Financial Counselor

Join our team as a highly patient-facing role responsible for helping patients and families understand their insurance benefits, financial responsibilities, and available payment options while ensuring accurate account documentation and collections.

Responsibilities

• Meet directly with patients and guarantors to discuss insurance coverage and out-of-pocket costs
• Verify insurance benefits and patient demographics
• Collect patient payments and establish payment arrangements
• Process charity care and financial assistance applications
• Maintain collection, charity, and adjustment logs
• Support timely reimbursement and account resolution
• Audit admission packets and verify benefits along with all patient demographic information in the patient accounting system
• Provide financial counseling to patients and/or guarantors, including collecting out-of-pocket costs (deductibles, copays, exhausted days, etc.)
• Provide information to patients and/or guarantors regarding their benefits and financial obligations
• Complete financial disclosure paperwork for patients requesting assistance, including verifying income and expenses
• Complete adjustment forms for any charity or administrative adjustments for approval
• Complete promissory notes for patients requesting payment arrangements
• Update daily the upfront collection log, charity log, and admin adjustment log; review with BOD on a weekly basis
• Gather and interpret data from the system to determine the appropriate course of action and initiate time-sensitive, strategic steps resulting in payment
• Perform other functions and tasks as assigned

Requirements

• High School Diploma or GED
• 3+ years of healthcare billing, collections, insurance verification, patient access, or financial counseling experience
• Extensive knowledge of Commercial Insurance, Medicare, and Medicaid
• Excellent communication, customer service, and interpersonal skills
• Comfortable discussing financial obligations with patients in a compassionate and professional manner

Benefits

• Competitive Pay
• Medical, Dental & Vision Insurance
• PTO & Paid Holidays
• 401(k) with Company Match
• Growth Opportunities