Financial Counselor I - Gastroenterology Clinic

Lakeside Physicians; Granbury (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Life Insurance

PTO & Illness Benefits

401(k) with match

Career Development

Licensure reimbursement

Student loan support

Rewards & Recognition

Collaborative culture

Voluntary benefits (pet, identity, etc

Job summary

Lakeside Physicians is seeking a Financial Counselor I to support patient access and revenue cycle operations in Texas. You will verify insurance, coordinate financial arrangements, and guide patients through assistance programs, ensuring accurate and timely account processing.

Ideal candidates have 0–2 years in healthcare billing or registration and 2–4 years in financial counseling or insurance verification, with strong communication and confidentiality.

Qualifications

• Knowledge of healthcare billing and insurance verification processes.
• Ability to establish payment arrangements with patients per policy.
• Experience with financial counseling or insurance verification is preferred.
• Proficiency with Google and Microsoft platforms and EMR systems.

Responsibilities

• Verify insurance coverage and determine benefits for patients.
• Secure financial arrangements and assist with financial counseling.
• Process financial assistance applications and required documentation.
• Maintain documentation of actions and communications in the system.
• Communicate with patients about balances, billing, and coverage.
• Coordinate with departments to resolve account issues and ensure accuracy.
• Respond to voicemails and ensure timely follow-up.

Skills

Interpersonal skills

Communication skills

Customer service focus

Organizational skills

Education

Postsecondary education in medical/healthcare admin

Job description

Why Join Us?

• Be Valued for What You Bring to the Team– Competitive pay that rewards your hard work


• Benefits You Can Count On – Medical, dental, vision, and life insurance coverage


• Work Hard. Recharge Often. – Generous PTO and extended illness benefits


• Invest in Your Future – 401(k) with company match


• Grow With Us – Career development, learning opportunities, and advancement pathways


• We Invest in Your Success – Licensure and certification reimbursement for eligible roles


• Student Loan Support – Assistance available for eligible roles


• Your Wins Deserve Recognition – Employee rewards and recognition programs


• A Team You'll Love Working With – A collaborative, purpose-driven culture making a difference every day


• Additional Voluntary Benefits – Choose from options such as pet insurance, identity protection, and legal insurance.

Great people. Great benefits. Meaningful work. Join us and make an impact.

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.

This position is not eligible for immigration sponsorship now or in the future. Applicants must be authorized to work in the U.S. for an employer.