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5 results for Patient Financial Services Representative in Stockton, CA

Patient Account Rep (PAR)

Sacramento, CA
remote
Temporary / Contract
24 - 34 USD / Hourly
We are looking for a Patient Account Rep (PAR) to support revenue cycle operations for a Contract position based in Sacramento, California. This role focuses on maintaining accurate patient account activity, resolving billing-related issues, and supporting timely reimbursement across a range of payer types. The ideal candidate is detail-oriented, comfortable handling repetitive processes, and able to provide dependable service while escalating more complex account concerns when needed. Responsibilities: • Manage patient accounts receivable activities by reviewing account status, updating records, and supporting timely billing and collection efforts. • Examine claim-related edits and payer responses, correct identified issues, and resubmit claims when additional action is required. • Post payments, adjustments, transfers, and refunds accurately while helping reconcile unresolved or undistributed payment items. • Enter charges and investigate account discrepancies, coordinating with internal teams to correct coding, diagnosis, or charge-related issues. • Process write-offs, contractual adjustments, and bad debt transfer requests in accordance with established procedures. • Review denials and rejections, assist with appeal preparation, and take follow-up action to improve claim resolution outcomes. • Respond to patient inquiries and complaints professionally, providing account support and escalating non-routine concerns when appropriate. • Evaluate self-pay and credit balance accounts, assist with charity-related documentation, and support account resolution activities within productivity expectations.
2026-06-23T00:00:00Z

Medical Claims Representative

Pleasanton, CA
onsite
Temporary to Hire
31.35 - 36.3 USD / Hourly
We are looking for a Medical Claims Representative to join our team in Pleasanton, California in a Contract to Permanent role. This position is ideal for someone with experience handling medical claims, billing activity, and insurance-related documentation in a fast-paced environment. The person in this role will support accurate claim review and member-related processing while communicating clearly with Spanish-speaking members and internal teams. Success in this position requires strong knowledge of medical terminology, benefit plans, and claims administration procedures. Responsibilities: • Review, evaluate, and process medical claims with close attention to accuracy, completeness, and applicable coverage details. • Enter and maintain member, enrollment, beneficiary, and medical information within internal claims systems while following established procedures. • Verify insurance details and confirm benefit eligibility to support timely and correct claim handling. • Interpret billing information, coding details, and supporting documentation to determine appropriate claim outcomes. • Communicate with members, providers, and internal partners regarding claim status, required documentation, and benefit-related questions. • Assist Spanish-speaking members by providing clear and thorough support in both English and Spanish. • Apply working knowledge of healthcare benefits, policies, and regulatory guidelines when reviewing claim activity. • Escalate complex or legally sensitive claim matters to leadership when additional review or direction is needed.
2026-06-22T00:00:00Z

Customer Service Representative

Sacramento, CA
onsite
Temporary / Contract
23 - 24 USD / Hourly
We are looking for a Customer Service Representative to join our team in Sacramento, California for a Contract position. This role is ideal for someone who enjoys helping customers, resolving concerns effectively, and delivering a positive service experience in a fast-paced office setting. The position works onsite five days per week and requires strong communication skills, sound judgment, and the ability to collaborate across teams to support customer needs effectively. Responsibilities: • Handle incoming customer calls with attentive listening, thoughtful questioning, and a solution-focused approach to resolve inquiries and concerns. • Route issues to the appropriate team members when specialized support is needed, while coordinating with internal departments to address service-related matters and complaints. • Build a strong understanding of company processes and services to provide accurate information and improve overall customer support. • Partner with other business areas when needed to assist with service requests and help maintain smooth day-to-day operations. • Alert Customer Care leadership to service disruptions, workflow concerns, or recurring issues that could affect customers, partners, or internal teams. • Complete all assigned work in alignment with company policies, operational expectations, supervisory guidance, and applicable regulations. • Provide attentive support to insured individuals, injured workers, vendors, and other stakeholders with timely and respectful communication. • Contribute to a dependable onsite team environment by maintaining consistent attendance and participating fully in office-based operations five days each week.
2026-07-06T00:00:00Z

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 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.
2026-07-02T00:00:00Z

Financial Advisor

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | Walnut Creek | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z