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

Financial Counselor

$21 - $32.72 per hour

Codman Square Health Center

Codman Square Health Center is a Federally Qualified Health Center serving a diverse community in Dorchester, MA, and surrounding neighborhoods. CSHC offers a full continuum of services such as primary care, urgent care, behavioral health, care management, nutrition, family planning, optometry, dentistry, laboratory, pharmacy, radiology, and medical specialties including HIV care, substance use treatment, Hepatitis C, OB-GYN, Nephrology, and Cardiology alongside an on-site STI clinic. CSHC is a teaching institution with academic affiliations at Boston University School of Medicine and Boston Medical Center, and a member of the Boston Accountable Care Organization. Our mission is to be our community's first choice for comprehensive, holistic, and integrated services, and to empower individuals to lead healthy lives and build thriving communities. Position Summary Financial Counselor provides application assistance to applicants and beneficiaries of Qualified Health Plans and insurance affordability programs including MassHealth and health insurance programs offered through the Massachusetts Health Connector. The Certified Application Counselor interviews, assesses and screens patients for eligibility for such plans and assists in the enrollment and application process. The Certified Application Counselor (CAC) is responsible for tracking and processing accurate, complete and timely applications with regards to Codman Square Health Center billing practices and procedures and is consistent with the Certified Application Counselor Policy Requirements. The Financial Counselor will also provide payment solutions for self-pay patients that do not meet the eligibility requirements for affordability programs, including but not limited to payment plans and Sliding Fee Discount Plan. The Financial Counselor is expected to deliver superior customer service to both internal and external customers at all times. Primary Responsibilities Collects and verifies patient demographics, insurance eligibility, and financial information to help patients navigate enrollment with an insurance plan, as well as accurately document all data elements in Health Center electronic medical record and applicable computer systems. Follows up with patients and obtains all documentation required for application processing and accurately enters information into health center and external systems as appropriate. Screens all self-pay patients; identifying payment plan or discount plan options based on income level and family size. Collects initial payments for sliding discount patients, while also reviewing patient accounts for prior balances. Assists patients in establishing secured installments plans in accordance with Codman Square Health Center Financial Assistance Policy. Monitors, manages and actively follows up on active self-pay balances to optimize copayment and self-pay collections for the health center. Reviews work queues and other aged trial balances to collect on past due balances as well as current patient statement balances to increase payment collection rates for the Health Center. Fields patient billing inquiries and refers to appropriate Revenue Cycle staff for resolution. Responsible for remaining current and up to date on all of department Policy and Procedures pertaining to reimbursement and customer service. Meets performance standards established by Revenue leadership, including but not limited to: quality, collections, customer service, screening/solution rates, and productivity. Works effectively with Patient Access peers and other Health Center departments. Delivers exemplary customer service for patients in accordance with Health Center expectations / guidelines. Demonstrates respect and regard for the dignity of all patients, families, visitors, and fellow employees to ensure a professional, responsible, and courteous environment. Communicates effectively with internal and external customers with respect to differences in cultures, values, beliefs and ages, utilizing interpreters when needed. Performs all other duties as assigned. Other duties and/or other departments/locations as applies. Requirements Qualifications & Skills Associate's degree preferred. High School Diploma or equivalent required. CAC Certification Required. 2-3 years’ experience in health center registration/billing office/clinical department with a current working knowledge of registration, insurance, and billing requirements. Maintains working knowledge of private, public and third-party payer insurance and related regulations. Competent utilizing Microsoft office, e.g., Excel, Access, PowerPoint, and Word. Familiarity and experience with Epic and Ochin PM Systems. Analytical, e.g. competent math skills. Excellent customer service/communication skills required. Ability to work with a high degree of confidentiality. Aptitude / familiarity with the tools, systems, and technologies to enable insurance verification and facilitate insurance solutions. Knowledge of health insurance and reimbursement/billing required. Ability to problem solve and follow through under ambiguous circumstances Bi-lingual – Haitian Creole or Spanish preferred. Physical Requirements Must be able to stand or sit for prolonged periods (at least 50% of the time) Ability to lift up to 25 pounds and load onto shelves Visual acuity sufficient for frequent reading and computer use Benefits CSHC offers a generous benefits package including: Competitive Medical and Dental Insurance Employer-paid Life, Accidental Death & Dismemberment, and Long-Term Disability Insurance Retirement-403(b) plan Vacation, Holiday, Personal and Sick Time Accruals Flexible Spending Reimbursement Accounts (Health and Dependent Care) Educational Assistance and Tuition Reimbursement Programs Commuter Benefits Opportunities for academic appointment at Boston University / Boston Medical Center Pay Range $21.00 to $32.72 Hourly. Compensation is commensurate with years of experience. #J-18808-Ljbffr

Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Financial Counselor in Boston, MA vacancy
  • $19.81 - $28.3 per hour

     ...what it means to be part of Mass General Brigham. Job Summary Summary: The Patient Business Rep (PBR) functions as a financial counselor and registrar and is responsible for the in-depth evaluation of financial history for both uninsured and underinsured... 
    Suggested
    Hourly pay
    Remote work
    Shift work

    Mass General Brigham

    Boston, MA
    1 day ago
  • $19.81 - $28.3 per hour

     ...patients on their responsibilities and potential options, ensuring accuracy, while compassionately explaining to the patients their financial obligations during the financial counseling session. In addition, must obtain any necessary pre-certifications or authorizations... 
    Suggested
    Hourly pay
    Work at office
    Remote work
    Shift work

    Mass General Brigham

    Belmont, MA
    1 day ago
  •  ...patients on their responsibilities and potential options, ensuring accuracy, while compassionately explaining to the patients their financial obligations during the financial counseling session. In addition, must obtain any necessary pre-certifications or authorizations... 
    Suggested
    Work at office
    Remote work

