Financial Counselor
$20.09 - $33.48 per hourAmerican Oncology Management Company
Location Center for Cancer & Blood Disorders Pay Range $20.09 - $33.48 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 judgment. 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. Occasional overtime may be required, and weekend shifts based on location hours and operational needs. #J-18808-Ljbffr American Oncology Management Company
$20.09 - $33.48 per hour
...Financial Counselor page is loaded## Financial Counselorlocations: US-MD-Bethesdatime type: Full timeposted on: Posted Todayjob requisition id: JR6577**Location:**The Center for Cancer & Blood Disorders**Pay Range:**$20.09 - $33.48# **Job Description Summary:**A Financial...SuggestedFull timePart timeLocal areaImmediate startRemote workMonday to FridayFlexible hoursShift workWeekend work$31.69 - $41.19 per hour
...Job Description Montgomery College, Rockville Campus has an immediate need for a full-time Financial Aid Counselor in the Financial Aid Department . The work schedule is 40 hours a week, Monday , Wednesday - Friday, 8:30 a.m . - 5:00 p.m. , and Tuesday, 10:00 a.m. - 6:...SuggestedHourly payFull timeWork at officeImmediate startRemote workMonday to Friday1 day per week$141k - $200k
...$5.9 trillion in discretionary AUM and is one of the largest asset managers in the world. Due to recent growth, they are hiring a Financial Consultant in their Bethesda, MD market, offering an extraordinary opportunity to step into a role where your expertise is valued,...SuggestedWork at officeFlexible 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...SuggestedWork at office$43.89k
...service existing clients and Bank customers, and build stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product. Actively pursue the acquisition of new clients from both internal referrals and external...SuggestedWork at officeFlexible hours- ...Job Description First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching. What Our Financial Advisors Do Personal coach to military...Hourly payFor contractorsWork at officeLocal areaHome office
$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...Full timeContract workFor contractorsWork at office- ...visits and other outpatient services, a 500-car garage, and a helipad for emergency transport. We are seeking an experienced Financial Counselor - Patient Access (Full-Time) Our ideal candidate will be responsible for the in-depth and detailed evaluation of patient...Full timeFor contractorsWork at officeLocal area
$45k - $100k
...anticipated to remain open for 30 days, from 05-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$81.24k
...Location: 4200 Connecticut Ave NW, Washington, DC 20008 Brief Description of Duties The incumbent functions as a Financial Aid Counselor with program responsibility of Federal Work Study (FWS) or Scholarships for the Office of Financial Aid in the Division of...Full timeH1bWork at officeLocal areaImmediate start- ...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 officeShift workDay shift
- ...Financial Advisor We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate...Work experience placementWork at officeLocal area
- ...Oncology Financial Counselor The Oncology Financial Counselor supports patients during this challenging time, helping to reduce the financial burden throughout the continuum of their care. The Oncology Financial Counselor helps evaluate insurance benefits and discuss...Full timeWork at officeLocal areaShift work
- ...Financial Counselor – Patient Access GW Health is the first new full-service hospital in Washington, DC in more than 20 years, integrating clinical care with existing community providers, Federally Qualified Health Centers (FQHC's), The George Washington University...For contractorsWork at officeLocal area
- ...Lafayette Federal Credit Union—Voted USA Today’s Top Workplaces 2024 & 2025! Are you passionate about helping people achieve their financial goals? Do you excel in building strong relationships, providing personalized financial guidance, and driving community engagement?...Contract workTemporary workLocal areaShift work
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$50k - $55k
...Financial Aid Counselor At Marymount University, we believe meaningful work happens when talented people come together with shared purpose. We serve not only our students—but one another—creating a culture where teamwork, adaptability, and resilience are part of everyday...Temporary workWork experience placementWork at officeLocal areaWeekend workAfternoon shift$60k - $75k
...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with...Full timeWork at office- ...Patient Financial Advisor As a Patient Financial Advisor you will: • Confirm coverage requirements for scheduled patients • Confirm eligibility for insured patients • Obtain needed authorization for service where applicable for insured patients • Monitor patient...
- ...Job Description Job Description SUMMARY The Financial Advisor II is primarily responsible for supporting the senior financial advisor(s) and principals of the firm in all aspects of giving advice and conducting client meetings. He/she also works in collaboration...
- Position Financial Counselor - Patient Access (Full Time) Responsibilities Conduct in‑depth and detailed evaluation of patient financial history for uninsured and under‑insured patients (inpatient and outpatient) to determine eligibility for state and federally funded...Full timeFor contractorsWork at officeLocal area
$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 area$20.51 - $27.21 per hour
...employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an experienced Patient Financial Advisor II who will embrace our mission to extend God's care through the ministry of physical, mental, and spiritual healing....Daily paidTemporary workWork at officeFlexible hoursShift workDay shift$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Financial Solutions Advisor Registration Candidate--Western MD Market Gaithersburg, Maryland;Potomac, Maryland; Rockville, Maryland To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to...Temporary workWork at officeFlexible hoursShift workDay shift
$150k - $250k
...families on building, preserving and managing their wealth. At Aprio, we provide contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of the team providing our clients that advice. You will use your...Full timeWork at officeLocal areaRemote workFlexible hours$50 per hour
...opportunities and loan participation opportunities to providers of healthcare services and owners of healthcare real estate. Model financial projections and run sensitivity analyses to assess a firm’s potential to repay its loan under various economic scenarios. Perform...Rotational programWork at officeRemote work$75k - $90k
...DC area, built on a simple conviction: that every client deserves a fiduciary partner who takes the time to truly understand their financial life. Our practice serves high-net-worth individuals, couples, and families - with particular depth in serving women and clients...Work at officeRemote work2 days per week3 days per week- ...Merrill Advisor Development Program - Financial Advisor: Greater Maryland Market North Bethesda, Maryland;Annapolis, Maryland; Easton, Maryland; Frederick, Maryland To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$100k - $120k
...opportunities and loan participation opportunities to providers of healthcare services and owners of healthcare real estate Model financial projections and run sensitivity analyses to assess a firm's potential to repay its loan under various economic scenarios...Rotational programWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!
- finance financial North Bethesda, MD
- financial North Bethesda, MD
- financial planning assistant
- financial advisor part time
- financial advisor training program
- fee based financial planner
- associate financial representative
- financial planning administrator
- international financial advisor
- financial research associate


