Financial Counselor II

adventhealth; Florida; On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

PTO from Day One

403(b) Retirement Plan

Parental Leave

Career Development

Well-being Resources

Mental Health Resources

Pet Benefits

Job summary

AdventHealth in Zephyrhills, Florida, is seeking a qualified professional to lead daily operations of Patient Access and Financial Services Charity Program staff. You will liaise with departments, ensure accurate financial assessments, and support discharge planning.

The role requires 4+ years in related areas, a strong eye for detail, and proficiency with Microsoft Office. Training, onboarding, and adherence to HIPAA are essential, with a focus on timely, compliant patient financial services.

Qualifications

• 4+ years in Patient Access or related field.
• Supervisory/leadership experience.
• HIPAA compliance knowledge.

Responsibilities

• Oversee Patient Access/Financial Services Charity Program staff.
• Coordinate with multiple departments to ensure accurate financial assessments.
• Provide training and onboarding to new hires.
• Ensure timely reporting and performance standards.
• Maintain compliance with privacy and security requirements.

Skills

Team management

Attention to detail

Organization

Liaison to patients

Discretion with PHI

Adaptability

Critical thinking

Problem solving

Math skills

English communication

Education

High School diploma or equivalent

Associates degree (preferred)

Tools

Excel

Word

Outlook

Job description

Our promise to you:

Joining AdventHealth is about being part of something bigger. It's about belonging to a community that believes in the wholeness of each person, and serves to uplift others in body, mind and spirit. AdventHealth is a place where you can thrive professionally, and grow spiritually, by Extending the Healing Ministry of Christ. Where you will be valued for who you are and the unique experiences you bring to our purpose-minded team. All while understanding that together we are even better.

All the benefits and perks you need for you and your family:

• Benefits from Day One: Medical, Dental, Vision Insurance, Life Insurance, Disability Insurance
• Paid Time Off from Day One
• 403-B Retirement Plan
• 4 Weeks 100% Paid Parental Leave
• Career Development
• Whole Person Well-being Resources
• Mental Health Resources and Support
• Pet Benefits

Schedule:

Full time

Shift: Day (United States of America)

Address: 7050 GALL BLVD

City: ZEPHYRHILLS

State: Florida

Postal Code: 33541

Job Description:

• Demonstrates AdventHealth's core values of Integrity, Compassion, Balance, Excellence, Stewardship, and Teamwork through daily actions and decision-making.
• Provides daily oversight of Patient Access/Patient Financial Services Charity Program staff who serve as liaisons for specialized departments, service providers, physician offices, government agencies, and uninsured or underinsured patients, as well as for special program and foundation funding. Maintains strong working relationships with Pre-Access, Patient Access, Case Management, Insurance Reimbursement, and Rehab teams to support accurate financial assessments and effective discharge planning for pre- and post-acute care needs.
• Provides team members with training, coaching, and resources needed to meet productivity and accuracy expectations. Supports onboarding of new hires and assists them in achieving 90-day standards. Works closely with the Financial Assistance Manager to assess employee progress and performance.
• Monitors productivity, accuracy, and compliance with work guidance and performance standards. Performs account audits as assigned to evaluate performance in accordance with AH PA/PFS and Financial Assistance Manager guidelines. Assigns and monitors daily, weekly, and monthly reporting, and intervenes as needed on escalated matters. Accurately records time worked and maintains the assigned work schedule.
• Ensures financial counselors follow account protocol, including appropriate documentation and use of status codes. Oversees pending financial assistance items and works to resolve them within required timeframes. Escalates or resolves high-dollar, aged, and share-of-cost accounts as assigned.
• Establishes payment arrangements for uninsured and underinsured patients and physician offices or their representatives, including scheduling required payments. Ensures financial statements are scanned and patient accounts are adjusted accurately and promptly to support state audit requirements for DSH reimbursement.
• Maintains current knowledge of hospital contracts with service providers related to specialty packages, foundations, programs, and funds for uninsured and underinsured patients.
• Collects financial information by phone or direct interview in a professional manner that reflects respect for patients and family members. Estimates procedure costs and prepares contracts for patient signature. Coordinates disbursement of payments to service providers according to contract terms and agreements.
• Adheres to compliance, privacy, and security requirements, including HIPAA, by accessing and releasing protected health information only as necessary to perform assigned duties and in accordance with established procedures.
• Performs other duties as assigned.

Knowledge, Skills, and Abilities:

• Ability to work as part of a management team, with some supervision experience or training [Required]
• Ability to follow complex instructions and procedures with strong attention to detail [Required]
• Ability to organize work in a systematic and efficient manner [Required]
• Ability to serve as a hospital liaison for patients and families when needed [Required]
• Ability to use discretion with confidential personnel and patient-related matters [Required]
• Ability to adapt to changing hospital needs and respond accordingly [Required]
• Self-motivated, with strong critical thinking and problem-solving skills [Required]
• Strong basic math skills [Required]
• Effective verbal and written communication skills in English [Required]
• Proficiency in Microsoft Office applications, including Excel, Word, and Outlook [Required]

Education:

• High School grad or Eqiv [Required]
• Associates degree [Preferred]

Field of Study:

in Social Services, Health Science, or a related field

Work Experience:

4+ years of experience in Patient Access, Patient Financial Services, or a related field such as Registration, Finance, Collections, Customer Service, Medical Office, or Contract Management