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
...Financial Counselor Great opportunity to 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...SuggestedHourly payTemporary work- ...SUMMARY: Our team provides a holistic and calm approach to financial planning, wealth preservation, and wealth creation for our clients. We are looking for a Financial Advisor to join our team that always puts clients first, is optimistic, positive, and passionate about...SuggestedFull time
$75k - $150k
...About the Company We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role This is a remote role - but you must be based within approximately...SuggestedFull timeLocal areaRemote workRelocation$75k - $150k
...Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Cleveland, OH region and will be allowed to work remote. Summary: As a Financial Consultant, you will...SuggestedRemote work$61k - $119k
...Job title: Financial Advisor Description: Becoming a Financial Advisor 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. As a financial...SuggestedWork 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- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Elmira-Corning 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...Worldwide
- ...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows...
- ...Advisory Team Lead who wants to build more than a traditional AUM practice. Our client provides advisors with an integrated financial services platform designed to help them grow their business, serve clients across multiple financial needs, build and lead a team,...Remote work
- ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice...Full timeContract workFor contractorsWork at officeRemote work
- ...Financial Advisor Skylight Financial Group Ohio, United States (On-site) Innovation and Flexibility Work with a business partner who is eager to be on the leading edge. You’ve spent a good portion of your career building the practice you envisioned. You also...Local areaFlexible hours
$150k
...having to build a practice independently. The firm has invested heavily in its infrastructure, with dedicated resources across financial planning, investments, trading, compliance, and client service. This allows advisors to spend more time where they add the most...Full time- ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...Full timeWork experience placementWork at officeLocal areaFlexible hours
$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$77k - $202k
...SectorNot ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers,...Full timeH1b- ...with finance stakeholders, and collaborating across functional and technical teams. You bring the core capabilities of a Workday Financials / FDM Lead, with a particular focus on R2R, and can confidently guide design decisions, challenge legacy processes, and drive solutions...Full timeContract workWork experience placementLive inWork at officeLocal area
$91.1k - $179.5k
...of change and join us on this transformative journey.Our Retirement & Wealth practice includes dedicated practitioners with deep financial services industry experience where we differentiate, and win based on our understanding of heart of business issues. Our team helps...Local area- As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from point to point systems as well as holistic interchange services rendering effective data quality and dependable exchanges of digital...Full timeWork experience placementLive inWork at officeLocal area
- We are:Finance Reinvention and we help the world's leading Financial Services organizations reinvent finance with AI at the core. We provide end-to-end services — from strategy through delivery and managed operations — that address the unique challenges faced by Finance...Full timeLive inWork at officeLocal area
- ...401(k) matching Employee assistance program including mental, physical, and financial wellness Professional development and growth opportunities How you'll contribute A Financial Counselor maintains, and processes all assigned patient accounts and counsels patients...Full timeTemporary workWork at officeLocal areaFlexible hours
- Overview Ascension St Thomas is seeking a Full-time Financial Counselor! PURPOSE STATEMENT: Responsible for accurate, timely and complete documentation regarding insurance verification, billing and collections. EDUCATION/EXPERIENCE/SKILL REQUIREMENTS: High school diploma...Full timeLocal area
- 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. As an Advisor...
- 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...
- Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking 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...Remote workFlexible hours
- 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
$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- ...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 Workday Financials P2P/WSS...Full timeWork experience placementLive inWork at officeLocal area
$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$80k - $100k
At CHAMP, we are redefining the technology used by Motor Vehicle Agencies and their stakeholders. We do so with innovative, cloud-based software that enhances efficiency, security, and interoperability. Our solutions replace outdated processes with modern, scalable platforms...Full timeWork at officeImmediate startRelocationRelocation packageFlexible hours$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
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