Remote Patient Financial Counselor

Job Summary:

The National Patient Financial Counselor is responsible for assisting patients in navigating their health insurance options through both the Health Insurance Marketplace and Medicaid programs. This includes determining potential eligibility, supporting patients through the application process, guiding them in selecting a Marketplace Plan or Medicaid Managed Care Organization (MCO) without directing them toward a specific plan, and assisting with renewals/revalidations to help maintain continuous coverage.

The National Patient Financial Counselor also handles key patient financial responsibilities, including reconciling balance journals, processing verified patient reimbursement requests, and responding to patient and facility inquiries regarding balances.

The National Patient Financial Counselor must demonstrate exceptional patience, empathy, and professionalism while helping patients navigate sensitive financial and healthcare matters.

Essential Functions:

Supervisory Responsibilities:

(Scope of the person's authority, including a list of jobs that report to this job)

None

Essential Qualifications:

(To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the competencies (minimum knowledge, skill, and ability) required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions).

Education/Licensure/Certification:

High school graduate or equivalent

Required Knowledge:

Minimum of 1 year of experience in customer service, with demonstrated skills in reading and interpreting balance journals, managing insurance accounts receivable, and assisting patients

with health coverage enrollment, including applications for the Health Insurance Marketplace or Medicaid..

Experience Required

2+ years experience in customer service, with demonstrated skills in reading and interpreting balance journals, managing insurance accounts receivable, and assisting patients with health

coverage enrollment, including applications for the Health Insurance Marketplace or Medicaid..

Skill and Ability:

Knowledge of insurance policies, CPT and ICD10, and payer requirements.

Excellent communication and interpersonal skills, with the ability to interact effectively with patients, payers, and clinical staff.

Detail-oriented with strong organizational and problem-solving skills.

Strong understanding of and ability to use software and systems, including but not limited to electronic medical record systems, Microsoft Office, and Google Docs/Sheets; daily use of laptop/computer for email, note taking, and other tasks required.

Prefer bilingual in English and Spanish