Jobs and Careers
BR

Client Financial Services Representative

Brightli
Indianapolis, United Statesfull_timeVerifiedPosted 18 Mar 2026

About the role

Job Description:

Job Summary:

Client Financial Services Representatives hold a key role in the Revenue Cycle. This position is responsible in managing all facets of insurance, client and grant billing, payment posting, charge follow up and customer service to include answering client inquiries.

Essential Job Functions:

  • Assures coding is compliant with billing and coding guidelines and according to contract.

  • Submission of insurance claims to clearinghouse/Department of Mental Health or individual insurance companies electronically or via paper CMS-1500 form in a timely manner.

  • Follows up with insurance payers on unpaid, denied or rejected claims.

  • Manually enter charges in electronic health record.

  • Resolves issues and resubmits or appeals claims.

  • Utilize insurance websites, provider portals, send secure messages and make phone calls.

  • Prepare charge invoices for non-insurance payers.

  • Run reports.

  • Timely review and follow up to all insurance inquiries and correspondence.

  • Document procedure/processes.

Knowledge, Skills, and Abilities:

  • Experience or knowledge of insurance billing/collection practices, preferred.

  • Familiarity with CPT and ICD-10 coding.

  • Knowledge of EFTs, EOBs and basic understanding of medical and insurance terminology, preferred.

  • Strong communication skills and strong customer service skills.

  • Detail oriented and ability to prioritize work.

  • Perform tasks effectively and with accuracy.

  • Strong analytical skills.

  • Basic math and data entry typing skills, including 10 key.

  • Proficiency in Microsoft Word and Excel.

  • Ability to work both independently and as part of a team.

  • Positive, friendly, approachable disposition.

  • Ability to read and interpret policies and procedures and follow instruction.

Experience and Education Qualifications:

  • High school diploma or GED

Supervisory Requirements:

  • None

Employment Requirements:

  • Successful completion of background check including criminal record, driving record, abuse/neglect and fingerprint check.

  • Completion of New Hire Orientation at the beginning of employment.

  • All training requirements including Relias at the beginning of employment and annually thereafter.

  • Current driver’s license, acceptable driving record and current auto insurance.

Physical Requirements:

ADA Consideration - Sedentary work:  Exerting up to 10 pounds of force occasionally (exists up the 1/3 of the time) and/or a negligible amount of force frequently (exists 1/3 to 2/3 of the time) to lift, carry, push, or pull, or otherwise move objects, including the human body.  Repetitive movements of hands, fingers, and arms for typing and/or writing during work shift.

Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time.  Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.

Position Perks & Benefits:

Paid time off: full-time employees receive an attractive time off package to balance your work and personal life

Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more

Top-notch training: initial, ongoing, comprehensive, and supportive

Career mobility: advancement opportunities/promoting from within

Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness

Brightli is on a Mission:

A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.

As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you ar

Apply for this role

Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.

Apply Now →Generate Application Kit

Free account required — sign up in 30s

Company

Brightli

View company profile →