Medical Financial Counselor

The Financial Counselor is responsible for ensuring correct processing of all patient accounts and coordinating all facets for patient accounts, credits and collection of Accounts Receivable. This role ensures duties are completed accurately and timely while acting as a team player for optimum office flow and excellent patient account care. The Financial Counselor may be responsible for verifying insurance and providing financial counseling to assist with self-pay accounts, as well as billing and collection of insurance and self-pay accounts. The Financial Counselor works in a collaborative relationship with the financial team as well as with other departments and employees.

Hours: Monday - Friday 8 a.m. - 4:30 p.m. 

Essential Responsibilities: 

• Responsible for financial counseling of prospective and new patients, with an emphasis on patient retention and creative problem-solving. 


• Establishes an ongoing relationship with patients, in an effort to provide financial counseling throughout the treatment process. 


• Assist patients with patient account questions and serve as a resource & liaison between internal advocate departments and insurance carriers. 


• Explains fees and available financial plans to patients in person or via telephone. 


• Set up payment plans following guidelines and provides patient with contract for selected financial plan. 


• Corresponds with patient regarding fees due and collects fees from patient at beginning of cycle. 


• Obtains insurance benefit information/authorization/pre-determination for patients. 


• Assists patients in preparing insurance forms, answers patients’ questions about unpaid balances and verifies balances and refunds for accuracy. 


• Assists patient with application completion and submission for approval to various financial plans. 


• Document appropriate follow up notes on accounts and upkeep of any daily spreadsheets required by supervisor 


• Process patient payments and refunds following the department’s process. 

Knowledge and skills needed: 

• Demonstrated knowledge of third-party and insurance company operating procedures, regulations and billing requirements. 


• Experience with Microsoft Office suite and Electronic Medical Record (EMR) system. 


• Ability to effectively establish and maintain cooperative and effective working relationships 


• Effectively prioritize competing responsibilities, with a sensitivity toward matters which are time sensitive. 


• Exercise a high level of discretion and sensitivity to patient privacy. 


• Ability to recognize, evaluate, solve problems and correct errors.  

Education / Experience: 

• High School diploma or equivalent is required; Associate's or Bachelor’s degree preferred 


• Minimum of 2 years' experience offering financial counseling in a health care related field

Why You'll Love Working Here – Our Amazing Benefits:

Comprehensive Health Coverage: Medical, dental, and vision plans for our full-time employees, along with complimentary basic life insurance, Employee Assistance Program, and long-term disability insurance. FREE employee only healthcare coverage option is also available.

Family Building Support: Take advantage of our comprehensive fertility benefits, adoption assistance, and surrogacy support to help grow your family.

Paid Parental Leave: Generous maternity, paternity, and partner leave so you can focus on what matters most.

Plenty of Paid Time Off: Start with 18 days of PTO annually and enjoy 11 paid holidays, including one floating holiday to use as you choose!

Retirement Ready: Invest in your future with our 401(k) plan, featuring a competitive company match and full vesting after just 2 years.

Lifestyle Spending Account: Access a company-funded account to reimburse expenses that boost your physical, financial, and emotional well-being.

Health Savings Account (HSA): If eligible, enjoy regular employer contributions to your HSA with every paycheck.

Rewards for Connections: Earn extra money with our Employee Referral Program—your network is invaluable!

Growth Opportunities: We support your career with continuing education reimbursement and dedicated time off for professional development.

Premium Calm Health Subscription: Enjoy a free premium Calm Health app subscription to support your mental wellness.

Emotional & Work-Life Support: Through our Employee Assistance Program (EAP) with SupportLinc, you'll have access to emotional well-being and work-life resources whenever you need them.

Extra Peace of Mind: Explore additional coverage options including Accident, Critical Illness, Hospital Indemnity, and Pet Insurance, to suit your needs.