Financial Counselor - onsite in Greenbrae, CA

About the role

The Financial Counselor position at Optum is dedicated to assisting patients with navigating their insurance benefits, cost of service, and financial assistance needs. This role serves as a liaison between medical staff, patient financial services, insurance payers, patients, family members, and other team members to ensure excellent patient care.

Responsibilities

• Insurance- Verification of insurance eligibility, benefits, and authorizations
• Notifying insurance payers of patient admissions
• Ensure appropriate insurance coverage is listed within a patient's account
• Financial Assistance- Point of contact for uninsured patients
• Collaborate with Patient Financial Services and Med Data to screen patients for financial assistance
• Provide estimates to patients for upcoming/current services
• Collections- Contact patients prior to their procedures and collect payments
• Work with patients to set up payment plans and loan programs
• Act as a liaison between patients and BCH upper management to create special payment arrangements
• Customer Service- Collect confidential and sensitive information in a respectful manner
• Assist patients, departments and providers with eligibility, benefits and authorization questions and cost information
• Training- Orienting and onboarding new team members
• Testing and developing new workflows
• Updating reference guides as needed
• Collaborating with department trainers on new materials and training strategies
• Leadership- Navigate difficult conversations resourcefully and respectfully
• Communicate protocols and complex terminology in a manner easy to understand
• Motivate teammates to achieve goals set by department
• Training- Teach new hires Revenue Cycle Basics and how their job impacts the cycle overall
• Shadow multiple parts of the Revenue Cycle (Scheduling, Authorizations, Registration, Billing)
• Ability to direct patients to the appropriate resource for questions regarding scheduling, authorizations, billing etc.
• Complete Revenue Cycle Overview Training to Include:
• Basic understanding of how each part of the Revenue Cycle is integrated
• Ability to direct patients to the appropriate resource for questions regarding scheduling, authorizations, billing etc.

Qualifications

• High School Diploma/GED (or higher)
• 1+ years of customer service experience
• 1+ years of experience in an office or medical environment

Preferred Qualifications

• Excellent computer skills to include Microsoft Outlook, (scheduling meetings and sending e-mails), Microsoft Word (create and send documents) and ability to navigate Window and have excellent keyboarding skills
• Knowledge of medical terminology
• Comfortable handing cash transactions
• Comfortable with Electronic Medical Records
• Knowledge of insurance, coding, authorizations and revenue cycle

Soft Skills

• Oral and Written Communication Skills
• Confidentiality
• Multi-tasking
• Listening
• Integrity
• Attention to detail
• Problem Solving
• Able to use common office equipment with ease (credit card machines, copies/scanners)

Pay and Benefits

The hourly pay for this role will range from $20.38 to $36.44 per hour based on full-time employment. We comply with all minimum wage laws as applicable. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements).