Financial Counselor - onsite in Greenbrae, CA
$20.38 - $36.44 per hourSacbar
Description - External Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. Combine two of the fastest-growing fields on the planet with a culture of performance, collaboration and opportunity and this is what you get. Leading edge technology in an industry that's improving the lives of millions. Here, innovation isn't about another gadget, it's about making Healthcare data available wherever and whenever people need it, safely and reliably. There's no room for error. This position is full-time (40 hours / week). Employees are required to have flexibility to work any of our 8-hour shift schedules Monday - Friday. Once hours are set, they will remain the same unless the needs of the business change. It may be necessary, given the business need, to work occasional overtime and weekends. The Financial Counselor is responsible for assisting patients with navigating their insurance benefits, cost of service and financial assistance needs. Individuals in this role serve as a liaison between medical staff, patient financial services, insurance payers, patients, family members and other team members to ensure excellent patient care. This includes, but is not limited to the information outlined below: Insurance Verification of insurance eligibility, benefits, and authorizations Notifying insurance payers of patient admissions Ensure appropriate insurance coverage is listed within a patient's account Financial Assistance Point of contact for uninsured patients Collaborate with Patient Financial Services and Med Data to screen patients for financial assistance Provide estimates to patients for upcoming/current services Collections Contact patients prior to their procedures and collect payments Work with patients to set up payment plans and loan programs Act as a liaison between patients and BCH upper management to create special payment arrangements Customer Service Collect confidential and sensitive information in a respectful manner Assist patients, departments and providers with eligibility, benefits and authorization questions and cost information Remain knowledgeable with changing workflows Training Orienting and onboarding new team members Testing and developing new workflows Updating reference guides as needed Collaborating with department trainers on new materials and training strategies Leadership Navigate difficult conversations resourcefully and respectfully Communicate protocols and complex terminology in a manner easy to understand Motivate teammates to achieve goals set by department Complete Revenue Cycle Overview Training to Include Basic understanding of how each part of the Revenue Cycle is integrated Shadow multiple parts of the Revenue Cycle (Scheduling, Authorizations, Registration, Billing) Ability to direct patients to the appropriate resource for questions regarding scheduling, authorizations, billing etc. Teach new hires Revenue Cycle Basics and how their job impacts the cycle overall Primary Responsibilities: Greeting & registering patients Responsible for obtaining all demographics and insurance information Point of service collections Authorizations / NOA's from patients (or their representatives) and physicians in a courteous and efficient manner for billing Providing general information support Answering phones Other duties pertinent to optimal patient experience, patient flow and efficient staff utilization are also expected You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: High School Diploma/GED (or higher) 1+ years of customer service experience 1+ years of experience in an office or medical environment Preferred Qualifications: Excellent computer skills to include Microsoft Outlook, (scheduling meetings and sending e-mails), Microsoft Word (create and send documents) and ability to navigate Window and have excellent keyboarding skills Knowledge of medical terminology Comfortable handing cash transactions Comfortable with Electronic Medical Records Knowledge of insurance, coding, authorizations and revenue cycle Soft Skills: Oral and Written Communication Skills Confidentiality Multi-tasking Listening Integrity Attention to detail Problem Solving Able to use common office equipment with ease (credit care machines, copies/ scanners) Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $20.38 to $36.44 per hour based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
#RPO #RED
#J-18808-Ljbffr Sacbar- SpaceX in Hawthorne, CA is seeking an Industrial Security Analyst to join our security team as a multidisciplinary officer responsible for safeguarding classified programs, coordinating with Mission Management, engineering teams, and government partners to ensure proper...Suggested
$58.44k
...post. This position will provide personal financial services at assigned military... ...issues on the installations to which the counselor is assigned. Participates in regular in-services... ...Personal Financial Counselor, PFC - Travis AFB, CA Grade: 24 Work Experience - Required:...SuggestedContract workTemporary workWork experience placementWork at office$37 - $39 per hour
...programs. Ability to work on-site at our office in Foothill Ranch, CA. Profile Differentiators: Experience in founding, co-founding or... ...12 paid company holidays Employee discounts on Kawasaki products Onsite fitness center Kawasaki Kafe KMRF is an Equal Opportunity...SuggestedHourly payWork at office- Intuitive is seeking a Financial Analyst 2 based in Sunnyvale, California, to provide financial planning and analysis support for its Multiport... ...proficient in tools like Excel and SQL. This position requires onsite work from Tuesday to Thursday every week. #J-18808-Ljbffr...Suggested
- ...Thrivent Make an impact providing expert financial advice with heart. Thrivent is a different... ...Financial Advisor jobs in Orange County, CA . Irvine, CA $80,000.00-$100,000.00 2... ...Controls Financial Analyst (Entry Level) *ONSITE* Fullerton, CA $62,000.00-$118,000.00 11...SuggestedFull time
$71.45k - $100k
...analysis. The role supports executive reporting and strategic decision-making across departments. Location is onsite at the Skechers DC in Rancho Belago, CA, with no relocation assistance offered. Salary ranges from 71,452 to 100,000 USD annually. #J-18808-Ljbffr FashionUnitedRelocation- ...delivering on strategy for institutions, financial professionals and investors worldwide. The... ...in the Western Region. Los Angeles, CA or San Francisco, CA - preferred. Requirements... .... Community involvement opportunities. Onsite cafeteria. Onsite fitness center....WorldwideFlexible hours
$250 per week
