Financial Counselor
Orlando Health
Position Summary At Orlando Health, we are ordinary people with extraordinary individuality, working together to bring help, healing and hope to those we serve. By daily embodying our over 100-year legacy, we reinforce our reputation as a trusted and respected healthcare organization that delivers professional and compassionate care to our patients, families and communities. Through our award-winning hospitals and ERs, specialty institutes, urgent care centers, primary care practices and outpatient facilities, our 27,000+ team members serve communities that span Florida's east to west coasts and beyond. Orlando Health is committed to providing you with benefits that go beyond the expected, with career-growing FREE education programs and well-being services to support you and your family through every stage of life. We begin your benefits on day one and offer flexibility wherever possible so that you can be present for your passions. Orlando Health Is Your Best Place to Work is not just something we say, it's our promise to you. The Financial Counselor assists patients and their families with a host of services to ensure that the process of collecting payments is fully explained and is as comfortable as possible. Responsibilities Essential Functions Understands the importance Orlando Health places on providing exemplary customer service and performs job functions in a manner that helps meet the department customer service goals. Demonstrates a positive and professional approach and communicates effectively with customers and team members at all times. Efficiently and accurately gathers and inputs patient/guarantor demographic and financial information Contacts Primary Care or Admitting Physician to obtain authorizations, diagnosis, and procedure detail as necessary. Explains necessary forms and obtains signatures from patient/guarantor. Contacts appropriate payers, verifying benefits and obtaining necessary authorizations. Explains insurance benefits and collects co-pays, deductibles and self-pay portions due. Collects for related professional care when appropriate. Documents authorization and benefit information in registration system. Assembles patient record and obtains copies of relevant documents including insurance cards, photo identification cards and any advance directives. Demonstrates a basic knowledge of third party reimbursement requirements and regulations. Exhibits competency in the use of all registration systems, electronic verification tools and Web based resources. Follows Patient Financial Services self-pay policies including completion of Guarantor Financial Statement Application, explanation of payment options and collections of monies due. Follows Patient Financial Services policies related to cash handling. Performs basic individual cashiering functions. Collects and inventories patient valuables following policy guidelines. Maintains basic understanding of the medical necessity screening process and appropriate systems. Performs appropriate pre-registration functions including calling physician offices, insurance payers and the patient/guarantor, as necessary. Maintains departmental logs for statistical reporting. Consistently meets Quality Assurance standards set by Patient Access and the department. Meets departmental goals regarding collections, productivity and customer service. Maintains flexibility in work schedule availability that allows department to change/modify work schedule to meet departmental needs. Meets federal, state and hospital requirements related to compliance issues. Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state and local standards. Maintains compliance with all Orlando Health policies and procedures. Other Related Functions Attends and participates in department staff meetings and attends other meetings as assigned. Responsible for reviewing and adhering to all Patient Financial Services and departmental education initiatives. Meets all corporate and Patient Financial Services annual recertification and education requirements. Assists his/her manager in planning and organizing department activities. Qualifications Education/Training High School or equivalent. Must complete Patient Financial Services Orientation program and annual educational requirements. Licensure/Certification None. Experience Two (2) years' experience in a financial, business office, or customer service environment required. Proficient in Windows Microsoft Office-based products (Word, Excel, PowerPoint). Typing proficiency. One (1) year PC/Windows experience #J-18808-Ljbffr
- ...present for your passions. Orlando Health Is Your Best Place to Work is not just something we say, it's our promise to you The Financial Counselor assists patients and their families with a host of services to ensure that the process of collecting payments is fully...SuggestedFull timeWork at officeLocal area
$55k
...Eligible Employer Classification Exempt Reports to Financial Counseling Program Manager Summary/Objective The Orange... ...professional development training. Successfully complete and pass counselor training. Competencies Passionate about the Habitat for...SuggestedFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursWeekend workAfternoon shiftEarly shift- ...Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).Obtained insurance licenses.ADPJOBShift:1st shift (United...SuggestedFull timeImmediate startDay shift
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...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...SuggestedWork at office- ...Join to apply for the Financial Advisor role at Boutique Recruiting A growing Orlando-based financial advisory firm is hiring a Financial Advisor to step into a pure closing role with zero cold outreach. This position is built for advisors who want to do what they do best...Work at office
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...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...Start working todayWork at office- ...Financial AdvisorIn this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that meet the...Full timeWork at officeLocal areaRemote workMonday to FridayFlexible hours
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...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- ...NUC University seeks a Financial Aid Advisor II in Orlando to manage financial assistance programs for students while ensuring compliance with regulations. This role includes analyzing student eligibility and advising students on financial aid opportunities. Successful...Work at office
$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- ...the diverse needs of customers, the agency is committed to providing personalized advice and services to help clients secure their financial future. Backed by the trusted State Farm brand, Tony Lopez's office ensures reliable and professional assistance. Join a team...Full timeWork at officeRemote work
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...A leading insurance firm in Orlando, FL, is seeking an experienced Financial Advisor to provide clients with tailored financial solutions. In this role, you will have the opportunity to advise clients on financial goals and benefit from a flexible training program designed...Flexible hours- ...Cetera Wealth Management Group, a leading network of independent firms and professionals dedicated to helping clients achieve their financial goals! At Cetera Wealth Management Group , we believe your independence is your greatest asset. We’re not here to change how you...Full time
- ...Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow...
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...For contractorsWork at office- ...service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an...Full timeWork at office
- ...Denver,or OrlandoThis job is working in our CLA office.Wealth advisors will be responsible for delivering comprehensive, holistic, financial services. They have strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate...Full timeInterim roleWork at office
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$77k - $202k
...delivering quality work even when the path forward isn’t clear.In this role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be responsible for configuring, implementing, and maintaining the...Full timeH1b- ...Financial Aid Advisor II - Orlando, FL Location: Orlando, FL (100% On-Site; work-from-home not available) Excelon Associates is conducting a search on behalf of a private university client for a Financial Aid Advisor II based at the client's Orlando...Full timeTemporary workWork from homeAfternoon shift
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- Provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives Acts as a catalyst for the promotion and growth of NFFG products and services Recommends appropriate mixture(s) of insurance/investment products...
$120k - $150k
...effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and...
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