in Palo Alto, CA

Medical Customer Service Rep

San Francisco, CA
onsite
Temporary / Contract
18.05 - 18.5 USD / Hourly
We are looking for a Medical Customer Service Rep to support care coordination activities for a healthcare team serving patients, pharmacies, and nursing partners. This Long-term Contract position is based in San Francisco, California, and is ideal for someone who thrives in a high-volume environment, communicates with empathy, and can manage administrative work with accuracy and speed. The person in this role will help keep daily operations running smoothly by coordinating visits, handling service requests, and maintaining organized documentation across multiple systems. Responsibilities: • Coordinate patient and nursing visit appointments using internal healthcare technology and supporting third-party applications. • Respond to a steady flow of inbound inquiries from pharmacies, patients, and clinicians while delivering attentive and compassionate service. • Manage a high daily volume of Zendesk requests, ensuring updates are accurate, timely, and properly documented. • Confirm scheduled visits and adjust appointments as needed to support efficient care delivery. • Gather, review, and upload required records and supporting documents to maintain complete case files. • Balance competing priorities in a fast-moving setting while meeting service expectations and deadlines. • Work closely with internal teams and external partners to communicate updates, resolve issues, and improve coordination. • Build productive relationships with specialty pharmacies and nursing networks to support a reliable patient experience. • Identify opportunities to streamline workflows and share practical recommendations that enhance team operations.
2026-04-27T00:00:00Z

Client Accounts Specialist

San Francisco, CA
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:Invoice Management: Prepares and posts client invoices per attorney revisions and client guidelines.Cash Application: Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.Bank Deposits: Organizes and deposits checks into correct accounts.Trust Accounts: Records deposits, transfers, and withdrawals for client and state bar trust accounts.Recordkeeping: Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.Reporting: Provides accrual, budget, and rate data to attorneys/clients as requested.Expense Processing: Records third-party expenses and disbursements in expense systems.Account Management: Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.Collections Support: Assists with collection efforts when needed.
2026-03-27T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent / Full Time
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-04-17T00:00:00Z

Customer Service Representative

Richmond, CA
onsite
Temporary / Contract
24 - 25 USD / Hourly
We are looking for a Customer Service Representative to support customer-facing operations and assist with quote-related activities in Richmond, California. This Long-term Contract position is ideal for someone who enjoys balancing multiple priorities, delivering responsive service, and working across teams to keep orders and customer requests moving efficiently. The role will contribute to both customer service and quoting workflows, requiring strong communication, attention to detail, and comfort using business systems in a fast-paced environment. Responsibilities: • Provide day-to-day support for customer inquiries while also assisting the quotes team with pricing and proposal-related tasks. • Respond to inbound customer requests professionally and help address service concerns through timely follow-up and clear communication. • Work with internal departments across the organization to investigate order status questions and help resolve customer issues efficiently. • Support quote preparation and related administrative activities, using accurate calculations and careful review of details. • Manage changing priorities throughout the day and adjust focus based on urgent customer, order, or quoting needs. • Enter and update customer and order information in relevant systems to maintain accurate records and smooth workflow continuity. • Use phone, email, and internal platforms to coordinate responses and provide reliable service to customers and internal partners.
2026-04-24T00:00:00Z

Customer Service Representative

San Leandro, CA
onsite
Temporary / Contract
26 - 28 USD / Hourly
We are seeking an experienced and dedicated Customer Service Representative (CSR) for a temp-to-hire opportunity in San Leandro. The ideal candidate is reliable, highly responsive, detail-oriented, and an enthusiastic team player. Experience in order processing and cross-functional communication is strongly desired. Key Responsibilities:<ul><li>Order Processing: Review incoming orders, ensure data accuracy (ATP), document exceptions and special notes. Communicate proactively with transportation, sales, and warehouse teams to maintain seamless daily workflows.</li><li>Customer Experience: Deliver timely and professional updates related to orders. Serve as the company’s representative for customer inquiries via phone, email, or chat, ensuring customers feel heard and informed.</li><li>Issue Resolution: Proactively identify and help resolve customer issues, escalating complex cases when needed. Leverage product and process knowledge to build trust and deliver accurate, reliable support.</li><li>Attention to Detail: Guarantee data accuracy in all customer and order inputs. Strive for continuous process improvement and share recommended changes with leadership.</li><li>Reliability: Consistently demonstrate commitment to team goals and company values. Contribute positively to the department’s overall success.</li></ul>
2026-04-24T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
Provide customer support across phone, email, and chat channels while ensuring a positive customer experience. Responsibilities:<ul><li>Respond to customer inquiries and resolve issues</li><li>Track service requests and maintain records</li><li>Escalate complex matters as needed</li><li>Support customer satisfaction initiatives</li><li>Collaborate with internal teams on issue resolution</li></ul>
2026-04-24T00:00:00Z

