Financial Counselor (Horseshoe)

David Lawrence Center

Naples (FL)

On-site

USD 45,000 - 60,000

Full time

14 days+

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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 in Naples, Florida, is seeking a Financial Counselor to provide financial guidance to clients navigating mental health and substance use crises. This role involves assessing financial situations, explaining treatment costs, and collaborating with insurance providers.

Ideal candidates should have a minimum of 2 years of experience in a healthcare setting and strong communication skills to assist individuals in high-stress situations. The position offers full-time employment and various hiring incentives.

Qualifications

  • Minimum of 2 years of experience in a healthcare setting.
  • Experience in financial counseling or billing preferred.
  • Strong Microsoft Office 365 skills required.

Responsibilities

  • Assess financial situations of patients and families.
  • Explain mental health treatment costs clearly.
  • Collaborate with insurance companies for billing resolution.

Skills

Understanding of insurance processes
Communication skills
Interpersonal skills
Attention to detail
Problem-solving skills
Microsoft Office 365

Education

High School Diploma or equivalent
Associate's or Bachelor's Degree in Finance or Accounting

Job description

Location: Naples, Florida

Employment Type: Full-Time. Non-Exempt

Schedule: Monday-Thursday 8am-5pm & Friday 8am-3pm.

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.
    • 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.
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