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Financial Services Representative (hybrid)

Northwell Health
United Statesfull_timeVerifiedPosted 10 Mar 2026

About the role

  • Provide a prompt customer experience with excellent verbal/written communication skills to deliver satisfactory solutions to a diverse range of inquiries received via email, web forms, and other digital communication sources.  
  • Utilize institutional knowledge and templates to construct a concise and personalized response to our customers, while educating them on their financial journey and self-service options available on www.Northwell.edu.  
  • Document each customer's inquiry and utilize various trackers/systems to maintain patient account information.  
  • Execute timely and consistent follow up on accounts by leveraging tools and resources provided to you in addition to demonstrating personal organizational skills.  
  • Review and resolve accounts across multiple reports and worklist pools on a regular basis.  
  • Act as a liaison across several Northwell Health departments, insurance providers, and other third parties.  
  • Maintain Service Level Agreements and satisfactory Key Performance Indicators to ensure both team and individual customer satisfaction goals are met.  
  • Supports other areas of Financial Services and provides backup in-bound phone coverage when needed. 

REQUIRED EXPERIENCE AND QUALIFICATIONS 

  • Ability to complete a typing test and achieve 50 WPM Speed Score and a 96% Accuracy Score. 

  • Associate degree preferred.  

  • 1-3 years of relevant experience, required. 

  • Minimum of one (1) year call center or relevant experience, required. 

  • Experience with Northwell Health host systems and billing process. 

  • Experience in a medical setting, preferred. 

  • Knowledge of billing procedures, preferred. 

  • Proficient in PC applications (Microsoft Outlook, Excel, PowerPoint, Word). 

  • Excellent verbal/written customer service, communication and problem resolution skills, required. 

  • Excellent analytical and problem-solving skills, required. 

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Company

Northwell Health

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