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
...Classification Exempt Reports to Summary/Objective The Orange County Financial Empowerment Center (FEC) aims to improve the financial... ...professional development training. Successfully complete and pass counselor training. Passionate about the Habitat for Humanity mission...SuggestedFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursWeekend workAfternoon shiftEarly shift- Position Summary Job Posting: Financial Counselor I Facility: Orlando Health Orlando Regional Medical Center (ORMC) Department: ED Registration Location: Orlando, Florida Schedule Type: Variable Full-Time About Us Orlando Health Orlando Regional Medical Center (ORMC) has...SuggestedFull timeWork at officeImmediate start
- ...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....SuggestedWork at officeLocal areaShift work
$58.44k
Job Title Personal Financial Counselor; Orlando, FL Responsibilities Provide personal financial services at assigned military installations, delivering one‑on‑one counseling, briefings, presentations, and referral resources. Coordinate educational materials and workshops...SuggestedContract workTemporary work- Habitat for Humanity Greater Orlando & Osceola County seeks a dedicated Financial Counselor to improve residents' financial stability through personalized counseling, action plans, and follow-up. The role emphasizes safe banking, savings, debt reduction, and credit-building...Remote job
- Position Summary Title: Financial Counselor I Department: Emergency Department Registration Site: Orlando Health Bayfront Hospital Location: St. Petersburg (ON SITE) Shift: Nights - 12 hours shifts, rotating weekends and some holidays The Financial Counselor assists...Work at officeLocal areaShift workNight shiftRotating shift
$58.44k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...regarding trends and issues on the installations to which the counselor is assigned. Participates in regular in‑services/training,...Contract workWork at office- Magellan Federal seeks a seasoned Personal Financial Counselor to deliver comprehensive counseling to service members and families on military installations. You will educate on budgeting, debt management, and financial planning while coordinating with DoD personnel to...
- Magellan Health, Orlando, FL, seeks a Personal Financial Counselor to provide one-on-one and group financial counseling at assigned military installations. You will deliver counseling, briefings, and referrals, supporting clients through all stages of the military lifecycle...Remote job
- Orlando Health Bayfront Hospital in St. Petersburg is seeking a Financial Counselor I to assist patients and their families with the billing process, ensuring clear explanations and a comfortable experience. The role requires gathering demographic and financial information...Night 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...Full timeImmediate startDay shift
- Position Summary Financial Counselor Lead-1998 Company is committed to diversity and inclusion. We are an equal opportunity employer including veterans and people with disabilities. A Brief Overview Responsibilities What you will do Understands the importance Orlando Health...Work at officeLocal areaAfternoon shift
- ...OMNI Financial Services is a FLORIDA based company and is not affiliated with any other "Omni" group in the US. We are independently owned w/ locations in Fort Myers, Orlando & Tampa. Please ensure you have the correct company when doing research. Who We Are: For over...Local area
- ...Posted 4 days ago Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships...
- ...Voya Financial Advisors is seeking experienced financial professionals to join our Retirement Advisory Distribution (RAD) team. RAD Advisors help individuals and retirement plan participants achieve their financial goals through retirement planning, wealth management,...
- ...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
$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- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...Worldwide
$45k - $100k
...Financial Advisor OpportunityJoin 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Position Summary In 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...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible 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
$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- ...Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Service Financial Advisor to their Independent Registered Investment Team at Advus Financial Partners in their Winter Park, FL office. Job Summary Advus...Work at office
- ...Financial Advisor A Financial Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified...Work at office
$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 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
$120k - $150k
...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$75k - $113k
...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
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