
Senior Wealth Advisor Jobot
- $150,000–$220,000 Per Year
Make a difference every day as a Financial Compliance Counselor for TriHealth. Join a compassionate, servant led team committed to excellence in patient care while working in a supportive, high-energy environment
We offer career growth opportunities, and a comprehensive benefits package!
Apply today and grow your career with a team that truly values you.
Location: TriHealth Norwood, 4600 Wesley Ave, Norwood, OH, 45212. https://share.google/vSqB2V4GhZlg0R36y
Work Schedule:
Incentives & Benefits:
Comprehensive benefits package-including medical, dental, vision, paid time off, retirement plans, and tuition reimbursement. Please view our benefits page https://careers.trihealth.com/what-we-offer/benefits
Job Requirements:
High School Diploma or GED Degree or GED (Required)
3 - 4 years customer service experience (Required)
1 - 2 years of Clerical, Healthcare, Finance, and/or insurance industry (Required)
General Studies
Ability to operate multiple computer applications
Excellent verbal and written skills
Effective problem solving and critical thinking skills
Job Overview:
The Financial Compliance Counselor is responsible for providing patients with a positive financial experience by helping patients navigate & understand insurance benefits and out-of-pocket responsibility. Creates complex financial estimates accurately and efficiently for patients shopping for healthcare services and for services scheduled at a TriHealth hospital facility, ambulatory site or provider offices; estimates can also include providers for which we do not bill for, adding to the challenge. Coordinating financial clearance with insurance companies, providers and patients in an inbound/outbound call center setting. Make outreach calls to provide education to patients on insurance benefits, financial responsibility and financial assistance options, with a special focus on Out of Network plans. Ensures compliance with guidelines set by government programs and TriHealth policies, such as the federal regulations Price Transparency and the No Surprises Act.
Job Responsibilities:
Anticipates customer needs, problem solving skills, consistent and positive interactions with patients, internal customer and co-workers. Meets individual goal for call quality as measured by monthly call audits.
Completes assigned work queues/encounters to meet team deadlines.
Educates customers on coverage benefits, financial responsibility and provide consents as needed within policy guidelines, with timeliness being a key factor.
Exhibits knowledge and understanding of insurance benefits, financial assistance programs including, HCAP/TriHealth Financial Assistance guidelines and pricing.
Meets competency guidelines pertaining to government and TriHealth policy guidelines (Price Transparency, NSA, 501r, HCAP, etc…)
Accurately and timely documents benefits, estimates, and account notes in Epic and presents to patients in a timely fashion.
Working Conditions:
Bending - Occasionally
Climbing - Rarely
Concentrating - Consistently
Continuous Learning -
Hearing: Conversation -
Hearing: Other Sounds -
Interpersonal Communication - Frequently
Kneeling - Occasionally
Lifting <10 Lbs. - Occasionally
Lifting 50+ Lbs. - Rarely
Lifting <50 Lbs. - Rarely
Pulling - Occasionally
Pushing - Consistently
Reaching - Occasionally
Reading - Consistently
Sitting - Consistently
Standing - Occasionally
Talking - Consistently
Thinking/Reasoning - Frequently
Use of Hands - Consistently
Color Vision - Occasionally
Visual Acuity: Far - Consistently
Visual Acuity: Near - Consistently
Walking - Occasionally
TriHealth SERVE Standards and ALWAYS Behaviors
At TriHealth, we believe there is no responsibility more important than to SERVE our patients, our communities, and our fellow team members. To achieve our vision and mission, ALL TriHealth team members are expected to demonstrate and live the following:
Serve: ALWAYS...
Excel: ALWAYS...
Respect: ALWAYS...
Value: ALWAYS...
Engage: ALWAYS...
| Location | Norwood, OH |
