Financial Counselor

The KPC Group of Companies; Santa Ana (CA); On-site; USD 45,000 - 60,000; Full time

Job summary

The KPC Group of Companies is seeking a Medical Eligibility Worker / Financial Counselor in California to identify patients who may qualify for government-sponsored healthcare programs and hospital financial assistance.

This role provides eligibility screening, financial counseling, application assistance, insurance verification, and follow-up to help patients obtain coverage and understand financial responsibilities.

Qualifications

• Experience in medical eligibility and financial counseling preferred.
• Knowledge of Medi-Cal, Medicaid, Medicare, and hospital financial assistance preferred.
• Strong communication and customer service skills.
• Ability to review financial documents and manage multiple cases.
• Proficiency with electronic health records and data-entry systems.
• Ability to work collaboratively with interdisciplinary teams and external agencies.

Responsibilities

• Identify patients who may qualify for government-sponsored healthcare programs and hospital financial assistance.
• Provide eligibility screening, financial counseling, and application assistance.
• Verify insurance and follow up to help patients obtain coverage and understand financial responsibilities.
• Collaborate with Case Management, Social Services, Patient Access, Utilization Review, and Discharge Planning to resolve barriers to discharge.

Skills

Communication

Customer service

Problem-solving

Organizational skills

Time management

Electronic health records

Data-entry systems

Team collaboration

Confidentiality

Education

High school diploma or equivalent

Associate degree or relevant coursework preferred

Tools

Electronic Health Records (EHR)

Job description

Job Description

The Medical Eligibility Worker / Financial Counselor is responsible for identifying patients who may qualify for government-sponsored healthcare programs, health insurance coverage, and hospital financial assistance. This position provides eligibility screening, financial counseling, application assistance, insurance verification, and follow-up to help patients obtain appropriate coverage and understand their financial responsibilities. The role works collaboratively with Case Management, Social Services, Patient Access, Utilization Review, and Discharge Planning to resolve financial and insurance barriers that may delay patient discharge. The position is essential to supporting timely patient transitions, reducing avoidable hospital length of stay, improving reimbursement opportunities, and ensuring patients receive information about available financial resources.

QUALIFICATIONS:

• High school diploma or equivalent required; associate degree or relevant college coursework preferred.
• Experience in medical eligibility, financial counseling, patient access, healthcare billing, insurance verification, or public assistance programs preferred.
• Knowledge of Medi-Cal, Medicaid, Medicare, hospital financial assistance, and applicable eligibility requirements preferred.
• Strong communication, customer service, problem-solving, and organizational skills.
• Ability to review financial documentation, manage multiple cases, and prioritize time-sensitive needs.
• Proficiency with electronic health records, computer applications, and data-entry systems.
• Ability to work collaboratively with interdisciplinary teams and external agencies.
• Commitment to patient confidentiality, accuracy, and compassionate service.