Financial Counselor
$21 - $32.72 per hourCodman Square Health Center, Inc.
Job Description
Job Description
Description:
Codman Square Health Center is a Federally Qualified Health Center serving a diverse community in Dorchester, MA, and surrounding neighborhoods. CSHC offers a full continuum of services such as primary care, urgent care, behavioral health, care management, nutrition, family planning, optometry, dentistry, laboratory, pharmacy, radiology, and medical specialties including HIV care, substance use treatment, Hepatitis C, OB-GYN, Nephrology, and Cardiology alongside an on-site STI clinic.
CSHC is a teaching institution with academic affiliations at Boston University School of Medicine and Boston Medical Center, and a member of the Boston Accountable Care Organization. Our mission is to be our community's first choice for comprehensive, holistic, and integrated services, and to empower individuals to lead healthy lives and build thriving communities.
Position Summary:
Financial Counselor provides application assistance to applicants and beneficiaries of Qualified Health Plans and insurance affordability programs including MassHealth and health insurance programs offered through the Massachusetts Health Connector. The Certified Application Counselor interviews, assesses and screens patients for eligibility for such plans and assists in the enrollment and application process. The Certified Application Counselor (CAC) is responsible for tracking and processing accurate, complete and timely applications with regards to Codman Square Health Center billing practices and procedures and is consistent with the Certified Application Counselor Policy Requirements.
The Financial Counselor will also provide payment solutions for self-pay patients that do not meet the eligibility requirements for affordability programs, including but not limited to payment plans and Sliding Fee Discount Plan. The Financial Counselor is expected to deliver superior customer service to both internal and external customers at all times.
Primary Responsibilities:
- Collects and verifies patient demographics, insurance eligibility, and financial information to help patients navigate enrollment with an insurance plan, as well as accurately document all data elements in Health Center electronic medical record and applicable computer systems.
- Follows up with patients and obtains all documentation required for application processing and accurately enters information into health center and external systems as appropriate.
- Screens all self-pay patients; identifying payment plan or discount plan options based on income level and family size.
- Collects initial payments for sliding discount patients, while also reviewing patient accounts for prior balances.
- Assists patients in establishing secured installments plans in accordance with Codman Square Health Center Financial Assistance Policy.
- Monitors, manages and actively follows up on active self-pay balances to optimize copayment and self-pay collections for the health center.
- Reviews work queues and other aged trial balances to collect on past due balances as well as current patient statement balances to increase payment collection rates for the Health Center.
- Fields patient billing inquiries and refers to appropriate Revenue Cycle staff for resolution.
- Responsible for remaining current and up to date on all of department Policy and Procedures pertaining to reimbursement and customer service.
- Meets performance standards established by Revenue leadership, including but not limited to: quality, collections, customer service, screening/solution rates, and productivity.
- Works effectively with Patient Access peers and other Health Center departments.
- Delivers exemplary customer service for patients in accordance with Health Center expectations / guidelines.
- Demonstrates respect and regard for the dignity of all patients, families, visitors, and fellow employees to ensure a professional, responsible, and courteous environment.
- Communicates effectively with internal and external customers with respect to differences in cultures, values, beliefs and ages, utilizing interpreters when needed.
- Performs all other duties as assigned.
Other duties and/or other departments/locations as applies.
Requirements:Qualifications & Skills:
- Associate's degree preferred. High School Diploma or equivalent required.
- CAC Certification Required.
- 2-3 years’ experience in health center registration/billing office/clinical department with a current working knowledge of registration, insurance, and billing requirements.
- Maintains working knowledge of private, public and third-party payer insurance and related regulations.
- Competent utilizing Microsoft office, e.g., Excel, Access, PowerPoint, and Word.
- Familiarity and experience with Epic and Ochin PM Systems.
- Analytical, e.g. competent math skills.
- Excellent customer service/communication skills required.
- Ability to work with a high degree of confidentiality.
- Aptitude / familiarity with the tools, systems, and technologies to enable insurance verification and facilitate insurance solutions.
