Financial Counselor (Float Role)

TriHealth; Norwood (OH); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, dental, vision

Tuition reimbursement

Paid time off

Job summary

TriHealth is seeking a Financial Counselor (Float) to support patients across multiple sites, assessing eligibility for financial assistance, explaining coverage options, and guiding patients through cost options with empathy and accuracy.

You’ll collaborate with Revenue Cycle and Clinical teams to ensure timely reimbursement and a smooth billing experience, while delivering outstanding customer service and clear financial guidance to ensure patient understanding and satisfaction.

Qualifications

• High school diploma or GED required.
• Ability to operate multiple computer applications.
• Excellent verbal and written communication skills.
• Effective problem solving and critical thinking skills.
• Basic understanding of medical insurance.
• Medical terminology knowledge.
• 2-3 years’ experience in Service Access, Patient Accounting or related field.
• 2-3 years’ experience in Customer Service.

Responsibilities

• Demonstrates excellent customer service while interviewing patients to verify information and determine financial assistance eligibility.
• Educate patients on coverage benefits, financial responsibility and available assistance options.
• Quote accurate prices and estimates for hospital charges as needed.
• Collect copays, deductibles and outstanding balances; assist patients with payment plans.
• Collaborate with Care Management, Insurance Verification, Patient Accounting and Registration for a timely billing process.
• Complete assigned work queues and reports with accuracy and timeliness.

Education

High School Diploma or GED

Job description

Join TriHealth as a Financial Counselor (Float)!

TriHealth offers a mission‑driven environment where your work directly supports patients and families during some of their most important moments. As a Financial Assistance Specialist, you’ll play a key role in helping individuals understand their coverage, navigate assistance programs, and access the care they need. You’ll work independently while still being part of a collaborative, patient‑focused team that values compassion, accuracy, and exceptional service. TriHealth’s commitment to community health means your efforts contribute to both patient well‑being and the long‑term financial strength of the organization.

Joining TriHealth means stepping into a supportive workplace that invests in your growth and empowers you to make meaningful decisions. In this role, you’ll partner closely with Revenue Cycle and Clinical teams to ensure timely reimbursement and a seamless billing experience for every patient. You’ll use your customer service expertise, problem‑solving skills, and knowledge of medical insurance to guide patients through financial options with clarity and care. TriHealth’s culture of excellence, teamwork, and integrity makes it a place where your contributions truly matter.

Location:

• Responsible for floating raveling to multiple TriHealth sites to provide coverage on an as needed basis for the Financial Counseling team. Sites include Good Samaritan Hospital, Bethesda North Hospital, Butler, McCulough Hyde and TCBI Infusion Centers.

Work Schedule:

• Full-Time (80n Hours B i-Weekly)

• Day Shift

• No Weekend, Holiday or On Call Commitment

Benefits:

TriHealth offers a comprehensive benefits package - including medical, dental, vision, paid time off, retirement plans, and tuition reimbursement. Please view our benefits page https://careers.trihealth.com/what-we-offer/benefits

Job Requirements:

• High School Degree or GED in General Studies

• Ability to operate multiple computer applications

• Excellent verbal and written skills

• Effective problem solving and critical thinking skills

• Basic understanding of medical insurance

• Medical terminology

• 2-3 years’ experience Service Access, Patient Accounting or related field

• 2-3 years’ experience Customer Service

Job Overview:

Responsible for interviewing patients to determine financial assistance eligibility for various assistance programs. Able to work independently, managing a dynamic workload, while providing patients and families with outstanding customer service. Collaborate with departments within the Revenue Cycle and Clinical staff to maximize reimbursement in a timely manner to ensure protection of hospital's financial position.

Job Responsibilities:

• Demonstrates excellent customer service skills while interviewing patients to verify accuracy of registration information and to determine financial assistance eligibility including Charity Care, HCAP, Medicaid eligibility and/or other appropriate assistance programs.

• Educate patients on coverage benefits, financial responsibility and financial assistance options.

• Quotes accurate prices and estimates as needed for hospital charges.

• Collects copayments, deductibles and outstanding balances. Assists patients in setting up payment plans.

• Collaborate with various departments, including Care Management, Insurance Verification, Patient Accounting and Registration, to facilitate a seamless and timely billing process for each patient.

• Completes assigned work queues/reports ensuring accuracy and timeliness.

Other Job-Related Information:

Working Conditions:

Travel- Often/Regularly
Climbing - Rarely
Concentrating - Consistently
Continuous Learning - Frequently
Hearing: Conversation - Consistently
Interpersonal Communication - Frequently
Reading - Consistently
Sitting - Frequently
Standing - Frequently
Talking - Consistently
Thinking/Reasoning - Consistently
Use of Hands - Frequently
Walking - Frequently

TriHealth SERVE Standards and ALWAYS Behaviors
At TriHealth, we believe there is no responsibility more important than to SERVE our patients, our communities, and our fellow team members. To achieve our vision and mission, ALL TriHealth team members are expected to demonstrate and live the following:

Serve: ALWAYS…

• Welcome everyone by making eye contact, greeting with a smile, and saying "hello"
• Acknowledge when patients/guests are lost and escort them to their destination or find someone who can assist
• Refrain from using cell phones for personal reasons in public spaces or patient care areas

Excel: ALWAYS…

• Recognize and take personal responsibility to address and recover from service breakdowns when a customer's expectations have not been met
• Offer patients and guests priority when waiting (lines, elevators)
• Work on improving quality, safety, and service

Respect: ALWAYS…

• Respect cultural and spiritual differences and honor individual preferences.
• Respect everyone’s opinion and contribution, regardless of title/role.
• Speak positively about my team members and other departments in front of patients and guests.

Value: ALWAYS…

• Value the time of others by striving to be on time, prepared and actively participating.
• Pick up trash, ensuring the physical environment is clean and safe.
• Be a good steward of our resources, using supplies and equipment efficiently and effectively, and will look for ways to avoid waste.

Engage: ALWAYS…

• Acknowledge wins and frequently thank team members and others for contributions.
• Show courtesy and compassion with customers, team members and the community