Patient Financial Counselor

TEKsystems; San Jose (CA); Remote; USD 125,000 - 150,000; Full time

Job summary

A leading technology service provider is seeking a candidate for a fully remote position focused on insurance verification and authorization processes. The ideal applicant will have at least two years of experience in a medical billing or health insurance office. Responsibilities include gathering clinical information, following up on authorizations, and providing financial consultations to patients. Excellent communication skills are essential for this role.

Benefits

Medical, dental & vision insurance

401(k) Retirement Plan

Employee Assistance Program

Paid Time Off

Qualifications

• Two years experience in medical billing or health insurance office.
• Ability to apply C-I-CARE philosophies in customer service interactions.
• Knowledge of insurance benefits and eligibility.

Responsibilities

• Completing insurance verification and eligibility processes.
• Gathering clinical information for insurance authorization.
• Communicating authorization status to clinical teams.
• Providing financial consultations to patients.
• Following up on pending authorizations.

Skills

Excellent organizational skills

Interpersonal communication

Customer service

Problem solving

Knowledge of medical terminology

Moderate to advanced computer skills

Tools

EPIC

Job description

Overview

Description

Completing insurance verification, eligibility and benefit determination process utilizing integrated electronic eligibility system, payer websites, and phone for all insurance plans within the scope of laboratory services.

• Gathers the necessary clinical information needed to obtain insurance authorization for laboratory testing.

• Investigates insurance eligibility and obtains detailed insurance benefit verification for candidates. Benefit details include (but are not limited to) deductibles, co-payments and out-of-pocket expenses, policy maximums and limitations.

• Communicates the authorization status of patients to the clinical team by e-mail, EPIC in-basket messages, or by phone.

• Provides financial consultation with patient and/or family members regarding financial aspects when necessary or requested.

• Contacting patient as appropriate to obtain correct and updated information when necessary and to communicate out of pocket estimate.

• Follows up on pending authorization and referral request to ensure timely completion for cases in the assigned work queues.

• Processes appeals, including arrangement of the escalation process for clinics and clinicians to complete peer-to-peer appeal reviews with payor utilization management when needed.

• Prioritizes work assigned to them to ensure that financial risk is minimized, and timely completion of authorizations is optimized, while meeting daily productivity measure goals.

• Other duties as assigned.

Additional Skills & Qualifications

• Two (2) years working experience in a medical, billing or health insurance office setting performing insurance verification and authorization processes.

Required Knowledge, Skills and Abilities

• Excellent organizational, interpersonal, and communication (both verbal and written) skills
• Demonstrated strong interpersonal skills, including communicating clearly and sensitively with patients, families, and referring clinicians
• Skilled in effective communications, customer service, problem solving, and managing multiple priorities
• Demonstrated knowledge and understanding of insurance eligibility, benefits, contract language, and medical terminology
• Ability to apply C-I-CARE philosophies and demonstrate customer service skills in interactions with all patients, families, and staff, including during high volume times and stressful interactions.
• Ability to maintain confidentiality
• Moderate to advanced computer skills required.

Preferred Knowledge, Skills and Abilities

• Experience with hospital information systems such as EPIC, is preferred.

Experience Level

Intermediate Level

Pay and Benefits

The pay range for this position is $32.00 - $39.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully remote position.

Application Deadline

This position is anticipated to close on Oct 21, 2025.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.