Financial Counselor
Harbor
Financial CounselorHarbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective and efficient revenue cycle tasks to ensure accurate claim submission and receipt of payment.Position is full-time, 40 hours per week.Education/Experience/Other Requirements:Certificate in Medical Billing or an associate degree in business, healthcare, accounting, or closely related field required, or may substitute two years related experience in lieu of degree or certification.Demonstrated knowledge and understanding of health/behavioral health billing procedures and eligibilities for third-party providers preferred.Strongly prefer prior experience in customer service and behavioral health setting.Must have strong attention to detail and be able to communicate effectively with various individuals.Strong customer service skills and effective communication skills required.Competent computer/PC skills using Microsoft Office 365, Excel, and electronic health record systems.Must be able to establish daily work priorities and work independently and efficiently to meet deadlinesMust be honest, dependable, self-disciplined, organized and be able to work well as a team member.Essential Job Competencies/Primary Duties:Receives incoming questions from clients, payers and/or clinicians regarding client accounts; initiates data submission for any additional information needed, and interprets information back to the client, payer and/or clinician.Prepares paperwork for self-pay accounts to be sent to collections and adjusts self-pay balances when accounts are sent to collections.Initiates, processes, and maintains monthly payment agreements for clients.Generates and works aging reports for client balances, effectively keeping accounts current and sending outstanding balances to collections in a timely manner.Maintains monthly statement process and completes all tasks required for statement submission.Submits monthly statement file to vendor each month and monitors any issues with files submitted.Monitors and investigates client statement issues including bad addresses, incorrect and insufficient information.Processes and maintains client bankruptcy notices to ensure compliance with appropriate policies and procedures.Maintains current knowledge regarding public payers, third-party and first-party payment procedures and regulations.Responsible for reviewing closed cases for client overpayments and submitting requests for client refunds.Keeps current with trends and developments related to essential job competencies and demonstrates continued growth.About Harbor:A leading provider of mental health and substance use treatment for over 100 years.350+ clinical staff serve over 24,000 clients across multiple locations and in the community each year.Services ranging from counseling, pharmacological management, primary care, psychological testing, case management, substance use treatment, residential services, vocational program, and more!Why Work for Harbor?You will have the opportunity to meet other motivated individuals who are also making a positive impact at our company. Harbor is committed to investing our resources in you! Some benefits of working with Harbor include:Medical, dental, and vision coverageRetirement plan with company matchGenerous paid time off, sick time, and paid holidaysTuition and professional license reimbursement programsClinical supervision hours offeredEmployee referral bonusesAbility to make a difference in your community!
- ...Harbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective and efficient revenue cycle tasks to ensure accurate claim submission and receipt of payment. Position is full-time, 40 hours per week. Education/Experience...SuggestedFull timeWork at office
$58.44k - $93.5k
...Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military...SuggestedContract workTemporary workPart timeWork experience placementWork 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...SuggestedWork at officeWork from homeHome officeFlexible hours$61k - $119k
Education 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...SuggestedFull timeContract workFor contractorsWork at office- Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets....SuggestedImmediate start
- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
- ...President At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation. Citizens National Bank has an excellent...Full timeTemporary workLocal area
$83k - $125k
...solve the world’s most complex challenges and deliver more impact together.Role description:Arcadis is currently searching for a Financial Management Consultant with at least 5 years’ municipal finance experience to work with our Financial Advisory Services (FAS) Practice...Full timePart time- ...Colonial Bank’s Wealth Management and Trust Department. The role is designed for a planning-oriented senior advisor who can integrate financial planning, tax-aware wealth strategy, estate planning coordination, investment discussions, fiduciary judgment, relationship...Temporary workWork at officeLocal area
$50k - $75k
...Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at SUN FEDERAL CREDIT UNION in Toledo, OH would allow you to join...Full timeLocal area$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payFull timeWork experience placementFlexible hoursDay shift$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$23 per hour
...Essential Functions Partner with a KIS Private Client Advisor to gain hands-on experience. Participate in client discovery and financial planning activities including data entry and analysis. Observe client meetings and assist with basic administrative tasks....Hourly payTemporary workWork experience placementSummer workInternshipSummer internshipH1bWork at officeRelocation packageFlexible hours- We’re hiring an Associate Financial Advisor to immediately take over an existing group of client relationships at our Toledo-based RIA. This is not a sales role, and there are no prospecting or production quotas. Your focus is the creation and execution of financial advice...Immediate startFlexible hours
$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payWork experience placementDay shift$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
$18 - $23.08 per hour
...needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our...Hourly payFull timeDay shift- ...Croghan is a recognized leader in community banking throughout the region and focuses on helping all community members achieve their financial goals. We partner with our community to understand financial goals and recommend products and services that help achieve them. We...Full timeTemporary workWork at officeLocal areaMonday to FridayNight shift
- ...extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with...Part timeShift work
- ...focused environment, we'd love to meet you.As a Teller, you'll be the face of our credit union-providing exceptional service, handling financial transactions accurately, and helping members feel welcomed and supported. This position is perfect for someone who enjoys working...Part time
- ...Financial Representative The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial...Work at officeLocal area
$77k - $214k
Industry/SectorNot ApplicableSpecialismIFS - Risk & Quality (R&Q)Management LevelSenior AssociateJob Description & SummaryAt PwC, our people in risk and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions...Full timeH1b- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- KeyBank is hiring a Personal Banker in the Toledo, OH area. You will engage clients, uncover financial needs, and guide them toward suitable banking products. This role emphasizes relationship-building, account openings, and collaborative teamwork to grow client wellness...
- ...needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our...Part timeDay shift
- Job Category Commercial Lending, Banking Industry Banking, Financial Institutions Employee Type Exempt Required Degree 4 Year Degree Manage Others No Summary/Objective Responsible for commercial business development and portfolio management for new and existing clients...Work at officeFlexible hours
$19 per hour
...nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career...Hourly payFull timeFlexible hoursShift work- ...of the loan) · Orders revision loan documents, appraisals, and environmental documents as determined · Orders updated customer financial statements as needed · Acts as liaison with various departments. Responsible for providing services to commercial customers including...Contract workWork at office
$18.75 - $25 per hour
...relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide...Hourly payDay shift
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