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

Financial Counselor

US Heart and Vascular

Financial Counselor (2526) Overview Position Type: Full Time Job Shift: Day Education Level: High School Diploma/GED Travel Percentage: None Category: Other Positions Description US Heart and Vascular is needing a Financial Counselor to join our team at Orion Medical in Houston, TX Responsibilities Serves as the point of contact for all financial responsibility and assistance related questions from patients prior to the service being rendered. Efficiently and accurately verifies and analyzes the benefits of eligibility and coverage using available tools. Determines patients’ financial and insurance status to calculate a good faith estimate based on scheduled services. Educates patients about their financial responsibility before services via phone, email, text, portal messages, or other approved modes of communication. Performs pre-service collections via phone, portal, or in person. Screens self-pay and underinsured patients to identify their ability to pay and implement affordable payment plan agreements for scheduled or prior services rendered. Assesses the current financial situation of patients through the verification of patient insurance benefits; serving as the technical expert in confirming patients' benefit coverage. Initiates the financial screening process as appropriate to evaluate eligibility for assistance programs. Sets up patients with payment plans in practice management system as appropriate. Performs accurate and timely documentation of applicable activities in the EMR billing system. Maintains or exceeds baseline productivity standards established by RCM Shared Services within 90 days of employment and onwards. Is responsible for compliance with all regulatory requirements and/or guidelines. These requirements/guidelines include, but are not limited to: OSHA, HIPAA, Federal Fraud, and Abuse laws. Performs other duties as assigned. Knowledge, Skills and Abilities Familiarity with medical office procedures and billing practices Proficient in clinical documentation review for alignment with insurance authorization requirements Knowledge of federal, state, and local laws, statutes, regulations, codes, and standards related to the area of responsibility. Knowledge of the principles, concepts, and theories relevant to the assigned functional area. Skill in completing assignments accurately and with attention to detail. Ability to communicate clearly and concisely both orally and in writing in English, to various audiences. Ability to manage time, organize work, set priorities, meet deadlines, and follow up on work assignments with minimal supervision. Ability to work independently, and as a team, to complete daily activities according to the work schedule. Working knowledge of Office 365 programs such as Excel, Outlook, Word, PowerPoint, etc. Minimum Qualifications High School Diploma or GED from accredited institution. One (1) year of experience in the same role, or related field in a healthcare setting About Houston, TX Houston is a diverse city with a booming job market in energy, healthcare, and tech. It has no state income tax, an affordable cost of living, and world-class dining and entertainment. Green spaces, museums, and pro sports teams add to its appeal. Whether for career growth or culture, Houston has it all. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Counselor in Wausau, WI vacancy
  •  ...US Heart and Vascular is hiring a Financial Counselor to support patients at Orion Medical in Houston, TX. The role includes verifying insurance benefits, educating patients about their financial responsibilities, and managing payment plans. The candidate must have a High... 
    Suggested

    US Heart and Vascular

    Wausau, WI
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual 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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Wausau, WI
    2 days ago
  •  ...we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected... 
    Suggested
    Bank staff
    Work at office
    Local area

    Nicolet National Bank

    Wausau, WI
    5 days ago
  •  ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them... 
    Suggested

    WealthBridge Financial Group

    Wausau, WI
    4 days ago
  •  ...Wills Point 340 W North Commerce St Wills Point, TX 75169, USA Wills Point 340 W North Commerce St Wills Point, TX 75169, USA The Financial Associate (Teller/New Accounts) is responsible for providing a consistent positive and professional customer service experience demonstrating... 
    Suggested
    Work at office

    American National Bank

    Wausau, WI
    2 days ago
  •  ...A financial services company is seeking financial advisors to help clients through personalized planning. This role involves building a client base, presenting financial solutions, and developing through award-winning training. Ideal candidates should be self-motivated... 
    Flexible hours

    Bankers Life

    Wausau, WI
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With...  ...PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At Edward Jones, we are building a place where everyone feels... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Wausau, WI
    4 days ago
  •  ...Overview Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities... 
    Work at office
    Flexible hours

    Bankers Life

    Wausau, WI
    1 day ago
  •  ...clients and ensure timely, high-quality communication. Review client portfolios and provide recommendations across investments and financial planning. Analyze advanced planning topics including tax-loss harvesting, stock options/restricted stock, wealth transfer and risk... 
    Full time
    Work at office

    CivicMinds, Inc

    Wausau, WI
    4 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Remote work
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Wausau, WI
    5 days ago
  •  ...Overview Unlock your potential as an Epicor Financial Consultant in a fully remote position, where you can make a significant impact on businesses using Epicor ERP. Responsibilities Key responsibilities include analyzing client needs, implementing effective solutions,... 
    Remote work
    Flexible hours

    FRG Technology Consulting

    Wausau, WI
    4 days ago
  •  ...establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors' extensive expertise and strong commitment to our clients can be seen... 

