Financial Counselor

Financial Counselor Overview The Financial Counselor serves as the primary point of contact for patients regarding financial matters. It reviews treatment costs and out‑of‑pocket expenses, advises on insurance coverage, eligibility, and payment options, collects payments, establishes payment plans, calculates cost estimates, and reviews accounts. Responsibilities Prepare and review patient cost estimates for various services, including office visits, procedures, surgeries, imaging, durable medical equipment, and injections, in person or over the phone. Collect co‑payments, deductibles, coinsurance, and upfront costs per patient’s insurance carrier in accordance with Pinehurst Surgical Clinic’s policies. Manage patient phone calls and in‑person requests; resolve billing inquiries and accept payments by phone or in person. Establish payment plans and demonstrate knowledge of accepted payment methods, including cash, credit cards, checks, and Care Credit contacts. Educate patients on their overall financial responsibility and help set up payment plans following clinic policy. Complete individual daily deposits and reconcile the department’s deposits from staff, filling out deposit forms and necessary paperwork. Perform related duties as assigned to support clinic operations. Qualifications 2–4 years of experience in healthcare, finance, billing, or patient access roles. High school diploma or equivalent. Knowledge of insurance processes, including Medicare, Medicaid, and medical terminology, and ability to interpret claims. Proficiency in Microsoft Office and strong data entry skills. Understanding of billing and payment options, and familiarity with rules and regulations of contractual and non‑contractual insurance carriers. Ability to maintain confidentiality and HIPAA compliance. Strong multitasking ability with high accuracy and attention to detail. Effective communication, organizational, and customer service skills; clear, concise speaking. Desired Personal Characteristics Compassionate and patient when working with individuals facing financial or medical stress. Professional demeanor and appearance consistent with Pinehurst Surgical Clinic standards. Excellent communication and interpersonal skills with patients, families, and colleagues. Strong organizational skills and diligence in handling sensitive financial and patient information. Demonstrates empathy, integrity, respect, and a positive attitude, remaining calm and supportive in challenging situations. Commitment to teamwork and a pleasant, professional workplace attitude. Position Type: Full‑time. #J-18808-Ljbffr Pinehurst Surgical Clinic