- Knowledge of health insurance and reimbursement/billing required.
- Ability to problem solve and follow through under ambiguous circumstances
- Bi-lingual – Haitian Creole or Spanish preferred.
Physical Requirements:
- Must be able to stand or sit for prolonged periods (at least 50% of the time)
- Ability to lift up to 25 pounds and load onto shelves
- Visual acuity sufficient for frequent reading and computer use
Benefits:
CSHC offers a generous benefits package including:
- Competitive Medical and Dental Insurance
- Employer-paid Life, Accidental Death & Dismemberment, and Long-Term Disability Insurance
- Retirement-403(b) plan
- Vacation, Holiday, Personal and Sick Time Accruals
- Flexible Spending Reimbursement Accounts (Health and Dependent Care)
- Educational Assistance and Tuition Reimbursement Programs
- Commuter Benefits
- Opportunities for academic appointment at Boston University / Boston Medical Center
Pay Range: $21.00 to $32.72 Hourly. Compensation is commensurate with years of experience.
CODMAN SQUARE HEALTH CENTER MISSION, VISION, AND VALUES
Mission: To serve as a resource for improving the physical, mental, and social well-being of the community.
Vision: Codman Square Health Center is our community’s first choice for comprehensive, holistic, and integrated service, and empowers individuals to lead healthy lives and build thriving communities.
Values:
Patients Our patients are the center of our care team
Community The well-being of the individuals is deeply connected to the health of our community.
Advocacy We advocate for responsive policies and resources to address health disparities and promote healthy equity.
Staff We are a diverse, empowered, compassionate and prepared workforce.
Innovation we promote a culture of innovation that has measurable and sustainable impact.
Partnership We build and sustain diverse partnerships
$47.7k - $54k
...The Patient Financial Counselor serves as point of contact for patients for financial matters related to access to services and engagement throughout their financial experience at Dana-Farber Cancer Institute (DFCI). Reporting to and with direction from the Access &...SuggestedWork experience placementWork at office$19.81 - $28.3 per hour
...what it means to be part of Mass General Brigham. Job Summary Summary: The Patient Business Rep (PBR) functions as a financial counselor and registrar and is responsible for the in-depth evaluation of financial history for both uninsured and underinsured...SuggestedHourly payRemote workShift work- ...Financial Counselor- Hybrid | Boston Childrens Hospital At Boston Children's Hospital, the quality of our care and our inclusive hospital working environment lies in the diversity of our people. With patients from local communities and 160 countries around the world...SuggestedLocal areaFlexible hours3 days per week
$19.45 per hour
...growth opportunities with one of the largest Catholic healthcare organizations in the country Tuition Reimbursement Position Purpose : Financial advocate for the patient and a liaison between Revenue Site Operations (RSO) and Patient Financial Services (PFS)....SuggestedFull timeTemporary workLocal areaShift workDay shift$48.61k - $66.84k
...part-time students and their families on the availability of financial aid, the delivery process for receiving it, and the reconciliation... .... Coordinate with staff to assure that the needs of the counselor caseload is met. Perform the per-term audit of federal eligibility...SuggestedFull timePart timeWork experience placementWork at officeFlexible hoursAfternoon shift$53k - $64k
...Job Summary The Student Financial Counselor is a key role supporting recruitment, advising, retention, and financial operations by providing comprehensive financial aid and student account services to students and families. The position requires proficiency in best practices...H1b- ...Job Description Job Description Description: Position Summary The Lead Financial Counselor is a Certified Application Counselor (CAC) who serves as a senior member of the Enrollment and Revenue Integrity Department. Working closely with the Financial Counselor...Work at office
$82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorship$112.68k - $137.72k
Ready to help us transform healthcare? Bring your true colors to blue. The RoleWe are seeking a seasoned Financial Reporting Consultant to provide expert-level data analysis and reporting for our critical business functions. This role is pivotal in delivering essential...Full timeFlexible hoursShift work- Trinity Health is seeking a Financial Advocate to serve as a liaison between Revenue Site Operations and Patient Financial Services. This on-site role focuses on counseling patients on treatment costs, insurance benefits, and available financial assistance, while securing...
