Financial Counselor
$19.54 - $32.57 per hourAmerican Oncology Management Company
Location: Cancer & Blood Specialists of Arizona Pay Range: $19.54 - $32.57 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 judgement. 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. #AONA #LI-ONSITE #J-18808-Ljbffr
- ...sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal...SuggestedWork experience placementWork at officeFlexible hoursAfternoon shift
- At Western State Bank, "what" you know is important, but not as important as how you relate to teammates and customers. Our environment is based on the principles of respect, curiosity, creativity, individual empowerment, and the ability to listen effectively and communicate...SuggestedFull time
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...SuggestedLocal area
$70k - $80k
...Location: Phoenix & Tucson, AZ; Southern California Department: Public Safety Division Reports To: Advisory Leadership Job Title: Financial Advisor – Hybrid (Servicing & Growth) Location: Phoenix & Tucson, AZ; Southern California Department: Public Safety Division Reports...Suggested$70k - $80k
...US 30+ days ago Requisition ID: 1064 Salary Range: $70,000.00 To $80,000.00 Annually Job Overview The primary responsibility of a Financial Planner is to deliver high‑quality, comprehensive financial planning to existing clients while partnering closely with Lead Advisors...SuggestedFull time- ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
$70k - $80k
...Wealth Management Opportunity in Financial Services CW Advisors Associate Financial Advisor Location(s): Mesa, AZ: 1 N Macdonald, Suite 201 Mesa, AZ 85201 Scottsdale, AZ: 15169 N. Scottsdale Road, Suite 205 Scottsdale, AZ 85254 CW Advisors & Osaic has returned to the office...Full timeWork at office- ...great. Position Summary The FP&A Analyst is a newly created role that will modernize how AAG captures, models, and reports on its financial and operational performance. Reporting to the VP of Accounting, this person will use AI-enabled tools to streamline the capture and...Full time
$41.5k - $65.5k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Part timeLocal areaImmediate startDay shift- Charles Schwab in Mesa, AZ is seeking a client-focused associate to deliver financial guidance on inbound calls and build lasting client relationships. You will own client issues, collaborate with teams, and strive to provide the best solutions while upholding Schwab's...
- WealthBridge Financial Group in Mesa, AZ is seeking a results-oriented Financial Consultant to advise clients on financial objectives and tailored strategies aligned with their goals. You will deliver investment opportunities, retirement planning, and wealth management...
- ...through proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customers financial wellbeing. Collaborates with ecosystem partners to grow customers share of wallet. Positions PNC solutions to drive new revenue...Full timeWork experience placementWork at office
$19 per hour
## Financial Service Representative (Loan Officer)Apply: Mesa Power Rd Branch (0181): Full time: Posted Yesterday: R20558# **Please reference the schedule and minimum qualifications listed below before applying.**If you need assistance with filling out our application form...Hourly payFull timeWork at officeImmediate startMonday to Friday- ...Resident AdvisorThe Resident Advisor (RA) serves as an educator, counselor, administrator, role model, and team member for the Barça residents. The RA works to create and maintain a healthy environment for the academic, athletic, and personal growth of the students. The...Minimum wageContract workFlexible hoursNight shiftWeekend workWeekday work
- ...Experience you'll need: Significant experience as a Wealth Advisor with at least $50 million AUM portable. Certification such as Certified Financial Planner (CFP) is required. 10 years experience in financial planning, investment management, or a related field. A bachelor's...
- Gulfstream Aerospace Corporation in Mesa, Arizona seeks a Financial Analyst Senior to lead budgeting, forecasting and financial analysis for operational areas. You will collaborate with cross-functional teams to ensure accuracy and timely reporting. Under minimal supervision...
$73.95k - $106.95k
Financial Data Analyst (Associate or Experienced) Company: The Boeing Company is seeking a Financial Data Analyst to join our dynamic Analytics & Integration team within Finance Shared Services located in Mesa, Arizona ; Everett, Washington ; or Hazelwood, Missouri . This...Permanent employmentWork experience placementRelocationVisa sponsorshipWork visaRelocation packageFlexible hoursShift work$19 - $24 per hour
...offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and...Local areaImmediate start- Columbia Bank is hiring a Personal Banker in Mesa, AZ to deliver exceptional client experiences and grow a broad range of banking relationships. You will identify client needs, present appropriate products, and refer to partners to fulfill those needs. A focus on consumer...
- ...and ATM channels. This role emphasizes building client relationships, delivering a high-quality experience, and guiding customers to financial solutions while meeting regulatory requirements and working weekends as needed. #J-18808-Ljbffr National Black MBA AssociationWeekend work
- ...networks with expertise and pipelines in surrounding AZ communities. Knowledge of commercial credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc. A demonstrated ability to develop and maintain major banking relationships is...Work experience placementLocal areaFlexible hours
$19 - $24 per hour
...offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and...Immediate start$185k - $280k
Based in the Mesa, AZ area, this fully remote Digital-Asset Quantitative Trader will build a controlled institutional process for liquid digital-asset markets. The operating schedule centers on year-round Mountain Standard Time review of national markets and afternoon exceptions...Remote workWork from homeHome officeFlexible hoursShift workNight shiftWeekend work- ...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 a...Work at officeFlexible hoursShift workWeekend workDay shift
$32k - $100k
...Compensation: $32,000.00 - $100,000.00 per year Do you strive to set yourself apart from all the others? This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with...For contractorsWork at officeImmediate startRelocation package$28 - $38 per hour
...home team. In this role, you will guide clients through the loan process, helping them choose the best loan products to meet their financial needs. If you have a strong understanding of lending products, enjoy working with people, and want to make a difference in clients...Hourly payRemote workWork from homeFlexible hoursAfternoon shift- ...products for borrowers across multiple states. Candidates should have an active NMLS/MLO license, deep knowledge of lending regulations, and a proven ability to build referral partnerships with Realtors and financial professionals. #J-18808-Ljbffr Caliver Beach Mortgage, LLCRemote job
- Job Description Job Description Benefits: Opportunity for advancement Paid time off Signing bonus Training & development You May Be a Great Fit as an Acquisitions Specialist at Lorrie Carter-State Farm if: You’re the person people call first when ...Work at officeRelocation package
- Cognizant is seeking a Mortgage Loan Processor - Customer Contact Specialist to remotely support Mesa/Phoenix, AZ residents. The role focuses on guiding loans from application through closing, delivering an outstanding customer experience, and ensuring compliance. You will...Remote job
- Job Description Job Description Location: Pinnacle Charter Schools – Tempe, Arizona (On-site) About Us: MGRM Pinnacle operates Pinnacle Charter Schools, a Cognia-accredited network of public charter schools serving students across Arizona. Established in 1995...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!
- financial Casa Grande, AZ
- finance financial Casa Grande, AZ
- financial sales Casa Grande, AZ
- financial research associate
- infor finance consultant
- junior oracle financial functional consultant
- finance operations associate
- associate financial representative
- oracle cloud financials consultant
- senior wealth advisor



