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
- ...members, record and maintain complete documentation of accounts.Assisting patients with coordination of benefit/eligibility issues, financial /insurance forms/applications and arrangements.Notifies case management, social services and admission staff of case screening...Suggested
$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 Friday- 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
- ...customers in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships to meet financial needs and connect clients to suitable solutions, while adhering to laws and bank guidelines. The role emphasizes speaking with...Suggested
- ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...SuggestedFull time
- 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...Part time
- ...banking advisor to uphold the bank's risk culture while delivering exceptional service. You will engage with clients to understand financial needs, guide them through self-service tools, and ensure compliant, accurate handling of transactions. The role emphasizes...
- ...A major financial institution in Armonk is seeking a Financial Advisor to help clients achieve financial goals through comprehensive advice and customized solutions. This role involves building financial plans and recommending products while maintaining regulatory compliance...
$106k - $165k
...opportunities.Lead with a clear operating cadence that includes follow-up, accountability, and consistent communication.Use strong financial judgment to forecast performance, manage P&L expectations, and support profitable growth.Coach each sales representative with...Full timeWork experience placementWork at officeNight shiftWeekend work- ...Following Titan Wealth's acquisition of Innes Reid , we are seeking an experienced Financial Planner to join the Chester office and play a key role in the next chapter of the firm's growth. Established for over 26 years, Innes Reid has built an outstanding reputation within...Self employmentWork at office
- ...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: •...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$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...Full timeContract workFor contractorsWork at office$54.1k - $75.5k
...of the tax liabilities, of Citi, both directly and in connection with transactions with clients, including the related compliance, financial reporting, planning and controversy processes. Contributes to the planning, accounting, filing and the reporting of tax liability...Full timeWork at office- ...will be considered. Company Culture and Employee Experience A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The...Part timeWork at office
- Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws...Flexible hoursWeekend work
- First National Bank Of Pennsylvania is seeking a Floating Relationship Banker to develop proficiency in consumer banking transactions, account servicing, and lending. You will execute branch leads, serve customer requests, and identify opportunities to convert interactions...Casual work
$25 - $26.77 per hour
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. Being a Great Place...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Citi in New Castle, Delaware, seeks an Associate Finance Tax Analyst to support tax planning, reporting, and compliance across jurisdictions. You will assist in gathering data, prepare filings, and help manage interactions with tax authorities while coordinating with cross...
$96.4k - $144.6k
The Security Technology Analystis a seasoned security systems professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter...Full time$85k - $115k
About the RoleiCapital is looking to hire a Financial Planning and Analysis (FP&A) Associate to join the Corporate Finance team. This role will involve large-scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial...Full timeWork at officeRemote work$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payWork experience placementDay shift- 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...
$75k
...career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping...Flexible hours- 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
$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 -...Temporary workWork at officeMonday to FridayShift workDay shift$61k - $119k
Overview 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...Work at office- 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...
$41.25k - $68.75k
...Job Description Coaches, mentors and leads tellers by example to deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward...Full timePart timeTraineeship
$100k - $140k
...hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly...Full timeWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!


