Clermont, FL

Finance Jobs in Clermont, FL

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Today

Client and Operations Coordinator - Finance

Express Employment Professionals Clermont FL Clermont, FL

Clermont, FL

Today

$47k+/yr Full time Accounting Client Coordinator Client Relations

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Job Description

Express Employment Professionals Clermont FL is hiring an on-site Client & Operations Coordinator - Finance for a growing CPA and accounting firm in the Clermont area. In this role, you will function as a central client contact while supporting finance-focused onboarding, document processing, scheduling, billing support, and day-to-day office operations.

This position is based in Clermont, FL 34711 and is offered at a salary of $47,000 per year. The firm is seeking someone with 3 years of professional office experience who can manage client communications and operational workflows with accuracy and discretion.

Key Responsibilities

Act as the primary point of contact for clients
Handle and manage central email, phone calls, and in-person client interactions
Assist with client onboarding and account setup
Manage document intake and support workflow tracking
Coordinate appointments and maintain timely client communications
Support billing and other administrative operations
Help ensure smooth daily office operations
Complete other tasks as assigned

Requirements

3 to 5 years of professional office experience
Experience in a relevant office environment such as accounting, tax, legal, insurance, banking, medical administration, or financial services
Direct client-facing experience
Proven ability to manage documents, schedules, deadlines, and confidential information
Strong phone handling, email management, and follow-up skills
Strong Microsoft Office skills
Ability to work independently and anticipate needs

Technology

Microsoft Office

Schedule/Work Setup: This is an in-person role.

Compensation: Salary starts from $47,000.00 per year.

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2mo ago

Insurance/Financial Coordinator

Modern Orthodontics Clermont, FL

Clermont, FL

2mo ago Closed

$18 - $20/hr Full time Client Relations Client Service Insurance Operations

This position is no longer accepting applications (closed Aug 16, 2026).

Job Description

The Financial Coordinator role at Modern Orthodontics oversees billing, insurance processing, and related administrative tasks at the Clermont, Florida clinic, with an on-site work arrangement and a focus on maintaining accurate financial records and compliant patient services.

Responsibilities

Perform a range of financial, administrative, and insurance-related activities to support patient care.
Contact patients with past-due balances and arrange feasible payment plans.
Verify insurance coverage and outline available financial resources for patient treatments.
Communicate with patients about overdue accounts via phone, email, and text messaging.
Collaborate with clinic staff to ensure timely collection of payments.
Receive and process payments on delinquent accounts.
Assist patients in establishing payment arrangements as needed.
Perform general office and administrative duties to support the patient process.
Process and document clinic forms accurately to maintain HIPAA and state law compliance.
Verify patient eligibility, submit insurance claims, and manage the claim process until funding.
Reconcile cash balances and manage accounts receivable and payable, including bank deposits.
Update and adjust patient ledgers as necessary.

Requirements

High School diploma required.
Minimum of 1 year experience in billing, collections, or insurance processing.
Basic computer proficiency and familiarity with standard office equipment.
Basic mathematical knowledge.
Basic knowledge of insurance administration or processing.
Intermediate proficiency in MS Office applications, with emphasis on SharePoint and Excel.

Technologies

Microsoft Office
SharePoint
Excel

Compensation

Pay range is $18.00 - $20.00 per hour.

Location

Clermont, FL, onsite at the clinic.

Benefits

Competitive salary
Medical, dental, vision and life insurance
Short and long-term disability coverage
401(k) plan with company matching
Two weeks of paid time off in the first year plus paid holidays
Discounts on braces and clear aligners for you and your family members
Employee discount
Health insurance
Vision insurance

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Finance Jobs in Clermont, FL

Client and Operations Coordinator - Finance

Insurance/Financial Coordinator

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