Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Counselor

$18.93 - $31.56 per hour

Florida Onc

## Financial CounselorApplylocations: US-FL-Cape Coraltime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR7024**Location:**Florida Oncology and Hematology**Pay Range:**$18.93 - $31.56# **Job Description Summary:**A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication of the financial responsibilities of our patients. Performs the quality control function for pre-certification and prior authorization. The Financial Counselor ensures the patients’ insurance benefits are kept up to date in the electronic medical records (EMR) and billing software while also verifying the patient’s services meet insurance coverage appropriateness.# **Primary Job Duties & Responsibilities:*** Monitors and coordinates internally and externally with the insurance company on the pre-certification and prior authorization processes, including peer-2-peer and appeals, seeking support from provider or pharmacy team when applicable.* Review assigned patient(s) and/or Physician schedules for upcoming visits and/or treatment to establish patient financial responsibility.* Review patients’ treatment plan(s) and identify if insurance benefit coverage is active and patient fiscal responsibility, all unplanned exceptions are to be communicated to provider immediately.* Review and identify new treatment orders, generate an estimate of service and review with patient explaining insurance benefits and fiscal responsibility.* If applicable, obtain necessary information from patient for assistance income guidelines.* Identify and review patient ageing balances and establish proper arrangements with the patient to address outstanding balance(s).* Discuss and explain forms and paperwork needed such as waivers, treatment estimates, payment plans, assistance applications, etc.* Communicate openly and routinely throughout the course of the workday with providers, nursing staff, PSS staff, UM team and coworkers through Teams, phone calls, emails and in person to discuss fiscal responsibility and other items as needed.* Work closely with outside entities to ensure full collaboration and completion of forms and items needed in a timely and sometimes urgent manner.* Assist patient(s) with completing necessary paperwork for assistance and other grant funded programs in order to secure financial aid for treatment and services.* Have an understanding of patient assistance programs and grant services processes to ensure adequate application, placement, and coordination with financial aid counseling team.* Understand and comply with all Federal and State laws and regulations pertaining to patient care, rights, safety, billing, and collections.* Will be expected to work overtime when given sufficient notice of required overtime.* Keep work area and records in a neat and orderly manner.* Maintain all company equipment in a safe and working order.* Adhere to all AON and departmental policies and procedures, including Revenue cycle policies and procedures.* Performs other duties and projects as assigned.# **Job Qualifications and Requirements:****Education**: High school Diploma or GED required. Further education or degree a plus **Certifications/Licenses**: **Previous Experience (including minimum years of experience)**:* A minimum of two-years prior experience in the healthcare field, preferably in a clinical or business office setting required.* Prior Healthcare customer service.* Prior Medical terminology.* Prior Medical insurance verification.* Prior Verifying pre-certification and/or prior authorization with medical insurance.* Excellent proven verbal and communication skills needed.* Proven Insurance knowledge requirements including an understanding of medical terminology, ICD9, ICD10 and CPT codes.* Prior Cash handling and monetary collection experience.* Ability to calculate and collect patients’ responsibility and insurance co-pay/coinsurance.**Core Capabilities**:* **Analysis & Critical Thinking:** Critical thinking skills including solid problem solving, analysis, decision-making, planning, time management and organizational skills. Must be detailed oriented with the ability to exercise independent judgment.* **Interpersonal Effectiveness:** Developed interpersonal skills, emotional intelligence, diplomacy, tact, conflict management, delegation skills, and diversity awareness. Ability to work effectively with sensitive and confidential material and sometimes emotionally charged matters.* **Communication Skills:** Good command of the English language. Second language is an asset but not required. Effective communication skills (oral, written, presentation), is an active listener, and effectively provides balanced feedback.* **Customer Service & Organizational Awareness:** Strong customer focus. Ability to build an engaging culture of quality, performance effectiveness and operational excellence through best practices, strong business and political acumen, collaboration and partnerships, as well as a positive employee, physician and community relations.* **Self-Management:** Effectively manages own time, conflicting priorities, self, stress, and professional development. Self-motivated and self-starter with ability work independently with limited supervision. Ability to work remotely effectively as required.* Must be able to work effectively in a fast-paced, multi-site environment with demonstrated ability to juggle competing priorities and demands from a variety of stakeholders and sites.* **Computer Skills:** Proficiency in MS Office Word, Excel, Power Point, and Outlook required. Ability to use multiple screens to perform required job functions. Ability to navigate multiple applications and tab in and out of workflow to complete tasks.**Travel** : 0%**Standard Core Workdays/Hours**: Monday to Friday 8:00 AM – 5:00 PM. Occasional overtime may be required, and weekend shifts based on location hours and operational needs. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Counselor in Cape Coral, FL vacancy
  • $50k - $125k

