Financial Counselor

Job Description

Job Description

We are seeking an experienced Financial Counselor / Medicaid Eligibility Specialist to join our team in a fully remote capacity. This role is responsible for assisting patients and families with financial counseling, insurance verification, Medicaid eligibility screening, application processing, and securing financial assistance resources. Candidates must reside in Connecticut and possess demonstrated experience working with Connecticut Medicaid programs and eligibility requirements.

Key Responsibilities

• Conduct comprehensive financial assessments for patients and families.
• Screen patients for eligibility for Connecticut Medicaid, financial assistance programs, and other government-sponsored healthcare coverage.
• Assist patients in completing and submitting Medicaid applications, renewals, and supporting documentation.
• Monitor application status and follow up with state agencies, patients, and healthcare providers to ensure timely determinations.
• Educate patients regarding insurance benefits, Medicaid eligibility guidelines, financial obligations, and available assistance programs.
• Verify insurance coverage, benefits, and patient financial responsibility.
• Maintain accurate documentation of all patient interactions and eligibility activities in designated systems.
• Collaborate with case managers, social workers, patient access teams, and billing departments to support patient financial needs.
• Stay current on Connecticut Medicaid regulations, policy changes, and enrollment procedures.
• Ensure compliance with HIPAA, state regulations, and organizational policies.

Required Qualifications

• High school diploma or GED required; Associate's or Bachelor's degree preferred.
• Minimum 2 years of experience as a Financial Counselor, Medicaid Eligibility Specialist, Patient Financial Advocate, or related healthcare financial services role.
• Direct experience working with Connecticut Medicaid eligibility, enrollment, and renewal processes.
• Must currently reside in Connecticut.
• Strong knowledge of Medicaid programs, healthcare insurance, and financial assistance resources.
• Experience reviewing income, asset, residency, and household documentation for eligibility determinations.
• Proficiency with electronic medical records (EMR), patient accounting systems, and Microsoft Office applications.
• Excellent communication, customer service, and problem-solving skills.
• Ability to manage multiple cases simultaneously while meeting productivity and quality standards.

Preferred Qualifications

• Experience in a hospital, health system, revenue cycle, or patient access environment.
• Knowledge of Medicare, Marketplace plans, and other public assistance programs.
• Bilingual English/Spanish skills preferred.

Work Environment

• Fully remote position.
• Candidate must maintain a secure home office environment with reliable high-speed internet access.
• Standard business hours, with occasional flexibility based on patient needs and operational requirements.

Core Competencies

• Connecticut Medicaid Expertise
• Patient Advocacy
• Financial Counseling
• Insurance Verification
• Eligibility Determination
• Case Management
• Regulatory Compliance
• Attention to Detail
• Customer Service Excellence
• Time Management

Location Requirement: Applicants must reside in Connecticut and have recent, hands-on experience working with Connecticut Medicaid eligibility and enrollment processes.

For California Applicants:

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance (FCIHO), Los Angeles Fair Chance Ordinance for Employers (ULAC), The San Francisco Fair Chance Ordinance (FCO) , and the California Fair Chance Act (CFCA).

This position is subject to a background check based on its job duties, which may include patient care, working with vulnerable populations, access to financial and confidential information, driving, working with heavy machinery, or working in a warehouse or laboratory environment. Due to these job duties, this position has a significant impact on the business operations and reputation, as well as the safety and well-being of individuals who may be cared for as part of the job position or who may interact with staff or clients.

Company Description

Here at Medix, we are dedicated to providing workforce solutions to clients throughout multiple industries. We have been named among the Best and Brightest Companies to Work For in the Nation for two consecutive years. Medix has also been ranked as one of the fastest growing companies by Inc. Magazine.

Our commitment to our core purpose of positively impacting 20,000 lives affects not only the way we interact with our clients and talent, but also with our co-workers! The goal is lofty, but it is made attainable through the hard work and dedication of our teams and their willingness to lock arms together. Are you ready to lock arms with us?

Company Description

Here at Medix, we are dedicated to providing workforce solutions to clients throughout multiple industries. We have been named among the Best and Brightest Companies to Work For in the Nation for two consecutive years. Medix has also been ranked as one of the fastest growing companies by Inc. Magazine.\r\n\r\nOur commitment to our core purpose of positively impacting 20,000 lives affects not only the way we interact with our clients and talent, but also with our co-workers! The goal is lofty, but it is made attainable through the hard work and dedication of our teams and their willingness to lock arms together. Are you ready to lock arms with us?