Customer Service Representative

San Rafael, CA
onsite
Temporary / Contract
20 - 21 USD / Hourly
We are looking for a success-driven and attentive Customer Service Representative to join our team on a contract basis in San Rafael, California. In this role, you will act as a key liaison between customers and showroom staff, ensuring a seamless experience for all visitors and inquiries. If you thrive in a dynamic retail environment and enjoy providing exceptional service, this position is an excellent opportunity to showcase your skills. Responsibilities:<ul><li>Serve as the primary point of contact for customers via phone, email, and chat, addressing inquiries and resolving concerns promptly</li><li>Handle customer orders, process returns and exchanges, and provide information about products and services</li><li>Resolve customer complaints with patience and professionalism, ensuring customer satisfaction</li><li>Document customer interactions and maintain accurate records in customer management systems</li><li>Collaborate with internal teams to address customer needs and escalate issues when necessary</li><li>Identify opportunities to enhance customer experience and provide feedback to management</li><li>Uphold the company’s values and maintain a high standard of customer care</li><li>Stay up to date with company products, services, and policies</li></ul>
2026-04-24T00:00:00Z

Customer Service Representative

Mountain View, CA
onsite
Temporary / Contract
27.7115 - 32.087 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team on a l9 month contract basis in Mountain View, California. In this role, you will support nonprofit organizations by managing their registration processes and addressing inquiries related to payments. This position offers the opportunity to work in a collaborative environment focused on philanthropy and community engagement. Responsibilities:• Assist nonprofit organizations with completing their PaymentWorks registration to ensure smooth transactions.• Respond promptly to customer inquiries regarding registration processes and payment-related questions.• Enter and maintain accurate documentation and data records.• Utilize Excel and Outlook to manage and track communications and workflows effectively.• Collaborate with the Grants Processing Team to ensure alignment and efficiency in service delivery.• Provide detailed follow-ups with nonprofits to resolve any registration or payment issues.• Maintain a detail-oriented and courteous demeanor in all communications, both written and verbal.• Participate in team meetings twice per month to discuss progress and address challenges.• Leverage Salesforce if applicable to streamline customer service processes.
2026-04-22T00:00:00Z

Patient Billing Specialist (20hrs. a week)

San Francisco, CA
onsite
Permanent / Full Time
28 - 32 USD / Hourly
Patient Billing Specialist (20 hours per week)Mission‑driven nonprofit seeks a detail‑oriented Bookkeeper to support patient billing and core accounting operations. Responsibilities include patient invoicing and billing (private pay, Medicare, insurance), managing an EHR system, A/P and A/R, and accurate entry into QuickBooks.Collaborate with internal teams on reporting and audits.Ideal for someone highly organized, detail‑driven, and comfortable learning new systems.Must have QuickBooks experience!Flexibility in schedule and days worked!
2026-04-18T00:00:00Z

Accounts Receivable Specialist

Concord, CA
onsite
Temporary / Contract
25 - 32 USD / Hourly
Accounts Receivable Specialist Employment Type: Full-Time | Contract-to-Hire Compensation: $25 - $32 About the RoleAre you an experienced Accounts Receivable Specialist with a background in construction accounting? Robert Half is partnering with a top-tier construction company in the Livermore area to find a skilled and talented accounts receivable specialist to join their team. This is your opportunity to bring your talents to a dynamic, fast-paced environment and support projects that shape local communities. Key Responsibilities:<ul><li>Manage the accounts receivable process, including invoicing, collections, and cash application to ensure timely and accurate processing.</li><li>Monitor accounts for discrepancies, research client account issues, and resolve billing inquiries.</li><li>Reconcile client accounts, including project-based billing for construction contracts and retained earnings.</li><li>Prepare AR aging reports and track outstanding payments to maintain company cash flow targets.</li><li>Partner with the project management and accounting teams to verify compliance with construction contracts, lien waivers, and retainage requirements.</li><li>Ensure adherence to GAAP and construction accounting standards in AR functions.</li></ul>
2026-04-18T00:00:00Z

