Patient Financial Counselor Lead

UW Advancement Careers; Seattle (WA); On-site; USD 36,000 - 52,000; Full time

Job summary

UW Medicine is seeking a Patient Financial Counselor Lead to supervise and guide a team of Financial Access Specialists. The role involves training staff, ensuring policy and procedure compliance, and coordinating with supervisors to resolve insurance issues.

The position starts onsite at UW Medical Center Montlake and Northwest Hospital with a plan to transition to hybrid work after probation. The lead will provide cost estimates, review payment options, and monitor workflows, while guiding

Qualifications

• High school diploma or GED certificate.
• Three years of experience in a medical office setting.
• An equivalent combination of education and experience may substitute for stated requirements.

Responsibilities

• Interview patients to assess insurance coverage and refer uninsured patients for Medicaid or Financial Assistance screening
• Train, orient, and support new Financial Access Specialist (FAS) staff
• Review and correct team members’ work for policy and procedural compliance
• Monitor, evaluate, and recommend updates to policies and workflows
• Provide cost estimates and review payment options with patients
• Guide patients through Financial Assistance processes and track application status
• Communicate with external agencies (e.g., DSHS, AEM) to verify application progress
• Obtain required patient signatures on financial forms, such as Notices of Non-Coverage
• Coordinate with supervisors to resolve unclear insurance or coverage issues
• Participate in special projects and stay current through training and education

Education

High school diploma or GED certificate

Job description

Job Description

UW Medicine Insurance Eligibility and Financial Counseling Services Team (IECS) has an outstanding opportunity for a Patient Financial Counselor Lead.

WORK SCHEDULE

• 100% FTE (40 hours per week)
• Monday - Friday; 8:00am-4:30pm
• Day Shift
• 1 day Hybrid after a 6-month probation period
• This position will float between UW Medical Center Montlake and Northwest Hospital, with Montlake serving as the primary location.

POSITION HIGHLIGHTS

• This is an onsite position for the first 6 months, with potential for transitioning to a hybrid work schedule upon successful completion of the probationary period
• Serve as a team lead, supporting staff through training, guidance, and performance feedback. Collaborate with the supervisor to assign tasks, monitor quality, and resolve issues.

Primary Job Responsibilities

• Interview patients to assess insurance coverage and refer uninsured patients for Medicaid or Financial Assistance screening
• Train, orient, and support new Financial Access Specialist (FAS) staff
• Review and correct team members’ work for policy and procedural compliance
• Monitor, evaluate, and recommend updates to policies and workflows
• Provide cost estimates and review payment options with patients
• Guide patients through Financial Assistance processes and track application status
• Communicate with external agencies (e.g., DSHS, AEM) to verify application progress
• Obtain required patient signatures on financial forms, such as Notices of Non-Coverage
• Coordinate with supervisors to resolve unclear insurance or coverage issues
• Participate in special projects and stay current through training and education

Requirements

• High school diploma or GED certificate
• Three years of experience in a medical office setting
• An equivalent combination of education and experience may substitute for stated requirements

Compensation, Benefits And Position Details

• Pay Range Minimum: $26.38 hourly
• Pay Range Maximum: $37.73 hourly
• Other Compensation: For information about benefits for this position, visit https://www.washington.edu/jobs/benefits-for-uw-staff/

Shift

First Shift (United States of America)

Temporary or Regular?

This is a regular position

FTE (Full-Time Equivalent)

100.00%

Union/Bargaining Unit

SEIU Local 925 Nonsupervisory

About Uw Medicine – Where Your Impact Goes Further

UW Medicine is Washington’s only health system that includes a top-rated medical school and an internationally recognized research center. UW Medicine’s mission is to improve the health of the publicby advancing medical knowledge, providing outstanding primary and specialty care to the people of the region, and preparing tomorrow’s physicians, scientists and other health professionals.

All across UW Medicine, our employees collaborate to perform the highest quality work with integrity and compassion and to create a respectful, welcoming environment where every patient, family, student and colleague is valued and honored. Nearly 29,000 healthcare professionals, researchers, and educators work in the UW Medicine family of organizations that includes: Harborview Medical Center, UW Medical Center - Montlake, UW Medical Center - Northwest, UW Medicine Primary Care, UW Physicians, UW School of Medicine, and Airlift Northwest.

Our Commitment

The University of Washington is committed to fostering an inclusive, respectful and welcoming community for all. As an equal opportunity employer, the University considers applicants for employment without regard to race, color, creed, religion, national origin, citizenship, sex, pregnancy, age, marital status, sexual orientation, gender identity or expression, genetic information, disability, or veteran status consistent with UW Executive Order No. 81.

To request disability accommodation in the application process, contact the Disability Services Office at 206-543-6450 or [e-mail].

Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law.