Financial Clearance Specialist

UMass Memorial Health

. Assess and verify patient demographic, financial, and insurance information for scheduled medical services .

Posted 10/27/2026full-timeRemote • Massachusetts • United StatesMid-LevelSenior💰 $21 - $29 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in patient financial assessment, insurance verification, and billing processes within a healthcare environment. Proficient in managing patient liabilities and ensuring compliance with financial clearance policies.

Highest-signal resume keywords

Patient Financial AssessmentInsurance VerificationHealthcare Revenue CycleThird-Party CollectionsBusiness Office Applications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Patient Demographic VerificationFinancial Liability EstimationPayment ProcessingPre-Certification AuthorizationFinancial Clearance Policy Application

Soft Skills

Effective CommunicationAdaptabilityCustomer Service

Tools & Technologies

Hospital Computer SystemsBusiness Office Applications

Industry Keywords

Healthcare EnvironmentRevenue CycleCollection AgencyFinancial Counselor

About the role

Key responsibilities & impact

Assess and verify patient demographic, financial, and insurance information for scheduled medical services
Initiate contact with insurance companies to obtain eligibility and accurate patient billing information
Collect copayments, deductibles, coinsurances, deposits, and other patient liabilities
Estimate patient financial liability and explain liability variables to patients
Receive and process patient payments for current and past balances
Ensure pre-certification authorization and/or referrals are in place before services are rendered
Refer patients to Financial Counselors or the Business Office based on patient needs
Reschedule appointments when requested or when financial circumstances require postponement
Enter clear, concise financial clearance notes in the system
Apply Financial Clearance Policy consistently and assess coverage gaps and patient financial exposure
Reprioritize work in response to changing situations and perform other assigned duties

Requirements

What you’ll need

Minimum High School Diploma or G.E.D.; business concentration preferred
Four plus (4+) years of experience within a business office setting; hospital revenue cycle, physician office, or collection agency preferred
Prior experience in a healthcare environment required
Working knowledge of personal computers and business office applications preferred
Familiarity with hospital computer systems is a plus
Knowledge of third-party collections and reimbursement preferred
Ability to verify demographic, financial, and insurance information
Unless certification, licensure or registration is required, an equivalent combination of education and experience may be substituted
Ability to work Monday through Friday, 8:00am–4:30pm, 40 hours per week

Benefits

Comp & perks

Signing bonus may be available, subject to eligibility
Full-time schedule of 40 hours per week
Remote work arrangement (Primarily Remote)