Financial Counselor
$17.93 - $29.89 per houraoncology
Location: Oncology Consultants - Precision Radiation Office Pay Range: $17.93 - $29.89 Job Description Summary A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication of the financial responsibilities of our patients. Performs the quality control function for pre-certification and prior authorization. The Financial Counselor ensures the patients’ insurance benefits are kept up to date in the electronic medical records (EMR) and billing software while also verifying the patient’s services meet insurance coverage appropriateness. Primary Job Duties & Responsibilities Monitors and coordinates internally and externally with the insurance company on the pre-certification and prior authorization processes, including peer-2-peer and appeals, seeking support from provider or pharmacy team when applicable. Review assigned patient(s) and/or Physician schedules for upcoming visits and/or treatment to establish patient financial responsibility. Review patients’ treatment plan(s) and identify if insurance benefit coverage is active and patient fiscal responsibility, all unplanned exceptions are to be communicated to provider immediately. Review and identify new treatment orders, generate an estimate of service and review with patient explaining insurance benefits and fiscal responsibility. If applicable, obtain necessary information from patient for assistance income guidelines. Identify and review patient ageing balances and establish proper arrangements with the patient to address outstanding balance(s). Discuss and explain forms and paperwork needed such as waivers, treatment estimates, payment plans, assistance applications, etc. Communicate openly and routinely throughout the course of the workday with providers, nursing staff, PSS staff, UM team and coworkers through Teams, phone calls, emails and in person to discuss fiscal responsibility and other items as needed. Work closely with outside entities to ensure full collaboration and completion of forms and items needed in a timely and sometimes urgent manner. Assist patient(s) with completing necessary paperwork for assistance and other grant funded programs in order to secure financial aid for treatment and services. Have an understanding of patient assistance programs and grant services processes to ensure adequate application, placement, and coordination with financial aid counseling team. Understand and comply with all Federal and State laws and regulations pertaining to patient care, rights, safety, billing, and collections. Will be expected to work overtime when given sufficient notice of required overtime. Keep work area and records in a neat and orderly manner. Maintain all company equipment in a safe and working order. Adhere to all AON and departmental policies and procedures, including Revenue cycle policies and procedures. Performs other duties and projects as assigned. Job Qualifications and Requirements Education : High school Diploma or GED required. Further education or degree a plus Certifications/Licenses : Previous Experience (including minimum years of experience) : A minimum of two-years prior experience in the healthcare field, preferably in a clinical or business office setting required. Prior Healthcare customer service. Prior Medical terminology. Prior Medical insurance verification. Prior Verifying pre-certification and/or prior authorization with medical insurance. Excellent proven verbal and communication skills needed. Proven Insurance knowledge requirements including an understanding of medical terminology, ICD9, ICD10 and CPT codes. Prior Cash handling and monetary collection experience. Ability to calculate and collect patients’ responsibility and insurance co-pay/coinsurance. Core Capabilities : Analysis & Critical Thinking: Critical thinking skills including solid problem solving, analysis, decision-making, planning, time management and organizational skills. Must be detailed oriented with the ability to exercise independent judgment. Interpersonal Effectiveness: Developed interpersonal skills, emotional intelligence, diplomacy, tact, conflict management, delegation skills, and diversity awareness. Ability to work effectively with sensitive and confidential material and sometimes emotionally charged matters. Communication Skills: Good command of the English language. Second language is an asset but not required. Effective communication skills (oral, written, presentation), is an active listener, and effectively provides balanced feedback. Customer Service & Organizational Awareness: Strong customer focus. Ability to build an engaging culture of quality, performance effectiveness and operational excellence through best practices, strong business and political acumen, collaboration and partnerships, as well as a positive employee, physician and community relations. Self-Management: Effectively manages own time, conflicting priorities, self, stress, and professional development. Self-motivated and self-starter with ability work independently with limited supervision. Ability to work remotely effectively as required. Must be able to work effectively in a fast‑paced, multi‑site environment with demonstrated ability to juggle competing priorities and demands from a variety of stakeholders and sites. Computer Skills: Proficiency in MS Office Word, Excel, Power Point, and Outlook required. Ability to use multiple screens to perform required job functions. Ability to navigate multiple applications and tab in and out of workflow to complete tasks. Travel : 0% Standard Core Workdays/Hours : Monday to Friday 8:00 AM – 5:00 PM. Occasional overtime may be required, and weekend shifts based on location hours and operational needs. #J-18808-Ljbffr
$17.93 - $29.89 per hour
...Location: Oncology Consultants - Business Office Pay Range: $17.93 - $29.89 Job Description Summary A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication...SuggestedImmediate startRemote workMonday to FridayShift workWeekend work- ...policies, procedures, and processes. Performs other job duties as needed and/or as assigned. QUALIFICATIONS One to two years of Financial Counselor experience is preferred. Intermediate computer skills, to include Microsoft Office products is required. Must be able to...SuggestedWork at office
- ...CCRM Fertility Patient Financial Counselor CCRM Fertility, a leader in fertility care with over 30 locations nationwide, is excited to announce the opening of a brand-new clinic. We are looking for passionate and driven individuals to help shape the future of fertility...SuggestedHourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
- ...US Heart and Vascular is needing a Financial Counselor to join our team at Orion Medical in Houston, TXResponsibilities & Duties:Serves as the point of contact for all financial responsibility and assistance related questions from patients prior to the service being rendered...SuggestedWork at officeLocal area
- ...and where the unique and intrinsic worth of each individual is recognized. Submit your application for the opportunity below: Financial Counselor Job Summary and Qualifications As a Financial Counselor, you will be responsible for reviewing the Financial Clearance...SuggestedTemporary workWork at officeFlexible hours
- ...Responsibilities You responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students....
