Financial Counselor I (Full-time, Days)

Physicians Regional Medical Center - Pine Ridge; Naples (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Physicians Regional Medical Center - Pine Ridge is seeking a Financial Counselor I to support patient access and revenue cycle operations by verifying insurance coverage, securing financial arrangements, and coordinating patient account management.

This role interacts with patients, insurers, and hospital departments to promote account resolution and ensure timely, accurate processing of financial assistance, eligibility checks, and payment plans.

Qualifications

• Post secondary education in medical/healthcare admin preferred.
• 0-2 years in healthcare registration, billing, or related field required.
• 2-4 years in financial counseling or insurance verification preferred.

Responsibilities

• Establishes payment plans per department policies.
• Completes and submits financial assistance forms with docs.
• Verifies insurance eligibility and benefits; seeks authorizations when needed.
• Reviews daily reports to ensure valid payment sources and counseling docs.
• Answers patient questions about balances, billing, and coverage.
• Processes adjustments and monitors accuracy.
• Maintains patient account records in the system.
• Communicates with patients throughout care continuum.
• Coordinates with departments to resolve account issues.
• Retrieves and returns voicemails; follows up promptly.
• Performs other duties and maintains reliable attendance.
• Follows all policies and standards.

Skills

Interpersonal skills

Customer service

Billing & verification

Task organization

MS Office

EHR systems

Education

Post-secondary health admin

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.