Financial Counselor II

AdventHealth; United States; On-site; USD 27,000 - 50,000; Full time

Benefits offered by this job

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

Job summary

AdventHealth in Florida is seeking a dedicated manager to oversee Patient Access and the Charity Program, coordinating with cross-functional teams to support accurate financial assessments and timely discharge planning.

You will train staff, ensure HIPAA compliance, and work with leadership to optimize processes. This role requires strong leadership and communication skills within a faith-based health system serving diverse communities.

Qualifications

• Strong leadership and supervisory capabilities are required.
• Ability to follow complex instructions and maintain accuracy.
• Excellent verbal and written communication, especially in English.
• Experience with patient financial services and healthcare systems is preferred.

Responsibilities

• Oversee daily operations of Patient Access and Patient Financial Services Charity Program staff.
• Coordinate with Pre-Access, Patient Access, Case Management, Insurance Reimbursement, and Rehab teams.
• Provide training, coaching, and resources to meet productivity and accuracy goals.
• Assist onboarding of new hires and support 90-day performance standards.
• Monitor compliance with HIPAA and internal policies.
• Record time worked and maintain assigned work schedules.
• Escalate and resolve high-dollar or aged accounts as needed.
• Establish payment arrangements for uninsured patients and offices.

Skills

Leadership experience

Attention to detail

Verbal and written communication

HIPAA compliance awareness

Time management

Education

High School diploma or equivalent

Associate degree preferred

Tools

Microsoft Office

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:

• 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:

• 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 [Required]

2+ years of experience working with DCF, SSA, or AHCA in eligibility enrollment programs [Preferred]

Additional Information:

N/A

Licenses and Certifications:

N/A

Physical Requirements:

(Please click the link below to view work requirements) Physical Requirements - https://tinyurl.com/23km2677

Pay Range:

$19.41 - $36.10

Background Screening Requirement (Florida Law)

Certain positions are subject to Florida Level 2 background screening, including fingerprinting, as required by state law. Applicants may review general information about Florida’s background screening requirements at the Florida Care Provider Background Screening Clearinghouse: https://info.flclearinghouse.com/

This facility is an equal opportunity employer and complies with federal, state and local anti-discrimination laws, regulations and ordinances.

Every day, our fellow team members show up to work, unified by one shared mission: Extending the Healing Ministry of Jesus Christ. As a faith-based health care organization, our story is one of hope as we strive to heal and restore the body, mind and spirit. Though our facilities are spread across the country, this unwavering belief binds us together. Across every office, exam and patient room, we’re committed to providing individualized, holistic care. This is our Christian mission, and it inspires us to help make communities healthier and happier.