    Mass General Brigham (Enterprise Services)

    Belmont, MA
    5 days ago
  • $50k - $58k

     ...Financial Aid Advisor Hult International Business School seeks an experienced and student-centered professional to serve as a Financial Aid Advisor at its Boston campus. Reporting to the Director of Financial Aid as a part of Hult's global Student Financial Services... 
    Suggested
    Work at office
    Local area
    Work from home
    1 day per week

    Hult International Business School

    Cambridge, MA
    5 days ago
  • $16 per hour

     ...Financial Representative Trainee (Sales) - Braintree, MA 2 days ago Be among the first 25 applicants 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... 
    Suggested
    Hourly pay
    Full time
    Traineeship
    Home office

    Mutual of Omaha

    Boston, MA
    4 days ago
  • $77k - $202k

     ...Associate, Finance Consulting At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help... 

    PwC (US)

    Boston, MA
    2 days ago
  •  ...Financial Solutions Advisor - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, Massachusetts; Needham...  ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Schedule: •... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Newton, MA
    2 days ago
  •  ...Company Description Money Concepts of New England is a financial services firm focused on delivering personalized wealth management and financial planning solutions to individuals, families, and small businesses. The firm offers guidance across investments, retirement... 
    Full time
    Work from home

    Money Concepts of New England

    Boston, MA
    2 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity 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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Boston, MA
    1 day ago
  • $150k

     ...in Business, Finance, Insurance or equivalent trade-off in professional work experience. •Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least$150,000 Gross Dealer Concessions. •Demonstrated ability... 
    Work experience placement

    Direct Staffing Inc

    Cambridge, MA
    2 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 advisor... 
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Malden, MA
    5 days ago
  •  ...Financial Solutions Advisor - Boston Market Boston, Massachusetts;Boston, Massachusetts; Somerville, Massachusetts; Cambridge, Massachusetts...  ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: •... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Somerville, MA
    4 days ago
  •  ...Job Description The Moody Street Group, LLC , a general agency, of OneAmerica Financial , works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range... 
    Work at office
    Worldwide

    Moody Street Group

    Boston, MA
    4 days ago
  •  ...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. As a financial advisor, you will: Grow your client base by making new connections, maintaining... 

    Northwestern Mutual Boston

    Boston, MA
    3 days ago
  • $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 Read More About Skills/Requirements Awards & Accolades At Edward... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Boston, MA
    2 days ago
  •  ...Job Description Job Description The Moody Street Group, LLC , a general agency, of OneAmerica Financial , works with a diverse clientele including individuals, business owners, professionals and families.  We assist our clients in attaining financial objectives... 
    Work at office
    Worldwide

    Moody Street Group

    Boston, MA
    4 days ago
  • Managing Director at Commonwealth Financial Group Seeking an ambitious sales-driven individual ready to translate their skills into a long-term career with uncapped potential. Commonwealth Financial Group is a financial planning firm focused on helping individuals and... 
    Full time

    Commonwealth Financial Group

    Boston, MA
    3 days ago
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide... 

    Gorra Financial Group

    Boston, MA
    4 days ago
  • $65k - $80k

    Job Overview This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position is subject to the SAFE Act registration requirements; all candidates must obtain and maintain registration in good standing.... 
    Temporary work
    Monday to Friday

    Bank of America

    Boston, MA
    5 days ago
  • Navien and Amaya Consultants is a forward-thinking financial services firm committed to empowering individuals and families to achieve their financial goals. As trusted advisors, the firm provides personalized financial planning services, helping clients navigate investments... 
    Full time

    Navien & Amaya Consultants

    Boston, MA
    4 days ago
  • $65k - $80k

    Overview Financial Advisor - Client Solutions role at Bank of America. Responsible for providing comprehensive financial advice and customized...  ...Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC). Relevant insurance licenses. At least three years of... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Brookline, MA
    2 days ago
  •  ...marketing? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing financial planning and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and... 
    Work at office
    Weekday work

    Johnson Brunetti

    Needham Heights, MA
    1 day ago
  • $90k - $100k

     ...Maintain billing system configuration for all advisory clients Execute quarterly fee collection process Prepare monthly and quarterly financial reporting support for internal stakeholders Manage accounts receivable activities to resolution Process any billing adjustments in... 

    Focus Financial Partners Inc.

    Boston, MA
    2 days ago
  • $47.7k - $54k

     ...Overview The Patient Financial Counselor serves as point of contact for patients for financial matters related to access to services and engagement throughout their financial experience at Dana-Farber Cancer Institute (DFCI). Reporting to and with direction from... 
    Full time
    Work experience placement
    Work at office

    Dana-Farber Cancer Institute

    Brookline, MA
    1 day ago
  •  ...Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that... 
    Full time
    Work experience placement
    Local area

    Berkeley Research Group

    Waban, MA
    2 days ago
  • $90k - $160k

     ...Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that... 
    Full time
    Work experience placement
    Local area

    Berkeley Research Group

    Dorchester Center, MA
    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

    Boston, MA
    2 days ago
  •  ...A well-established Registered Investment Advisor (RIA) is seeking a Financial Planning Associate to join its growing wealth management team in Boston. This role is ideal for an experienced financial planning professional who enjoys working directly with clients, building... 

    Masis Professional Group

    Boston, MA
    2 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

    Unavailable

    Boston, MA
    3 days ago
  •  ...deliver delightful customer experiences at a fraction of today's cost. We are looking for a Finance Associate to support our day-to-day financial operations and help ensure accurate, timely reporting. This role is ideal for someone early in their career who is comfortable... 

    Venturefizz Product Management Community

    Boston, MA
    2 days ago

Do you want to receive more vacancies?

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