Financial Counselor
Neighborhood Family Practice
Financial CounselorHybrid • Ridge - Cleveland, OH 44102Salary Range $19.00 - $23.00 Hourly Position Type Full TimePosition Summary:(Overall purpose of this position)Responsible for assessing, connecting and/or enrolling patients to health insurance through Marketplace/ PE or Medicaid as well as other financial assistance programs.Responsible for all patient support services conducted in the front officeEssential duties and responsibilities which must be performed in order to carry out the position purpose summarized above:(The following description is a general representation of the key duties and responsibilities of this position. Other duties may be assigned, as required.)Greet patients and visitors in a prompt, courteous, and helpful manner.Assist with answering incoming calls and routes to appropriate persons or departments.Responsible for accurate and timely response to EMR and staff messages for benefits assistance.Assess patient health insurance need, determine eligibility, assist with applications, enrollment, support and assistance, including:Educate on options available for patients with no insurance.HRSA and NFP Financial Assistance ProgramsPresumptive Eligibility and Medicaid.Marketplace.Drug Assistance Program.CHAP program.Maintain documentation and records for HRSA and NFP financial assistance programs, CHAP and DAP. Scan all applications with required documents, and file them appropriately.Demonstrate and maintain expertise in: eligibility and enrollment rules and procedures; the range of qualified health plan options and insurance affordability programs; the needs of underserved and vulnerable populations; and privacy and security standardsSuccessfully complete required federal and/or state consumer assistance training and attend seminars or meetings as appropriateConduct internal education activities to raise awareness about services, resources and coverage options available under Medicaid, CHAP, DAP, Marketplace, MAGI, etc.Provide information and assistance in a fair, accurate, and impartial manner that is culturally and linguistically appropriate to diverse communities and accessible to individuals with disabilities.Provide referrals to any applicable office of health insurance consumer assistance of ombudsman established under Section 2793 or the PHS Act to address consumer grievances, complaints or questions about their health plan, coverage, or determination.Ability to perform standard Medical Office Specialist duties:Accurate and timely registration and scheduling for all appointment typesCollect co-payments and other types of patient responsibility paymentsInsurance verificationComplete all other duties assigned.Qualifications:Specific knowledge, training or skills required to perform the duties of this position. Specific concepts, courses, training programs or required certifications:(To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)High school diploma or GED.Computer proficiency: Microsoft Office Suite, database management, application of EMR and related functional software.Ability to establish and maintain effective working relationships with staff, patients and the public. Initiates a team work approach when appropriate.Ability to read and understand oral and written instructions and communicate clearly, both written and verbally.Ability to follow written policies and procedures and work independently.Knowledge of medical insurance.Ability to operate fax machine and photocopier.Strong organizational qualities; ability to sort and file materials correctly by alphabetical or numeric system.Ability to multi-task in a stressful environment.Ability to communicate in English and Spanish preferred.Valid Ohio driver's license and insurance.Ability to have a flexible schedule.Essential Physical Demands and Working Environment:(The physical demands and work environment described below are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)Ability to see, communicate, hear and utilize electronic communication devices.Demonstrated ability to walk, sit or stand for long periods of time.Some bending and stretching required. Requires eye/hand coordination and manual dexterity sufficient to operate keyboard. Requires normal range of hearing and eyesight to record or prepare reports. Requires some lifting papers or boxes up to 30 pounds.Regular evening and occasional weekend work hours.Previous experience that is necessary background to qualify for this position:A minimum of one year experience in a medical office setting.Proficiency as a Medical Office Specialist required.Computer proficiency: Microsoft Office Suite, database management.REPORTS TO AND EVALUATED BY: Manager of Patient Services
$18 - $21 per hour
...join a company that values our employees and the patients we serve! Centers for Dialysis Care is seeking two experienced Financial Counselors to work at multiple locations (Cleveland - East & Beachwood - Garfield, Warrensville & Oakwood) . These positions are onsite...SuggestedHourly payTemporary work$21.54 - $25.31 per hour
...and assists with registration, insurance verification, authorization, price estimation, denial prevention, claims processing, and financial screening to secure maximum reimbursement for the Health System. This position is also responsible for confirming patient identity...SuggestedFull timePart timeShift work$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...SuggestedLocal areaVisa sponsorship$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...SuggestedFull timeContract workFor contractorsWork 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...SuggestedWork at office- ...Firefighters Community Credit Union in Cleveland is seeking a full-time Financial Service Representative at our Emerald Branch to assist members with sales and service, open accounts, process loans, and guide financial decisions. The role blends teller duties with platform...Full time
- ...Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in our west territory of Ohio. You will have the opportunity to work with an untouched customer base that has untapped referral potential! You will be responsible for providing discretionary...
