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

Patient Financial Counselor

Outreach Community Health Centers

Position Overview The Patient Financial Counselor plays a vital role in assisting patients with financial resources to eliminate barriers to care while optimizing revenue for the organization. This position connects patients to available financial assistance programs, helps them navigate their insurance benefits, and proactively manages accounts for those with complex financial needs. Key Responsibilities Assess patient accounts for potential eligibility for Outreach/enrollment referral or Sliding Fee programs. Clearly explain rates, charges, services, discounts, contracts, and clinic payment policies. Assist patients in setting up payment arrangements. Educate and contact patients about outstanding balances and Sliding Fee requirements before service dates. Maintain accurate and detailed notes on all patient interactions in their accounts. Ensure that Sliding Fee applications are completed correctly and comply with HRSA program requirements. Complete all required Good Faith Estimate activities daily. Review and follow up on Bad Debt cases before scheduled appointments. Coordinate financial counseling efforts between Registration and Billing departments as needed. Address patient billing and collection-related customer service concerns. Uphold patient confidentiality and maintain a professional demeanor in all interactions. Prioritize workload to prevent backlogs and provide support to team members as needed. Process Sliding Fee applications within 48 hours of submission. Provide coverage for Patient Service Representatives when necessary. Perform other duties as assigned. Key Competencies & Skills Strong commitment to Outreach Community Health Center’s mission. Expertise in customer service principles, patient needs assessment, and quality standards. Working knowledge of basic accounting principles. Proficiency in healthcare software and electronic medical records (EMRs). Excellent communication and organizational skills. Ability to adapt to frequent changes in healthcare policies and procedures. Understanding of office procedures in a healthcare setting. Ability to handle and maintain confidential/HIPAA-protected information. Strong analytical and problem-solving skills, with the ability to interpret business periodicals, professional journals, and regulations. Ability to compose professional reports, correspondence, and presentations. Proficiency in basic math operations, including computing rates, ratios, and percentages. Capability to follow detailed instructions and handle standardized problem-solving situations. Basic computer skills, including experience with word processing and spreadsheets. Education & Experience High School Diploma with at least two years of experience in medical insurance and/or financial advocacy, OR Associate Degree in business or a related field with at least one year of experience in medical insurance and/or financial advocacy. Experience with electronic medical records/patient management systems or willingness to learn. Considerations & Statement Outreach Community Health Centers requires employees in certain departments to be fully vaccinated against MMR (Measles, Mumps, Rubella), Varicella (Chickenpox), and Influenza. Outreach Community Health Centers, Inc. is an Equal Opportunity Employer Outreach Community Health Centers, Inc. is an Equal Opportunity Employer. #J-18808-Ljbffr Outreach Community Health Centers

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Patient Financial Counselor in Milwaukee, WI vacancy
  • Join our team which is committed to the delivery of the highest quality healthcare service. We are seeking a Patient Financial Counselor who is self-motivated, energetic, and a take-charge individual. Responsibilities: # Assist clients with applying and understanding... 
    Suggested
    Work at office

    Sixteenth Street Community Health Center

    Milwaukee, WI
    5 days ago
  •  ...Position Overview The Patient Financial Counselor plays a vital role in assisting patients with financial resources to eliminate barriers to care while optimizing revenue for the organization. This position connects patients to available financial assistance programs,... 
    Suggested
    Work at office

    Outreach Community Health Centers

    Milwaukee, WI
    1 day ago
  •  ...Financial Aid Counselor Position Title: Financial Aid Counselor Reports To: Director of Financial Aid & Veterans Services Department: Financial Aid & Veterans Services Employment Status: Full-time Pay Months: July-June Position Summary: The position of... 
    Suggested
    Full time
    Work at office
    Afternoon shift

    Mount Mary College

    Milwaukee, WI
    5 days ago
  •  ...Resident Financial Counselor (Senior Living) We are seeking a dedicated and detail-oriented Resident Financial Counselor (Senior Living) to join our team. In this vital role, you will support residents and their families in managing their financial obligations while... 
    Suggested
    Full time
    Temporary work
    Part time
    Relief
    Flexible hours

    LindenGrove

    Milwaukee, WI
    5 days ago
  • $45k - $100k

     ...anticipated to remain open for 30 days, from 09-Jul-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Brookfield, WI
    5 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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Elm Grove, WI
    4 days ago
  • $51.8k - $95.9k

     ...Application Deadline: 07/30/2026 Address: 790 N Water Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the... 
    Contract work
    Part time
    Local area

    Koitecc Solutions

    Milwaukee, WI
    2 days ago
  •  ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented  Financial Consultant  to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and... 

