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.
• Congduct 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

• Two-year associate degree.
• 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.
• Required to travel to assigned locations to support residents, families or organizational needs.

Qualifications

• Employee Referral Bonus Program.
• Educational Advancement/Training Opportunities (Wound care, IV administration etc., provided by our Illuminus Institute or Other External Qualifying Educational institution)
• Paid Time Off and Holidays acquired from day one of hire.
• Health (free Direct Primary Care), Dental, & Vision Insurance
• Flexible Spending Account (Medical and Dependent Care)
• 401(k) with Company Match
• Financial and Retirement Planning at No Charge
• Basic Life Insurance & AD&D - Company Paid
• Short Term Disability - Company Paid
• Voluntary Ancillary Coverage
• Employee Assistance Program

Benefits

• Benefits vary by full-time, part-time, and PRN status.

Pay

Compensation is commensurate with experience.

Schedule

The position splits time between our communities located in Milwaukee and Menomonee Falls.