Resident Financial Counselor (Senior Living)

Responsibilities

• Maintains and actively promotes effective communication with all individuals.
• Maintains a positive image of the entity in the community keeping in alignment with our mission, vision, and values.
• Conduct initial financial screenings for residents upon admission and monitor financial status throughout their stay.
• Determine eligibility for Medical Assistance based on income, assets, and other qualifying factors.
• Collect, verify, and organize required documentation for applications and recertifications.
• Maintain accurate and confidential records of all application activities and communications.
• Provide education to residents and families regarding Medical Assistance rules, spend-down requirements, and available financial options.
• Communicate regularly with Medical Assistance agencies, caseworkers, residents, and families to ensure application progress and resolve issues.
• Stay current with Medical Assistance regulations and maintain required certifications through continuing education.
• Collaborate effectively with nursing home administrators, admissions staff, case managers, and finance team members.
• Serve as a backup to other Billing Specialists as needed.
• Responsible for on-call services and performs other duties assigned.

Requirements

• A two-year associate degree. A combination of equivalent education/experience may be considered.
• Minimum of two-years of experience in a customer service role; experience in healthcare preferred.
• Familiarity with Medical Assistance programs is preferred.
• Proficiency in word processing and spreadsheet software.
• Strong typing and filing skills.
• Demonstrated commitment to quality outcomes and services.
• Excellent communication and interpersonal skills.
• Ability to maintain confidentiality and exercise sound judgment.
• Strong organizational and time management skills with the ability to meet deadlines.
• Adaptability and willingness to work collaboratively within a team environment.

Benefits

• FREE Direct Primary Care (DPC) for employees enrolled in our health plan—no copays for primary care visits and personalized access to your provider
• Low-cost health insurance through our self-funded health plan designed to keep more money in your paycheck
• Dental, Vision, Life and Disability Insurance
• Flexible Spending Account (FSA)
• 401(k) Retirement Plan with a company match of $0.50 for every $1 you contribute, up to 6%
• Financial and Retirement Planning at No Charge
• Tuition Reimbursement
• Paid Time Off

Pay

Salary Description: $58,500 - $69,600 based on experience

Schedule

Includes split time between communities in Janesville, WI and Mukwonago, WI.