Job Description: Financial Counselor
Location- Dade City, FL
Position Summary
The Financial Counselor works directly with patients during the registration process to address financial assistance, insurance eligibility, and patient balances. This role collaborates closely with the Billing Department to ensure patient questions and concerns are resolved efficiently. Financial Counselors play a vital role in patient satisfaction, financial transparency, and accurate documentation, supporting effective revenue cycle operations.
Essential Duties and Responsibilities
Review uninsured patients to determine eligibility for financial assistance
Screen and assist patients with financial assistance applications, including income verification
Conduct outreach to educate patients on available financial assistance programs
Review, collect, and establish payment plans for self-pay balances
Assist patients who are hesitant to pay by offering payment plan options
Manage assigned Epic work queues
Support insurance eligibility verification, appointment preparation, and authorization processes as needed
Coordinate handoffs to the Billing Department for complex billing questions and concerns
Provide guidance and training support to front office staff regarding registration and walk-in patients
Escalate complex patient complaints or billing concerns to leadership as appropriate
Answer multiple phone lines professionally and assist callers with non-clinical issues
Maintain confidentiality and comply with HIPAA regulations
Communicate effectively with care team members to support patient flow
Support organizational goals, quality improvement initiatives, and community engagement
Perform other duties as assigned
Knowledge, Skills, and Abilities
Strong customer service skills with empathy and compassion
Ability to communicate clearly and professionally, verbally and in writing
Excellent interpersonal, grammar, and organizational skills
Ability to work with diverse patient populations
Demonstrates honesty, integrity, and confidentiality
Positive attitude and alignment with organizational mission and values
Qualifications
High School Diploma or GED required
Associate's degree strongly preferred
Minimum of two (2) years' experience in financial counseling, medical billing, insurance, collections, or healthcare front office roles preferred
Certified Application Counselor (CMS) certification or ability to obtain within 90 days of hire
Basic understanding of medical terminology and documentation
Bilingual (English/Spanish) preferred
Ability to perform basic mathematical calculations
Ability to obtain and maintain Epic certification and annual compliance training
Working Conditions & Physical Requirements
Ability to sit for extended periods
Frequent computer use
Ability to lift 20 lbs. regularly and up to 50 lbs. occasionally
Potential exposure to contagious or infectious diseases