Financial Counselor

David Lawrence Center; Naples (FL); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Sign-on bonus

Immediate PTO accrual

Comprehensive medical/dental/vision benefits

401(k) with employer match

Professional development/tuition assistance

Job summary

David Lawrence Center is seeking a Financial Counselor in Naples, Florida. This full-time role involves providing financial guidance to clients in crisis, assessing their financial situations, and working closely with insurers. Candidates should have at least 2 years of healthcare experience and strong communication skills. Key responsibilities include documenting patient financial information and offering empathetic support during high-stress situations. Benefits include a sign-on bonus, 401(k) with employer match, and comprehensive health coverage.

Qualifications

• Minimum of 2 years of experience in a healthcare setting, preferably in financial counseling or billing.
• Experience working with mental health or substance use treatment centers is a plus.
• Empathy and compassion when dealing with individuals in crisis situations.

Responsibilities

• Meet with patients and families to assess their financial situation.
• Provide a clear explanation of costs related to mental health and substance use treatments.
• Collaborate with insurance companies to verify coverage and resolve billing issues.

Skills

Insurance processes

Financial assistance programs

Excellent communication skills

Compassionate financial counseling

Microsoft Office 365 skills

Education

High School Diploma or equivalent

Associate's or Bachelor's Degree in Finance or Accounting

Tools

Electronic Medical Records

Job description

Location: Naples, Florida

Department: Acute Care

Employment Type: Full-Time. Non-Exempt

Schedule: Tuesday-Saturday 8:00am-4:00pm.

Hiring Incentives: Offering a sign-on bonus, immediate PTO accrual, comprehensive medical/dental/vision benefits, 401(k) with employer match, and professional development/tuition assistance.

Position Summary: FC's are responsible for providing financial guidance and support to Clients and families navigating mental health and substance use crises. The role involves working closely with Clients, care providers, and insurance companies to assess financial obligations, explain treatment costs, and help Clients explore funding options. FC's ensure that Clients understand their financial responsibilities while also offering compassionate support during what are often high-stress situations.

Key Responsibilities:

• Patient Financial Assessment:
• Meet with patients and families to assess their financial situation.
• Provide a clear explanation of costs related to mental health and substance use treatments.
• Review and verify insurance coverage, including copayments, deductibles, and out-of-pocket expenses.
• Assist patients in applying for sliding scale programs.
• Identify alternative funding sources, such as state, federal, or community assistance programs.
• Collaborate with insurance companies to verify coverage and resolve billing issues.
• Obtain pre-authorizations and ensure that all treatments are properly documented for insurance claims.
• Crisis Support:
• Provide empathetic support and financial counseling in a manner sensitive to the emotional and mental health needs of patients and their families.
• Help reduce financial stress by providing clear communication and assistance during the crisis period
• Documentation:
• Maintain detailed records of patient insurance verifications, and payment agreements
• Ensure confidentiality of patient financial information in compliance with HIPAA and other regulatory standards

Qualifications:

• Education:
• High School Diploma or equivalent= required
• Associate's or Bachelor's Degree in Finance, Accounting, or a related field=preferred
• Experience:
• Minimum of 2 years of experience in a healthcare setting, preferably in financial counseling or billing=Required
• Experience working with mental health or substance use treatment centers is a plus=Preferred
• Skills:
• Strong understanding of, insurance processes, and financial assistance programs
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly and compassionately
• Ability to handle sensitive financial information with discretion and professionalism.
• Microsoft Office 365 skills (Including Teams/Video Conferencing) and Electronic Medical Records experience = Strongly Preferred
• Staying compliant on all training and immunizations.
• o Ability to pass Level II DCF Mental Health Fingerprinting (General Information can be found HERE), Drug Screen and Local Criminal Check
• Empathy and compassion when dealing with individuals in crisis situations
• Strong problem-solving skills and attention to detail
• Ability to work independently and within a team setting
• Adaptability and emotional resilience in high-stress situations

Physical Requirements:

• This position requires a mix of physical activities throughout the workday. Duties involve periods of standing, sitting, and walking, often across various areas of the site. The role also includes tasks that may require bending, reaching, and other physical movements. Candidates must be able to occasionally lift and carry items weighing up to 50 pounds. A reasonable level of physical stamina and mobility is necessary to successfully perform the essential functions of this role.