Representative

• Serve as the first point of contact for patients entering the outpatient medical facility
• Greet and check in patients
• Verify patient information
• Schedule appointments
• Update electronic health records (EHR)
• Facilitate intake procedures, including completion of healthcare and insurance forms
• Collect payments for services
• Gain patient, family/support group, and healthcare provider confidence and cooperation through competent performance and effective communication
• Adhere to organizational and local/state/federal regulations, codes, policies, and procedures
• Protect patient privacy and safety while delivering optimal patient care
• Perform specific departmental tasks as needed
• Orient other staff to the department as needed
• Travel as needed between Modesto and Turlock locations

Patient services representative supporting pediatric outpatient care at Sutter Health

Patient Services Representative II, Pediatrics

Patient services representative handling check-in, scheduling, billing, and EHR updates for Sutter Health pediatric outpatients. Supporting intake, payments, privacy, and coordination across Modesto and Turlock.

• Monitor and collect company receivables, emphasizing delinquent accounts
• Analyze customer records and correspondence to maintain accurate records and mitigate risk
• Modify credit limits, resolve disputes, and recommend and follow Corporate Credit Policies
• Coordinate credit meetings with operational departments
• Promote Cat Commercial as a resource and solution for Peterson’s customers in collaboration with Cat Financial
• Provide superior customer service
• Initiate credit collection efforts and develop customer relationships to support collections
• Develop and recommend payment solutions for delinquent customers
• Evaluate accounts and reduce or extend credit lines or place credit holds
• Monitor additional exposure on delinquent accounts and consult on marginal credit issues
• Prepare, facilitate, and distribute regular and monthly credit reports and meetings
• Manage accounts sent to collections or legal
• Determine chargebacks and write-offs of unrecoverable accounts
• Prepare and file pre-liens, stop notices, and mechanic liens; refer matters to attorneys with approval
• Recover bad debt through appropriate channels
• Reconcile assigned accounts, provide requested documents, execute credit references, and process return mail
• Maintain punctual, regular, and predictable attendance

Credit Representative collecting receivables for Peterson’s heavy-equipment business

Credit Representative

Credit Representative collecting delinquent receivables for Peterson’s heavy-equipment business. Analyzing credit risk, resolving disputes, and managing collections, liens, and bad-debt recovery.

• Prepare, validate, and complete all steps needed to clear new cases for pre-scheduled services
• Validate and gather insurance and demographic information
• Contact insurance companies by website, phone, or fax to verify benefits and obtain authorizations
• Identify insurance guidelines and facilitate communication
• Use the EPIC system to verify benefits and eligibility
• Complete and obtain necessary authorizations for scheduled services
• Collaborate with clinical providers, on-site case management, and LPN/RN or Nurse Auditor staff
• Perform pre-service collection estimation and communicate patient liability
• Provide point-of-service information and logistics to support an exceptional patient experience
• Maintain compliance with applicable laws, accreditation standards, regulations, privacy, and safety requirements
• Perform other related duties as required

Pre-Service Representative verifying insurance and authorizations for Ochsner Health patients

Pre-Service Representative

Pre-Service Representative verifying insurance benefits and securing authorizations for Ochsner Health patients. Communicating liability and coordinating pre-service requirements before scheduled care.

• Send written correspondence and communicate with clients via phone to obtain, review and process enrollment materials for participants of CaliforniaChoice
• Expert knowledge of all MPC Enrollment Rep I duties
• Demonstrate knowledge of Correspondence duties as determined by department assessment as well as the following:
• Understand company policies and procedures as they apply to CaliforniaChoice plans.
• Responsible for the review and processing of the following forms including but not limited to: Employee Applications, Change Request Forms, Employee Termination Forms, Web Based Forms
• Identify and obtain missing/incomplete information on forms based on guidelines and standard operating procedures.
• Follow the department Pending Item process
• Compose clear and concise written correspondence (i.e. pending item requests, denials, confirmations, memos, letters, etc.)
• Place outbound calls to obtain missing/incomplete information on forms
• Maintain working knowledge of all products and systems used for job function (i.e. Pegasus, doc-link, SharePoint, etc.)
• Enter appropriate comments in a clear and succinct manner into Pegasus and/or Doc-Link.
• Meet department standards for quality and quantity of work.
• Maintain department and team standards for turnaround times.
• Adhere to all PHI (Personal Health Information) guidelines
• Assist with departmental training needs as needed
• Onsite or remote regular attendance and punctuality are essential functions of the job.
• Performs other business tasks or functions as assigned.