Accounts Receivable Specialist

Mountain View, CA
onsite
Temporary / Contract
32 - 40 USD / Hourly
Overview:The Accounts Receivable (AR) Specialist is responsible for managing and optimizing the company’s receivables process using Oracle NetSuite. This role focuses on ensuring timely and accurate invoicing, payment collection, account reconciliation, and supporting overall cash flow and financial reporting. The AR Specialist collaborates across departments to resolve discrepancies and deliver exceptional service to clients and internal stakeholders.Key Responsibilities:<ul><li>Generate, issue, and track customer invoices within NetSuite, ensuring accurate coding and compliance with company procedures.</li><li>Monitor receivable balances, follow up on outstanding payments, and maintain regular communication with clients regarding account status.</li><li>Process incoming payments (ACH, wire, check, credit card) and record transactions accurately in NetSuite.</li><li>Reconcile accounts receivable ledger and resolve discrepancies, ensuring accounts are current and properly documented.</li><li>Prepare aging reports and assist with cash forecasting by analyzing receivables trends and outstanding balances.</li><li>Maintain and update customer records in NetSuite, ensuring data accuracy.</li><li>Support month-end close processes related to AR, including reconciliations and reporting.</li><li>Collaborate with sales, operations, and finance teams to resolve invoicing or payment issues.</li><li>Assist with audit requests and provide necessary documentation related to AR activities.</li></ul>
2026-04-20T00:00:00Z

Accounts Receivable Specialist

Concord, CA
onsite
Temporary to Hire
25 - 30 USD / Hourly
We are looking for a detail-oriented Accounts Receivable Specialist to join our client in Concord, California. In this Contract to permanent role, you will play a key part in managing billing processes, resolving customer inquiries, and maintaining strong relationships with clients and internal teams. This position is ideal for candidates with expertise in accounts receivable operations and a commitment to providing exceptional service. Responsibilities: • Review newly established accounts to ensure billing information is accurate and complete.• Verify that invoices align with customer specifications and requirements.• Collaborate with customers and branches to resolve billing disputes efficiently.• Gain a thorough understanding of internal billing system capabilities and limitations.• Respond promptly to customer inquiries related to billing and payments.• Submit invoices using the preferred delivery methods specified by customers.• Process billing through customer portals and invoice fulfillment systems as necessary.• Build and nurture positive relationships with customers to enhance trust and satisfaction.• Provide support to other departments when addressing billing questions or issues.• Partner with the Accounts Receivable team to monitor overdue accounts and coordinate collection efforts.
2026-04-25T00:00:00Z

Accounts Receivable Coordinator

Walnut Creek, CA
onsite
Temporary to Hire
25 - 35 USD / Hourly
We are looking for an Accounts Receivable Coordinator to join our clients team in Walnut Creek, California. This Contract to permanent position offers an exciting opportunity to contribute to a fast-paced environment while honing your skills in cash application and reconciliation. The role involves extensive communication and research to resolve unapplied cash balances and ensure accurate payment allocations. Responsibilities: • Investigate unapplied cash balances caused by duplicate or overpayments, ensuring accurate allocation of funds.• Communicate with collectors, attorneys, insurance companies, and clients to reconcile payment details and resolve discrepancies.• Prepare and submit check request forms for approval and processing.• Prioritize high-value unapplied cash balances using weekly reports for efficient resolution.• Verify and process requests for write-offs and deductions, ensuring compliance with company policies.• Troubleshoot and resolve issues related to payment remittance advice and client communication.• Post check payments and assist in identifying electronic or credit card transactions as needed.• Collaborate with internal teams to maintain accurate records and streamline cash application processes.• Utilize Excel and legal ERP systems to track and reconcile payments effectively.
2026-04-27T00:00:00Z

