Financial Counselor

Insight Global; Aliso Viejo (CA); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

On-site role

Job summary

Insight Global is seeking a Financial Counselor to support patient admissions and financial operations in a fast-paced healthcare setting. You will guide patients and families through insurance verification, eligibility, and payment planning, working on-site in California.

Daily duties include documenting demographics, reviewing applications, preparing counseling reports, and coordinating payments. You will help assess needs and refer to programs like Medicare and Medi-Cal, ensuring accurate

Qualifications

• 1–2+ years of experience within a medical facility or medical office.
• Experience with insurance verification, collections and financial counseling.
• HIPAA compliance knowledge.
• Experience working with credit balances (self-pay and commercial payer).
• Proficiency in Microsoft Office (Excel, Word, Outlook).
• Familiarity with EMR systems.
• Bilingual in English and Spanish.

Responsibilities

• Participate in admissions, responding to inquiries about services, insurance, and financial obligations.
• Perform insurance verification and eligibility screenings.
• Provide financial counseling to patients and families related to self-pay, co-pays, and outstanding balances.
• Review applications and patient data for accuracy and completeness.
• Collect and document all patient demographic and financial information.
• Prepare and present daily financial counseling reports.
• Assess patient financial needs and refer to assistance programs (e.g., Medicare, Medi-Cal, Covered CA).
• Coordinate and collect patient payments, including in-person collections and follow-ups.
• Conduct daily follow-up for outstanding balances and financial needs.
• Maintain knowledge of case rates (IP, OP, CD), levels of care, and daily census activity.
• Manage and reconcile credit balances, including self-pay and commercial payer.

Skills

Insurance verification

Collections

Financial counseling

HIPAA compliance

Bilingual: English/Spanish

Credit balances experience

Education

High School Diploma or equivalent

Tools

Microsoft Office

EMR systems

Job description

Job Description

Insight Global is looking for a Financial Counselor to support patient admissions and financial operations within a fast-paced healthcare environment. This individual will play a key role in guiding patients and families through the financial aspects of care, including insurance verification, eligibility screening, and payment planning.

This role supports daily admissions driven by referrals from multiple emergency departments, with patient volume typically ranging from 5–20 cases per day. The ideal candidate is comfortable working in a dynamic setting, engaging directly with patients, and managing both administrative and financial responsibilities.

Key Responsibilities

Participate in the admissions process, including responding to inquiries related to services, insurance, and financial obligations

Perform insurance verification and eligibility screenings across various payer types

Provide financial counseling to patients and families related to self-pay, co-pays, and outstanding balances

Review applications and patient data for accuracy, completeness, and quality

Collect and document all patient demographic and financial information

Prepare and present daily financial counseling reports prior to team meetings

Assess patient financial needs and refer to appropriate assistance programs (e.g., Medicare, Medi-Cal, Covered CA)

Coordinate and collect patient payments, including in-person collections and follow-ups

Conduct daily patient follow-up for outstanding balances and financial needs

Maintain knowledge of case rates (IP, OP, CD), levels of care, and daily census activity

Manage and reconcile credit balances, including:

Self-pay patient balances and reimbursements

Commercial payer credit balances

• This role will be fully on-site.




• Training for first 2 weeks will be M-F 8-430pm.

After 2 weeks this role will be Sunday-Thursday 10am-6:30pm

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

1–2+ years of experience within a medical facility, physician’s office, or medical business office

Experience with:

Insurance verification

Collections

Financial counseling

HIPAA compliance

Experience working with credit balances (self-pay and commercial payer)

Proficiency in Microsoft Office (Excel, Word, Outlook)

High School Diploma or equivalent

Up-to-date on required vaccinations (3 COVID-19 doses + annual flu shot) Experience within a behavioral health setting

Familiarity with EMR (Electronic Medical Record) systems

Bilingual in English and Spanish

Knowledge of Medicare and Medi-Cal