IRA Services Representative jobs in Dallas, TX

IRA Services Representative processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)

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Patient Services Representative II
  • Metrocare Services
  • Dallas, TX FULL_TIME
  • Are you looking for a purpose-driven career? At Metrocare, we serve our neighbors with developmental or mental health challenges by helping them find lives that are meaningful and satisfying.

    Metrocare is the largest provider of mental health services in North Texas, serving over 55,000 adults and children annually. For over 50 years, Metrocare has provided a broad array of services to people with mental health challenges and developmental disabilities. In addition to behavioral health care, Metrocare provides primary care centers for adults and children, services for veterans and their families, accessible pharmacies, housing, and supportive social services. Alongside clinical care, researchers and teachers from Metrocare’s Altshuler Center for Education & Research are advancing mental health beyond Dallas County while providing critical workforce to the state.

    The Center for Children with Autism at Metrocare (CCAM) services provides Behavior Services including Applied Behavior Analysis (ABA) therapeutical intervention for children ages 2-12 with autism spectrum disorders. The Business Support II position is responsible for coordinating and performing all clerical support needs for the CCAM program, ensuring family satisfaction, and flow of office operations.

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    The essential functions listed here are representative of those that must be met to successfully perform the job.

    • Checks clients in as they arrive for their session at CCAM utilizing MyAvatar (clinical electronic health record) which notifies the therapist the client has arrived.
    • Works with Leadership to ensure the Centers therapy schedule is entered accurately within MyAvatar and manages status of visits from day-to-day in the system with applicable documentation.
    • Maintains Scheduling Calendar in Avatar
        • Schedules future appointments, Cancels and Reschedules as needed
    • Is the first line of contact to all external and internal stakeholders contacting the Center for Children with Autism via telephone. Supports and filters calls to the appropriate partners to meet the needs of stakeholders contacting the Center.
    • Creates and maintains client record in MyAvatar which includes Admission forms, Program Information, Diagnosis, Financial Investigation, Cross Episode Financial Eligibility, and Managed Care Authorization data.
    • Completes check of benefit status prior to each visit to determine co-pay, deductible, or self-pay status at start of service appointment.
    • Responsible for cleanliness, presentation/set up of waiting room spaces
    • Gathers Medical Records as needed for client access to services
    • Completes Initial Eligibility and Benefits checklist for inquiring insurance clients.
    • Referral of applicants clients to EDU, documenting their communication
    • Schedule Parent Trainings monthly or as needed as the direction of the Clinical Team
    • Completes Attendance and Infection control log monthly, communicate families whose attendance is below 90% and collaborates with leadership on action plans.
    • Copying, faxing, and all other general office duties
    • Scans in client documents into MyAvatar within three business days of receipt
    • Coordinates needed supplies for team with leadership, as necessary
    • Attends regional and team meetings.
    • Meets designated benchmarks and/or quality measures
    • Performs other duties as assigned

    COMPETENCIES:

    The competencies listed here are representative of those that must be met to successfully perform the essential functions of this job.

    • Conducts job responsibilities in accordance with the ethical standards of conduct, state contract, appropriate professional standards and applicable state/federal laws
    • Analytical skills, professional acumen, business ethics, thorough understanding of continuous improvement processes, problem solving, respect for confidentiality, and excellent communication skills.
    • Ability to work in a multi-disciplinary team environment.
    • Ability to multi-task and accommodate high volume job tasks.
    • Ability to function with little or no supervision.
    • Ability to work with dual supervision & reporting lines.
    • Ability to exercise tact and diplomacy in interacting with internal/external customers.
    • Ability to implement and monitor processes within team.
    • Ability to adapt to changing business needs, conditions, and work responsibilities.
    • Ability to problem solve while ensuring rules and directives are followed.

    QUALIFICATIONS

    EDUCATION AND EXPERIENCE:

    • High School graduate with some college or technical school/training with a minimum of 4 years of progressive customer service experience required.
    • Experience in an office or MH/MR setting preferred.

    MATHEMATICAL SKILLS:

    • Basic math skills required.
    • Ability to work with reports and numbers.
    • Ability to calculate moderately complex figures and amounts to accurately report activities and budgets.

    REASONING ABILITY:

    • Ability to apply common sense understanding to carry out simple one or two-step instructions.
    • Ability to deal with standardized situations with only occasional or no variables.

    COMPUTER SKILLS:

    • Use computer, printer, and software programs necessary to the position (i.e., Word, Excel, Outlook, and PowerPoint).
    • Ability to utilize Internet for resources.
    • Demonstrated Computer Skills (Windows and Microsoft Suite)
    • Basic level on MS Excel.
    • Email and word processing programs.
    • Ability to utilize Internet for resources.
    • Ability to use computer, printer, and fax machines.

    CERTIFICATIONS, LICENSES, REGISTRATIONS:

    • Current State of Texas Driver License or if you live in another state, must be currently licensed in that state. If licensed in another state, must obtain Texas Driver License within three (3) months of employment.
    • Liability insurance required if employee will operate personal vehicle on Center property or for Center business. Must be insurable by Centers liability carrier if employee operates a Center vehicle or drives personal car on Center business. Must have an acceptable driving record.

