Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Access Services Financial Counselor

Independent Educational Consultants Association

Benefits Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include: Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 Note: Benefits may vary based upon position type and/or level. Job Summary The Financial Counselor performs financial clearance tasks like verifying insurance and providing price estimates. This role resolves disputed billing issues through patient interaction. It also serves as an expert in financial assistance policies and facility collections, and supports special projects. Essential Functions of the Role Works closely with facility leadership to ensure all patients are financially cleared and screened. Conducts patient interviews to obtain demographic and financial data for registration, insurance verification, pre-certification and billing. Records accurate patient demographic information when reviewing previous accounts and accounts with future dates of service. Follows and acts on several complex system policies (financial assistance, limited plan, point of service, out of network, etc.). Obtains and screens guarantor financial information for financial assistance and or refers patient to appropriate resource for public assistance programs. Provides estimates of procedures and services, calculates payment requirements, and negotiates pre-service payments according to financial clearance requirements. Establishes payment arrangements for future and previous services. Reviews future schedule to ensure pre-authorization and pre-payments have been collected. Assists with contacting the physician's office and patient to ensure pre-authorization and referral requirements are met before the service date. Reviews and interprets explanation of benefits from payers. This helps patients and guarantors understand claims processing or denial of services. Key Success Factors 3 years of healthcare experience or education equivalency required. Proven ability to problem-solve, perform critical thinking. Requires good listening, interpersonal and communication skills, and professional, pleasant and respectful telephone etiquette. Maintain a professional demeanor in stressful and emotional environments. This includes crime, behavioral health, suffering patients, and life-or-death situations. Must exhibit high empathy and communicate effectively with patients and families during traumatic events, while showing exceptional customer service skills. Demonstrates ability to manage multiple, changing priorities in an effective and organized manner. Excellent data entry, numeric, typing and computer navigational skills. Basic computer skills and Microsoft Office and Excel.

QUALIFICATIONS

EDUCATION - H.S. Diploma/GED Equivalent EXPERIENCE - 3 Years of Experience #J-18808-Ljbffr Independent Educational Consultants Association

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Access Services Financial Counselor in Wisconsin vacancy
  • Job Summary The Financial Counselor is responsible for performing financial clearance functions, including but not limited to, verifying insurance...  ...expert in financial assistance policies, facility point of service collections and provides support on special projects.... 
    Suggested
    Work at office
    Immediate start

    Baylor Scott & White Health

    Wisconsin
    5 days ago
  • A financial services company is looking for a Bilingual Financial Services Representative in Spring, TX. This role involves guiding customers...  ...relationships. Candidates must have a valid driver's license and access to reliable transportation. Full-time benefits include health... 
    Suggested
    Full time

    Loansbyworld

    Wisconsin
    3 days ago
  • $16.75 - $23.25 per hour

     ...expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that... 
    Suggested
    Hourly pay
    Full time
    Local area
    Monday to Friday
    Weekend work
    Afternoon shift

    Heights Finance

    Oak Creek, WI
    3 days ago
  • $15 per hour

    Financial Services Representative (Bilingual) page is loaded## Financial Services Representative (Bilingual)locations: Spring, TX, United Statestime...  ...must have basic computer skills.* A valid driver’s license & access to a dependable vehicle.* ### Must possess a valid driver’s... 
    Suggested
    Hourly pay
    Full time
    Interim role
    Work at office
    Local area
    Shift work
    Weekend work
    Afternoon shift

    Loansbyworld

    Wisconsin
    3 days ago
  •  ...Global Elite Empire Consultants is seeking dedicated individuals for a financial services position focused on helping families secure their financial futures. This work-from-home opportunity allows you to grow with the company and make a positive impact on others' lives... 
    Suggested
    Remote work
    Work from home

    Global Elite Empire Consultants

    Kenosha, WI
    4 days ago
  • $75k - $100k

    Lakeshore Financial Group is seeking an eager and strategic financial advisor to fill an entry-level, commission-based position. Candidates...  ...them through financial products, and providing ongoing services. Training and professional development are provided, alongside... 
    Full time
    Part time
    Flexible hours

    Lakeshore Financial Group

    Madison, WI
    5 days ago
  • A financial services firm is seeking a motivated Financial Services Representative to join their team in Wisconsin. This role involves working closely with clients to assess their financial goals and providing tailored protection and retirement strategies. The ideal candidate... 
    Flexible hours

    Atlasfinancialsolutions Co

    Wisconsin
    2 days ago
  • $23.79 per hour

     ...Associate for the New Richmond Campus. The role supports daily financial operations, ensuring accurate processing of transactions and compliance...  ...cashiering, preparing deposits, and delivering customer service. Required qualifications include an Associate’s degree and... 
    Hourly pay
    Full time
    Work at office

    Northwood Tech

    New Richmond, WI
    1 day ago
  • $38k

     ...Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community...  ...Additional benefits with Republic Finance include: Access to LinkedIn Learning's library of 10,000+ professional development... 
    Hourly pay
    Temporary work
    Work at office
    Relocation package
    Flexible hours

    Republic Finance

    Milwaukee, WI
    1 day ago
  • Global Elite Empire Consultants is looking for dedicated individuals for a work-from-home opportunity in financial services. This role aims to protect families by providing peace of mind and security through dedicated service. The ideal candidate will have a genuine desire... 
    Remote job
    Work from home

    Global Elite Empire Consultants

    Kenosha, WI
    4 days ago
  • Baylor Scott & White Health is looking for an Access Services Representative 2 in Town of Texas, Wisconsin. In this role, you will register patients and verify insurance information while ensuring excellent customer service. Candidates should have at least 2 years of relevant... 

