Financial Counselor

Salud Revenue Partners (Salud) is a technology‑enabled service company with a high‑performance culture that partners with healthcare providers nationwide to improve revenue cycle performance. The company focuses on next‑generation process automation and artificial intelligence to resolve difficult accounts receivable, achieve high coding accuracy, and deliver patient‑centered self‑pay solutions. Salud is dedicated to employee development, providing objectives, exceptional training, and technology‑enabled resources.

In May 2025 Salud was certified a Great Place to Work for the third consecutive year. Survey results include:

• 97% of employees say this is a great place to work.
• 97% feel welcomed when they join the company.
• 97% feel a sense of pride in what the company accomplishes.
• 99% say people are encouraged to balance work and personal life.

About the role

The Financial Counselor provides patients with a positive financial experience by helping them navigate insurance benefits and understand potential financial liability. Acting as the primary point of contact for financial assistance questions, the counselor collects payments, sets up payment arrangements, and advises patients in person and over the phone.

Responsibilities

• Serve as the point of contact for all financial assistance related questions.
• Communicate with patients to identify and understand financial, social, and medical histories and other relevant patient information.
• Gather all relevant information required to process financial assistance requests; document all communication and follow‑up in the client’s system.
• Initiate financial screening processes as appropriate to evaluate eligibility for assistance programs.
• Assist patients in completing financial assistance applications and advise on supporting documentation needed.
• Counsel patients on out‑of‑pocket liabilities, explaining deductibles, coinsurance, copays, and other balances; inform patients of payment‑plan options.
• Communicate financial coverage status and decisions with patients, families, referring clinicians, and client clinicians.
• Understand operational functions of the cashiering team and provide assistance or backup as needed.

Customer Service Standards

• Support co‑workers and engage in positive interactions.
• Communicate professionally and timely with internal and external customers.
• Demonstrate friendliness by smiling and making eye contact when greeting customers.
• Provide helpful assistance by anticipating and responding to customer needs.
• Collaborate with customers in planning and decision‑making to achieve optimal solutions.
• Remain calm under pressure and handle difficult situations effectively.

Requirements

• Fluent speaking, reading, and writing in English and Spanish.
• Ability to work on‑site in a hospital environment.
• Ability to work in a busy, loud, and demanding environment.
• Must independently recognize and evaluate situations for urgency.
• Experience providing a high level of customer service.
• Strong emotional intelligence and empathy.
• Excellent written and oral communication skills.
• Maintains effective and cooperative relationships with co‑workers, leaders, clinical staff, and the public.
• Detail‑oriented and accurate.
• Ability to multitask and prioritize tasks.
• Displays an aptitude and willingness to learn new responsibilities.
• Willing to accept feedback.
• Flexible and innovative.
• Ability to problem‑solve and work independently.
• Professional appearance.
• Dependable and reliable in achieving goals.
• Experience operating office machines such as PCs, fax machines, photocopiers, and document scanners.
• Familiarity with medical terminology and abbreviations.
• Proven ability to maintain confidentiality of sensitive information.