    Metrocare couldn’t have a great employee-first culture without great benefits. That’s why we offer a competitive salary, exceptional training, and an outstanding benefits package:

    • Medical/Dental/Vision
    • Paid Leave
    • Paid Holidays
    • Employee Assistance Program
    • Retirement Plan, including employer matching
    • Health Savings Account, including employer matching
    • Professional Development Allowance up to $1500 per year
    • Bilingual Stipend up to 6% of the base salary
    • Many other benefits

    Equal Employment Opportunity/Affirmative Action Employer

    Tobacco-Free Facilities - Metrocare is committed to promoting the health, well-being, and safety of Metrocare team members, guests, and individuals and families we serves while on the facility campuses. Therefore, Metrocare facilities and grounds are tobacco-free.

    No Recruitment Agencies Please

  • 1 Month Ago

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Member Services Representative
  • AG Globe Services
  • Irving, TX FULL_TIME
  • Role: Member Services Representative Location: Irving, TX Contract Duration: 12 weeks contract with a possibility of extension Pay Rate: Up To $14/hr Work Schedule: 36hrs/week with possibility of work...
  • 2 Months Ago

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Physician Services Cash Research Representative
  • Conifer Physician Services
  • Frisco, TX OTHER
  • As a part of the Tenet and Catholic Health Initiatives family, Conifer Health brings 30 years of healthcare industry expertise to clients in more than 135 local regions nationwide. We help our clients...
  • 10 Days Ago

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Inside Sales Rep - Texas First Rentals
  • Texas First Rentals- Inside Sales Representative
  • Fate, TX FULL_TIME
  • Job Summary: Develops, maintains, and interacts with new prospects and existing customers to maintain and increase the company’s customer base and to achieve rental, sales, and service revenue goals. ...
  • 16 Days Ago

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Physician Services Cash Research Representative - Remote
  • Conifer Physician Services
  • Frisco, TX OTHER
  • JOB SUMMARY The core responsibilities of a Cash Research Associate are to identify the correct location for the payments and determine how the money will be appropriately moved. This position is also ...
  • 9 Days Ago

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Physician Services Payment Posting Representative - Remote
  • Conifer Physician Services
  • Frisco, TX OTHER
  • JOB SUMMARY The Payment Posting team is responsible for posting payments, adjustments, and denials from healthcare third party insurance payers and patient to open patient claims, using multiple pract...
  • 10 Days Ago

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0 IRA Services Representative jobs found in Dallas, TX area

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Customer Service Rep
  • Pepco Sales Of Dallas, Inc.
  • Dallas, TX
  • Job Description Job Description Summary: A customer service representative is the key information interface between cust...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep
  • EPIMED International, Inc.
  • Dallas, TX
  • **Job Title** Customer Service Representative **Company** Epimed **Location** Dallas, TX **Industries** Medical Devices ...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep
  • HomeServe USA Corp.
  • Grand Prairie, TX
  • ** Customer Service Rep** **Job Category****:** Crawford **Requisition Number****:** CUSTO005038 Showing 1 location **Jo...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep
  • Hankey Group
  • Dallas, TX
  • ** Customer Service Rep** **Job Category****:** Customer Service **Requisition Number****:** CUSTO005388 Showing 1 locat...
  • 4/24/2024 12:00:00 AM

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Member Services Rep
  • Financial Additions, Inc.
  • Irving, TX
  • Financial Additions is assisting a leading healthcare provider in search of a Member Service Representative Position wil...
  • 4/22/2024 12:00:00 AM

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Customer Service Rep
  • CSC ServiceWorks, Inc.
  • Dallas, TX
  • Provide direct customer support for customers contacting the Customer Support Center Coordinate with internal teams as n...
  • 4/22/2024 12:00:00 AM

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Luxury Customer Service Rep
  • CornerStone Staffing
  • Dallas, TX
  • Job Description Job Description CornerStone Staffing has partnered with a luxury jeweler/retailer and is seeking a high ...
  • 4/21/2024 12:00:00 AM

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Oil Sales and Service Representative
  • Heritage-Crystal Clean, Inc.
  • Dallas, TX
  • Crystal Clean (CC) is one of the nation’s leading privately held companies in the environmental waste services industry....
  • 4/19/2024 12:00:00 AM

Dallas (/ˈdæləs/), officially the City of Dallas, is a city in the U.S. state of Texas and the seat of Dallas County, with portions extending into Collin, Denton, Kaufman and Rockwall counties. With an estimated 2017 population of 1,341,075, it is the ninth most-populous city in the U.S. and third in Texas after Houston and San Antonio. It is also the eighteenth most-populous city in North America as of 2015. Located in North Texas, the city of Dallas is the main core of the largest metropolitan area in the Southern United States and the largest inland metropolitan area in the U.S. that lacks ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$39,244 to $47,746
Dallas, Texas area prices
were up 2.2% from a year ago