Customer service role processing enrollment materials for CaliforniaChoice

Correspondence Representative II

Correspondence Representative role at CaliforniaChoice. Focused on client communication, document processing, and adherence to company policies.

• Execute brand strategy and tactics in field
• Deliver sales performance, brand KPIs, financial targets, marketing objectives
• Create pre-call plan using SMART objectives and execute post-call evaluation
• Effectively handle objections, misunderstandings, concerns, and closing on every sales call
• Proactively serve customer needs and expectations
• Develop and execute a call plan that achieves set call metrics
• Continuously build understanding of customer needs and market landscape
• Differentiate AbbVie’s value proposition with health providers

Specialty Representative, executing brand strategy for AbbVie

Specialty Representative, Metabolics

Specialty Representative managing sales performance and executing brand strategy for AbbVie. Building customer relationships and optimizing access to key products in the metabolics therapy area.

• Execute brand strategy and tactics in field
• Deliver sales performance, brand KPIs, financial targets
• Create pre-call plan using SMART objectives
• Effectively handle objections, misunderstandings, and concerns
• Proactively aspire to serve customer needs and expectations
• Develop and execute a call plan that achieves set metrics
• Continuously build understanding on customer needs and market landscape
• Differentiate AbbVie’s value proposition with health providers

Specialty Representative executing brand strategy and sales performance

Specialty Representative II

Specialty Representative executing sales performance and brand strategy at AbbVie. Building customer relationships and managing sales targets in the therapeutic areas.

• In-person as well as virtual coverage for field sales vacancies and potentially other business needed support
• Ability to use sales techniques to ensure positive results to assigned list of healthcare professionals
• Verify and complete required data entry including details of the interaction, and any follow through actions in accordance with policies and procedures
• Manage daily sales call activity to optimize time and maximize the achievement of sales objectives
• Listen and respond appropriately to customer questions and needs, ensuring acceptance of, or agreement with a 'call plan' objective
• Demonstrate thorough knowledge of products and ensure clear, concise and accurate communication of product information with target audiences using proper medical terminology within Compliance guidelines
• Successfully complete all product and Compliance training to service customers within the parameters of the program
• Display a positive attitude and customer focus, provide timely resolution for all customer issues, concerns, and/or questions

Hybrid Specialty Representative for Psychiatry handling field sales and healthcare professional interactions

Specialty Representative, Psychiatry

Hybrid Specialty Representative for Psychiatry handling field sales support and sales objectives in healthcare environments. Engaging with healthcare professionals to drive product communication and customer relationships.

• Work effectively in an independent sales environment to generate new business sales activity
• Market and generate new sales of insurance products through new or lapsed agents/brokers
• Own the recruiting, new business generation and sales strategies
• Work closely with members in the new business and service teams to ensure continued growth of new sales
• Conduct regular follow-up calls to agents/brokers to maintain quote activity
• Resolve conflicts, solve problems, and provide feedback to management

Market Development Representative generating new sales of insurance products

Market Development Representative

Market Development Representative generating new sales of insurance products through brokers. Collaborating with teams to drive new business in an independent sales environment.

• Execute brand strategy and tactics in field, sales performance, effectively manage assigned territory and targeted accounts
• Build strong customer relationships and customer needs solving capability to maximize short and long term sales performance
• Create pre-call plan objectives and execute post-call evaluation to continuously improve sales performance
• Effectively handle objections, misunderstandings, concerns and consistently gain logical and reasonable calls to action to close on every sales call
• Continuously build understanding on customer needs and expectations, territory market landscape, competitors, market segments/dynamics, accounts, disease, product, clinical and sales expertise
• Share market intelligence information with in-field team, brand team and sales manager to achieve alignment, anticipate environmental changes and challenges
• Differentiate AbbVie’s value proposition with health providers assigned and identify, develop, and maintain disease state experts and speakers/advocates to maximize brand performance

Specialty Representative managing sales performance for AbbVie’s migraine products

Specialty Representative, Migraine

Specialty Representative managing sales performance for AbbVie’s migraine products, building customer relationships and executing brand strategies effectively in the assigned territory.

