Financial Counselor

About the role

The Financial Counselor is responsible for promptly assisting patients with their financial clearance prior to, during, or after their treatment period. This position is responsible for obtaining and updating insurance, financial, and demographic information within the Epic environment. Courteously and professionally helps patients and/or their families understand and assist with options to cover their financial obligations including but not limited to: co-pays, deductibles, and co-insurance. In addition, the counselors may assist patients with Medicaid, Third Party eligibility and Charity Care applications and processing. Responsible for establishing payment plans and collecting true self-pay and self-pay residual balances as necessary. Responsible for assisting patients with ad-hoc financial issues as needed prior to, during and following their treatment at Mayo Clinic. This role requires adherence to quality assurance guidelines as well as established productivity standards to support the work unit’s performance expectations.

Responsibilities

• Assists patients with financial clearance prior to, during, or after their treatment period.
• Obtains and updates insurance, financial, and demographic information within the Epic environment.
• Courteously and professionally helps patients and/or their families understand and assist with options to cover their financial obligations.
• Affixes patients with Medicaid, Third Party eligibility and Charity Care applications and processing.
• Establishes payment plans and collects true self-pay and self-pay residual balances as necessary.
• Assists patients with ad-hoc financial issues as needed prior to, during and following their treatment at Mayo Clinic.

Qualifications

• High School Diploma or GED required.
• Two or more years of relevant experience required OR Bachelor’s degree required.
• Ability to read and communicate effectively.
• Basic computer/keyboarding skills, intermediate mathematic competency.
• Good written and verbal communication skills.
• Knowledge of proper phone etiquette and phone handling skills.

Requirements

• Multiple plan options for Medical.
• Dental: Delta Dental or reimbursement account for flexible coverage.
• Vision: Affordable plan with national network.
• Pre-Tax Savings: HSA and FSAs for eligible expenses.
• Retirement: Competitive retirement package to secure your future.

Benefits

Benefits Eligible

Pay

$24.16- $32.62 / hour

Schedule

Full Time

Hours/Pay Period: 80

Schedule Details: Financial counseling provides onsite hours during normal business hours Monday through Friday. This staff primarily works in Austin but may travel on occasion to other Mayo Clinic locations as a business need requires.

Weekend Schedule: Evening and weekend hours would be assigned on urgent priority needs only.

International Assignment

No

Site Description

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability status. Learn more about "EOE is the Law." Mayo Clinic participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.