Financial Clearance Specialist

UMass Memorial Health

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

Posted 9/30/2026full-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 collections within a healthcare environment. Proficient in applying financial clearance policies and managing patient liabilities effectively.

Highest-signal resume keywords

Patient Financial AssessmentInsurance VerificationCollections ManagementHealthcare Environment ExperienceBusiness Office Operations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Patient Demographic VerificationCo-Pay CollectionAccounts Receivable ManagementFinancial Clearance PoliciesThird Party Collections Knowledge

Soft Skills

Communication SkillsOrganizational SkillsProblem-Solving Skills

Tools & Technologies

Hospital Computer SystemsBusiness Office Applications

Industry Keywords

Revenue CycleHealthcare FinancePatient LiabilityFinancial Counselor Referral

About the role

Key responsibilities & impact

Assess and verify patient demographic, financial, and insurance information for scheduled medical services
Collect co-pays, deductibles, coinsurances, down payments, and other patient liabilities
Provide estimates for services and explain liability variables to patients
Receive and process payments for current and past balances
Contact insurance companies to verify eligibility and obtain accurate billing information
Perform collections on outstanding accounts receivable
Ensure pre-certification authorization and/or referrals are in place before services are rendered
Refer patients to Financial Counselors or the Business Office as appropriate
Reschedule appointments when requested or when financial circumstances require postponement
Enter clear notes about financial clearance status in the system
Apply Financial Clearance policies and procedures consistently
Assess coverage gaps and determine patient financial exposure
Reprioritize work as needed and perform other assigned duties

Requirements

What you’ll need

Minimum High School Diploma or G.E.D.
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
Business concentration preferred
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
Equivalent combination of education and experience may be substituted unless certification, licensure, or registration is required
Ability to work Monday through Friday, 8am–4:30pm
Ability to perform duties involving sitting, standing, walking, talking/hearing, hand use, and lifting up to 10 pounds

Benefits

Comp & perks

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