Financial Counselor
David Lawrence Center
Location: Naples, Florida Department: Acute Care Employment Type: Full-Time. Non-Exempt Schedule: Tuesday-Saturday 8:00am-4:00pm. Hiring Incentives: Offering a sign-on bonus, immediate PTO accrual, comprehensive medical/dental/vision benefits, 401(k) with employer match, and professional development/tuition assistance. Position Summary: FC's are responsible for providing financial guidance and support to Clients and families navigating mental health and substance use crises. The role involves working closely with Clients, care providers, and insurance companies to assess financial obligations, explain treatment costs, and help Clients explore funding options. FC's ensure that Clients understand their financial responsibilities while also offering compassionate support during what are often high-stress situations. Key Responsibilities: Patient Financial Assessment: Meet with patients and families to assess their financial situation. Provide a clear explanation of costs related to mental health and substance use treatments. Review and verify insurance coverage, including copayments, deductibles, and out-of-pocket expenses. Assist patients in applying for sliding scale programs. Identify alternative funding sources, such as state, federal, or community assistance programs. Collaborate with insurance companies to verify coverage and resolve billing issues. Obtain pre-authorizations and ensure that all treatments are properly documented for insurance claims. Crisis Support: Provide empathetic support and financial counseling in a manner sensitive to the emotional and mental health needs of patients and their families. Help reduce financial stress by providing clear communication and assistance during the crisis period Documentation: Maintain detailed records of patient insurance verifications, and payment agreements Ensure confidentiality of patient financial information in compliance with HIPAA and other regulatory standards Qualifications: Education: High School Diploma or equivalent= required Associate's or Bachelor's Degree in Finance, Accounting, or a related field=preferred Experience: Minimum of 2 years of experience in a healthcare setting, preferably in financial counseling or billing=Required Experience working with mental health or substance use treatment centers is a plus=Preferred Skills: Strong understanding of, insurance processes, and financial assistance programs Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly and compassionately Ability to handle sensitive financial information with discretion and professionalism. Microsoft Office 365 skills (Including Teams/Video Conferencing) and Electronic Medical Records experience = Strongly Preferred Staying compliant on all training and immunizations. o Ability to pass Level II DCF Mental Health Fingerprinting (General Information can be found HERE ), Drug Screen and Local Criminal Check Empathy and compassion when dealing with individuals in crisis situations Strong problem-solving skills and attention to detail Ability to work independently and within a team setting Adaptability and emotional resilience in high-stress situations Physical Requirements: This position requires a mix of physical activities throughout the workday. Duties involve periods of standing, sitting, and walking, often across various areas of the site. The role also includes tasks that may require bending, reaching, and other physical movements. Candidates must be able to occasionally lift and carry items weighing up to 50 pounds. A reasonable level of physical stamina and mobility is necessary to successfully perform the essential functions of this role. #J-18808-Ljbffr
- ...David Lawrence Center is seeking a Financial Counselor in Naples, Florida. This full-time role involves providing financial guidance to clients in crisis, assessing their financial situations, and working closely with insurers. Candidates should have at least 2 years of...SuggestedFull timeRelocation package
- ...David Lawrence Center in Naples, Florida, is seeking a Financial Counselor to provide financial guidance to clients navigating mental health and substance use crises. This role involves assessing financial situations, explaining treatment costs, and collaborating with...SuggestedFull time
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedFull timeContract workFor contractorsWork at office- ...Financial Solutions Advisor - Ft Myers-Naples Market Naples, Florida;Fort Myers, Florida To proceed with your application, you... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory...SuggestedTemporary workWork at officeShift workDay shift
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$96k - $181k
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- ...insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise into Financial Services with the Lawhon Network of Northwestern Mutual! Leverage Your Healthcare Background for a Rewarding Career:...InternshipWork at officeHome officeVisa sponsorshipFlexible hours
$143.91k - $169.3k
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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 area- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
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- ...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 workWork experience placementWork at office
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- ...Relationship Banker in Naples, Florida, to deliver exceptional client service and build lasting relationships. You will manage clients' financial needs using advanced banking technology and provide tailored product recommendations. The ideal candidate will have at least 1...
- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
- ...Regions Financial Corporation in Naples, FL, is hiring a Relationship Banker II at the Naples Main Branch. The role focuses on identifying customer needs, expanding relationships through outbound calls, and guiding customers on loan, deposit, and digital banking options...
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