Financial Counseling Representative
Core
Advocate for patients by verifying insurance eligibility, counseling on benefits, and assisting with Medicaid/assistance program applications to resolve financial barriers to care.
Role type
Financial Counseling Representative
Builds
Patient access to care through insurance verification and financial assistance navigation
Domain
Healthcare administration / Patient financial services
Deliverable
client delivery
Required skills
Insurance eligibility verification, Medicaid application processing, patient advocacy, financial counseling, inter-departmental liaison, data analysis for denials
Preferred skills
Subject matter expertise in funding sources, mentoring team members, resolving complex enrollment escalations
Technologies
Insurance carrier websites, Medicaid agency portals, CSU (Customer Service Unit)
Responsibilities
Contact insurance carriers for non-automated eligibility checks, counsel patients on limited benefit plans and alternative payment sources, explain financial responsibilities and payment options, assist uninsured patients in filing Medicaid applications, serve as liaison between Case Management, Clinical Staff, and Medicaid Vendors, analyze screening defects and denials to drive metric performance
Seniority
Individual Contributor, mid-level (4+ years experience)