• Execute seasonal go-to-market and service strategies across Northern California
• Support retail partners through in-person store visits, product demos, and sales floor engagement
• Deliver clear, engaging product presentations to educate and motivate retail staff and consumers
• Implement merchandising and promotional activations using product and point-of-purchase materials
• Build excitement and awareness for Altra by engaging retail and community partners
• Represent Altra at local and select national events, races, and expos
• Collaborate with Sales Representatives to develop and execute effective service plans for the territory
• Complete detailed, accurate, and timely activity reporting via designated tools (e.g., Repsly)

Field Service Representative executing go-to-market strategies for Altra

Field Service Representative

Field Service Representative executing seasonal sales strategies for Altra across Northern California. Supporting retail partners and building community engagement with field activations and events.

• Execute brand strategy and tactics in field, sales performance, effectively manage assigned territory and targeted accounts
• Build strong customer relationships and customer needs solving capability to maximize short and long term sales performance
• Deliver sales performance, brand KPIs, financial targets, marketing objectives, etc. in order to meet or exceed on those objectives
• Create pre-call plan using SMART objectives and execute post-call evaluation in order to continuously improve sales performance
• Effectively handle objections, misunderstandings, concerns and consistently gain logical and reasonable calls to action in order to close on every sales call
• Proactively and continuously aspire to serve customer needs, customer expectations and challenges in order to build trusted customer relationships and to achieve win-win agreements between AbbVie and customers
• Develop and execute a call plan that achieves set call metrics and optimizes coverage and frequency to key customers in order to maximize access and sales opportunities
• Continuously build understanding on customer needs and expectations, territory market landscape, competitors, market segments/dynamics, accounts, disease, product, clinical and sales expertise and share this market intelligence information with in-field team, brand team and sales manager to achieve alignment, to anticipate environmental changes and challenges and to optimize brand strategy and its execution
• Differentiate AbbVie’s value proposition with health providers assigned and identify, develop and maintain disease state experts and speakers/advocates in order to maximize brand performance.

Specialty Representative, Rheumatology handling sales performance and customer relationships

Specialty Representative, Rheumatology

Specialty Representative, Rheumatology handling sales performance within defined territory and building customer relationships. Job entails executing brand strategy and driving sales in the immunology sector.

• Advise Project Owner on all aspects of commercial construction projects from concept to completion.
• Ensure compliance with environmental regulations and permits throughout the construction process, including environmental impact assessments and mitigation measures.
• Monitor all project schedules, provide early feedback on performance and risk to those schedules, and support timely completion of all project milestones.
• Identify potential risks and develop mitigation strategies to better position the project for success.
• Monitor the Contractor’s quality control measures to ensure construction activities meet industry standards and Owner expectations.
• Serve as a key conduit of information exchange between all on-site stakeholders, providing regular updates on project progress and addressing any concerns that may arise.
• Observe and influence the activities of construction teams, subcontractors, and support staff on behalf of the Owner, fostering a collaborative and safety-focused work environment.
• Consult to ensure compliance with safety regulations and best practices and recommend corrective actions to maintain a safe work environment for all personnel.
• Maintain accurate project documentation, including contracts, permits, change orders, and progress reports, and provide regular reporting to stakeholders.

Construction Manager serving as Owner's Representative for large-scale projects

Owner's Representative

Construction Manager serving as Owner's Representative in remote environments. Overseeing construction management responsibilities and ensuring alignment with Owner's vision and objectives.

• support patient care by handling calls
• resolving account issues
• updating patient records

Patient Services Representative supporting patient care through call handling and record updates

Patient Services Representative I

Patient Services Representative supporting patient care by handling calls and resolving account issues. Updating patient records in a remote capacity across the United States.