    WealthBridge Financial Group

    West Allis, WI
    1 day ago
  • $17 - $28.96 per hour

     ...exceptional service, and learn the skills to grow your banking career. In this role, you’ll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,... 
    Hourly pay
    Full time
    Immediate start

    Associated Bank

    Hales Corners, WI
    2 hours ago
  • $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

    Unavailable

    Whitefish Bay, WI
    3 days ago
  • $90k - $120k

     ...Job Description: Our client is a fee-only boutique wealth management firm. They are seeking a Financial Advisor to join their growing team. Their services include industry innovations such as Career Asset Management, Elder Life Planning, and Caring Hearts Conversations... 
    Flexible hours

    Financial Planner Recruiting, LLC

    Milwaukee, WI
    1 day ago
  • $65k - $85k

     ...Financial Advisor Who We Are Retirable is a mission-driven fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through professional retirement advice, wealth management, and banking,... 
    Work at office
    Monday to Friday
    Weekday work

    Retirement Resource Center LLC

    Milwaukee, WI
    16 hours ago
  •  ...Description Job Description e2 Retirement Consulting is seeking an ambitious, professional, self-motivated and entrepreneurial spirit Financial Advisor to join the team!   Founded in 2010, e2 Retirement Consulting, LLC is an independent advising firm headquartered in... 
    Full time
    Work at office
    Monday to Friday

    e2 Retirement Consulting

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

    Tri-State Wealth Advisors of Prudential Advisors

    Milwaukee, WI
    3 days ago
  • $200k

    Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning... 
    Local area

    Drake & Associates, LLC

    Milwaukee, WI
    1 day ago
  • $105.8k - $165.35k

     ...and exercise managerial courage when needed. Action-oriented, results-driven, and able to manage and measure team performance. Financial business acumen, including forecasting and P&L experience. Ability to travel nights and weekends to accommodate customer needs.... 
    Full time
    Work at office
    Night shift
    Weekend work

    Johnson Controls

    Milwaukee, WI
    9 hours ago
  • Direct message the job poster from Northwestern Mutual Financial Advisor at Northwestern Mutual Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through personalized insurance and investment... 
    Full time

    Northwestern Mutual

    Milwaukee, WI
    2 days ago
  • $45k - $100k

     ...is anticipated to remain open for 30 days, from 15-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Milwaukee, WI
    9 hours 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

    Whitefish Bay, WI
    4 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

    Milwaukee, WI
    5 days ago
  • $63.83k - $136.58k

     ...The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of... 
    Work at office
    Local area
    Flexible hours

    UMB Bank

    Milwaukee, WI
    3 days ago
  •  ...Northwestern Mutual in Milwaukee, WI is seeking College Financial Representatives for their internship program. In this role, you will learn to develop financial planning strategies, network to build a client base, and gain valuable exposure to proprietary software platforms... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Milwaukee, WI
    5 days ago
  •  ...Northwestern Mutual in Whitefish Bay, Wisconsin is offering an internship opportunity for College Financial Representatives. In this role, interns will learn to network and build their business while gaining exposure to financial planning tools and software. Responsibilities... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Whitefish Bay, WI
    5 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... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Elm Grove, WI
    1 day ago
  • $91.8k - $171k

     ...professional in Milwaukee, WI, to manage high-net-worth and ultra-high-net-worth clients. The role involves delivering integrated financial planning, developing growth strategies, and ensuring compliance with regulations. Candidates need 7+ years of experience, strong relationship... 

    Bmo

    Milwaukee, WI
    2 days ago
  • $80k - $108k

     ...professional home, Wipfli offers a career-defining opportunity. Job Summary We are seeking a? Senior Consultant? to deliver financial advisory services to?Federally Qualified Health Centers (FQHCs). In this role, you will partner with senior finance leaders-such as... 
    Temporary work
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Wipfli

    Milwaukee, WI
    3 days ago
  • $100k - $150k

     ...bonus potential A top-tier RIA in Milwaukee is seeking a Wealth Advisor to partner with Senior Advisors in designing customized financial plans for high-net-worth clients. This in-office role comes with an exceptional benefits package, including fully funded health... 
    Work at office

    BCI - Brokerage Consultants Inc

    Milwaukee, WI
    3 days ago
  • Job Overview A law firm seeks a Debt Finance Associate to join its Finance Practice Group in Milwaukee, WI. The associate will engage in a variety of debt finance transactions, including drafting, negotiating, and executing financing documents, and advising on credit facilities...
    Work at office

    BCG Attorney Search

    Milwaukee, WI
    1 day ago
  •  ...Northwestern Mutual is seeking College Financial Representatives for its internship program in Wauwatosa, Wisconsin. Interns receive guidance to build a financial planning practice while engaging with experts and financial products. This opportunity allows you to gain... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Wauwatosa, WI
    5 days ago
  •  ...Bank of America seeks a Merrill Advisor Development Program – Financial Advisor to work with high-net-worth individuals, identifying their financial needs and developing customized investment strategies. This role emphasizes building relationships and delivering comprehensive... 

    Bank of America

    Milwaukee, WI
    3 days ago

Do you want to receive more vacancies?

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