Financial Counseling Representative

RCM Holdco; Mequon (WI); On-site; USD 23,000 - 32,000; Full time

Job summary

R1 is hiring a Financial Counseling Representative for an on-site role in the Mequon, WI area. You will visit patients in their rooms across floors to assess financial needs and determine eligibility for assistance programs.

The position requires frequent travel within the facility and clear communication of options and steps. You will help patients complete applications, explain responsibilities, and coordinate with hospital teams.

Qualifications

• High school diploma or GED required.
• Strong customer service and communication abilities.
• Ability to explain complex information clearly and patiently.
• Comfort with discussing sensitive financial information.

Responsibilities

• Travel between hospital floors to meet patients in rooms and assess financial needs.
• Screen for eligibility for Medicaid, Marketplace coverage, and financial assistance.
• Assist with applications and gather required documents.
• Explain coverage options, steps, and next steps clearly.
• Discuss patient responsibility and available payment options.
• Track status, follow up on missing information, and document activity.
• Protect patient privacy and coordinate with clinical and revenue teams.
• Balance compassion with accuracy and productivity in a fast-paced setting.

Skills

Customer service

Communication

Interpersonal skills

Attention to detail

Multitasking

Education

High school diploma or GED

Job description

Financial Counseling Representative

On-site Ascension Columbia St. Mary' Ozaukee l Mequon, WI.

Schedule: 8am- 5pm Job type: Full Time | Pay: $19 hourly

Help Patients Find Financial Support

Join R1 as a Financial Counselor and help uninsured and underinsured patients understand their coverage and financial assistance options. In this on-site role, you will regularly travel between multiple hospital floors to meet with patients in their rooms, screen for potential eligibility, assist with applications, and explain financial responsibilities with clarity and compassion.

What You'll Do

• Travel between multiple hospital floors and visit uninsured and underinsured patients in their rooms to review their financial needs and available resources.
• Screen for potential eligibility for Medicaid, Marketplace coverage, hospital financial assistance, and other programs.
• Help patients complete applications and gather required documents.
• Clearly explain coverage options, application steps, and next steps.
• Discuss estimated patient responsibility and available payment options, and support collection of amounts due in a respectful, patient-centered manner.
• Track application status, follow up on missing information, and document activity accurately.
• Protect patient privacy and work closely with clinical, Patient Access, and revenue cycle teams.
• Balance compassionate service, accuracy, and productivity in a fast-paced hospital setting.

What You'll Bring

• High school diploma or GED.
• Strong customer service, communication, and interpersonal skills.
• Compassion and professionalism when discussing sensitive personal and financial information.
• Ability to explain complex information in clear, simple language.
• Strong attention to detail and ability to manage multiple systems and priorities.
• Ability to navigate and work efficiently across multiple systems with ease.
• Ability to work on-site, move regularly between multiple hospital floors, and meet with patients in their rooms throughout the day.

Preferred Qualifications

• Experience in financial counseling, eligibility, Patient Access, registration, patient financial services, or revenue cycle.
• Knowledge of Medicaid, Marketplace coverage, hospital financial assistance, or similar programs.
• Experience completing eligibility screenings, applications, or supporting documentation.

Why Join R1?

• Make a meaningful difference for patients facing financial challenges.
• Build healthcare financial counseling and revenue cycle experience.
• Receive training and support from experienced leaders.
• Access opportunities for professional growth within R1.
• Work with a collaborative team focused on patient service.

Work Environment

This is an on-site, patient-facing hospital role that requires regular travel between multiple floors and in-person visits with patients in their rooms. You may work around illnesses or injuries, support patients during stressful situations, and spend much of the day moving throughout the facility.

Facility vaccination requirements may apply, including an annual flu vaccination.

A background check and drug screening may be required before hire.

Reasonable accommodations may be provided to qualified individuals.

About R1

R1 provides technology-driven revenue cycle solutions that help hospitals, health systems, and medical groups improve the patient experience and financial performance.

R1 is an equal opportunity employer and does not discriminate on the basis of any protected status.

For this US-based position, the base pay range is $16.48 - $23.13 per hour. Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.

The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.