    Beacon Pointe

    Wausau, WI
    2 days ago
  •  ...Overview Brandon Clark with the Connexa Search Group is recruiting for a new exciting Financial Associate role in the Upstate. This role supports a growing finance and accounting function within a privately held organization. The position focuses on financial operations... 
    Work at office

    Connexa Search Group

    Wausau, WI
    2 days ago
  •  ...TwinThread is searching for a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions in Wisconsin. You will build strong client relationships, educate clients on available technologies, and foster a culture of diversity... 

    Aumni

    Wausau, WI
    5 days ago
  •  ...Northwestern Mutual is seeking College Financial Representatives for an internship in Wausau, Wisconsin. This program offers guidance and support to help you build a financial planning practice starting from the ground up. Interns will gain skills in networking, prospecting... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Wausau, WI
    5 days ago
  • $85k - $145k

     ...and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning. Analyze, draft, edit, deliver, and present financial planning modules to clients. Manage client communications and follow... 
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Wausau, WI
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up... 
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Schofield, WI
    1 day ago
  •  ...Wisdom Wealth Management in Dallas, TX is seeking an experienced Paraplanner to support our advisory team in delivering comprehensive financial planning. This hybrid position combines in-office collaboration with remote work flexibility, serving clients across multiple... 
    Work at office
    Remote work

    Jambalaya Group

    Wausau, WI
    5 days ago
  • $43.27 - $52.88 per hour

     ...Paraplanner (Hybrid) Dallas, TX Wisdom Wealth Management, an established Ameriprise Financial private wealth advisory practice with more than 34 years of success, is seeking an experienced, licensed Paraplanner to join our growing team. This is an exciting opportunity... 
    Hourly pay
    Temporary work
    Private practice
    Local area

    Jambalaya Group

    Wausau, WI
    19 hours ago
  •  ...- Strong communication, follow-up, organization, and comfort with technology If you’re ready to help customers make confident financial decisions, apply today. Your Day, Naturally Your Monday–Friday, 8–5 rhythm starts with a look at what’s on deck—follow-ups, new... 
    Monday to Friday
    Flexible hours
    Day shift

    Peoples State Bank

    Wausau, WI
    3 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Wausau, WI
    3 days ago
  •  ...support and coverage to branch banking team members and building and maintaining relationships with members to help them achieve their financial goals. The role is expected to identify their financial needs and offer appropriate solutions, such as opening new accounts,... 
    Hourly pay
    Full time
    Contract work
    Work at office
    Shift work

    Wellby Financial

    Wausau, WI
    3 days ago
  • Job Details Job Location: Whitesboro Branch - Whitesboro, TX 76273 Position Type: Full Time First State Bank’s mission is to treat the community as our home, customers as our neighbors, employees as our family, and by so doing, create value for our shareholders. Our Core...
    Full time
    Work at office

    First State

    Wausau, WI
    3 days ago
  •  ...lending expertise while collaborating with a customized team of experts to consistently deliver advice-based solutions that simplify financial complexity to achieve the client's goals Responsible and accountable for risk by openly exchanging ideas and opinions, elevating... 
    Work at office

    Fifth Third

    Wausau, WI
    2 days ago
  •  ...SNI Financial is seeking a VP of Technical Accounting to join one of the largest firms in Private Equity. The role involves partnering with fund accounting and finance teams to analyze complex fund transactions and ensure compliance with U.S. GAAP. The ideal candidate... 

    SNI Financial

    Wausau, WI
    3 days ago
  • $115k - $180k

     ...The Opportunity Senior Financial Planning & Analysis (FP&A) Analyst Partner with Leaders. Drive Strategy. Make an Impact. RS&H is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to join our Finance team. In this highly visible role, you''ll serve as the primary... 

    RS&H

    Wausau, WI
    3 days ago
  •  ...Job Title: Senior Financial Analyst Location: Westlake, Texas Job Type: Full-Time About the Role: We are seeking a highly motivated and technically skilled Financial Analyst to join our dynamic finance team. This role is ideal for a candidate with proven experience analysing... 
    Full time
    Temporary work
    Local area

    Solera, Inc.

    Wausau, WI
    4 days ago
  •  ...of Operational Finance. The ideal candidate will be responsible for leading budget and forecast for various departments, providing financial insights and analysis to support decision-making, identifying & monitoring key KPIs, and developing financial models. This role... 
    Rotational program
    Work at office
    Local area
    Flexible hours

    Flix

    Wausau, WI
    1 day ago
  •  ...KeyBank is seeking a Personal Banker who engages clients to understand their financial needs and provides guidance to improve their financial wellness, both in person and via proactive outreach. The role emphasizes relationship building, sales-driven results, and collaboration... 

    Key Bank

    Wausau, WI
    5 days ago
  •  ...ideal for a motivated commercial lender who enjoys developing new business, building strong client relationships, and supporting the financial success of local businesses and communities. The commercial loan officer will be responsible for developing and managing... 
    Local area

    Park Avenue Group

    Wausau, WI
    2 days ago

Do you want to receive more vacancies?

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