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

Financial Counselor

Baylor Scott & White Health

About Us

Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well.

Our Core Values are:

  • We serve faithfully by doing what's right with a joyful heart.

  • We never settle by constantly striving for better.

  • We are in it together by supporting one another and those we serve.

  • We make an impact by taking initiative and delivering exceptional experience.

Benefits

Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include:

  • Immediate eligibility for health and welfare benefits

  • 401(k) savings plan with dollar-for-dollar match up to 5%

  • Tuition Reimbursement

  • PTO accrual beginning Day 1

Note: Benefits may vary based upon position type and/or level.

Job Summary

The Financial Counselor performs financial clearance tasks like verifying insurance and providing price estimates. This role resolves disputed billing issues through patient interaction. It also serves as an expert in financial assistance policies and facility collections, and supports special projects.

Essential Functions of the Role

  • Works closely with facility leadership to ensure all patients are financially cleared and screened.

  • Conducts patient interviews to obtain demographic and financial data for registration, insurance verification, pre-certification and billing.

  • Records accurate patient demographic information when reviewing previous accounts and accounts with future dates of service.

  • Follows and acts on several complex system policies (financial assistance, limited plan, point of service, out of network, etc.)

  • Obtains and screens guarantor financial information for financial assistance and or refers patient to appropriate resource for public assistance programs.

  • Provides estimates of procedures and services, calculates payment requirements, and negotiates pre-service payments according to financial clearance requirements.

  • Establishes payment arrangements for future and previous services.

  • Reviews future schedule to ensure pre-authorization and pre-payments have been collected.

  • Assists with contacting the physician's office and patient to ensure pre-authorization and referral requirements are met before the service date.

  • Reviews and interprets explanation of benefits from payers. This helps patients and guarantors understand claims processing or denial of services.

Key Success Factors

  • 3 years of healthcare experience or education equivalency required.

  • Proven ability to problem-solve, perform critical thinking.

  • Requires good listening, interpersonal and communication skills, and professional, pleasant and respectful telephone etiquette.

  • Maintain a professional demeanor in stressful and emotional environments. This includes crime, behavioral health, suffering patients, and life-or-death situations.

  • Must exhibit high empathy and communicate effectively with patients and families during traumatic events, while showing exceptional customer service skills.

  • Demonstrates ability to manage multiple, changing priorities in an effective and organized manner.

  • Excellent data entry, numeric, typing and computer navigational skills.

  • Basic computer skills and Microsoft Office and Excel.

Belonging Statement

We believe that all people should feel welcomed, valued and supported.

QUALIFICATIONS

  • EDUCATION - H.S. Diploma/GED Equivalent

  • EXPERIENCE - 3 Years of Experience

As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Counselor in Mckinney, TX vacancy
  • $10k

     ...others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor Wealthbuilder role. The Opportunity... 
    Suggested
    Work at office
    Work from home

    Fisher Investments

    Mckinney, TX
    13 hours ago
  •  ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial... 
    Suggested
    Work at office
    Flexible hours

    Bankers Life

    Mckinney, TX
    3 days ago
  • $45k - $100k

     ...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Mckinney, TX
    4 days ago
  •  ...A healthcare provider is in search of Patient Financial Counselors. The ideal candidate would educate patients on what services are covered by insurance, copays, deductible, and out of pocket costs by working with the Pre-Service Coordinators to gather patient information... 
    Suggested

    Insight Global

    Richardson, TX
    18 hours ago
  •  ...patients are our number one priority! We're committed to giving children back their childhood! Job Posting Title: Patient Financial Counselor (Frisco) Location: Frisco - Ambulatory Surgical Center Additional Posting Details: Monday - Friday 8:00am -... 
    Suggested
    Work at office
    Monday to Friday

    Scottish Rite for Children

    Frisco, TX
    3 days ago
  • A leading financial services firm in McKinney is seeking Entry-Level Financial Advisors to assist clients in finding personalized financial solutions. This role includes building a client base and driving action with financial products. Successful candidates will have a... 

    Bankers Life

    Mckinney, TX
    2 days ago
  • $58.44k

     ...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full...  ...regarding trends and issues on the installations to which the counselor is assigned. Participates in regular in-services/training,... 
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Health

    Frisco, TX
    5 days ago
  • $45.66k

     ...Must have over a thousand hours of financial counseling experience (must be achieved prior to application for position). Receives...  ...towards earning the required certification as a Personal Financial Counselor (PFC). Responsible for providing education, information and... 
    Contract work
    Temporary work
    Traineeship
    Work experience placement
    Work at office

    Magellan Health

    Frisco, TX
    20 hours ago
  • $10k

     ...Financial Planning Counselor Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts... 
    Work at office
    Work from home

    Fisher Investments

    Plano, TX
    2 days ago
  • $10k

     ...in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher...  ...service, you don't have to wear the many hats of a typical Financial Professional. Now is your opportunity to use your finance experience... 
    Full time
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Plano, TX
    6 days ago
  •  ...Merrill Advisor Development Program - Financial Advisor: Greater Dallas Market Frisco, Texas;Flower Mound, Texas; McKinney, Texas; Dallas, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Mckinney, TX
    20 hours ago
  • Andrewshull in McKinney, Texas, is seeking a Financial Services Representative to market financial products and assist customers with their financial planning. The role requires a minimum of 3 years in financial services and the need for Series 7 and 63 licenses. Candidates... 
    Remote job
    Work from home
    Flexible hours

    Andrewshull

    Mckinney, TX
    3 days ago
  • American Career College in Richardson, Texas is seeking a Financial Aid Planner to guide students in their financial aid journey. You will meet with students, providing vital information about financial aid options and ensuring adherence to all regulations. The ideal candidate... 

