Financial Counselor I
Midwest Vision Partners
As a Financial Counselor you will provide exceptional care for our patients by offering them professional service and creating a memorable patient experience. The incumbent accurately and professionally explains the physician's diagnosis, the surgical procedure and the expected results to each surgical patient and, as appropriate, to their families through verbal instruction, brochures, pamphlets and video. The Surgical Counselor handles all surgery scheduling process and advise patients on financial obligations which may include the establishment of payment plans.
Schedule M-F 32-40 hours a week What you will be doing- Prepare medical charts for surgical evaluations (cataract / retinal / glaucoma / cornea / lids, etc.) performed by our physicians at practices throughout the local area
- Travel with the physician to all locations, including referring physician offices
- Educate patients on the newest technologies and advancements in the field of cataract surgery
- Obtain any prior approvals or authorizations needed from insurance companies
- Schedule all patient surgeries and pre-operative and post-operative appointments, including appointments with the patient's primary care physician, optometrist and surgery center
- Prepare and organize surgery charts and mailing any necessary paperwork
- Inform patient of any pre-admission testing (labs, EKG, etc.), what is expected day of surgery, answer any pre-surgical questions, and inform of follow up care
- Answer all telephone inquiries from patients and primary care physicians regarding surgery or other concerns
- Verify medical benefits for surgery and injections
- Discuss benefits and costs of non-covered benefits with patients. Secure any out of pocket financial requirements from patient
- Complete consent and other necessary forms for surgery
- Interface with Billing Department as needed
- Relay all surgical booking forms and charts to the surgery center in a timely manner
- Maintain a professional relationship with referring physicians from neighboring communities
- Perform other duties as assigned
- High school diploma or GED
- Demonstrated customer service skills
- Excellent written and verbal communication skills
- Previous ophthalmology or healthcare experience
- Highly motivated, detail-oriented and organized
- Able to multi-task and meet deadlines
- Willing to travel to multiple, local offices
- Entry Level
- Typically 0-2 years of experience
- Competitive wages
- Robust benefit package including medical, dental, life and disability (short- and long-term) insurance
- Generous paid time off (PTO) program
- Seven (7) company paid holidays
- 401(k) retirement plan with company match
- An organization focused on People, Passion, Purpose and Progress
- Inspirational culture
$44.72k - $56.5k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift 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...SuggestedHourly payWork experience placementFlexible hoursDay shift$20.52 - $27.78 per hour
...Region Locations Midwest Wisconsin - Kenosha, Brookfield, Milwaukee, Madison Minneapolis, MN Akron, OH The Financial Aid Advisor supports Herzing University's mission through administration of financial aid funding for the University's students. This...SuggestedHourly payWork at officeMonday to FridayAfternoon shift- ...Full-Time/Part-Time Full-Time Description FINANCIAL AID ADVISOR - CAMPUS SUMMARY The Financial Aid Advisor (FAA) performs administrative work directly related to the administration of financial aid programs. The FAA coordinates and executes state, federal...SuggestedFull timePart timeWork experience placementCasual workWork at officeLocal areaMonday to FridayAfternoon shift
- ...Job Summary: The Financial Consultant, as part of the Financial Consulting team, is responsible for identifying process inefficiencies and recommending strategic improvements. This role also includes assessing and addressing inefficiencies within the client's Financial...SuggestedRemote work
$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 officeWork from homeHome officeFlexible hours- ...utilize banking technology to meet client needs. A successful candidate will have at least 1 year of sales experience in banking or financial services and excellent communication skills. High school diploma or equivalent is required, and preferred candidates will have a...
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
$44.72k - $56.5k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing, collaborates with ecosystem partners to grow customer's share of wallet, and positions PNC solutions to drive new revenue...Full timeTemporary workWork experience placementWork at office- JPMorganChase in Kent, Ohio, is hiring a Relationship Banker who will leverage banking solutions and technologies to foster strong client relationships. The role emphasizes creating memorable experiences while adhering to regulatory banking requirements. Ideal candidates...
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Afternoon shift
- Chase is seeking a Relationship Banker in Cuyahoga Falls, Ohio. The successful candidate will provide exceptional service, manage client relationships, and educate clients on banking solutions. Applicants should have over a year of sales experience in Retail Banking. A ...
$70k - $100k
...an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. As a CSS, you would be responsible for (1) managing our entire back-end client...Work at officeAfternoon shift- Commercial Lender - Business Banking Officer Consumers National Bank is a progressive and dynamic organization. We are looking for a professional with commercial lending experience to develop, solicit, and promote commercial lending. This position has flexibility of...Local areaRemote work
- ...care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with...Part timeWork at office
- ...in Cuyahoga Falls, OH. In this role, you will act as a trusted advisor, engaging clients in meaningful conversations about their financial needs. You are expected to develop strong relationships and assist clients in achieving their financial goals. This position requires...
$20.67 - $31.25 per hour
...trusted advisor for clients. The role involves engaging in deeper conversations to uncover client needs and providing customized financial solutions. You will work to attract new clients and deepen relationships with existing ones. The ideal candidate has strong sales...Hourly pay- ...how to fix those vulnerabilities. The primary focus of this position is on administrative efficiency, legal compliance, workflow, financial processes, and electronic medical records (EMR) support. Responsibilities: Provide onsite and/or remote services to clients Complete...Remote work
- ...joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West...Work experience placementLocal areaNight shift
$65k
...Crafting Brighter Futures for Businesses & Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative...Full timeFlexible hours- ...Consultant – Financial Planning & Analysis Location: Flexible (Remote with up to 25% travel) Full-Time Financial Planning & Analysis Practice This position is for a Consultant specializing in Financial Planning & Analysis (FP&A) with interest and experience...Full timeWork at officeRemote workFlexible hours
$65k - $70k
...The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be based out of a Citizens corporate office location and work...Currently hiringWork at officeLocal areaFlexible hours- ...Financial Advisor Position Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at 7 17 Credit Union in Streetsboro...Local area
$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$36k
A leading financial services provider in Tallmadge, Ohio, is looking for a Sr. Consumer Loan Specialist. The role focuses on origination of consumer loans, fostering customer relationships, and achieving sales goals. This position offers a competitive salary of $36,000...$42.64k - $52k
...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork experience placementWork at officeShift work- A leading consulting firm is looking for a Senior Consultant specializing in Financial Planning & Analysis (FP&A) to join their team. This remote role, with occasional travel, involves leading budgeting and forecasting processes, analyzing financial performance, and ensuring...Remote work
- ...shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back...Full timeLocal area
$34.5k - $47.5k
...OPT for this position. Job Description Manages the customer experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet. From a variety of customer interactions, participates in proactive...Full timeTemporary workPart timeWork experience placementWork at officeShift work- Technology & Innovation (T&I) Program and Portfolio Manager Americhem is a globally recognized designer and manufacturer of custom color masterbatch, functional additives, engineered compounds and performance technologies. Our business is built around delivering Performance...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor I. Be the first to apply!

