Financial Counselor

About the role

A knowledgeable and compassionate Financial Counselor who helps patients understand their insurance benefits and financial responsibilities. This is a patient-facing role within a behavioral health environment, requiring compassion, empathy, patience, and emotional intelligence while assisting patients through challenging situations.

Responsibilities

• Verify insurance benefits and audit admission paperwork for accuracy and completeness.
• Review and update patient demographic and insurance information in the patient accounting system.
• Counsel patients and guarantors regarding insurance coverage, benefits, out-of-pocket costs, and payment options.
• Collect deductibles, copays, coinsurance, and other patient balances.
• Complete financial assistance applications and verify income and expense documentation.
• Prepare charity care, administrative adjustment requests, and payment arrangements as needed.
• Maintain collection, charity, and adjustment logs and review activity with leadership.
• Analyze account information and take appropriate action to support timely payment and reimbursement.

Requirements

• High school diploma or equivalent required.
• 3+ years of experience in healthcare financial counseling, patient access, billing, or a related field required (five years preferred).
• Extensive knowledge of Commercial Insurance, Medicare, and Medicaid required.
• Three years of collecting experience is required for this role.