Financial Clearance Representative L1 – PreReg

Ohio State University Physicians

. Contact patients or their designees to collect accurate coverage information .

Posted 10/12/2026full-timeRemote • Ohio • United StatesJunior💰 $17 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in patient coverage verification, financial assessment, and customer service within healthcare settings, while ensuring compliance with HIPAA regulations. Proficient in utilizing health information systems and maintaining effective relationships with medical staff and patients.

Highest-signal resume keywords

Patient Coverage VerificationCustomer Service SkillsEPIC Database ProficiencyFinancial AssessmentHIPAA Compliance

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance ExperienceHealthcare ExperienceFinancial Counseling ReferralEstimate CreationCopayment Collection

Soft Skills

Excellent Communication SkillsInterpersonal SkillsAttention to DetailProfessionalismEnthusiasm

Tools & Technologies

Integrated Health Information SystemsTelephone TechnologyMS OfficeInternet Applications

Industry Keywords

Patient InteractionConfidentialityWorkflow ManagementMedical Staff CollaborationFast-Paced Environment

About the role

Key responsibilities & impact

Contact patients or their designees to collect accurate coverage information
Use integrated health information systems and telephone technology to facilitate customer interactions
Search for patients accurately in the EPIC database to reduce duplicate patient records
Assess patients’ financial ability to pay for services and refer them to financial counseling staff when appropriate
Send eligibility requests to payors to verify accurate and current coverage
Maintain working relationships with medical staff, referring physicians, and their designees
Provide customer service while maintaining confidentiality in accordance with the Office of Compliance and HIPAA
Alert management to problems with systems and workflow
Create estimates, provide financial liability education, and collect copayments and deposits as necessary
Perform other duties as assigned

Requirements

What you’ll need

High school diploma/GED with 1+ years of experience in insurance, healthcare, or related field
Excellent customer service skills, enthusiasm, and compassion
Ability to work in a fast-paced environment
Exceptional verbal and written communication skills
High level of interpersonal skills for handling sensitive and confidential situations
Ability to establish effective working relationships with patients, physicians, team members, and others throughout the organization
Attendance, promptness, professionalism, attention to detail, cooperativeness, and politeness
Ability to escalate issues if necessary
Experience with PC applications including MS Office and Internet
Ability to maintain employer training requirements

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Health reimbursement accounts
Flexible spending accounts
Retirement benefits
Employee assistance program
Paid time off
Paid holidays
Wellness program