Financial Counselor

Talentify; Anderson (SC); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Medical Insurance

Retirement & Financial Planning

Free Financial Counseling

Work-Life Balance & PTO

Professional Development

Job summary

AnMed Health in Anderson, South Carolina, seeks a Financial Counselor to act as the patient’s personal representative and file Medicaid applications on their behalf, helping obtain eligibility and needed documentation.

The role also involves assessing financial needs, managing CAFA and related programs, scanning records, and coordinating with attorneys on denials. Strong foundational skills and an associate’s degree are preferred.

Qualifications

• Associate’s degree required or equivalent training.
• Prior training experience preferred.
• Basic medical terminology knowledge expected.

Responsibilities

• File Medicaid applications on patients’ behalf and gather required documents.
• Assess financial needs and determine eligible programs (SC/GA/NC Medicaid, SSA disability, etc.).
• Manage CAFA Financial Assistance program processes and workflows.
• Ensure documentation is scanned and notes are properly recorded in the system.
• Coordinate with attorneys to resolve denials and obtain additional records.
• Perform cashiering tasks if needed and participate in ongoing education.

Skills

Financial counseling

Medicaid knowledge

Patient advocacy

Education

Associate’s degree

Job description

Located in the heart of Anderson, South Carolina, AnMed is a dynamic, not-for-profit health system dedicated to delivering exceptional care with compassion, innovation, and integrity. At AnMed, our mission is simple yet powerful:

To provide exceptional and compassionate care to all we serve.

AnMed has been named one of the Best Employers in South Carolina by Forbes, reflecting our commitment to a supportive, inclusive, and purpose-driven workplace. Whether you're just starting your career or looking to grow in a new direction, you'll find opportunities to thrive, lead, and make a meaningful impact here.

Acts as the patient’s personal representative. Arranges for the efficient, orderly and accurate evaluation of a patient’s financial situation as it pertains to his/her health care services.

Duties & Responsibilities

• As the patient’s personal representative, the Financial Counselor has the ability to file a Medicaid application on the patient’s behalf. This benefit also allows the Counselor the ability to request other pertinent, sensitive documents on behalf of the patient.
• Must be knowledgeable/up to date with the guidelines and regulations governing all state and federal sponsorship agencies.
• Interviews self-pay, underinsured and medically indigent patients to determine the best program that may provide financial assistance with hospital/medical bills. This includes SC, GA & NC Medicaid, Social Security disability, SC Victim Assistance, COBRA eligibility, etc.
• Manages the AnMed CAFA Financial Assistance Program process.
• Assesses and evaluates the financial needs of patients by completion of the screening process. Responsible for obtaining applications and supporting financial documentation.
• Required documentation includes the patient’s sensitive financial information (bank statements, tax forms, social security card, etc.).
• Approves, denies or suspends the application for additional information.
• Works with the cancer center representative to expedite CAFA applications for PET scan patients.
• Ensure that all information is scanned into the hospital’s system.
• Items include the screening sheets, applications, and approval/denial letter.
• Documents hospital system account with the appropriate action codes and change financial class, as needed and complete the account with detailed notes.
• Responsible for completing work queues in EPIC.
• Adjusts account balances as required based on the assistance program (CAFA, Free Clinic, and HOP Program) and the guidelines.
• Provides Medical documentation/records from HPF for Social Security disability patients.
• Responsible for some cashiering functions such as collecting deposits, if assistance is not available.
• Attends continuing education classes including SOAR training to assist homeless patients who may qualify for SSI.
• Attends training provided by Attorney group related to Medicaid applications.Works with designated attorneys to resolve denials or obtain additional documentation.
• Performs additional duties assigned to meet AnMed Health’s needs.

Preferred Qualifications

• Associate’s degree.
• Prior training experience.
• Basic medical terminology.

Benefits*

• Medical Insurance & Wellness Offerings.
• Compensation, Retirement & Financial Planning.
• Free Financial Counseling.
• Work-Life Balance & Paid Time Off (PTO).
• Professional Development.
• For more information, please visit: anmed.org/careers/benefits

*Varied benefits packages are available for positions with a 0.6 FTE or higher.