Financial Counselor - Insurance Verification

Orlando Health, Inc.; Orlando (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Orlando Health is seeking a Financial Counselor to assist patients and families with payment options and the financial clearance process, ensuring clarity and comfort.

In this on-site role, you will gather demographics, verify benefits, obtain authorizations, and explain forms while delivering exceptional customer service across departments.

Join our Patient Financial Services team to support accurate billing, cash handling, and timely collections, while adhering to corporate policies.

Qualifications

• Two years’ experience in a financial, business office, or customer service environment.
• Proficient in Windows Microsoft Office-based products (Word, Excel, PowerPoint).
• Typing proficiency.

Responsibilities

• Provides exemplary customer service to patients and families during the collections process.
• Gathers and inputs demographic and financial information accurately.
• Obtains authorizations and insurance details as needed.
• Explains forms and collects signatures from patients/guarantors.
• Verifies benefits with payers and determines patient responsibility.
• Maintains registration system documentation and logs.

Skills

Customer service

Typing

Windows proficiency

Education

High School diploma or equivalent

Must complete Patient Financial Services Orientation

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Position Summary

About Orlando Health:

At Orlando Health, we are ordinary people with extraordinary individuality, working together to bring help, healing and hope to those we serve. By daily embodying our over 100-year legacy, we reinforce our reputation as a trusted and respected healthcare organization that delivers professional and compassionate care to our patients, families and communities. Through our award-winning hospitals and ERs, specialty institutes, urgent care centers, primary care practices and outpatient facilities, our dedicated team members serve communities that span Florida’s east to west coasts, Central Alabama and Puerto Rico.

Orlando Health is committed to providing you with benefits that go beyond the expected, with career-growing FREE education programs and well-being services to support you and your family through every stage of life. We begin your benefits on day one and offer flexibility wherever possible so that you can be present for your passions. “Orlando Health Is Your Best Place to Work” is not just something we say, it’s our promise to you.

Position Summary:

The Financial Counselor assists patients and their families with a host of services to ensure that the process of collecting payments is fully explained and is as comfortable as possible.

Responsibilities

• Understands the importance Orlando Health places on providing exemplary customer service and performs job functions in a mannerbthat helps meet the department customer service goals.
• Demonstrates a positive and professional approach and communicates effectively with customers and team members at all times.
• Efficiently and accurately gathers and inputs patient/guarantor demographic and financial information
• Contacts Primary Care or Admitting Physician to obtain authorizations, diagnosis, and procedure detail as necessary.
• Explains necessary forms and obtains signatures from patient/guarantor.
• Contacts appropriate payers, verifying benefits and obtaining necessary authorizations.
• Explains insurance benefits and collects co-pays, deductibles and self-pay portions due.
• Collects for related professional care when appropriate.
• Documents authorization and benefit information in registration system.
• Assembles patient record and obtains copies of relevant documents including insurance cards, photo identification cards and any advance directives.
• Demonstrates a basic knowledge of third party reimbursement requirements and regulations.
• Exhibits competency in the use of all registration systems, electronic verification tools and Web based resources.
• Follows Patient Financial Services self-pay policies including completion of Guarantor Financial Statement Application, explanation of payment options and collections of monies due.
• Follows Patient Financial Services policies related to cash handling.
• Performs basic individual cashiering functions.
• Collects and inventories patient valuables following policy guidelines.
• Maintains basic understanding of the medical necessity screening process and appropriate systems.
• Performs appropriate pre-registration functions including calling physician offices, insurance payers and the patient/guarantor, as necessary.
• Maintains departmental logs for statistical reporting.
• Consistently meets Quality Assurance standards set by Patient Access and the department.
• Meets departmental goals regarding collections, productivity and customer service.
• Maintains flexibility in work schedule availability that allows department to change/modify work schedule to meet departmental needs.
• Meets federal, state and hospital requirements related to compliance issues.
• Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state and local standards.
• Maintains compliance with all Orlando Health policies and procedures.

Other Related Functions:

• Attends and participates in department staff meetings and attends other meetings as assigned.
• Responsible for reviewing and adhering to all Patient Financial Services and departmental education initiatives.
• Meets all corporate and Patient Financial Services annual recertification and education requirements.
• Assists his/her manager in planning and organizing department activities

Qualifications

Education/Training:

• High School or equivalent.
• Must complete Patient Financial Services Orientation program and annual educational requirements.

Licensure/Certification:

None.

Experience:

• Two (2) years’ experience in a financial, business office, or customer service environment required.
• Proficient in Windows Microsoft Office-based products (Word, Excel, PowerPoint).
• Typing proficiency.
• One (1) year PC/Windows experience.