• Execute brand strategy and tactics in field, sales performance, effectively manage assigned territory and targeted accounts, build strong customer relationships and customer needs solving capability to maximize short and long term sales performance placing the patient into the center of any efforts and operating within AbbVie’s business code of conduct, policies and all applicable laws and regulations.
• Deliver sales performance, brand KPIs, financial targets, marketing objectives, etc. in order to meet or exceed on those objectives.
• Create pre-call plan using SMART objectives and execute post-call evaluation in order to continuously improve sales performance.
• Effectively handle objections, misunderstandings, concerns and consistently gain logical and reasonable calls to action in order to close on every sales call.
• Proactively and continuously aspire to serve customer needs, customer expectations and challenges in order to build trusted customer relationships and to achieve win-win agreements between AbbVie and customers.
• Develop and execute a call plan that achieves set call metrics and optimizes coverage and frequency to key customers in order to maximize access and sales opportunities.
• Continuously build understanding on customer needs and expectations, territory market landscape, competitors, market segments/dynamics, accounts, disease, product, clinical and sales expertise and share this market intelligence information with in-field team, brand team and sales manager to achieve alignment, to anticipate environmental changes and challenges and to optimize brand strategy and its execution.
• Differentiate AbbVie’s value proposition with health providers assigned and identify, develop and maintain disease state experts and speakers/advocates in order to maximize brand performance.

Specialty Representative executing brand strategy and sales performance in GI Care.

Specialty Representative – GI Care

Specialty Representative executing brand strategy and sales performance in GI Care for AbbVie in Glendale, CA. Building customer relationships and maximizing sales opportunities in the healthcare sector.

• Provide Technical Support via in-person contact, as well as telephone and E-mail communications (Product, Installation, Site Conditions, Maintenance, etc.).
• Significant amount of troubleshooting and problem solving.
• Conduct Claim Inspections and Technical Evaluations in the field (Involves travel to jobsites throughout the western United States and Western Canada, and potentially outside of North America on rare occasion.
• Submit detailed reports within 48 hours including key observations/facts, photographs, collection of samples and applicable evidence.
• Product Installation of SOFT surface materials (Carpet tile, POWERBOND, broadloom) for trade Show E.g. NeoCon, Mock-ups, Field Testing, tip sheet videos, etc.
• Conduct training sessions and seminars. Involves hands-on installation demonstration and speaking/presenting in front of an audience.
• Conduct POWERBOND and broadloom certification tests (written and practical exam) that are pass or fail for the students.
• Manage the logistics of that and submit paperwork to the corporate office for certification of those students who pass the test.
• 50% - 75% travel with Tarkett Account Executives on customer visits to provide technical support on a sales call.

Field Service Representative providing technical support in the flooring industry

Field Service Representative at Tarkett supporting the flooring industry with technical services and customer support. Involves significant travel and training responsibilities for product installation and evaluation.

• Process account and online banking maintenance, new account documentation, transactions, wires, transaction monitoring, and basic treasury servicing tasks.
• Ensure accuracy, completeness, and timeliness to support a smooth onboarding and client experience.
• Complete KYC activities in accordance with ASA/AML policies
• Respond to routine inquiries from a broad range of Commercial Banking clients with both basic and complex banking products and account structures.
• Provide clear, courteous, and service-oriented responses that reinforce sales and relationship team efforts.
• Issue Research and Escalation analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed.
• Ensure compliance with all regulatory and internal policies.

Entry-level Client Service Representative in Commercial Banking

Treasury Management, Commercial Client Experience Representative

Entry-level Client Service Representative in Commercial Banking providing operational support to clients and relationship teams. Responsible for processing transactions and enhancing client experience.

• Serve as the primary in person contact for residents.
• Serve as the primary contact to manage all communications and inquiries via the customer relationship management (CRM) system.
• Facilitate seamless move-in and move-out experiences, including handling necessary paperwork, conducting in-person identification checks, and addressing resident questions both in-person and virtually (if necessary).
• Promote excellent resident experience by addressing questions and concerns promptly and professionally , both in-person and virtually (if necessary).
• Manage and respond to portfolio tasks and calls through Funnel, meeting required response times and company standards.
• Maintain in-depth knowledge of the assigned community portfolio, including property-specific features and operations.
• Collaborate with the Community Management Team to support community operations and meet and maintain customer satisfaction targets.
• Assist in organizing and participating in occasional resident events across the property portfolio.
• Handle confidential resident and property information with discretion and professionalism.
• Perform other duties and special projects assigned to support community operations and resident satisfaction.
• Ensure compliance with company policies, procedures, and relevant laws, such as Fair Housing, Landlord-Tenant regulations, and OSHA standards.

