Medical Account Executive

  • Anywhere

The Medical Account Executive role is a unique opportunity for the right professional to be the liaison between RockPoint, surgical facilities, hospitals, doctors, and patients. You will coordinate billing, scheduling, and processing requests related to RockPoint’s Medical funding offerings. The Medical Account Executive actively manages anywhere from 70-120 cases and ensures they are processed efficiently while providing exceptional service to patients and medical providers.


  • Obtaining and processing case information; while working with medical providers and personal injury case managers or attorneys.
  • Coordinating with various medical providers and stakeholders all documentation necessary before and after medical procedures, including promptly following up on scheduling, recommendations, billing, and reports.
  • Assisting in preparing and coordinating the execution of various contracts needed for a procedure.
  • Working with medical facilities to obtain billing information for timely payment.
  • Monitoring and staying informed of all active and pending medical applications. Keeping applications moving continuously.
  • Maintaining detailed and accurate notes on medical applications.
  • Accurately entering payment information and processing funding.
  • Managing incoming and outgoing phone calls and emails regarding surgeries and other procedures.
  • Cross-selling products and services based on customer needs.
  • Performs additional duties as assigned


  • Energetic and reliable individual with the ability to thrive in a fast-paced, performance-driven organization
  • High emotional intelligence, charisma, and interpersonal skills
  • Ability to read between the lines, ask the right questions, and anticipate customer and medical providers’ needs.
  • Extremely detail-oriented, organized, and strong ability to multi-task
  • Self-motivated, proactive as well as an analytical problem solver
  • Ability to work independently with little to no supervision while prioritizing with strong time management skills
  • High attention to detail and ability to investigate the root of errors or discrepancies
  • Ability to adapt and deal with urgent or high-detail requests
  • Sensitivity and high discretion with PHI and compliance with HIPPA standards
  • Excellent communication skills (verbal, listening, and writing)
  • Intermediate to advanced computer and data entry skills, with consistently high accuracy (Google suite included)
  • 3+ years of experience in a similar role
  • Experience in the legal field and knowledge of personal injury law and medical terminology
  • Helpful attitude and willingness to assist team members
  • Fluent English speaker (C1 -C2)

  • You must apply with a resume in English
  • Must have a fast computer with a reliable fast-speed internet connection
  • This position is fully remote, anywhere in Mexico



Depending on experience: USD 7.00 – USD 8.00/ hour

The Values We Live by Everyday

  • Be Efficient
  • Be Collaborative & Communicate Constantly
  • Be Accountable
  • Be Ethical, ALWAYS
  • Care
  • Have Fun!