Patient Financial Counselor
Insight Global
Job Description
Job Description
This is a high-impact, patient-facing role in an oncology setting , so personality and emotional intelligence are just as important as experience .
What They’re Looking For
- 3+ years in financial counseling / patient access / insurance verification
- Strong background in eligibility, benefits, and authorizations (including drugs)
- Experience walking patients through cost breakdowns, payment plans, and coverage gaps
- Knowledge of CPT/HCPCS coding
- Comfortable working in a clinical/oncology environment
- Strong customer service , with the ability to be both empathetic and firm
- Quick learner , detail-oriented, and able to multitask/adapt to change
Day-to-Day Responsibilities
- Educate patients on insurance coverage, co-pays, deductibles, and out-of-pocket costs
- Walk patients through what is and is not covered under clinical trials
- ~70–75% of patients are on trials (often last-line treatment)
- Help set up payment plans and guide patients through financial assistance programs
- Including programs for free/assisted drug access
- Verify insurance and maintain accurate eligibility and demographic information
- Handle pre-authorizations and referrals , including drug authorizations
- Partner closely with nursing staff, providers, and financial aidrganizations
- Occasionally assist with drug ordering coordination
- Review patient balances and ensure accurate co-pay collection
- Work through difficult situations, including supporting patients during end-of-life care scenarios
Environment & Culture
- Heavy collaboration with internal team (notably this person’s leader)
- Requires ability to compartmentalize and have tough conversations with patients
- Strong support system in place:
- EAP (therapy/counseling benefits available)
- Very mission-driven, patient-focused environment
Logistics
- Schedule: 8:00 AM – 4:30 PM
- Hybrid: ~50% remote / 50% onsite
- Fully onsite during first few months of training
- Training: ~3 months (shadowing begins within first few days)
- Must be able to ramp up quickly and handle workload early on
Vacancy posted 2 days ago
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