Patient Financial Services Representative Resume Example & Writing Guide

Use this Patient Financial Services Representative resume example and guide to improve your career and write a powerful resume that will separate you from the competition.

As a patient financial services representative, you’ll play an important role in ensuring that patients have an excellent experience when they visit a medical facility. You’ll help patients understand their insurance coverage, explain how much they owe, and answer any questions they might have about their bill. You’ll also help them find affordable ways to pay their medical bills, such as setting up monthly payments or offering payment plans that fit their budget.

If you have experience in the healthcare industry or enjoy interacting with people, this could be the perfect role for you. Here are some tips and an example resume to help you write yours.

James Smith
Houston, TX | (123) 456-7891 | [email protected]

Meticulous and compassionate patient financial services representative with more than five years of experience in the medical field. Proven track record of successfully resolving billing inquiries and providing excellent customer service. Eager to use skills and experience to help patients receive the care they need.

Houston Community College Jun '10
A.A. in Business Administration
Company A, Patient Financial Services Representative Jan '17 – Current
  • Processed patient financial transactions, including insurance authorizations and payments for medical services provided by the practice.
  • Provided customer service to patients regarding their account balances, payment options, and other related issues.
  • Maintained knowledge of current health care regulations pertaining to billing practices and ensured compliance with all applicable laws and regulations in order to maintain a high level of integrity within the organization.
  • Assisted physicians with scheduling appointments as well as maintaining accurate records on patient demographics, insurance coverage, etc., for each new patient visit or phone call.
  • Performed various clerical duties such as copying documents, filing paperwork, mailing correspondence, etc., under supervision from management staff.
Company B, Patient Financial Services Representative Jan '12 – Dec '16
  • Provided excellent customer service to patients and their families by answering questions, scheduling appointments and submitting insurance claims
  • Answered phone calls, emails and letters from patients with billing inquiries or other financial-related issues
  • Maintained a positive attitude while working in a fast-paced environment that included frequent patient interactions
  • Ensured all insurance forms were completed accurately before submitting them for processing
  • Collaborated with the Patient Financial Services Manager on special projects designed to improve efficiency
Company C, Patient Financial Services Intern Jan '09 – Dec '11
  • Verified patient insurance coverage and benefits to determine if treatment would be covered and what the patient’s financial responsibility would be.
  • Worked with patients to establish payment plans for any outstanding balances owed to the hospital.
  • Assisted with the development and implementation of a new patient financial assistance policy.
  • Certified Patient Account Representative
  • Certified Medical Collector
  • Certified Healthcare Revenue Cycle Professional

Industry Knowledge: Billing, Coding, Collections, Customer Service, HIPAA
Technical Skills: Microsoft Office Suite, QuickBooks, Zendesk, Salesforce, Constant Contact
Soft Skills: Communication, Customer Service, Problem Solving, Critical Thinking, Teamwork

How to Write a Patient Financial Services Representative Resume

Here’s how to write a resume of your own.

Write Compelling Bullet Points

The best way to make your resume stand out is to use specific examples and numbers. So rather than saying you “assisted customers with billing questions,” you could say you “assisted 20 customers with billing questions in one hour, resulting in a 98% satisfaction rate.”

The second bullet point is much stronger because it provides specific details about what you did and the results of your work. And it also includes a quantifiable number to demonstrate your level of productivity.

Identify and Include Relevant Keywords

When you apply for a job as a patient financial services representative, your resume is usually scanned by an applicant tracking system (ATS) for certain keywords. These programs look for certain terms related to the job like “patient billing” or “insurance” in order to determine whether your skills are a match for the position. If your resume doesn’t include enough of the right keywords, your application might not make it past the initial screening process.

To increase your chances of getting an interview, focus on including relevant keywords throughout all sections of your resume. Here are some of the most commonly used patient financial services keywords:

  • Patient Financial Services
  • Electronic Medical Record (EMR)
  • U.S. Health Insurance Portability and Accountability Act (HIPAA)
  • Healthcare
  • Hospitals
  • Medical Terminology
  • Patient Education
  • Office Administration
  • Medical Billing
  • Healthcare Management
  • Data Entry
  • Medical Records
  • Medical Coding
  • Insurance
  • Phraseology
  • Reimbursement
  • Insurance Verification
  • Office Software
  • Customer Service
  • Medical Transcription
  • Appointment Scheduling
  • Time Management
  • Switchboard
  • Microsoft Access
  • Health Insurance
  • Physician Notes
  • Medical Assisting
  • Customer Satisfaction
  • Revenue Cycle
  • Health Information Technology (HIT)

Showcase Your Technical Skills

Patient financial services representatives need to be proficient in a number of software programs and systems in order to do their jobs effectively. This might include familiarity with medical billing and coding software, electronic health records (EHR) software, and customer relationship management (CRM) software. Additionally, many patient financial services representatives need to be able to use Microsoft Office programs, such as Word and Excel, to create reports and track data.


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