Financial Counselor II

Job Summary

About the role

The Financial Counselor II ensures accurate processing of patient accounts, including insurance verification, financial counseling, and payment arrangements. This role serves as a resource for complex or escalated financial inquiries and works closely with patients, clinical staff, and Care Management to promote financial transparency and timely resolution of patient accounts.

Responsibilities

• Reviews daily admissions and missed opportunity reports to ensure payment sources are identified and financial counseling is provided.
• Establishes patient payment arrangements in accordance with departmental guidelines.
• Completes financial assistance applications accurately and guides patients through the process.
• Processes adjustment requests and monitors for accuracy of updates to patient accounts.
• Documents all account-related activities and communications in the appropriate system using standardized comment types.
• Responds to patient questions regarding account and insurance information and ensures timely return of calls.
• Maintains regular and reliable attendance.
• Collaborates with peers, department staff, and leaders to support positive patient experiences and address concerns.
• Investigates and resolves patient issues, escalating to leadership or researching additional information as needed.
• Maintains regular and reliable attendance.
• Complies with all policies and standards.

Qualifications

• 2-4 years of experience in hospital registration, billing, or financial counseling required.
• Experience in handling patient accounts and payment arrangements preferred.
• Strong working knowledge of insurance verification, billing processes, and financial assistance programs.
• Excellent communication and interpersonal skills.
• Ability to handle sensitive information and maintain confidentiality.
• Proficiency with patient accounting systems and Microsoft Office applications.
• Strong problem-solving skills and ability to work independently.