Financial Counselor
Connecticut Institute For Communities, Inc. (CIFC)
CIFC Health a program of the Connecticut Institute For Communities, Inc., is seeking full-time compassionate, highly motivated and detail-oriented Financial / Certified Application Counselor(s) to join our team. In this rewarding role, you will help patients obtain healthcare coverage and financial assistance by determining eligibility for insurance and assistance programs, guiding them through the enrollment process, and empowering them to make informed decisions about their healthcare.
Whether you are an experienced Certified Application Counselor (CAC) or have a passion for helping patients navigate healthcare coverage, we encourage you to apply. Candidates who are not currently CAC certified are welcome to apply. CIFC Health will provide the training and support necessary to obtain Certified Application Counselor certification after hire.
Position Summary
The Financial Counselor / Healthcare Eligibility Specialist assists patients in obtaining healthcare coverage and financial assistance by assessing eligibility for programs such as Access Health CT, HUSKY Health (Medicaid), and CIFC Health's Sliding Fee Discount Program. This position provides education, application assistance, and ongoing support to ensure patients receive the resources and services available to them.
Key Responsibilities
- Screen patients and determine eligibility for:
- Access Health CT
- HUSKY Health (Medicaid)
- CIFC Health's Sliding Fee Discount Program
- Guide patients through health insurance and financial assistance application and enrollment processes.
- Collect, verify, and evaluate household income and supporting documentation to determine eligibility.
- Maintain accurate, timely, and confidential records of patient interactions, eligibility determinations, and applications.
- Collaborate with registration, billing, clinical, and administrative staff to ensure insurance coverage and sliding fee status are accurate and up to date.
- Stay informed of changes to healthcare regulations, Access Health CT, HUSKY Health, and guidance from the Connecticut Office of the Healthcare Advocate.
- Educate patients on available healthcare coverage, financial assistance programs, and community resources.
- Empower patients to become informed advocates for their healthcare needs.
- Participate in ongoing training and professional development.
- Share knowledge and best practices with team members to ensure exceptional patient service and regulatory compliance.
Qualifications
Required:
- High school diploma or equivalent.
- Strong customer service, communication, and interpersonal skills.
- Excellent organizational, problem-solving, and time-management abilities.
- Ability to work independently and collaboratively in a fast-paced environment.
- Proficiency in Microsoft Office Suite and other computer applications.
- Ability to maintain confidentiality and handle sensitive financial information with professionalism.
- Ability to obtain Certified Application Counselor (CAC) certification after hire. CIFC Health will provide the required training and support.
Preferred
- Current Certified Application Counselor (CAC) certification.
- Associate's degree in Accounting, Human Services, Social Work, Public Health, Business Administration, or a related field.
- Experience with healthcare eligibility, Medicaid/HUSKY Health, Access Health CT, insurance enrollment, financial counseling, or patient registration.
- Knowledge of healthcare financial assistance programs, income verification, and eligibility determination.
- Experience working in a Federally Qualified Health Center (FQHC), community health center, hospital, or healthcare setting.
- Bilingual in Spanish and/or Portuguese.
Competitive compensation commensurate with licensure and experience; comprehensive fringe benefits package including 70% employer covered healthcare coverage; retirement program; generous paid time off and 13 paid holidays.
CIFC Health is a NACHC approved site, eligible for the submission of loan forgiveness applications, including the PSLF Public Service Loan Forgiveness program.
Closing Date: Open until filled
Compensation details: 18-22 Hourly Wage
PId898a65f79de-26289-41051499
- ...Connecticut Institute For Communities, Inc., is seeking full-time compassionate, highly motivated and detail-oriented Financial / Certified Application Counselor(s) to join our team. In this rewarding role, you will help patients obtain healthcare coverage and financial...SuggestedHourly payFull timeWork at office
- Job Description Under the general supervision of the Director of Student Financial Assistance, the P/T Adjunct Financial Aid Counselor will be responsible for financial aid counseling services for SUNY Westchester Community College students, both on an individual and group...SuggestedWork at office
- SUNY Westchester Community College is seeking a part-time Adjunct Financial Aid Counselor to deliver counseling services to students, both individually and in groups. The role requires collaboration with Admissions, Bursar, and academic departments to support student success...SuggestedPart time
$65k - $80k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Schedule Monday – Fridays...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift- ...Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Armonk, New York; Kingston, New York; Yorktown Heights... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Schedule: •...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Hantz Group, a Michigan-based financial firm, seeks a Financial Advisor to grow and manage client relationships, analyze opportunities, and provide holistic financial guidance. The role collaborates with investment specialists, mortgage financing, and insurance experts...
- Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude...Work at officeFlexible hours
- A financial institution is seeking a motivated individual to provide comprehensive financial advice and customized solutions to help clients achieve their financial goals. Responsibilities include triaging client needs, recommending appropriate investment products, and...
- Hudson Valley Credit Union is seeking a Relationship Advisor in Mahopac, NY. This role provides exceptional member service through accurate transaction processing and a consultative sales approach, aimed at establishing and deepening member relationships. The ideal candidate...
- ...Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a family office managing over $11B+ of assets with 20+ offices and over 600 employees. The Holistic...Work at officeFlexible hours
$23.17 - $26 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...Flexible hoursWeekend work$23.17 - $26 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...Flexible hoursWeekend work$23.17 - $26 per hour
...achieving sales, service, and operation goals based on Webster’s Strategic Guidelines. The role will process all customer‑related financial transactions in accordance with the rules, regulations, and guidelines of the Bank, while using excellent communication and active...Flexible hoursWeekend work- Hantz Group is hiring a Financial Planning Assistant to work with Financial Advisors and specialists in a team-driven environment. Responsibilities include meeting prep, client communication, and coordinating with the operations team to maintain smooth business flow. The...
- ...service in alignment with the bank’s mission by engaging clients with professionalism, confidence, and a strong understanding of their financial needs. Responsibilities Focus on growing existing customer relationships and acquiring new ones through consistent sales execution...
- ...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Work at officeShift workWeekend workDay shift
- ...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Executes the bank's risk culture and...Flexible hoursWeekend work
$25 - $38.46 per hour
...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...Hourly payWork experience placementDay shift$22.81 - $30.41 per hour
Medical Rating Analyst- Remote The Rating Analyst is responsible for generating employee benefit quotes, including medical and/or ancillary products such as dental, vision, and life insurance. This role involves gathering client information, including census and group...Remote jobHourly payFull timeTemporary workWork experience placementWork at officeMonday to FridayWeekend work- ...education, legacy, and other life goals through investment advice and guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑net‑worth individuals to identify needs, develop relationships, review financial goals, and...Interim roleImmediate startShift workDay shift
$88.4k - $132.6k
...techniques and improve processes. Key responsibilities include building relationships with affluent clients and anticipating their complex financial needs. The ideal candidate possesses strong analytical and financial skills, is organized, and has a Bachelor's degree. The...Full time- ...grow member relationships and cross-sell HVCU products. You will process transactions, open new memberships and accounts, and refer clients to branch partners for financial services while maintaining adherence to policies and compliance standards. #J-18808-Ljbffr Hvcu
- ...Yorktown Heights is seeking a Wealth Relationship Management Sr. Analyst. This seasoned professional role requires strong analytical and financial skills, as well as the ability to manage relationships with affluent clients. The analyst will identify client needs, offer...
- ...cover debt service, and the ability of the guarantor to support the Borrower. Assign the appropriate risk rating based on identified financial trends, risks, mitigants and policy exceptions. Recommendations are to be supported by financial spreads, investigative data (...Temporary work
$90k - $125k
...loan staff to support the loan closing process. Responsibilities Develop and analyze credit information: Determine what financial documents are needed. Review financial statements and tax returns for completeness and accuracy. Perform an in-depth...Self employmentWork at officeLocal area$25 - $32.69 per hour
...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent...Immediate startAfternoon shift- Webster Bank is looking for a Banking Center Relationship Banker 2 to provide services for customers and assist in achieving sales and service goals. The successful candidate will process customer-related transactions while establishing trust and optimizing sales opportunities...Flexible hours
$25 - $26.77 per hour
...accurately and efficiently processing cash transactions and having deep conversations with clients to gain in‑depth knowledge of their financial and life priorities and connecting them to solutions that meet their goals. Responsibilities Execute the bank’s risk culture and...Hourly payShift workWeekend workDay shift- ...mobile and online banking or ATM usage, and efficiently process cash transactions. You will build relationships to meet clients' financial needs and support the bank's risk and regulatory standards. The position requires strong communication, willingness to learn new platforms...Flexible hours
- A leading financial services firm seeks a Private Client Banker in Yorktown Heights, NY. You will be the primary contact for affluent clients, managing their banking relationships and providing tailored financial advice. The ideal candidate has strong relationship management...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!