Community Relations Representative providing exceptional service to residents

Community Relations Representative

Community Relations Representative delivering exceptional experiences for residents at Essex Property Trust. Focus on resident relations, communication management, and community operations support.

• Responsible for all THE CLUB at Chumash desk operations, providing the highest standard of guest service while permitting acceptable profit levels in promoting all areas and events of the Chumash Casino Resort.
• Greeting guests, opening and maintaining player accounts, responding to player account inquiries, soliciting new Club Members, and serving as problem-solver for property wide guest concerns.
• Using proper phone etiquette and message handling procedures, maintaining updated resort knowledge providing information and assisting with casino, Food & Beverage, promotions, retail, Chumash Spa, hotel, and special events.
• Processing transactions for THE CLUB at Chumash box office.
• Greeting guest shuttles and distribution of offers.
• Providing excellent guest service to both internal associates and external guests encountered at THE CLUB at Club Chumash and throughout the Chumash Casino Resort.
• Interpreting and communicating casino policies accurately and graciously to guests and providing solutions to guest issues.
• Communicating with supervisors and managers on everyday issues and special circumstances that occurred.
• Understanding and adhering to proper free play adjustment policies.
• Staying abreast of hotel and Chumash Spa rates, promotions, and activities.
• Providing guests of current entertainment and shuttle/bus schedules.
• Addressing guest’s questions and handling problems, concerns, and complaints with objectivity and graciousness.
• Issuing promotional amenities, redemption of coupons and prizes, and maintaining inventory.
• Assisting/overseeing setup and breakdown of promotions on the floor when necessary.
• Responsible for player accounts while maintaining guest security & confidentiality including generation of win/loss statements and W2G statements.
• Promoting and using suggestive selling techniques to sell the Chumash Casino Resort, specifically Club Membership, hotel, Chumash Spa, retail, restaurant, casino, and special events.
• Performing office tasks, including faxing, filing, copying, processing mail, stuffing brochures, posting of adjustments to player accounts, and computer data entry.
• Maintaining workstations and common areas, ensuring cleanliness, presentation, and readiness for guests.
• Upholding a work environment that promotes teamwork, partnership, recognition, mutual respect, and collaboration while role modeling the company values, behaviors, and culture of One.Team.Chumash.
• Performing other duties as assigned.

Players Club Representative handling guest services at Chumash Casino Resort

Players Club Representative

Players Club Representative responsible for guest services and operations at Chumash Casino Resort. Processing transactions, serving guests, and ensuring quality standards in a casino environment.

• Serve as a critical link between providers, customers, and internal teams
• Ensure effective communication, timely issue resolution, and proactive engagement
• Manage inquiries, research, outreach, and training from onset to completion
• Enhance service quality and ensure Medi-Cal program compliance
• Conduct thorough claims research, provide billing support, and resolve complex issues
• Facilitate and deliver engaging training sessions for small and large groups
• Provide personalized, one-on-one customer support for billing questions

Provider Field Representative coordinating with healthcare providers and clients

Provider Field Representative

Provider Field Representative serving as a link between providers and clients in California. Managing inquiries, billing support, and conducting training sessions.

• Serves as the first point of contact for patients entering the medical facility
• Greets and checks-in patients, verifies information, and schedules appointments
• Updates Electronic Health records (EHR)
• Facilitates intake procedures, including completion of healthcare and insurance forms
• Collects payments for services
• Gains confidence and cooperation from patients and their families
• Adheres to all organizational regulations, codes, policies, and procedures

Patient Services Representative managing patient check-ins and intake procedures

Patient Services Representative II

Patient Services Representative serving as first contact for patients and managing intake procedures. Responsible for scheduling, payment collection, and ensuring patient record accuracy.

Representative jobs in California

See all jobs on JobTailor

Patient Services Representative II, Pediatrics

Credit Representative

Pre-Service Representative

Correspondence Representative II

Specialty Representative, Metabolics

Specialty Representative II

Specialty Representative, Psychiatry

Market Development Representative

Specialty Representative, Migraine

Field Service Representative

Specialty Representative, Rheumatology

Owner's Representative

Patient Services Representative I

Specialty Representative – GI Care

Field Service Representative

Treasury Management, Commercial Client Experience Representative

Community Relations Representative

Players Club Representative

Provider Field Representative

Patient Services Representative II