     ...Edward Jones is seeking a Financial Advisor in Cape Coral, Florida. This role involves building your own practice with support from both regional and home office teams. You will cultivate relationships to create new clients, ensuring a personalized client experience while... 
    Suggested
    Home office

    Edward Jones

    Cape Coral, FL
    1 day ago
  • $50k

     ...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams....  ...CERTIFIED FINANCIAL PLANNER™, CRPC®, or Chartered Retirement Planning Counselor™. Equal Opportunity Employer Edward Jones does not... 
    Suggested
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Cape Coral, FL
    3 days ago
  • $50k

     ...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams....  ...CERTIFIED FINANCIAL PLANNER™, CRPC®, or Chartered Retirement Planning Counselor™. Equal Opportunity Employer Edward Jones does not... 
    Suggested
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Cape Coral, FL
    1 day ago
  •  ...Benefits: 401(k) 401(k) matching Dental insurance Health insurance Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services... 
    Suggested
    Local area

    MWA Careers - Fort Myers

    Cape Coral, FL
    14 hours ago
  •  ...consulting firm offering finance, accounting, and related operational support for investment managers. The Fund Accountant will prepare financial statements and perform monthly support tasks while engaging with clients via phone or video to deliver exceptional service. The... 
    Suggested

    Blue Ribbon CFOs

    Cape Coral, FL
    1 day ago
  •  ...that demonstrates the skills necessary to perform the 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 placement
    Work at office

    Fifth Third

    Cape Coral, FL
    14 hours ago
  •  ...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 placement
    Work at office

    Fifth Third

    Cape Coral, FL
    1 day ago
  •  ...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 placement
    Work at office

    Fifth Third Bancorp

    Cape Coral, FL
    3 days ago
  • $16.5 - $24 per hour

     ...The Financial Aid Advisor is responsible for providing guidance and assistance to students and families in navigating the financial aid process. This role involves evaluating student eligibility for financial aid, advising on funding options, and ensuring compliance with... 
    Immediate start
    Remote work
    Flexible hours

    Concorde Career Colleges

    Fort Myers, FL
    2 days ago
  • $60k

     ...Opportunity: Year 1 | $60,000 - $90,000 Year 3 | $107,000 - $135,000 Year 5 | $150,000 - $260,000 Year 10 | $300,000+ Region: The Financial Advisor works within an assigned region of credit union branches to acquire new member clients and retain and grow assets. This individual... 
    Base plus commission
    Temporary work

    Suncoast Credit Union

    Fort Myers, FL
    5 days ago
  •  ...Financial Solutions Advisor - Ft Myers‑Naples Market Naples, Florida; Fort Myers, Florida To proceed with your application, you must...  ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. Skills Advisory Account Management... 
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America

    Fort Myers, FL
    4 days ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Fort Myers, FL
    1 day ago
  • $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

    Unavailable

    Fort Myers, FL
    3 days ago
  • $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... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Fort Myers, FL
    14 hours ago
  • $61k - $250k

     ...Northwestern Mutual in Fort Myers, Florida is seeking financial advisors to help clients with planning and achieving their financial goals. The role involves growing your client base, building tailored financial plans, and managing client relationships. Ideal candidates... 