    American Career College

    Richardson, TX
    2 days ago
  • A leading financial services company in McKinney, Texas is looking for a Financial Advisor in the Merrill Advisor Development Program. The candidate will work with high-net-worth individuals to develop relationships and deliver comprehensive investment solutions. Required... 

    Bank of America

    Mckinney, TX
    13 hours ago
  • Modern Woodmen of America, located in McKinney, Texas, seeks passionate financial representatives dedicated to helping individuals achieve their financial goals. The role involves creating personalized financial plans and providing essential guidance to enrich community... 

    Modern Woodmen of America

    Mckinney, TX
    2 days ago
  •  ...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 time
    Temporary work
    Part time
    Work at office
    Shift work

    PNC

    Mckinney, TX
    4 days ago
  • Hendrickvwofconcord, located in McKinney, Texas, is seeking a Financial Services Producer. This role involves selling finance and insurance to customers, with the responsibility to review credit applications and liaise with lending institutions. Candidates should possess... 

    Hendrickvwofconcord

    Mckinney, TX
    2 days ago
  • Security Clearance Req: TS Full Time Technical Job Summary: The Security Analyst & Facility Security Officer (FSO) will be responsible for managing, administering, and coordinating security protocols for both IT infrastructure and physical facility...
    Full time
    Contract work
    For subcontractor
    Work at office

    Beyond SOF

    Mckinney, TX
    4 days ago
  • Globe Life And Accident Insurance Company is seeking a Sr. Financial Analyst in McKinney, Texas. This hybrid role focuses on financial planning, supporting executive leadership with annual operating plans and insightful data analysis. Qualified candidates will possess a... 

    Globe Life And Accident Insurance Company

    Mckinney, TX
    2 days ago
  •  ...Certified Financial Planner (CFP) Frisco, TX Encompass is partnering with a boutique, entrepreneurial Registered Investment Advisory (RIA) firm in Frisco to identify a Certified Financial Planner (CFP®) to join their growing team. This is a unique opportunity to... 

    The Encompass Group

    Frisco, TX
    1 day ago
  • Globe Life is seeking a Sr. Financial Analyst in McKinney, Texas, for a hybrid role involving financial planning, analysis, and reporting. This role will support executive leadership with high-quality financial plans and reports while leading various financial processes... 

    Globe Life

    Mckinney, TX
    3 days ago
  • $86.8k - $165.2k

     ...SMGBAD SSBU and LADS SBU of the Raytheon organization. This role is for the Counter UAS Portfolio FP&A Lead, responsible for all Financial Planning and Analysis tasks within the CUAS portfolio of programs. CUAS programs, part of the Short and Medium Ground-Based Air Defense... 
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Relocation package
    Flexible hours

    RTX

    Mckinney, TX
    5 days ago
  •  ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~... 
    Full time
    Remote work

    Zuzick Organization of Globe Life

    Mckinney, TX
    1 day ago
  •  ...Job Posting Title Financial Aid Planner Choose To Make A Difference Come care with us at American Career College where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial... 

    American Career College

    Richardson, TX
    4 days ago
  •  ...Financial Advisor Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you... 
    Full time
    Part time
    Work experience placement
    Local area

    Ameriprise Financial

    Plano, TX
    3 days ago
  •  ...Financial Solutions Advisor - Greater Dallas/Ft. Worth Market Frisco, Texas;Frisco, Texas; McKinney, Texas; Plano, Texas; McKinney...  ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills :... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Frisco, TX
    2 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco...  ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Possess excellent communication skills, both written... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Frisco, TX
    13 hours ago
  •  ...Job Description It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of... 

    Frost Bank

    Plano, TX
    19 hours ago
  •  ...Description: ERP Financial Consultant Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type: Full Time Travel Required: Yes as needed JOB SUMMARY: As a member of the Enterprise Systems Group, you will deliver multiple software upgrade... 
    Full time
    Weekend work
    Afternoon shift

    ComTec Solutions

    Richardson, TX
    20 hours ago
  •  ...Financial Solutions Advisor - Forth Worth Area Fort Worth, Texas;Arlington, Texas; Lake Worth, Texas; Grand Prairie, Texas; Arlington...  ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses Skills: Account... 
    Temporary work
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Allen, TX
    2 days ago

Do you want to receive more vacancies?

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