Patient Financial Counselor

A growing, multi-location specialty medical practice is seeking a Patient Financial Counselor to support its patient financial services team. This position is responsible for verifying insurance coverage, estimating patient financial responsibility, communicating payment expectations, and coordinating pre-service payments for scheduled procedures and appointments. The ideal candidate has experience with insurance verification, medical billing, and patient financial counseling, along with strong communication and organizational skills.

**90 days on training ON-SITE, followed by a rotating work schedule:

• Monday-Friday 7:30am-3:30pm (on-site), then 9:00am-5:30pm (remote) every other week

Key Responsibilities

• Verify insurance eligibility, benefits, authorization requirements, and referral requirements through payer websites, phone calls, and practice management systems.
• Calculate estimated patient responsibility, including deductibles, copays, coinsurance, and out-of-pocket expenses.
• Contact patients before scheduled appointments and procedures to communicate estimated costs, collect prepayments, and establish payment arrangements.
• Document insurance information, estimated patient responsibility, and financial arrangements within practice management systems.
• Escalate situations when appropriate financial arrangements cannot be established prior to services being rendered.
• Process patient payments, including credit card transactions and checks, and provide receipts.
• Maintain accurate records and follow established patient financial policies and procedures.
• Perform additional duties as assigned.
• High school diploma or equivalent required.
• At least one year of experience in insurance verification, patient financial counseling, medical billing, or a similar healthcare administrative role.
• Working knowledge of insurance benefits, eligibility verification, CPT/HCPCS coding, deductibles, copays, and coinsurance.
• Experience communicating financial responsibilities and payment expectations to patients.
• Ability to interpret insurance eligibility responses and understand medical terminology and electronic medical records.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and ability to learn new software systems.
• Strong verbal and written communication, organizational, and multitasking skills.
• Ability to work independently and prioritize responsibilities in a fast-paced, high-volume healthcare environment.
• Basic understanding of medical terminology and anatomy preferred.