    Baylor Scott & White Health

    Wisconsin
    3 days ago
  • A State Farm independent contractor agent is seeking an Insurance and Financial Services Team Member in Texas. This full-time position offers a competitive salary, performance bonuses, and opportunities for advancement. Ideal candidates will be self-motivated with sales... 
    Full time
    For contractors

    Randyreeves

    Wisconsin
    1 day ago
  •  ...maximizing sales opportunities. The ideal candidate will have a strong sales background, excellent customer service skills, and the ability to understand complex financial concepts. A high school diploma and at least two years of relevant experience are required. Join a Top... 

    North Shore Bank

    Sussex, WI
    4 days ago
  • $38k - $48k

    A local insurance agency is seeking an Insurance and Financial Services Team Member in Brillion, WI. This full-time position requires strong interpersonal skills and aims to develop customer relationships within insurance and financial services. Candidates should have... 
    Full time
    Local area

    Megan Demski

    Madison, WI
    2 days ago
  •  ...candidates should have a high school diploma or equivalent, two years of banking experience, along with exceptional sales and customer service skills. The role involves opening and closing the branch and coordinating bank resources for client benefit. #J-18808-Ljbffr North... 

    North Shore Bank

    Milwaukee, WI
    4 days ago
  • $23 per hour

     ...candidate will have the ability to communicate in both Spanish and English and will be responsible for providing exceptional customer service in a sales environment. This role offers up to $23/hour, plus incentives and a benefits package, and requires prior customer... 

    The Symicor Group

    Wisconsin
    1 day ago
  • A financial services company seeks a Client Services Associate in Waukesha, WI. The role involves supporting Financial Advisors with administrative tasks like maintaining client accounts, providing customer service, and organizing records. Candidates should have a high... 
    Work at office

    Stifel Financial Corp.

    Waukesha, WI
    3 days ago
  • $24 per hour

     ...HR. This role involves proactively developing client relationships and providing excellent service while coordinating bank resources to assist clients in reaching their financial goals. Ideal candidates should have at least two years of banking experience and be bilingual... 

    North Shore Bank

    Milwaukee, WI
    5 days ago
  •  ...! This exciting role offers the chance to build lasting relationships with customers while providing essential insurance and financial services. You'll engage with clients, identify their needs, and guide them through tailored solutions, all within a supportive team environment... 
    Flexible hours

    Austinrileysfagent

    Wisconsin
    3 days ago
  • $30.32 - $42.11 per hour

     ...Details Waukesha County's Department of Health & Human Services is recruiting for a talented Financial Analyst. This position is part of the Accounting...  ...offers an on-site fitness center, free parking, and easy access to interstate highway systems. Waukesha County offers... 
    Full time
    Work experience placement
    Visa sponsorship
    Work visa

    Waukesha County Human Resources

    Waukesha, WI
    2 days ago
  •  ...centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis...  ...is the place to be. Come join our team! As Cash Management Services Teller, you work with your team to ensure the safe and secure... 
    Full time
    Flexible hours
    Shift work

    Loomis US

    Green Bay, WI
    8 days ago
  • $75k - $100k

    We are seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that offers room for growth and a...  ...and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk... 
    Full time
    Part time
    Start working today
    Flexible hours

    Lakeshore Financial Group

    Milwaukee, WI
    4 days ago
  • $60k - $100k

    A leading financial services firm in Mequon, WI is seeking a Financial Services Representative to assist customers in financial planning and portfolio management. The ideal candidate should have over 3 years of experience in financial services and possess necessary FINRA... 
    Flexible hours

    Insuremke

    Mequon, WI
    2 days ago
  • A State Farm Agency in Emory, TX, seeks a Financial Services Representative to market financial products and educate customers on financial options. The ideal candidate has a background in financial services, strong analytical and communication skills, and the ability... 
    Full time

    Toni Threadgill

    Wisconsin
    3 days ago
  •  ...As Cash Management Services Teller , you work with your team to ensure the safe and secure preparation and processing of cash, coin...  ...centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis... 
    Full time
    Monday to Friday
    Flexible hours
    Shift work

    Loomis

    Green Bay, WI
    4 days ago
  •  ...Member Service Teller At Summit Credit Union, you're not just stepping into a job but stepping into a people-first, top workplace...  ...welcoming, positive experiences that set the tone for their entire financial journey. Empower members through meaningful conversations ,... 
    Work at office
    Local area

    Summit Credit Union

    Waunakee, WI
    3 days ago
  • $54k

     ...Employment Type: Regular Job Profile: Financial Aid Advisor Job Summary: The Advising...  ...weekly rotation assisting our frontline services Team, and lead in responding to emails...  ...alignment with our mission of increasing accessibility and diversity across campus while... 
    Permanent employment
    Work at office
    Immediate start
    Night shift

    University of Wisconsin

    Madison, WI
    1 day ago
  • Join our team which is committed to the delivery of the highest quality healthcare service. We are seeking a Patient Financial Counselor who is self‑motivated, energetic, and a take‑charge individual. Responsibilities Assist clients with applying and understanding the... 
    Work at office

    Sixteenth Street Community Health Centers

    Milwaukee, WI
    4 days ago
  • Primeway-Federal-Credit-Union is seeking a Financial Service Representative I in Wisconsin, USA. The role involves greeting members, assisting with financial transactions, and recommending solutions aligned with members' needs. Candidates should have at least a high school... 

    Primeway-Federal-Credit-Union

    Wisconsin
    2 days ago
  • Financial Services Representative Employment Type: Full-Time, Part Time, Contract Compensation: Performance-based (details provided during interview process) Position Overview We are seeking a motivated and professional Financial Services Representative to join our growing... 
    Full time
    Contract work
    Part time
    Flexible hours

    Atlasfinancialsolutions Co

    Wisconsin
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Access Services Financial Counselor. Be the first to apply!