Team Lead, Financial Counseling

WakeMed Health & Hospitals; Raleigh (NC); On-site; USD 62,000 - 88,000; Full time

Job summary

Wakemed in Raleigh, NC seeks a Team Lead, Financial Counseling to guide daily operations of the department, help patients access coverage, and support Medicaid processes. You will oversee workflows, monitor performance, and ensure compliance, while coaching staff and coordinating with external offices and partners.

The role emphasizes leadership, staff development, and collaboration to deliver compassionate, compliant service and meet organizational goals.

Qualifications

• 1 year Medicaid policies and procedures required.
• 4 years patient registration or accounting/finance - billing or insurance verification and authorizations required.

Responsibilities

• Provide day-to-day leadership and support for the Financial Counseling Department.
• Coordinate daily workflows, monitor queues and productivity, and coach staff.
• Conduct training and onboarding, perform quality reviews, and communicate regulatory changes.
• Assist with recruitment and staff development activities and collaborate with Medicaid offices and community partners.
• Ensure exceptional customer service and regulatory compliance to meet departmental goals.

Education

High School Diploma or Equivalent

Associate's Degree Business Administration

Job description

Overview

The Team Lead, Financial Counseling works under the direction of the Financial Counseling Supervisor and provides day-to-day leadership and support for the Financial Counseling Department. This role oversees activities that help patients access healthcare coverage and financial assistance resources, including Medicaid eligibility screening, Medicaid application assistance, financial assistance counseling, and support throughout the approval and appeals process. Responsibilities include coordinating daily workflows, monitoring work queues and productivity, providing staff coaching, training, and onboarding support, conducting quality reviews, communicating process and regulatory changes, assisting with recruitment and staff development activities, collaborating with county Medicaid offices and community partners, and working with internal departments to ensure exceptional customer service, regulatory compliance, and achievement of departmental goals. Performs other duties and responsibilities as assigned to support departmental and organizational objectives.

Department Description

Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org.

EOE

Licensure

Not Applicable

Education

High School Diploma or Equivalent Required Associate's Degree Business Administration Preferred

Experience

1 Year Medicaid Policies and Procedures Required 4 Years Patient Registration Or Accounting/Finance - Billing Or Insurance Verification and Authorizations Required