Wealth Management Specialist, Sr. jobs in South Carolina

Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Remote Sr Denials Management Specialist
  • Spartanburg Regional Healthcare System
  • Spartanburg, SC FULL_TIME
  • Position Summary

    This position is 100% remote.  We will only consider remote applicants residing in the following US states – AL, AZ, CT, DE, FL, GA, IN, KS, KY, LA, MD, MI, NC, PA, RI, SC, VA, WV, and WI.

    The Denial Management Specialist is responsible for denial and AR management for the department as defined by their supervisor/manager. 

     

    Minimum Requirements

    Education           

    • High School Graduate with some College

     

    Experience        

    • 5 years’ experience in medical billing/collections setting with experience with denials, appeals, insurance collections and related follow-up.
    • Must have extensive knowledge of ICD9 and CPT-4 coding and modifiers usage. 
    • Must have a good working knowledge with insurance explanation of benefits (EOB) and comprehensive understanding of remittance and remark codes.
    • Be familiar with multiple payer requirements for claims processing
    • Solid skills with Microsoft office with a focus on Excel and Word. 
    • Good Analytical skills. 
    • Good Communication Skills

     

    License/Registration/Certifications       

    • If in Professional Billing Services: CPC certification
    • If in Hospital Billing Services: CRCA or CPC-H certification

     

    Preferred Requirements

     

    Preferred Education      

    • N/A

     

    Preferred Experience   

    • Focused denials and appeals management experience.  
    • Possess an in-depth working knowledge and experience with all types of insurance billing guidelines: Commercial, Medicare Part A and B, Medicaid, Managed Care plans etc
    • Team lead or supervisory experience.  
       

    Preferred License/Registration/Certifications   

    • If in Hospital Billing Services: an AAPC credential

     

    Core Job Responsibilities

     

    • Responsible to review and resolve all daily claim scrubbers edits based on coding/billing guidelines.
    • Research and resolve all outstanding denials within work cue and complete all necessary follow up within a timely and accurate manner
    • Identify all denial trends and provide education of steps to prevent future avoidable denials. 
    • Initiate/manage all insurance appeals in a timely manner
    • Manage outstanding AR related to denials.
    • Communicate all denial trends and denial increases to direct supervisor/manager in order to positively affect the volume of denials
    • Organize the workflow to ensure that denials are worked according to departmental policy and standards.
    • Manage correspondences and any ADR requests as defined within department workflow procedure to ensure timeless and accuracy of response. 
    • Function as a denials team resource to other associates within the department
    • Ability to lead a team meeting and teach specific task and procedures to other associates. 
    • Must be cross-trained and functional in all areas within the department as it relates to A/R and denials. 
    • Ability to work closely with multiple department leaders and/or staff to improve revenue integrity. 
    • Complete special projects as assigned by Supervisor/Manager
    • Prepare/attend AR denial meetings as required.
  • 13 Days Ago

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Administrative Associate
  • Apollon Wealth Management
  • Pleasant, SC FULL_TIME
  • Administrative AssociateReports to: Director of Practice Management Status: ExemptApollon Wealth Management is looking for a driven Administrative Associate to become a valuable member of our team. Ou...
  • 23 Days Ago

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Client Service Associate
  • Apollon Wealth Management
  • Mount Pleasant, SC FULL_TIME
  • Job Description Job Description Client Service Associate Reports to : Client Service Manager Status : Exempt We are seeking a dedicated and proactive Client Service Associate to join our esteemed weal...
  • 3 Days Ago

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Relationship Manager
  • Apollon Wealth Management
  • Mount Pleasant, SC FULL_TIME
  • Relationship Manager Reports to: Director of Practice Management Status: Exempt Apollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our idea...
  • 3 Days Ago

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Client Service Associate
  • Apollon Wealth Management
  • Pleasant, SC FULL_TIME
  • Client Service Associate Reports to: Client Service Manager Status: ExemptWe are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candi...
  • 7 Days Ago

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Relationship Manager
  • Apollon Wealth Management
  • Pleasant, SC FULL_TIME
  • Relationship ManagerReports to: Director of Practice Management Status: ExemptApollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our ideal ...
  • 7 Days Ago

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Registered Nurse - New Grad - Neuro Specialty Unit
  • Cleveland Clinic
  • Cleveland, OH
  • Join the Cleveland Clinic team, where you will work alongside passionate caregivers and provide patient-first healthcare...
  • 3/29/2024 12:00:00 AM

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Relationship Banker - Markham, IL
  • Wintrust Financial
  • Markham, IL
  • Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:...
  • 3/29/2024 12:00:00 AM

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Relationship Banker - Beverly
  • Wintrust Financial
  • Chicago, IL
  • Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:...
  • 3/29/2024 12:00:00 AM

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Relationship Banker - Brighton Park
  • Wintrust Financial
  • Chicago, IL
  • Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:...
  • 3/29/2024 12:00:00 AM

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Relationship Banker
  • Wintrust Financial
  • Lombard, IL
  • Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:...
  • 3/29/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 3/26/2024 12:00:00 AM

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Investment Advisor
  • AscendHire
  • Bridgewater, NJ
  • Investment Advisor Bridgewater, NJ Our client is a privately held investment firm that sets the gold standard for client...
  • 3/25/2024 12:00:00 AM

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Advisor Mastery Program, Foundations (Charlotte, NC) June 2024
  • Raymond James Financial Incorporated
  • Charlotte, NC
  • Job Summary The AMP Foundations is a development program designed to create a pipeline for associates interested in begi...
  • 3/24/2024 12:00:00 AM

South Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the Southeastern United States and the easternmost of the Deep South. It is bordered to the north by North Carolina, to the southeast by the Atlantic Ocean, and to the southwest by Georgia across the Savannah River. South Carolina became the eighth state to ratify the U.S. Constitution on May 23, 1788. South Carolina became the first state to vote in favor of secession from the Union on December 20, 1860. After the American Civil War, it was readmitted into the United States on June 25, 1868. South Carolina is the 40th most extensive and 23...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$104,330 to $149,498