- ...Golden Reserve is looking for an experienced financial retirement planner for our Greater Cleveland locations (including Independence, Sheffield Village, Pepper Pike, and Akron). We understand the challenges of breaking into the financial industry and support our team...
$75k - $150k
...Financial ConsultantThe industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such...- ...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...Immediate start
$75k - $150k
...FINANCIAL CONSULTANT page is loaded## FINANCIAL CONSULTANTlocations: OH Remotetime type: Full timeposted on: Posted 6 Days Agojob requisition id: R214**Summary** As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new...- ...Senior Financial Advisor - Remote/HybridSeeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform.This opportunity is ideal for advisors looking for:Greater control over...Remote work
$110.7k - $218.3k
...NetSuite solutions that align with their business goals and deliver measurable results. 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 accounting...Local areaVisa sponsorship$59.1k - $196k
...more than just technology. From rapid deployments to entire transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday Adaptive Insights Consultant,...Full timeWork experience placementLive inWork at officeLocal area- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...
$19.23 - $28.37 per hour
...% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role...Hourly payWork experience placementWork at officeDay shift- Prudential Advisors is looking for an experienced financial professional in the Cleveland area that is interested in working with Prudential existing client's base. This exciting position will allow you to grow your career and business, helping the people and families that...
$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$93k - $189k
DescriptionThe Director - Corporate, Specialty and Government PM is a senior portfolio management role. The Director I is responsible for the management of a portfolio of commercial loans within the Diversified Industries group. Primary responsibilities include underwriting...Full timeWork at officeRemote workWork from homeFlexible hours$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 area- PNC, an in-office company, seeks a Sr Fiduciary Advisor in its Private Bank to serve clients across Cleveland, OH; Cincinnati, OH; or Philadelphia, PA. The role emphasizes fiduciary decision-making, risk management, and expanding assets under management while delivering...Work at office
$128k - $268k
...investment management or advisory experience serving ultra‑high‑net‑worth clients. (required)Licenses and CertificationsChartered Financial Analyst (CFA) (preferred)Certified Investment Management Analyst (CIMA) (preferred)SkillsDeep expertise in sophisticated investment...Full timeWork at officeFlexible hoursNight shift- ...CFOs and controllers transform core accounting and finance operations on Oracle Cloud ERP.You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes with strong consulting, communication, and delivery skills. You are comfortable partnering...Full timeWork experience placementLive inWork at officeLocal area
- ...game.The work:Participate in design workshops with business stakeholders to understand Record to Report (R2R) business requirements; Financial Accounting Hub setup; demonstrate understanding of business needs and recommend robust design.Help clients understand leading...Full timeWork experience placementLive inWork at officeLocal area
- ...helps CFOs and controllers transform core accounting and finance operations on SAP S/4HANA ERP.You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes with strong consulting, communication, and delivery skills. You are comfortable partnering...Full timeWork experience placementLive inWork at officeLocal area
$75k - $137.5k
...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork experience placementWork at officeShift work$64.2k - $116.4k
...is continuously advancing as well. Our global finance mission is to provide complete, accurate, consistent, timely and insightful financial and operational information/advice that helps build a better working world and achieve our strategic ambitions. Finance provides a...Contract workWork experience placementSummer holidayWork at officeFlexible hours- ...planning and insurance decisions under a senior advisor's guidance. The role emphasizes client service, ethical standards, and ongoing monitoring of client wealth plans, with collaboration across professionals to deliver comprehensive financial strategies. #J-18808-Ljbffr...
- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive in the Multinational Corporations group, you will be the focal point of client acquisition and...Flexible hours
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
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