Financial Specialist - Clinic | Urology - Halifax Health | Day | Full-Time

Overview Position Summary: We are seeking a detail-oriented and patient-focused Financial Specialist to join our medical office team. In this role, you will play a key part in delivering excellent, patient-centered service by supporting front-end financial operations and ensuring a smooth and welcoming experience for every patient. Responsibilities Key Responsibilities: Schedule patient appointments efficiently and accurately Collect co-payments, pre-payments, and other patient balances Review and discuss outstanding balances with patients in a professional manner Enter charges promptly and accurately into the system Process referrals in accordance with practice protocols Verify and update patient demographics and insurance information Provide a friendly, professional point of entry and exit for patients Maintain a comfortable and organized waiting room experience Support clinic operations by floating to other practices or adjusting schedules as needed Qualifications Minimum Education & Experience Requirements: High school diploma or equivalent required One (1) year of experience in financial services, business, physician office, or customer service required Two (2) years of relevant business/financial/physician practice experience preferred Associate degree or equivalent coursework may substitute for the required experience Required Skills & Qualifications: Strong knowledge of verifying patient demographics and insurance information Excellent customer service and phone communication skills Ability to collect payments professionally and courteously Familiarity with CPT and diagnosis coding preferred Strong attention to detail and organizational skills Ability to multitask and manage responsibilities effectively Problem-solving skills and a proactive approach to work Team-oriented mindset with a willingness to support colleagues Work Environment: This position may require flexibility, including floating between practices or adjusting work hours to meet staffing needs. Key Responsibilities: Schedule patient appointments efficiently and accurately Collect co-payments, pre-payments, and other patient balances Review and discuss outstanding balances with patients in a professional manner Enter charges promptly and accurately into the system Process referrals in accordance with practice protocols Verify and update patient demographics and insurance information Provide a friendly, professional point of entry and exit for patients Maintain a comfortable and organized waiting room experience Support clinic operations by floating to other practices or adjusting schedules as needed Minimum Education & Experience Requirements: High school diploma or equivalent required One (1) year of experience in financial services, business, physician office, or customer service required Two (2) years of relevant business/financial/physician practice experience preferred Associate degree or equivalent coursework may substitute for the required experience Required Skills & Qualifications: Strong knowledge of verifying patient demographics and insurance information Excellent customer service and phone communication skills Ability to collect payments professionally and courteously Familiarity with CPT and diagnosis coding preferred Strong attention to detail and organizational skills Ability to multitask and manage responsibilities effectively Problem-solving skills and a proactive approach to work Team-oriented mindset with a willingness to support colleagues Work Environment: This position may require flexibility, including floating between practices or adjusting work hours to meet staffing needs.