Financial Counselor

You are applying for a position through Medix, a staffing agency. The actual posting represents a position at one of our clients.

Job Summary

Our client is seeking a Financial Counselor responsible for providing financial education and support to patients. The primary responsibilities include financial counseling, assisting with insurance and Medicaid eligibility screening, insurance verification, patient advocacy, and detailed documentation management.

Key Responsibilities

• Meet with patients to explain insurance benefits, coverage limitations, deductibles, copays, and out-of-pocket expenses.
• Provide estimates of patient financial responsibility for services and procedures.
• Discuss payment options and establish payment arrangements when needed.
• Educate patients on available financial assistance, charity care, and hospital-sponsored assistance programs.
• Assist patients in completing financial assistance applications and gathering supporting documentation.
• Screen uninsured and underinsured patients for Medicaid eligibility and other government assistance programs.
• Conduct financial assessments to determine qualification for Medicaid, charity care, or other funding sources.
• Assist patients with completing and submitting Medicaid applications.
• Follow up on pending applications and requests for additional information.
• Maintain knowledge of federal and state Medicaid regulations and eligibility requirements.
• Verify insurance coverage, benefits, and eligibility.
• Review insurance information for accuracy and completeness.
• Identify coverage issues that may impact reimbursement or patient liability.
• Coordinate with insurance carriers regarding benefits, authorizations, and eligibility questions.
• Serve as a resource for patients navigating complex billing and insurance issues.
• Handle sensitive financial conversations with empathy and professionalism.
• Respond to patient inquiries regarding bills, account balances, and financial assistance programs.
• Work collaboratively with clinical, registration, billing, and revenue cycle teams to resolve patient concerns.
• Document patient interactions and eligibility determinations in electronic systems.
• Maintain accurate records of applications, financial assessments, and follow-up activities.
• Ensure compliance with HIPAA and organizational policies.

Qualifications

• Insurance verification and benefits review.
• Medicaid eligibility screening.
• Medicare and commercial insurance knowledge.
• Financial assistance/charity care programs.
• Prior authorizations and referrals.
• Coverage determination and benefit interpretation.
• Financial counseling.
• Payment arrangements and collections.
• Patient billing support.
• Account resolution.
• Revenue cycle knowledge.
• Cost estimation and patient responsibility calculations.

Skills

• Patient advocacy.
• Customer service excellence.
• Conflict resolution.
• Active listening.
• Verbal and written communication.
• Empathy and professionalism during sensitive financial discussions.

Additional Requirements

• Tech savvy.
• Remote work experience.
• CT Medicaid experience.
• Registration background.

Benefits

• Paid Sick Leave (Medix provides paid sick leave according to state and local sick leave ordinances).
• Health Benefits / Dental / Vision (Medix offers 6 different health plans: 3 Major Medical Plans, 2 Fixed Indemnity Plans (Standard and Preferred), and 1 Minimum Essential Coverage (MEC) Plan. Eligibility for health benefits is based on verifying that an average of 30 hours per week during the first 4 weeks of the work assignment has been met. If you meet eligibility requirements and take action to enroll, you will be covered no earlier than 60 days into your assignment, depending on plan selection(s)).
• 401k (Eligible on the first 401k open enrollment date following 6 consecutive months on assignment. 401k Open Enrollment dates are 1/1, 4/1, 7/1, and 10/1).
• Short Term Disability Insurance.
• Term Life Insurance Plan.

* We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance (FCIHO), Los Angeles Fair Chance Ordinance for Employers (ULAC), The San Francisco Fair Chance Ordinance (FCO), and the California Fair Chance Act (CFCA).


Medix Overview:

With over 20 years of experience connecting organizations with highly qualified professionals, Medix is a leading provider of workforce solutions for clients and candidates across the healthcare, scientific, technology, and government industries. Through our core purpose of positively impacting lives, we're dedicated to creating opportunities for job seekers at some of the nation's top companies. As an award-winning career partner, Medix is committed to helping talent find fulfilling and meaningful work because our mission is to help you achieve yours.

* As a job position within our Revenue Cycle division, a successful completion of a background check may be required as a condition of employment. This requirement is directly related to essential job functions including but not limited to: accessing financial and confidential information, handling financial and other payment data, and working within departments that care for vulnerable populations, such as, minors, elderly and those with physical or mental disabilities. Due to these job duties, this position has a significant impact on the business operations and reputation, as well as the safety and well-being of individuals who may be cared for as part of the job position or who may interact with staff or clients.