Our College Financial Representative program is recognized as a top internship program by: WayUP Top Internship Program in 2025, 2024 and 2023 2025 Forbes’ “Best Place to Work for New Grads” Award APEX Training Award in 2025 25 consecutive years awarded Vault Top Internship...Full timeInternshipLocal areaFlexible hours- ...Management - Private Client Investment Associate - Stevenson Ranch, CA role at JPMorgan Chase . At J.P. Morgan Chase, we are passionate... ...with clients to offer the best investment solutions for their financial needs. Job Responsibilities Support Advisors' book of business,...Full time
$85k - $115k
...a Security Analyst within our Hawthorne, CA office. This is a chance to fill a critical... ...foreign travel and foreign contact, financial, personal conduct, etc., are up to date... ...based in Hawthorne, CA and requires being onsite - remote work not considered Ability to...Permanent employmentTemporary workFor contractorsWork at officeRemote workWeekend work$23.19 - $28.35 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Temporary workLocal area- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
$50k - $150k
...Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their LBW team in Valencia, CA. This is a hybrid role. This role is an excellent opportunity to earn additional compensation, referral...Work at officeLocal area$100k - $140k
...6054 To Apply for this Job Click Here Our Client is looking for three Software Security Analysts based in Orange County, CA. This is an onsite position (hybrid is possible) for US Citizens and Green Card holders. If you need visa sponsorship now or in the future you...Full timeRelocationVisa sponsorship$110k - $125k
...Talent to RIA's, Single Family & Multi-Family Offices Nationwide Location : Irvine, CA Overview Boutique wealth management firm in Irvine, CA serving high net worth clientele seeks a Financial Advisor to support client relationships, present financial plans, and deliver a...Full time$33 - $47 per hour
Addvantage Credit Union Staffing is seeking an experienced Sr. Real Estate Processor for a credit union in Valencia, CA. This onsite role handles mortgage loans from application through funding, including Purchase, Refinance, and HELOCs, following FNMA/FHLMC and other guidelines...Full timeTemporary work- Stewart Title in Roseville, CA is seeking a part-time wire approval specialist onsite. The role runs 8 a.m.-1 p.m. PST, and the wire approver will work with a second approver to release 30-40 wires daily while handling up to 50 emails. This fast-paced, self-starter position...Part time
- ...Senior Financial Analyst, FP&A Our client, a publicly traded and rapidly growing diagnostics company, is seeking a Senior Financial Analyst... .... Location This position is hybrid in South San Francisco, CA, with in‑office requirements three days per week. Job Description...Work at officeLocal area3 days per week
$80k - $130k
...Summary SB Energy seeks a Senior Analyst/Associate in FP&A to support financial operations for our growth portfolio. The role requires 6+ years... ...& Compensation Location: San Francisco Bay Area, San Diego, CA, or Denver, CO (Hybrid). Base Pay: $80,000 – $130,000. Total...Work at officeFlexible hours$105k
...Senior Financial Analyst of Financial Planning & Analysis Sausalito, CA or Remote Summary Serena & Lily, a fast-growing home furnishings brand, is seeking a highly motivated Senior Financial Analyst of Financial Planning & Analysis to join our team. Reporting...Full timeWork at officeRemote work$110k - $120k
...Job Description Job Title: Senior Financial Planning and Analysis Department: Finance Reports To: Senior Manager, Financial Systems and Business... ...: Exempt Primary Location: Corporate Headquarters in Monterey, CA Secondary Location: US Remote Position Overview We are seeking a...Full timeContract workRemote work$58.44k - $93.5k
Magellan Health is seeking a Personal Financial Counselor in California to provide financial counseling services to military members and their families through various formats including virtual counseling. This position requires a Bachelor’s degree along with specific certifications...$80k - $160k
...Auditing Industries Investment Management Direct message the job poster from Selby Jennings Referrals increase your chances of interviewing at Selby Jennings by 2x Get notified about new Finance Associate jobs in San Francisco County, CA . #J-18808-Ljbffr Selby JenningsFull timeWork at office- Wescom Credit Union in Marina, CA partners with LPL Financial to offer a Financial Advisor role within the Investment Program. You’ll join as an advisor associated with LPL Financial, not as an employee of LPL. The position supports clients with a complete menu of financial...
$90k - $150k
...message the job poster from Selby Jennings Recruitment Consultant Financial Operations Job Title: Finance Associate Salary: $90k-$150k +... ...notified about new Finance Associate jobs in San Francisco County, CA . San Francisco, CA $90,000.00-$122,000.00 2 weeks ago San...Full timeWork at office$58.44k
...military needs such as a post‑deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military...Contract workTemporary workWork experience placementWork at office- Magellan Health seeks a Personal Financial Counselor at Camp Pendleton to provide comprehensive financial counseling to service members and families, with one-on-one sessions, briefings, and workshops at assigned military installations. The role collaborates with installation...
$25 - $26.77 per hour
...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... ...of America) Hours Per Week: 40 Pay Transparency details US - CA - Adelanto - 14218 US HIGHWAY 395 (CA0246), US - CA - Apple Valley...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $26.77 per hour
...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... ...of America) Hours Per Week 40 Pay Transparency details US - CA - Mission Hills - 10300 Sepulveda Blvd - SEPULVEDA-DEVONSHIRE BC...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$40 - $45 per hour
...Job Title: Financial Analyst III Job Description We are seeking a Financial Analyst III to join our FP&A team within our company... ...as part of a team. Work Environment The position is fully onsite in West Hills, CA, operating Monday through Friday from 8 am to 5 pm, with...Full timeContract workTemporary workMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor - onsite in Greenbrae, CA. Be the first to apply!
- financial planner cfp California, MO
- senior financial advisor California, MO
- strategic finance associate California, MO
- associate leveraged finance California, MO
- financial advisor development program California, MO
- jde finance consultant California, MO
- estate planning consultant California, MO
- associate corporate finance California, MO
- wealth advisor California, MO
- financial planning associate California, MO

