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Representative Registration and Financial
Career Insights for Financial Services Representative
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Scorecard
Based on New Jersey data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$75,034 / year median in New Jersey
-10% projected decline
Job Description
Responsible for following established policies and procedures, and various activities related to the patient registration process. This includes collection of demographic, financial, insurance information, and financial screening of patients prior to services being rendered. Completes collections of patient financial responsibility, and refer self pay patients to appropriate financial service when needed. Enters data accurately and ensures prompt service to all patients and acts as a liaison for other ancillary departments. Work requires a High School diploma or equivalent and up to one year of basic technical training in medical office practice plus 3 to 6 months of on the job training and orientation. Certified Healthcare Access Associate (CHAA) by National Association of Healthcare Access Management preferred. Bilingual preferred. Knowledge of Microsoft Office required. Knowledge of medical terminology is considered an asset.