We are looking for a Customer Resolution Specialist to support patient and payer account service operations in Sacramento, California. This Long-term Contract opportunity is ideal for someone who can manage billing-related questions, account follow-up, and balance resolution with accuracy and professionalism. The person in this role will help customers understand charges, coverage, and payment options while ensuring work is completed in line with healthcare billing standards and internal procedures.<br><br>Responsibilities:<br>• Address customer questions related to hospital and billing services that require close attention to detail, including statements, payments, benefits, eligibility, and coverage details.<br>• Review patient accounts and complete appropriate account corrections, approved adjustments, and contractual write-offs based on account findings and payer guidelines.<br>• Follow up on self-pay balances by contacting patients, guarantors, or other responsible parties to secure payment or establish suitable payment arrangements.<br>• Investigate and resolve account issues involving authorizations, explanations of benefits, and outstanding balance concerns across assigned accounts.<br>• Evaluate accounts for financial assistance eligibility and complete presumptive charity reviews when applicable.<br>• Transfer qualifying accounts for bad debt processing in accordance with departmental standards and timelines.<br>• Maintain accurate documentation by recording account activity, action codes, and follow-up outcomes for each interaction.<br>• Apply working knowledge of payer rules, reimbursement practices, and department procedures to ensure compliant account resolution.<br>• Meet daily productivity expectations while managing account workload efficiently and supporting additional customer care tasks as needed.
<p>About the Role</p><p>We are looking for a reliable, customer-focused individual to join our team as a Part-Time Customer Service Representative with event support responsibilities. In this dual-role position, you will deliver excellent service to clients and internal teams while also helping plan, set up, and coordinate events. This is a great opportunity for someone who enjoys variety, thrives in a people-oriented environment, and can shift between desk-based support and hands-on event work.</p><p>Key Responsibilities</p><ul><li>Provide friendly, professional customer service via phone, email, and in-person interactions</li><li>Respond to inquiries, resolve issues, and escalate more complex matters when needed</li><li>Maintain accurate customer records and documentation in our systems</li><li>Assist with event planning and logistics, including coordinating schedules, vendors, supplies, and staffing needs</li><li>Support on-site event setup, breakdown, and day-of coordination to ensure smooth operations</li><li>Collaborate with internal teams and external partners to meet event timelines and quality standards</li><li>Help track event-related details and communicate updates to stakeholders</li><li>Perform other related administrative and support duties as assigned</li></ul><p><br></p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>