Financial Advocate
Advocate Health
Major Responsibilities:
Licensure, Registration, and/or Certification Required:
Education Required:
Experience Required:
Knowledge, Skills & Abilities Required:
Physical Requirements and Working Conditions:
This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.
- Calculates and provides patients with personalized estimates of their financial responsibility based on their insurance coverage prior to service.
- Communicates patient liability clearly and accurately while adequately explaining concepts such as deductibles, coinsurance, and/or copayments and how they may affect the cost of care. Explains how non-covered and out-of-network services factor into the out-of-pocket cost.
- Requests upfront payment toward self-pay amounts, including estimated out-of-pocket costs and outstanding previous balances. Establishes payment arrangements in advance of scheduled services when applicable, communicating due dates and the amount of each installment.
- Interviews uninsured patients to assess for qualifying financial needs. Identifies available assistance programs and coordinates with patient to complete paperwork and applications for any potential coverage(s). Continues follow-up efforts to obtain a funding source for patient’s health services.
- Initiates credit scoring to determine each patient’s eligibility for Medicaid, hospital-sponsored charity care, and other programs through a comprehensive patient interview.
- Works in conjunction with state social worker and/or outside eligibility vendor to assist in the appropriate completion of Medicaid applications, ensuring this funding source is maximized based on patients’ eligibility.
- Demonstrates working knowledge of insurance benefits, insurance companies, and Marketplace insurance options, and stays informed of other payer sources entering the markets.
- Educates physician office/patient on the organization’s applicable policies such as Financial Assistance Policy, Patient Financial Responsibility, Non-Covered Services, and Deferral of Care. Coordinates with provider office to determine scheduling options based on the need to secure funding and clarify patient’s financial responsibility.
- Stays current on regulations and eligibility requirements for government funding, especially Medicare and Medicaid. Understands and complies with all internal charity care policies and processes. Understands, complies with, and can articulate federal regulations around 501R. Performs in a HIPAA-compliant manner with all pertinent patient interviews, including management of demographic data, topics discussed, and actions taken.
- Collaborates with peers in the operational flow for uninsured patients or patients that are concerned about costs for upcoming services. Serves consumers in various settings, including virtual, bedside, Emergency Department room, clinic exam room, Urgent Care, consult space, or a Financial Resource Specialist office.
Licensure, Registration, and/or Certification Required:
- None Required.
Education Required:
- High School Graduate, or
- Certificate of General Educational Development (GED) or High School Equivalency Diploma (HSED).
Experience Required:
- Typically requires 2 years of experience in Patient Access, health care, insurance industry, or in a customer service setting.
Knowledge, Skills & Abilities Required:
- Ability to communicate clearly and proactively to management about issues involving customer service and process improvement opportunities.
- Ability to articulate explanations of HIPAA and EMTALA regulations as they relate to all patient interactions within the operational flow involving the Financial Advocate, either virtually or in person.
- Has solid knowledge of how various types of insurances operate related to denials and appeals processes.
- Basic medical coding knowledge.
- Understanding of insurances, billing and denials
- Ability to use a combination of scripted notes and clear, written communication when documenting in patients’ accounts.
Physical Requirements and Working Conditions:
- This position requires travel, therefore, will be exposed to weather and road conditions.
- Operates all equipment necessary to perform the job.
- Exposed to a normal office environment.
- Must be able to sit a majority of the workday
- Occasionally lift up to 10 lbs.
This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advocate in Grafton, WI vacancy
- ...Calculates and provides patients with personalized estimates of their financial responsibility based on their insurance coverage prior to... ...within the operational flow involving the Financial Advocate, either virtually or in person. Has solid knowledge of how various...FinancialWork at office
- Major Responsibilities:Provide strategic leadership for Enterprise-wide laboratory financial operations, including financial reporting and analysis, budgeting, forecasting, costing, profitability assessments, capital planning, compliance and internal controlsDevelop and...FinancialWork at office
$15.75 per hour
...guest interaction, loyalty enrollment and store cleanliness. Advocates of both in-store and digital services and solutions who are knowledgeable... ...to Drive-Up, carryout, etc.Find competitive benefits from financial and education to well-being and beyond at eligibility: with...FinancialHourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shift$15.75 per hour
...Target here. ALL ABOUT SERVICE & ENGAGEMENT Advocates of guest experience who welcome, thank, and exceed guest... ...Drive-Up, carryout, etc. Find competitive benefits from financial and education to well-being and beyond at Benefits Eligibility...FinancialHourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shift- ...The Domestic Violence/Sexual Violence Advocate provides direct advocacy, crisis support, safety planning, and case management services to survivors of domestic violence and sexual violence. This position works with both shelter and community-based clients, supports survivors...SuggestedTemporary workImmediate startFlexible hoursShift work
- ...providing high-quality engineered components to a wide range of industries. As we continue to expand, we are investing in strong financial and operational processes to support sustainable growth.Position OverviewReporting to the Controller, the Staff Accountant will play...Financial