- ...We are seeking a motivated and client-focused Financial Planner to join a growing wealth management team in Houston, TX. This role is ideal for someone who is passionate about financial planning, enjoys building long‑term client relationships, and thrives in a high‑touch...
- ...and affirmation of these statements. Reports To: Director of Financial Aid Job Status: Exempt Position Summary The Financial Aid Advisor... .... Primary Responsibilities Serve as a primary financial aid counselor for prospective, continuing, graduate, and professional students...Work at officeAfternoon shift
- ...Financial Aid Advisor - Lincoln Tech - Houston, TX campus We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience...Full timeTemporary workImmediate start
- ...Financial Aid Advisor Employment Type: Full-Time Location: Houston Northwest Campus Work Setting: On-site Join Our Team! Do you enjoy helping others and making a difference in their lives? Are you passionate about providing excellent customer service and guiding people...Full timeWork at office
- ...Reports To: Director of Financial Aid Job Status: Exempt Position Summary The Financial Aid Advisor under the direction of the Director... .... Primary Responsibilities Serve as a primary financial aid counselor for prospective, continuing, graduate, and professional students...Work at officeAfternoon shift
$36k - $75k
...Are you driven, self‑motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long‑term success. As a Financial Representative...TraineeshipHome office$23 - $25 per hour
...Financial Aid Advisor Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a Financial Aid Advisor, you'll be the friendly guide that students and their families rely on to make sense...Hourly payImmediate startFlexible hours$43.89k - $150k
...modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice...Full timeTemporary workLocal areaFlexible hours- ...Financial Advisor - Firm-Provided Leads, Salary Support, and Real Closing Opportunity If you are a financial advisor who can close, but you are tired of spending your best hours chasing cold prospects, this is the kind of seat worth stopping for. Impact! Partners Financial...
- ...Financial Services Recruiter | YRP Houston Marketing Director | Texas A&M Alumni Do you want to make a difference? Do you want to help us change the world? The Fitzpatrick Group is on a mission to challenge the financial services industry. While our competitors value their...
- ...Enhancement Group is an independent wealth management firm with a passion for enriching the lives of clients. We pursue personalized financial planning through team-based Roundtable and UniFi processes that go beyond the standard approach. We serve over 55,000 households...Temporary workWork at office
- ...Overview Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their...
- ...Req ID: 77643 Location: Houston -HOUS, Woodlands -WDLND Areas of Interest: Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/01/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc...Temporary workWork at officeImmediate start
- ...than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers. About the job: The ideal candidate will be responsible for...Temporary workFor contractorsWork experience placementLocal area
- ...What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, building...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused...For contractorsWork at office- ...: BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services to our clients. We are dedicated to upholding the highest fiduciary standards and ensuring...Temporary workWork experience placement
$36k - $75k
...Description Job Description Founded in 1909 and headquartered in Omaha, Nebraska, Mutual of Omaha is a Fortune 500 mutual insurance and financial services company. Owned by its policyholders rather than stockholders, it offers a broad suite of financial products, including...TraineeshipHome office$100k
Texas Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit...Permanent employmentWork at officeLocal area$50k - $75k
Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time Empower Educators. Build Your Business. Make an Impact. Join a proven system where advisors build six-figure practices serving the underserved...Full timePart timeWork at office- ...prospecting for your next appointment? If you've built your career helping clients navigate retirement, investments, and life's biggest financial decisions—but you're feeling burned out by the pressure of generating new business through cold calls, seminars, or endless...
$50k
...competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused... ...PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ Awards & Accolades At Edward Jones, we are building a place...Work at officeWork from homeHome officeFlexible hours$75k - $135k
Overview Our firm is rapidly expanding and we are seeking a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services steps needed for effective wealth management and to help clients achieve their monetary goals...- ...client-centered wealth management firm serving high-net-worth individuals and families. We bring together investment management, financial planning, and tax strategy in one integrated, proactive approach. Registered with the SEC under the Investment Advisers Act of 194...Work at office
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