Financial Counselor

Financial Counselors support the mission of People’s Community Clinic by helping patients access affordable healthcare through screening, enrollment, and education on available insurance and financial assistance programs. This role is an integral member of the care team, assisting patients and families in navigating complex healthcare coverage options with compassion, professionalism, and cultural sensitivity. Financial Counselors work to reduce barriers to care, promote patient self-sufficiency, and ensure continuity of services, particularly for underserved and vulnerable populations.

Under the direction of the Financial Counselor Supervisor, this individual’s primary responsibilities include:

• Greet and assist patients in a professional, courteous, and timely manner in person and by phone while delivering exceptional customer service.

• Conduct patient interviews to collect and verify demographic, household, financial, and insurance information required for eligibility determination and enrollment.

• Screen patients for eligibility and assist with applications for local, state, and federal assistance programs, including Medicaid, CHIP, CHIP Perinatal, MAP, MAP Basic, and other available programs.

• Verify insurance eligibility, benefits, and coverage; review uninsured or underinsured accounts to identify potential assistance or coverage opportunities.

• Accurately document and maintain patient information, eligibility records, and insurance data within EMR and other eligibility systems in accordance with clinic and program guidelines.

• Communicate effectively with patients, families, clinic staff, and external agencies regarding application status, required documentation, coverage options, and follow-up needs.

• Manage inbound and outbound patient communications, including answering calls, monitoring voicemail queues, returning messages, confirming appointments, and following up on pending applications.

• Prioritize and manage assigned work queues, applications, and follow-up tasks to ensure timely processing, resolution, and continuity of patient services.

• Ensure compliance with HIPAA, clinic privacy standards, and program regulations while maintaining confidentiality and accuracy in all patient interactions and documentation.

• Participate in quality improvement initiatives by identifying workflow enhancements, completing assigned reports and audits, and supporting operational efficiency and patient experience improvements.

Education

• High School Diploma or GED required
• Some college coursework preferred

Experience

• Minimum of two (2) years of experience in a healthcare, medical office, social services, or customer service setting preferred
• Experience with insurance enrollment, eligibility determination, or financial counseling strongly preferred.
• Knowledge, Skills, and Abilities
• Bilingual English/Spanish strongly preferred
• Strong interpersonal, customer service, and communication skills
• Ability to work effectively with diverse populations in a culturally responsive and respectful manner
• Demonstrated empathy and professionalism in high-stress or sensitive situations
• Working knowledge of Medicaid, CHIP, and other assistance programs preferred
• Proficiency with Microsoft Office (including Excel), Adobe Acrobat, EMR systems, and eligibility systems
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
• Critical thinking, problem-solving, and conflict-resolution skills
• High attention to detail and accuracy in documentation

Our Benefits Include:

• 18 PTO days per year & 11 paid holidays
• Major Medical Health Insurance Coverage. Most employees experience $0 in out-of-pocket medical expenses.
• Dental & Vision
• Flexible Spending Accounts
• Employer paid Life Insurance
• Employer paid Short-Term and Long-Term Disability
• Annual Training
• 403(b) with 5% employer matching

People’s Community Clinic is committed to equal employment opportunity regardless of race, color, national origin, religion, gender, sexual orientation, age, language, disability, pregnancy, gender identity or sex stereotyping.