Lead Financial Counselor

Job Description

A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assisting with financial responsibilities, and ensuring compliance with insurance benefits.

Primary Job Duties & Responsibilities

• Maintain open communication with insurance companies for pre-certification and prior authorization processes.
• Review and coordinate patient financial responsibilities with providers and nursing staff.
• Monitor patient balances and establish proper arrangements for outstanding charges.
• Communicate with patients regarding financial aid and assist with necessary paperwork.
• Work closely with external entities to ensure timely completion of forms and items.
• Ensure compliance with Federal and State laws and regulations related to patient care, billing, and collections.

Job Qualifications And Requirements

• High school Diploma or GED required.
• Minimum of two-years prior experience in the healthcare field, preferably in a clinical or business office setting required.
• Prior Healthcare customer service, medical terminology, insurance verification, pre-certification and/or prior authorization with medical insurance.
• Excellent verbal and communication skills, including proven insurance knowledge, cash handling, and monetary collection experience.
• Critical thinking skills, including problem-solving, analysis, decision-making, planning, time management, and organizational skills.
• Interpersonal effectiveness, including developed interpersonal skills, emotional intelligence, diplomacy, tact, conflict management, delegation skills, and diversity awareness.
• Computer proficiency in MS Office Word, Excel, Power Point, and Outlook.