Talent.com
Insurance Discover Solutions Advisor
Insurance Discover Solutions AdvisorFinThrive • Plano, TX, United States
Insurance Discover Solutions Advisor

Insurance Discover Solutions Advisor

FinThrive • Plano, TX, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

About the Role

Impact you will make

As an integral member of the FinThrive team, the Insurance Discovery Solutions Advisor is responsible for a portfolio of mostly enterprise clients, ensuring customer success and maximized revenue recovery. In this position, you will leverage financial, customer, and operational data to uncover business insights and identify performance improvement opportunities. You will help exceed customer expectations and contribute to FinThrive's growth by collaborating with colleagues across departments-including Customer Success, Sales, Support, Implementation, Product Management, Development, and Marketing.

What you will do

  • Proactively own and manage the performance of a client portfolio for a contingency-based insurance discover solution, which will include individual client revenue recovery performance and company financial performance, as it relates to the usage of FinThrive's Insurance Discover solution
  • Proactively monitor, manage and utilize key operational, performance metrics to maximize client recoveries and company revenue attainment. This may include referral volume levels, reported coverage, credited and excluded rates, and coded rates, data files, and various data mapping issues
  • Support client through any patient account system conversions and upgrades, deployment of new technologies (e.g. RPA), ensuring proper application and data mappings reconfigurations are successfully addressed.
  • Proactively manage client action plans and critical escalations, working collaboratively across internal technical teams to problem-solve and execute resolution plans
  • Lead regular meetings, serving as technical subject matter expert on Insurance Discover solutions, with client stakeholders and supporting executive leadership reviews, utilizing customer value metrics, ROI analysis and other tools as prescribed
  • Proactively monitor and address customer issues, tasks, and feedback, ensuring clear communication of value, risk mitigation, and timely resolution of escalations
  • Develop expertise with and proficiently utilize internal reporting, alerting and monitoring tools, including usage of SQL queries in analyzing client performance
  • Collaborate with internal stakeholders to deliver outstanding customer service and support
  • Generate actionable reports and analyses to identify key performance indicators, operational improvements, and root causes of issues
  • Develop, as needed, custom queries and ad hoc reports to resolve issues and provide reporting solutions for multiple stakeholders

What you will bring

  • 2+ years of professional experience in customer management with a focus on healthcare revenue cycle technology
  • 1+ years' experience and proficiency in querying and manipulating data using SQL to support data-driven decision-making
  • Advanced skills in Microsoft Excel (analysis / modeling), Microsoft SQL (data extraction / analysis), and Microsoft PowerPoint (presentation / visualization)
  • Strong quantitative and qualitative analytical skills, with the ability to distill large data sets into actionable insights
  • Excellent communication and stakeholder management skills, including the ability to influence without authority
  • Proven customer service skills, with experience engaging both operational and executive-level clients
  • Demonstrated ability to work successfully in a cross-functional, matrix organization
  • What we would like to see

  • BS / BA degree or coursework in Healthcare Management / Analytics or 2 years experience working with healthcare data
  • 3+ years of professional experience in customer success or account management and 3+ years of experience in data analytics.
  • Familiarity with CRM tools, such as Salesforce and / or Gainsight.
  • About FinThrive

    FinThrive is advancing the healthcare economy.

    For the most recent information on FinThrive's vision for healthcare revenue management visit finthrive.com / why-finthrive .

    Award-winning Culture of Customer-centricity and Reliability

    At FinThrive we're proud of our agile and committed culture, which makes FinThrive an exceptional place to work. Explore our latest workplace recognitions at https : / / finthrive.com / careers#culture .

    Our Perks and Benefits

    FinThrive is committed to continually enhancing the colleague experience by actively seeking new perks and benefits. For the most up-to-date offerings visit finthrive.com / careers-benefits .

    FinThrive's Core Values and Expectations

  • Demonstrate integrity and ethics in day-to-day tasks and decision making, adhere to FinThrive's core values of being Customer-Centric, Agile, Reliable and Engaged, operate effectively in the FinThrive environment and the environment of the work group, maintain a focus on self-development and seek out continuous feedback and learning opportunities
  • Support FinThrive's Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive's business practices; this includes becoming familiar with FinThrive's Code of Ethics, attending training as required, notifying management or FinThrive's Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations
  • Physical Demands

    The physical demands and work environment characteristics described here are representative of those that a colleague must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Statement of EEO

    FinThrive values diversity and belonging and is proud to be an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We're committed to providing reasonable accommodation for qualified applicants with disabilities in our job application and recruitment process.

    FinThrive Privacy Notice for California Resident Job Candidates

    Know Your Rights

    Pay Transparency Notice

    FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations.

    2024 FinThrive. All rights reserved. The FinThrive name, products, associated trademarks and logos are owned by FinThrive or related entities. RV092724TJO

    finthrive.com | FinThrive Careers | FinThrive Benefits & Perks | Physical Demands

    [job_alerts.create_a_job]

    Insurance Advisor • Plano, TX, United States

    [internal_linking.similar_jobs]
    Remote Coverage Advisor

    Remote Coverage Advisor

    The Blue Haven Life • McKinney, TX, us
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Join a rapidly growing team assisting families in securing essential financial protection.This commission-only role offers complete flexibility, warm leads, high-quality training, and strong leader...[show_more]
    [last_updated.last_updated_variable_days]
    Insurance Discover Solutions Advisor

    Insurance Discover Solutions Advisor

    FinThrive • Plano, TX, United States
    [job_card.full_time]
    As an integral member of the FinThrive team, the Insurance Discovery Solutions Advisor is responsible for a portfolio of mostly enterprise clients, ensuring customer success and maximized revenue r...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Life Insurance Agent (Leads Provided)

    Life Insurance Agent (Leads Provided)

    Shield Insurance • Dallas, TX, US
    [job_card.full_time]
    Life Insurance Agent (Leads Provided).Remote | Dallas, TX, United States.There’s nothing more exciting than being in a start-up. The challenges abound, but the comradery amongst peers is unlik...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Life Insurance Broker

    Remote Life Insurance Broker

    Premier Services • Dallas, TX, US
    [filters.remote]
    [job_card.full_time] +1
    [filters_job_card.quick_apply]
    We are seeking a Life Insurance Agent to join our fast-growing, family-operated insurance agency.We are looking for purpose-driven professionals who are ready to take control of their future, wheth...[show_more]
    [last_updated.last_updated_30]
    Claims Specialist - Rideshare Commercial Claims Injury Adjuster

    Claims Specialist - Rideshare Commercial Claims Injury Adjuster

    Liberty Mutual Insurance Group • Plano, TX, US
    [job_card.full_time]
    At Liberty, you'll thrive in a hybrid setting that fosters in-person collaboration, innovation and growth.This approach optimizes both remote and in-person interactions, enabling you to connect and...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Insurance Advisor, Consultative Practice | Career Changers Welcome

    Insurance Advisor, Consultative Practice | Career Changers Welcome

    The Powell Agency • Plano, TX, US
    [job_card.full_time]
    Join Our Insurance Advisory Practice.Join The Powell Agency, one of North Texas premier.We are actively seeking a highly motivated and empathetic. You won't just move policies; you will be entru...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Sales Advisor - Small Commercial Insurance

    Associate Sales Advisor - Small Commercial Insurance

    Travelers Insurance • Richardson, TX, United States
    [job_card.full_time]
    Taking care of our customers, our communities and each other.By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 17...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Life Insurance Agent

    Life Insurance Agent

    Kimbrell Agency • Allen, Texas, US
    [job_card.full_time] +1
    [filters_job_card.quick_apply]
    The Kimbrell Agency is an independent brokerage under Symmetry Financial Group.We offer general life insurance, mortgage protection, dental & vision, infinite banking & retirement strategies, and m...[show_more]
    [last_updated.last_updated_30]
    Insurance Agent (Base salary + Uncapped commissions)

    Insurance Agent (Base salary + Uncapped commissions)

    Comparion Insurance Agency • Plano, TX, United States
    [job_card.full_time]
    Schedule : Full-Time Salary Range : USD $32000.Job Category : Sales - Comparion The typical starting salary range for this role is determined by a number of factors including skills, experience, educa...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Life Insurance Agent

    Life Insurance Agent

    Guetterman Financial Group, LLC • Dallas, TX, US
    [job_card.full_time] +1
    [filters_job_card.quick_apply]
    Live Transfer FE sales pro - Insurance We have the systems; we just need Your Ambition.Are you an agent who has yet to master tele sales?. Or perhaps a great sales professional who has never been gi...[show_more]
    [last_updated.last_updated_30]
    HealthMarkets Insurance Agent

    HealthMarkets Insurance Agent

    HealthMarkets • Plano, Texas, us
    [job_card.full_time]
    If you’re looking for an exciting opportunity where you can change people’s lives and achieve financial success as an independent insurance agent, you’ve come to the right place.Becoming an indepen...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Insurance Agent

    Insurance Agent

    Matthew Green Farmers Insurance Agency INC • Dallas, TX, US
    [job_card.full_time]
    Are you looking for a career to replace your job? Our agency is looking for an experienced sales representative to join our team. In this role, you will be responsible for selling products to custom...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Insurance Agent

    Insurance Agent

    Texas Farm Bureau • Plano, TX, US
    [job_card.full_time]
    We are seeking energetic self-starters who are interested in a rewarding insurance sales career.This role requires high achievers with a positive and professional attitude, excellent communication ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Licensed Property & Casualty Insurance Agent - Remote USA

    Licensed Property & Casualty Insurance Agent - Remote USA

    TTEC • Anna, Texas, US
    [filters.remote]
    [job_card.full_time]
    Licensed Property & Casualty Insurance Agent - Remote USA Your potential has a place here with TTEC’s award-winning employment experience. As a Licensed Property & Casualty Insurance Agent working r...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Remote Customer Support Associate

    Remote Customer Support Associate

    TurboTax • McKinney, Texas
    [filters.remote]
    [job_card.full_time]
    Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Licensed P&C Insurance Service Advisor

    Licensed P&C Insurance Service Advisor

    Trellis • Dallas, TX, US
    [job_card.full_time]
    Trellis is a profitable, fast-growing Series A startup backed by General Catalyst, QED, NYCA, and Amex Ventures.We're reimagining how people shop for home and auto insurance, using smart techno...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Insurance Inside Sales Advisor

    Insurance Inside Sales Advisor

    C1 Insurance Group • Dallas, TX, US
    [job_card.full_time]
    Insurance Inside Sales Advisor.C1 Insurance is a dynamic and growing independent insurance agency that delivers tailored personal lines (home, auto, umbrella) insurance solutions.Our mission is to ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Risk Advisor - Commercial Lines

    Risk Advisor - Commercial Lines

    Relation Insurance Services • Dallas, TX, US
    [job_card.full_time]
    Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market...[show_more]
    [last_updated.last_updated_30] • [promoted]