Financial Compliance Counselor

Job Overview

The Financial Compliance Counselor is responsible for providing patients with a positive financial experience by helping patients navigate and understand insurance benefits and out-of-pocket responsibility. This role involves creating complex financial estimates, coordinating financial clearance with insurance companies, providers, and patients, and educating patients on insurance benefits, financial responsibility, and financial assistance options.

Job Responsibilities

• Anticipates customer needs, problem-solving skills, consistent and positive interactions with patients, internal customers, and co-workers.
• Mets individual goal for call quality as measured by monthly call audits.
• Completes assigned work queues/encounters to meet team deadlines.
• Educates customers on coverage benefits, financial responsibility, and provides consents as needed within policy guidelines, with timeliness being a key factor.
• Exhibits knowledge and understanding of insurance benefits, financial assistance programs including, HCAP/TriHealth Financial Assistance guidelines and pricing.
• Mets competency guidelines pertaining to government and TriHealth policy guidelines (Price Transparency, NSA, 501r, HCAP, etc…).
• Accurately and timely documents benefits, estimates, and account notes in Epic and presents to patients in a timely fashion.

Working Conditions

• Bending - Occasionally
• Climbing - Rarely
• Concentrating - Consistently
• Continuous Learning - Hearing: Conversation, Hearing: Other Sounds, Interpersonal Communication, Frequently
• Kneeling - Occasionally
• Lifting
• Lifting 50+ Lbs. - Rarely
• Lifting
• Pulling - Occasionally
• Pushing - Consistently
• Reaching - Occasionally
• Reading - Consistently
• Sitting - Consistently
• Standing - Occasionally
• Talking - Consistently
• Thinking/Reasoning - Frequently
• Using Hands - Consistently
• Color Vision - Occasionally
• Visual Acuity: Far - Consistently
• Visual Acuity: Near - Consistently
• Walking - Occasionally

Job Requirements

• High School Diploma or GED
• 3 - 4 Years Customer Service Experience
• 1 - 2 years of Clerical, Healthcare, Finance, and/or insurance industry
• General Studies
• Ability to operate multiple computer applications
• Excellent verbal and written skills
• Effective problem solving and critical thinking skills

Benefits

Comprehensive benefits package—including medical, dental, vision, paid time off, retirement plans, and tuition reimbursement. Please view our benefits page here.