Financial Counselor

Shriners Children's; Tampa (FL); On-site; USD 52,000 - 68,000; Full time

Job summary

Shriner's Children’s in Tampa seeks a Financial Counseling Representative to advocate for patients by assessing financial assistance options and aiding with insurance matters. You will reduce barriers to care by evaluating eligibility for charity programs and copay/coinsurance support, while maintaining HIPAA compliance and collaborating with care teams.

You should have at least 3 years in healthcare financial counseling or related roles, familiarity with Epic EMR, and a HS diploma; an associate

Qualifications

• 3 years prior experience in healthcare financial counseling, billing, insurance verification, patient access, or customer service.
• Epic EMR experience required.
• High School Diploma/GED required; an associate degree is preferred.
• Associate's degree in business, healthcare administration, or related field is a plus.

Responsibilities

• Conduct financial assistance screenings to determine eligibility for hospital charity programs and external resources.
• Assist insured patients with deductible, copay, and coinsurance support programs.
• Manage financial assistance work queues and ensure timely completion and follow-up.
• Investigate insurance discrepancies and registration issues to prevent denials and delays.
• Communicate compassionately with patients about financial obligations and available support.
• Collaborate with Benefits Assistance, Registration, and Revenue Cycle teams to streamline clearance.

Skills

Healthcare financial counseling

Insurance verification

Customer service

Communication

Education

High School Diploma/GED

Associate's degree in business or healthcare administration

Tools

Epic EMR

Job description

Company OverviewShriners Children’s is an organization that respects, supports, and values each other. Named as the 2025 best mid-sized employer by Forbes, we are engaged in providing excellence in patient care, embracing multi-disciplinary education, and research with global impact. We foster a learning environment that values evidenced based practice, experience, innovation, and critical thinking. Our compassion, integrity, accountability, and resilience define us as leaders in pediatric specialty care for our children and their families.With 20+ hospitals, outpatient clinics, ambulatory care centers and outreach locations across the globe, we provide excellent care to children up to age 18 regardless of their family’s ability to pay or insurance status. Please click here to learn more about our locations.Job DescriptionThe Financial Counseling Representative plays a critical role in ensuring a positive financial experience for patients and families. This position provides comprehensive financial advocacy by assessing eligibility for internal and external financial assistance programs, supporting insured patients facing out-of-pocket cost challenges, and actively reducing financial barriers to care. The representative serves as a trusted liaison between patients, families, clinical teams, and the Benefits Assistance Team while maintaining compliance with all regulatory and organizational policies.Key Responsibilities:Conduct thorough financial assistance screenings using the HEART application and other approved tools to determine eligibility for hospital charity programs and external financial resources.Assist insured patients experiencing financial hardship by evaluating eligibility for deductible, copay, and coinsurance support programs.Manage assigned financial assistance work queues efficiently, ensuring timely and accurate completion and follow-up.Investigate and resolve insurance discrepancies, coverage conflicts, and registration-related issues to prevent downstream denials and billing delays.Communicate clearly, empathetically, and professionally with patients and families regarding financial obligations and available support pathways while maintaining confidentiality.Collaborate with Benefits Assistance, Registration, Revenue Cycle teams, and external agencies to streamline financial clearance and enhance the overall patient financial experience.Monitor cases and documentation to ensure compliance with federal and state regulations, payer policies, hospital charity care standards, and HIPAA requirements.Identify trends in financial hardship and escalate complex cases or operational barriers to leadership for timely resolution and process improvement.Maintain accurate documentation within the electronic health record and related systems to support reporting, audit readiness, and program transparency.Contribute to a culture of patient advocacy by proactively assisting families through stressful financial situations and promoting equitable access to care.Required Qualifications:3 years prior experience in healthcare financial counseling, billing, insurance verification, patient access, or customer serviceEpic EMR experienceHigh School Diploma/GEDPreferred Qualifications:Associate's degree in business, healthcare administration, or related fieldCompensation is determined based on years of relevant experience and departmental equity.