Accounts Receivable Coordinator

Walnut Creek, CA
onsite
Temporary to Hire
25 - 35 USD / Hourly
We are looking for an Accounts Receivable Coordinator to join our client in Walnut Creek, California on a contract-to-permanent basis. This role is well suited for an early-career candidate who enjoys investigative work, follow-through, and communication across multiple parties. The position focuses on resolving unapplied cash, reviewing payment activity, and coordinating with internal teams, clients, insurance representatives, and attorneys to ensure account accuracy. Candidates who are organized, adaptable, and comfortable working with firm, fast-paced stakeholders will thrive in this hybrid environment. Responsibilities: • Investigate unapplied cash balances by reviewing overpayments, duplicate payments, and missing remittance details to determine the correct account treatment.• Communicate with collectors, clients, insurance carriers, attorneys, and third-party payment contacts to obtain allocation information and resolve outstanding payment questions.• Analyze payment records across matters and accounts to identify posting errors, payer discrepancies, and items that require correction or reassignment.• Process check receipts accurately and assist with identifying electronic and card-based payments when payment details are incomplete or unclear.• Prepare refund or check request documentation for appropriate review and processing when account research confirms money is owed back.• Prioritize resolution efforts using weekly unapplied cash reporting, with close attention to high-value balances and aging items.• Review deduction and write-off support to confirm requests are valid, properly documented, and aligned with account activity.• Address remittance and payment communication issues by researching supporting details and coordinating next steps with the appropriate internal and external stakeholders.
2026-04-23T00:00:00Z

Patient Admin Specialist (PAS)

Palo Alto, CA
onsite
Temporary / Contract
23 - 32 USD / Hourly
We are looking for a Patient Administrative Specialist to join our team on a contract basis in Palo Alto, California. In this role, you will be responsible for ensuring smooth front-office operations, including patient coordination, surgery scheduling, and administrative support in an outpatient clinical setting. This position requires excellent organizational and communication skills to provide a seamless experience for patients and healthcare providers. Responsibilities: • Welcome patients upon arrival, assist with check-in and check-out processes, and address initial inquiries regarding appointments, payments, and schedules. • Coordinate surgery scheduling and manage provider preferences to accommodate urgent patient needs. • Maintain and update clinic databases, directories, and internal forms to ensure accurate documentation. • Respond to non-clinical patient and CRM messages, escalating cases as necessary to the appropriate team. • Provide administrative support to healthcare providers using reference tools and documentation. • Manage and distribute incoming faxes, mail, and other clinic-specific documents. • Ensure service standards are met or exceeded in alignment with organizational goals. • Handle multi-line phone systems to route incoming calls and respond to inquiries efficiently. • Support daily clinic operations by maintaining accurate records and facilitating communication between teams. • Execute customer service tasks with professionalism, prioritizing patient satisfaction and problem resolution.
2026-04-22T00:00:00Z

Patient Admin Specialist (PAS)

Emeryville, CA
onsite
Temporary / Contract
25 - 32 USD / Hourly
We are looking for a Patient Administrative Specialist to join our team in Emeryville, California. In this contract position, you will play a vital role in supporting the daily operations of a clinic, focusing on patient coordination, surgery scheduling, and front desk tasks. This role is an excellent opportunity for individuals with strong organizational skills and a passion for delivering exceptional patient service. Responsibilities: • Welcome patients at the front desk, ensuring a positive first impression and assisting with inquiries about appointments, payments, and schedules. • Coordinate surgery scheduling and collaborate with healthcare providers to accommodate urgent patient needs. • Provide administrative support to doctors and patients by utilizing reference tools and documents. • Maintain clinic databases, including information directories, paging systems, and internal forms. • Process and distribute faxes, mail, and clinic-specific documentation efficiently. • Respond to non-clinical patient messages and CRM inquiries, escalating issues as needed. • Uphold organizational service standards by delivering excellent customer service. • Assist in the check-in/check-out process to streamline patient flow. • Ensure accurate filing and documentation to support clinic operations.
2026-04-22T00:00:00Z

