Financial Counselor

Exact Billing Solutions

Deerfield Beach (FL)

On-site

USD 55,000 - 65,000

Full time

14 days+

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Benefits offered by this job

21 paid days off
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Medical, dental, vision insurance
401(k) with up to 6% employer match

Job summary

A healthcare revenue cycle management firm is seeking a Financial Counselor in Deerfield Beach, FL. This full-time role focuses on evaluating patients' financial needs and creating tailored financial agreements to alleviate burdens. Candidates should possess attention to detail and a background in customer service, with a high school education at minimum. Benefits include paid time off, health insurance, and a comprehensive retirement plan.

Qualifications

  • Attention to detail is crucial for reviewing financial situations and agreements.
  • Must work effectively with patients and their families to develop solutions.
  • Proficiency in MS Word, Excel, and Outlook necessary for documentation.

Responsibilities

  • Evaluate and support financial needs of patients from families facing hardships.
  • Develop individualized financial agreements based on patient circumstances.
  • Assist patient families in obtaining financial assistance from various programs.
  • Review and ensure processing of existing financial agreements.
  • Contact families regarding breached financial agreements for resolution.

Skills

Attention to detail
Ability to work effectively and cooperatively with others
Expertise in computer software (e.g., MS Word, Excel, Outlook)

Education

High school/GED required; Bachelor's preferred

Job description

Financial Counselor – Exact Billing Solutions (EBS)

Location: Lauderdale Lakes, FL

Salary: $55,000 - $65,000 per year

About Exact Billing Solutions

Exact Billing Solutions is a unique team of revenue cycle management professionals specializing in the substance use disorder, mental health, and autism care fields of healthcare services. We have extensive industry knowledge, a deep understanding of the specific challenges of these markets, and a reputation for innovation. With our proprietary billing process, EBS is the oil that brings life to the engines of its partner healthcare companies.

Recognition & Awards
  • Inc. 5000, 2024 - Top 5 Fastest-Growing Private Companies in America (ABA Centers of America)
  • EY Entrepreneur Of The Year® U.S. Overall
  • Florida Trend Magazine - 500 Most Influential Business Leaders
About the Role

The Financial Counselor is responsible for evaluating and supporting the financial needs of patients and their families, particularly in cases involving financial hardship, lack of insurance, or underinsurance. This role involves developing individualized financial agreements, collecting deposits, facilitating access to financial assistance programs, and ensuring the proper execution and follow-up of payment arrangements. The Financial Counselor serves as a critical liaison between patient families and financial resources, helping to alleviate the financial burden associated with medical care.

Key Responsibilities
  • Review the financial situation of a patient's family due to hardships, no insurance or poor insurance coverage and create a tailored financial agreement plan based on their circumstances.
  • Collect required deposits from patient's families and their representatives and assist with financial assistance agreements (payment plans) when there is a patient financial responsibility due.
  • Assist patient families in obtaining aid with financial assistance from federal, local, state agencies and charitable programs when financial need is indicated.
  • Review existing financial agreements to ensure they are being subsequently processed.
  • Review and contact patient families of existing financial agreements that have been breached including stopped payments, failed credit card attempts, expired credit card, credit card reauthorizations needed and returned checks for clearance in accordance with the financial agreement in place.
Qualifications
  • High school/GED required; Bachelors preferred
  • Attention to detail
  • Ability to work effectively and cooperatively with others.
  • Ability to create and maintain clear, organized, and comprehensive documentation.
  • Expertise in computer software, such as MS Word, Excel, and Outlook.
  • Willingness to submit to drug and background screenings.
Benefits
  • 21 paid days off (15 PTO days, increasing with tenure, plus 6 holidays)
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) options
  • Medical, dental, vision, long-term disability, and life insurance
  • Generous 401(k) with up to 6% employer match
Seniority Level

Associate

Employment Type

Full-time

Job Function

Customer Service

Industries

IT Services and IT Consulting

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