Financial Counselor
$19 - $23 per hourNeighborhood Family Practice
Job Details Job Location: Ridge - Cleveland, OH 44102 Position Type: Full Time Salary Range: $19.00 - $23.00 Hourly JOB CONTENT Position 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 office Essential 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 Programs Presumptive 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 standards Successfully complete required federal and/or state consumer assistance training and attend seminars or meetings as appropriate Conduct 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 or 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 types Collect co-payments and other types of patient responsibility payments Insurance verification Complete all other duties assigned. QualificationsQualifications: 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 #J-18808-Ljbffr
$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- ...Job Description Description: Position Summary: ~ Conducts Financial Capabilities Workshops, assesses individuals’ and families’ financial... ...equivalent and relevant work experience are required; HUD Counselor Certification preferred; must certify with HUD within 18...SuggestedWork experience placementWork at office
$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...SuggestedHourly payWork experience placementWork at officeDay shift$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...SuggestedHourly payDay shift$75k - $150k
...Summary The 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 as high net...Suggested$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 advisor...Work 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...Full timeContract workFor contractorsWork at office$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$70.35k - $196k
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$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...Remote work$75k - $150k
...About the Company THE WELL LinkedIn Post 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 We are hiring experienced Financial...Local areaRemote workRelocation- ...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... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Skills: Account...Full timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay 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...
$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$112.5k
...Financial Consultant Salary: $112,500.00 We have partnered with a Financial Services firm in the Cleveland, OH area to provide them with a Financial Consultant. Please review the description below and let us know if you are interested. Prioritized Must Have Skills...Work at officeRemote work- 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
- 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
$90k - $120k
...Financial Advisor Cleveland, Ohio, United States $ 90,000.00 - 120,000.00 (US Dollar) Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice...Remote workFlexible hours- ...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
$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- ...Medicare Advantage, Medicare Supplement, and individual plans. Job Summary: Provides complex analysis and accurate and timely financial information. Generates management reports and interfaces with corporate departments where necessary. Works independently to solve...Casual workWork at officeRemote work3 days per week
- ...and regulators.Within our Finance Transformation offering, the Business Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities. By combining next-generation processes, scalable data platforms, and AI, we...Local areaVisa sponsorship
$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 timeFor contractorsInternshipLocal areaFlexible hours- WesBanco Bank Inc. in Cleveland, OH seeks a Client Relationship Officer to provide outstanding client service and support to commercial banking teams. You will manage account operations, coordinate documentation, and assist with line-of-credit renewals while building strong...
- WesBanco, Inc. is seeking a Client Relationship Officer - Commercial Admin in Cleveland, OH. This 100% in-office, full-time position supports the commercial banking team by handling client requests, account operations, and documentation accuracy to ensure a seamless client...Full timeWork at office
- Primary Office Location: 55 Public Square Suit 105. Cleveland, Ohio. 44113. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position ...Work at officeNight shift
- ...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...Work experience placementWork at officeLocal areaFlexible hours
$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$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
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