5 results for Patient Financial Services Representative in Stockton, CA

Patient Account Representative

Sacramento, CA
onsite
Contract / Temporary to Hire
25 - 27 USD / Hourly
Are you a detail-oriented healthcare professional with expertise in medical billing and patient account management? Our client is seeking a Patient Account Representative to join their team in the Sacramento area. In this position, you will play a key role in supporting patients throughout the pre-visit billing process, verifying insurance coverage, addressing outstanding balances, and providing a positive patient experience.Key Responsibilities<ul><li>Initiate and verify insurance coverage and eligibility for scheduled services.</li><li>Review and obtain necessary pre-authorizations for treatments and procedures.</li><li>Investigate drug benefits, communicate patient financial responsibilities, and support payment for services.</li><li>Follow up on outstanding balances and unpaid insurance claims, including denials and patient portions.</li><li>Interact with patients both in person and over the phone regarding billing inquiries and account resolutions.</li><li>Draft effective appeal letters for initial and secondary insurance claim appeals.</li><li>Assess account balances and determine appropriate next steps to ensure payment.</li><li>Assist patients with co-pay and financial assistance programs, including sending information packets, answering questions, enrolling patients online, and helping to qualify for support.</li><li>Utilize payer and benefit websites to track claim and appeal status.</li><li>Manage phone queue for inquiries from patients and clinic staff.</li><li>Contribute to proper inventory documentation and storage processes for high-cost treatments.</li><li>Complete other administrative duties as assigned.</li></ul>
2026-03-06T00:00:00Z

Customer Service Representative

Tracy, CA
onsite
Temporary
19 - 21 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team in Tracy, California. In this long-term contract position, you will serve as a pivotal link between customers, sales, manufacturing, and shipping operations. Your role will involve ensuring seamless communication with clients while supporting production processes to achieve timely deliveries and excellent customer satisfaction. Responsibilities: • Handle customer orders, whether received directly or through account managers, ensuring accuracy and timeliness. • Place orders for materials and supplies required for production, coordinating with procurement teams. • Maintain consistent communication with customers regarding order statuses, quotations, changes, confirmations, as well as addressing complaints and inquiries. • Process purchase orders, manage account credits, and update customer information in company systems. • Collaborate with production teams to meet delivery schedules and uphold customer expectations. • Utilize organizational systems to monitor and support on-time deliveries. • Manage multiple accounts for small to medium-sized customers with diverse and complex needs. • Work closely with manufacturing staff to understand production processes and align customer requirements. • Support sales and shipping operations to ensure smooth workflows and customer satisfaction.
2026-03-03T00:00:00Z

Customer Service Representative

Fremont, CA
onsite
Contract / Temporary to Hire
26.125 - 30.25 USD / Hourly
We are looking for a motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will play a key part in guiding prospective students through the admissions process by providing accurate information about programs, entrance requirements, and academic standards. This is a contract-to-permanent position located in Fremont, California, offering the opportunity to make a meaningful impact on students' educational journeys. Responsibilities: • Respond promptly to inquiries from prospective students, providing detailed information about program offerings, entrance requirements, and academic standards. • Conduct follow-up with potential students who have expressed interest but have not scheduled or attended interviews. • Initiate outreach to generate new leads and build relationships with prospective students. • Schedule and lead interviews with students, ensuring adherence to company policies and procedures. • Match program offerings to students’ goals, qualifications, and aspirations, while explaining the benefits and advantages of the institution. • Act as a liaison between students and campus departments, assisting with enrollment forms and ensuring smooth transitions. • Collaborate with admissions management to address student concerns and motivations effectively. • Provide basic guidance and advice to students regarding program eligibility and admissions processes. • Mentor students to help them identify their interests and strengths, supporting their educational decision-making. • Address routine questions and concerns from students, ensuring resolution in compliance with policies and procedures.
2026-03-03T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
110000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Ramon | Hybrid This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career. The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures. Responsibilities<ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Financial Planner - Wealth Management Firm

Alamo, CA
onsite
Permanent
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z