Financial Counselor
Optimus Health Care, Inc.
Job Description
Job Description
Join a Team That Makes a Difference at Optimus Health Care!
Are you passionate about providing high-quality, patient-centered care? Optimus Health Care—the largest provider of primary health care services in Fairfield County—is looking for dedicated professionals to join our team! With multiple locations in Bridgeport, Stratford, and Stamford, our mission is to be a lifelong health care partner, dedicated to achieving optimal wellness for the communities we serve.
We are currently recruiting for a Full Time bilingual Financial Counselor for our location in Bridgeport, CT.
POSITION SUMMARY
The Financial Counselor is a member of a healthcare team responsible for working under the general direction of the Director. The responsibilities for this position are as follows: Responsible for verifying insurance benefits, assisting, and performing finance assessments for Medical, Dental and Behavioral Health. Provide case management for uninsured or underinsured patients referred to at the Center regarding their medical needs. Reviews, evaluates, and coordinates health insurance benefits available through public and private health coverage programs to ensure payment for scheduled clinic services. Provides support to registrars and other personnel to assure all payment options have been explored and available. Financial Counselor will be involved in pre-natal program identifying eligible pregnant women and enrollment in clinic and related hospital services.
JOB QUALIFICATIONS/REQUIREMENTS
EDUCATION: Associate or bachelor’s degree preferred.
EXPERIENCE: Minimum 2-4 years’ experience in a medical office environment; experience with insurance billing, collections, and working knowledge of third-party payor procedures and practices in a medical office; experience with Windows applications, proficient use of computer, Microsoft Word, and Microsoft Excel. Strong communication, verbal and written and interpersonal skills. Ability to analyze and solve problems with limited assistance. Ability to maintain confidentiality. Have some familiarity with health care financial management systems and services. Knowledge of community resources. Some understanding of health services, insurance, business office operations, medical terminology. Must possess excellent customer service skills with a caring and understanding attitude.
LANGUAGE SKILLS: Bilingual (English/Spanish)
MATHEMATICAL SKILLS: Basic math skills
REASONING ABILITY: Critical thinking, analytical and problem-solving skills
Working for Optimus:
- OHC provides a fun, fast-paced working environment, where our commitment to quality is present in every job function.
- Excellent health & welfare benefit options
- Competitive compensation
- Optimus and its caring, multi-lingual staff proudly serve our community in a patient-centered environment.
To be part of our organization, every employee should share in Optimus’ vision, support our mission, and live our values. These values-outstanding, patient-centered, trustworthy, integrity, multicultural, understanding, and supportive help guide what we do, as individuals and professionals, every day.
Optimus is committed to providing equal employment opportunities to all
applicants and employees as protected by applicable federal and/or state law.
- ...Financial Solutions Advisor - Southern CT. Market Cheshire, Connecticut;Danbury, Connecticut; Fairfield, Connecticut; New Canaan,... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Skills: Account Management...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$80k
...Elevate your career and join the high-performing team at Northwestern Mutual of Fairfield County! We’re actively seeking to add a Financial Advisor to lead our network of offices into an exciting new phase of growth and success. Our passion for community support is...SuggestedInternshipSeasonal workWork at officeLocal areaVisa sponsorshipFlexible hours$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...SuggestedFull timeContract workFor contractorsWork at office- ...Financial Advisor (Greater Bridgeport Market) – Bridgeport, CT & surrounding area Build your book with a strong referral network. M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Bridgeport market. This role offers access to a robust...SuggestedWork experience placementLocal area
$65k - $80k
...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads,... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills Advisory Account...SuggestedTemporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
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.Being...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift$28.85 - $33.65 per hour
...history for the position: FDIC; Safe Act; Loan Originators; FINRA.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,...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Sikorsky Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated...Work at officeLocal area
$204.5k - $340.9k
...computers and relevant software packagesEducation and Experience Preferred:MBA (Master’s degree in Business Administration)Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (...Full timeWork experience placement- ...Herzing University is seeking a Financial Aid Advisor to assist a diverse student population with financial aid processes and funding options. The role includes providing onboarding support and growth opportunities through Career Pathways. Successful candidates will...Remote work
$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 timeContract workFor contractorsInternshipLocal areaFlexible hours$90k - $100k
...Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary...Work at office$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 timeInternshipLocal areaFlexible hours- ...at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goal Relationship Banker, Banking, Relationship, Banker, Operations, Customer Service...
$21.5 - $26 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...Hourly payFlexible hoursWeekend work$18.5 - $23 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...Hourly payFlexible hoursWeekend work$80k - $90k
...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...review of daily NAVs prepared by an external fund administrator. Support the Fund Controller in reviewing quarterly and annual GAAP financial statements prepared by the fund administrator. Coordinate with external auditors to ensure audits and quarterly reviews are...
$25 - $26.77 per hour
...Bank Of America Job Posting 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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...Immediate startAfternoon shift
$25.07 - $41.79 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively...Hourly pay- ...help clients Protect, Preserve, and Grow their wealth. Our focus is on ensuring that pre-retirees and retirees (50+) have the financial security, guaranteed income, and risk protection they need to retire with confidence. We are looking for a Financial Advisor who...Temporary work
- ...Financial Aid Advisor - Lincoln Tech - Shelton, CT We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience in...Full timeTemporary workImmediate start
- ...Job Description As a Financial Representative you will build long‑lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to...
$61k - $119k
...Financial Advisor Opportunity 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...Work at office- Citi in Bridgeport, CT seeks an entry-level Universal Banker to assist in sales and service activities in coordination with the customer service team. You will help foster customer relationships and support daily branch operations. You will assist in basic account openings...
$72k - $90k
...resource alignment Demonstrated leadership in providing project deliverables as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at navigating complex challenges with analytical rigor Experience in...Full timeRemote workShift work$21 - $31.98 per hour
...through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Float tellers will frequently travel to different branches within a designated area...Hourly payImmediate start- ...include paid vacation, insurance (health, dental, vision) and 401K. What You Will Be Doing Service account relationships by providing financial advice and counsel to customers and prospective customers. Call on potential and existing customers to develop new business and...Local area
- ...and fast-growing independent RIA located in Shelton, Connecticut. The firm has built a strong reputation by delivering personalized financial planning, investment management, tax planning, and high-touch service to individuals, families, and high-net-worth clients. This...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!
- one main financial Bridgeport, CT
- financial institutions Bridgeport, CT
- financial banking Bridgeport, CT
- financial sales Bridgeport, CT
- finance financial Bridgeport, CT
- financial fraud Bridgeport, CT
- financial aid Bridgeport, CT
- financial Bridgeport, CT
- senior financial analyst fp&a Bridgeport, CT
- healthcare financial consultant