$77k - $202k
...AssociateJob Description & SummaryAt PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help...Full timeH1b$50k
...competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused... ...PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ Read More About Skills/Requirements Awards & Accolades At Edward...Work at officeWork from homeHome officeFlexible hours$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- ...marketing? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing financial planning and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and...Work at officeWeekday work
- ...Financial Solutions Advisor - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, Massachusetts; Needham... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Schedule: •...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Financial Solutions Advisor - Boston Market Boston, Massachusetts;Boston, Massachusetts; Somerville, Massachusetts; Cambridge, Massachusetts... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: •...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$59k - $98.3k
...Financial Advisor Opportunity This is an exciting opportunity for the ideal candidates to join a dynamic team within Personal Investing that will be transforming the Manulife John Hancock Wealth business with personalized investment recommendations to help clients in...Temporary workLocal areaFlexible hours- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
$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$65k - $80k
...Job Overview This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position is subject to the SAFE Act registration requirements; all candidates must obtain and maintain registration in good standing...Temporary workMonday to Friday- ...Financial Services Sales Representative The Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives...Work at officeWorldwide
$65k - $80k
...Overview Financial Advisor – Client Solutions role at Bank of America. Responsible for providing comprehensive financial advice and customized... ...Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC). Relevant insurance licenses. At least three years of...Temporary workMonday to FridayShift workDay shift- ...personalized investment recommendations using our Manulife John Hancock product offering(s). Supported with an array of resources, Financial Consultants at Manulife John Hancock Wealth spend their time deepening relationships with an established base of customers and...Temporary workLocal areaFlexible hours
$20 per hour
...Financial Advisor Boston, Massachusetts, United States About the Job Financial Advisor We are currently collaborating with a prestigious investment management firm in Boston Massachusetts, seeking a seasoned and results-driven Investment Management Financial Advisor...$70k - $110k
...Growing financial advisory practice seeks an energetic, organized and financially minded individual with a high level of professionalism to become a part of our team. Initially this is a support role with a fast-track opportunity to grow into a Senior Financial Advisor...Full timeFlexible hours$72.2k - $120.3k
...Financial Advisor | Greater Boston Market Build trusted relationships. Deliver personalized financial guidance. Make an impact in the communities you serve. At M&T Bank, we believe meaningful relationships are the foundation of great financial outcomes. We are seeking...- ...speak five languages, and are committed to making money a force for good. We are looking to hire a dynamic investment advisor with financial planning experience. Responsibilities include maintaining client relationships, managing portfolios, creating financial plans...Work at officeLocal areaRemote workFlexible hours
- ...Managing Director at Commonwealth Financial Group Seeking an ambitious sales-driven individual ready to translate their skills into a long-term career with uncapped potential. Commonwealth Financial Group is a financial planning firm focused on helping individuals and...Full time
$36k - $150k
...The Bulfinch Group provides the opportunity to have it all. Join our growing organization as a Financial Advisor. Are you looking for a career with a community? Do you have a desire to help others, a history of leadership and success? Are you full of spirit, passion, and...Permanent employmentWork at officeShift work$150k
...Financial Advisor Financial Advisor 2+ to 5 years experience Job Responsibilities: Serve Your Clients: •Cultivate strong relationships with members by consistently using the prescribed sales process. •Cultivate strong working relationships and trust among...Work experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!
- oracle financial functional consultant Boston, MA
- financial advisor part time Boston, MA
- financial advisor development program Boston, MA
- financial advisor no experience Boston, MA
- financial associate Boston, MA
- junior oracle financial functional consultant Boston, MA
- project finance associate Boston, MA
- wealth advisor associate Boston, MA
- jde finance consultant Boston, MA
- wealth advisor Boston, MA