    Unavailable

    Fort Myers, FL
    1 day ago
  • $24k

     ...: Cultivate and expand your network within established markets Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs Client Service and Implementation... 
    Full time
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Equitable Advisors LLC

    Fort Myers, FL
    4 days ago
  •  ...Financial Solutions Advisor - Ft Myers-Naples Market Naples, Florida;Fort Myers, Florida To proceed with your application, you...  ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory... 
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America

    Fort Myers, FL
    3 days ago
  • $65k - $80k

     ...Position Title : Financial Advisor Salary Range: $65,000–$80,000 DOE, plus commission and revenue-sharing potential Walk into a full calendar of qualified prospects—not a cold-call list. A growing registered investment advisory firm is seeking a confident, sales-driven... 
    Relocation package
    Afternoon shift

    Boutique Recruiting

    Fort Myers, FL
    14 hours ago
  •  ...Important Note OMNI Financial Services is a FLORIDA based company and is not affiliated with any other Omni Financial Services group in the US. We are independently owned, and our headquarters is in Fort Myers with additional locations in Orlando and Tampa. Please use... 
    Work experience placement

    OMNI Financial Services

    Fort Myers, FL
    4 days ago
  • At Money Mart, we're more than just a financial services provider - we're the catalyst for financial empowerment! Our mission is to be North America's leading non-prime lender, serving a diverse range of customers and delivering unparalleled financial momentum. Our vision... 

    Money Mart

    Cape Coral, FL
    4 days ago
  •  ...Bank of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through...  ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills: Advisory... 
    Temporary work
    Shift work
    Day shift

    Bank of America

    Fort Myers, FL
    3 days ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Fort Myers, FL
    3 days ago
  •  ...Securities, Inc. and Regal Advisory Services, Inc. Glenview, IL, Orlando, FL, Fort Myers, FL Regal Securities, Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth Advisor to our team to... 
    Full time
    Work at office

    Regal Securities

    Fort Myers, FL
    1 day ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship 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... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Fort Myers, FL
    4 days ago
  • A mission-driven financial services company is seeking a Financial Consultant to guide clients toward financial independence. This remote, part-time role allows for flexible hours and meaningful impact as you educate clients and present tailored financial solutions. Bring... 
    Part time
    Remote work
    Work from home
    Flexible hours

    Melius Consulting

    Fort Myers, FL
    3 days ago
  •  ...Northwestern Mutual is seeking College Financial Representatives for an internship program in Fort Myers, Florida. This role mimics the full-time Financial Representative career, focusing on business strategy development, client engagement, and financial planning tools... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Fort Myers, FL
    4 days ago
  •  ...About the job Financial Consultant (Remote) Stay Active and Make a Difference with a Flexible, Remote Financial Consulting Role About Us: We are a mission-driven financial services company dedicated to helping individuals and families build and protect their wealth... 
    Extra income
    Part time
    Immediate start
    Remote work
    Work from home
    Flexible hours

    Melius Consulting

    Fort Myers, FL
    3 days ago
  • £30k - £35k per year

    Location: chester lee street , County Durham Type: Permanent Job #90863 Paraplanner – £30,000–£35,000 | Hybrid | Chester le Street Looking for a role where your technical skills actually make an impact? This growing wealth management firm is investing heavily in smarter...
    Permanent employment
    Work at office
    Flexible hours
    3 days per week
    1 day per week

    Eden Rose

    Fort Myers, FL
    4 days ago
  •  ...service in alignment with the bank's mission by engaging clients with professionalism, confidence, and a strong understanding of their financial needs. ,Responsibilities Include But Are Not Limited To Focus on growing existing customer relationships and acquiring new ones... 

    Valley Bank

    Estero, FL
    14 hours ago
  •  ...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Fort Myers, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!