Patient Admin Specialist (PAS)

Palo Alto, CA
onsite
Temporary / Contract
25 - 29 USD / Hourly
We are looking for a dedicated Patient Administrative Specialist to join our team in Palo Alto, California. In this role, you will focus on new patient coordination, surgery scheduling, and various administrative tasks to support the daily operations of an outpatient clinical setting. This is a long-term contract position offering an opportunity to contribute to a dynamic healthcare environment. Responsibilities: • Oversee front desk operations, including patient check-in and check-out processes. • Welcome patients and address initial inquiries regarding appointments, payments, and schedules. • Coordinate scheduling preferences with healthcare providers and respond to urgent patient needs. • Provide administrative support to doctors and patients using reference tools and documentation. • Maintain clinic databases and process internal forms to ensure accurate information management. • Meet or exceed service standards set by the organization and department. • Handle non-clinical patient messages and CRM inquiries, escalating issues when necessary. • Manage incoming faxes, mail, and clinic-specific documentation, ensuring proper filing and distribution. • Assist with surgery scheduling and other time-sensitive patient coordination tasks.
2026-04-22T00:00:00Z

Patient Admin Specialist (PAS)

Palo Alto, CA
onsite
Temporary / Contract
25 - 35 USD / Hourly
We are looking for a Patient Admin Specialist (PAS) to support front-office operations in an outpatient clinic in California. This Contract position is ideal for someone who thrives in a patient-facing setting and can manage scheduling, registration, and administrative coordination with accuracy. The role follows a 40-hour day shift schedule and plays an important part in creating a smooth experience for patients, providers, and clinic staff. Responsibilities: • Welcome patients upon arrival, guide them through check-in and check-out activities, and address routine questions related to appointments, billing, and clinic processes. • Coordinate new patient intake and assist with arranging surgical and follow-up visits while aligning schedules with provider availability and clinic priorities. • Monitor non-clinical patient communications through phone and CRM channels, responding appropriately and forwarding urgent or unresolved matters to the right team members. • Support physicians and care teams by using approved reference materials and administrative tools to facilitate clear patient-provider coordination. • Maintain accurate clinic records by updating databases, organizing documentation, and processing internal forms in a timely manner. • Handle incoming and outgoing administrative materials, including faxes, mail, and filed records, to keep daily office workflows organized. • Communicate with providers regarding appointment preferences and time-sensitive patient needs to help the clinic respond efficiently. • Contribute to a high standard of service by managing multiple front-desk tasks effectively and ensuring an attentive patient experience throughout the day.
2026-04-24T00:00:00Z

Patient Admin Specialist (PAS)

Castro Valley, CA
onsite
Temporary / Contract
25 - 29 USD / Hourly
We are looking for a Patient Admin Specialist (PAS) to support front-desk operations and patient registration activities in an outpatient clinic in Castro Valley, California. This Long-term Contract opportunity is ideal for someone who enjoys creating a welcoming patient experience while keeping scheduling, documentation, and daily administrative processes organized. In this role, you will help coordinate appointments and surgery-related scheduling, respond to non-clinical patient inquiries, and support smooth communication across the clinic team. Responsibilities: • Welcome patients at the front desk, guide them through check-in and check-out, and address routine questions related to appointments, payments, and visit logistics. • Coordinate new patient intake and assist with scheduling needs, including surgery appointments and other follow-up visits based on provider availability and clinic priorities. • Work closely with providers and staff to align scheduling plans, communicate time-sensitive needs, and help address urgent administrative requests promptly. • Support patient and physician interactions by using approved reference materials, office tools, and clinic procedures to provide accurate non-clinical assistance. • Maintain clinic records and administrative databases, update directories and patient-related information, and complete internal documentation with attention to detail. • Respond to non-clinical messages received through CRM platforms and patient communication channels, escalating issues to the appropriate team when needed. • Manage incoming and outgoing office communications by sorting faxes, distributing mail, and organizing clinic documents through proper filing practices. • Contribute to efficient daily operations by handling a variety of front-office tasks while meeting established service expectations and departmental standards.
2026-04-24T00:00:00Z