Patient Financial Counselor

Job Description

Insight Global is seeking a fully remote Patient Financial Counselor to support a Healthcare AI client. This is a part-time opportunity working 5–15 hours/week where candidates will leverage their financial counseling and patient access expertise to evaluate and improve AI-driven financial guidance strategies. This role is highly analytical and requires a strong understanding of insurance benefits, cost estimation, and financial assistance workflows. Laptop and equipment will be provided.

Responsibilities:

• Review patient accounts and AI-generated financial counseling recommendations across cost estimation, benefits interpretation, financial assistance eligibility, and payment plan options.

• Assess the reasoning quality and accuracy of AI-generated out-of-pocket estimates, charity care / financial assistance determinations, and patient-facing payment guidance.

• Identify cases where AI recommendations diverge from sound financial counseling practice and explain why.

• Describe the reasoning patterns behind effective financial counseling to our product team to improve AI recommendations - including how to produce reliable estimates when benefits data is incomplete or conflicting, how to recognize charity care or assistance eligibility from indirect financial and social signals, which assistance programs apply in which situations, and how to frame difficult cost conversations in a way that is both accurate and empathetic.

-Critique presentations and provide subject matter expertise to our GTM team.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

• 5+ year of patient financial counseling, financial advocacy, or patient access experience in a hospital or large multi-specialty practice

• Experience with cost estimation tools, and financial counseling workflows

• Familiarity with charity care, financial assistance programs, and payment plan structures

• Experience helping patients enroll in Medicaid

• Strong understanding of patient financial workflows and ability to explain decision-making logic clearly

• Experience supporting Medicaid enrollment and/or hardship waivers • HFMA certification (CRCR preferred)

• Experience working in roles involving patient financial counseling at scale or centralized revenue cycle teams

• Comfort working in a tech-enabled or AI-supported healthcare environment