Financial Counselor I

Grandview Medical Center; Birmingham (AL); On-site; USD 42,000 - 65,000; Full time

Job summary

Grandview Medical Center in Birmingham, AL seeks a Financial Counselor I to support patient access and revenue cycle operations by verifying insurance coverage, securing financial arrangements, and coordinating all aspects of patient account management.

This role roles as a key resource for patients by providing financial counseling, facilitating assistance applications, and ensuring accounts are processed accurately and in a timely manner.

Qualifications

• Post-secondary training in medical office or healthcare administration preferred.
• 0–2 years in healthcare registration, billing, or collections required.
• 2–4 years in financial counseling or insurance verification preferred.

Responsibilities

• Verify insurance coverage and financial arrangements.
• Coordinate patient accounts and financial counseling.
• Respond to patient inquiries and maintain documentation.
• Establish payment arrangements and assist applications.

Skills

Billing & verification

Customer service

Communication skills

Organization

EHR proficiency

Education

Medical office administration

Healthcare administration

Tools

Google Workspace

Microsoft Office

EHR systems

Job description

Job Summary

The Financial Counselor I supports patient access and revenue cycle operations by verifying insurance coverage, securing financial arrangements, and coordinating all aspects of patient account management. This role serves as a key resource for patients by providing financial counseling, facilitating assistance applications, and ensuring accounts are processed accurately and in a timely manner. The Financial Counselor I interacts regularly with patients, insurance payors, and internal departments to promote account resolution and ensure a positive patient financial experience.

Essential Functions

• Establishes payment arrangements with patients according to departmental policies and procedures.
• Accurately completes and submits financial assistance applications and follows up on required documentation.
• Verifies insurance eligibility and benefits, and ensures appropriate authorizations are obtained when applicable.
• Reviews daily admission and missed opportunity reports to ensure all accounts have a valid payment source or financial counseling documentation.
• Responds to patient inquiries regarding account balances, billing concerns, and insurance coverage; returns all patient calls in a timely and professional manner.
• Reviews and processes adjustment requests and monitors approved adjustments for accuracy.
• Maintains account documentation by recording all actions and communications in the appropriate system using correct comment types.
• Establishes and maintains communication with patients throughout the continuum of care, including pre-admission, point-of-service, and post-discharge financial follow-up.
• Coordinates with other departments as needed to resolve account issues and ensure account accuracy.
• Retrieves and responds to voicemails from departmental customer service lines and ensures timely follow-up.
• Performs other duties as assigned.
• Maintains regular and reliable attendance.
• Complies with all policies and standards.

Qualifications

• Post secondary education or training in medical office administration or healthcare administration preferred
• 0-2 years of experience in healthcare registration, billing, collections, or a related field required
• 2-4 years of experience in financial counseling or insurance verification preferred

Knowledge, Skills and Abilities

• Knowledge of healthcare billing and insurance verification processes.
• Strong interpersonal and communication skills with a customer service focus.
• Ability to organize and prioritize tasks in a fast-paced environment.
• Proficiency in Google and Microsoft platforms and electronic health record systems
• Ability to maintain confidentiality and professionalism in all patient interactions.