- ...focus will be on creating and nurturing relationships with our super cool customers and offering sound banking advice to help solve financial challenges. And since it's clear you enjoy making a difference in people's lives and in your community, we think you'd fit...Financial
$175k - $250k
CONSUMER FINANCIAL SERVICES CAREER ASSOCIATE ATTORNEY Locations: multiple locations, see complete list at end of descriptionHYBRIDA premier AmLaw 100 firm is seeking a talented Career Associate Attorney to join their esteemed Consumer Financial Services Practice Group....FinancialWork at office- ...payments are posted to the correct customer accounts. • Record bank deposits, receipts, and check activity while maintaining precise financial documentation. • Establish payment arrangements and system records for customer electronic payment methods. • Investigate...FinancialLong term contractContract work
- ...Qualifications Bachelor’s degree in accounting, finance, or a related field Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services Experience asking questions and recommending solutions based on...FinancialHourly paySeasonal workWork at officeLocal areaWeekend workAfternoon shift
- ...anticipated to remain open for 30 days, from 04-Aug-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...FinancialFull timeTemporary workWork at officeHome officeFlexible hours
- ...Financial Specialist Iii Milwaukee, WI Full Time JR Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title: Financial Specialist...FinancialFull timeWork experience placementWork at officeNight shift
- ...empowered with tools to succeed and supported in their careers. Our vision is to remain the top-performing, independent provider of financial services, delivering personalized solutions and value to guests and communities alike. Our Values Relationship Based | Community...Financial
- ...Accountant who is eager to go beyond traditional accounting responsibilities and become a key contributor to process improvement, financial analysis, and organizational growth. This position offers a unique opportunity to work closely with senior leadership and gain exposure...Financial
- ...use of profiles and established bank sales processes. Responsible for coordinating bank resources to assist clients in achieving financial goals while providing products and services which produce a profit for the bank. Provides excellent service while managing relationships...FinancialTemporary workBank staffWork at officeLocal areaDay shift
$50k - $70k
...recover from the unexpected and realize their dreams. We are located in Saukville, WI and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning State Farm agents...FinancialFor contractors- ...and complaints. - Prepares a variety of studies, reports and related information for decision-making purposes. - Serves as chief financial advisor to the Village Administrator. - Establishes and maintains internal control procedures and assures that state and national...FinancialFull timeWork at office
$45k - $100k
...Financial Advisor PositionJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...FinancialTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$50k - $70k
...recover from the unexpected and realize their dreams. We are located in Saukville, WI and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning State Farm agents are...FinancialFor contractorsWork at officeRelocation packageFlexible hours- ...Group is currently seeking a Finance Project Manager for an immediate opening in Port Washington, WI. This role is responsible for financial planning, ensuring that goals and contractual agreements are met. Analyzes all moving parts as it relates to mitigating financial...FinancialContract workFor subcontractorImmediate start
- ...effectively manage the sales personnel; have a strong knowledge of the local market and a understanding of the sales departments financial data. Job Responsibilities Qualified candidate must have Finance Experience (able to conduct vehicle delivery paperwork)...FinancialLocal area1 day per week
$140k - $150k
DescriptionKforce has a client in the Milwaukee, WI area that is looking for a Financial Reporting Manager. This role is a key contributor to both external and internal financial reporting functions, supporting the integrity and accuracy of our client's public financial...Financial- ...elevate performance and scale for the future. Are You the Analyst Who... Thrives on turning complex manufacturing data into clear financial insights? Wants to influence process improvements, not just record results? Enjoys partnering with leaders across operations,...FinancialShift work
- Accountant - St. Francis Borgia Parish, Cedarburg, WI The accountant ensures development and maintenance of the financial accounting system for the parish and school. Specifically, the accountant is responsible for computing, classifying and recording financial transitions...Financial
$41.5k - $65.5k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...FinancialContract workPart timeLocal areaImmediate startDay shift$40k - $60k
...recover from the unexpected and realize their dreams. We are located in Saukville, WI and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent...FinancialFor contractors- ...for all operations through accurate reporting and effective communication with various departments. Key Responsibilities: Financial Reporting and Analysis: Record journal entries, reconcile general ledger accounts, and help prepare financial statements for...FinancialContract work
$41.71k - $77.5k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...FinancialContract workPart timeLocal areaDay shift- ...is anticipated to remain open for 30 days, from 04-Aug-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 500 company where Office Administrator, Financial Advisor...FinancialWork at office
$80k - $110k
...clean energy revolution. Position Summary The Cost Estimator is responsible for developing accurate cost estimates and financial models that support bid and proposal activities across Franklin Energy. Working closely with the Principal Cost Estimator and...FinancialWork at officeLocal areaImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advocate. Be the first to apply!



