Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Counselor

Independent Educational Consultants Association

About Us Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well. Our Core Values are: We serve faithfully by doing what's right with a joyful heart. We never settle by constantly striving for better. We are in it together by supporting one another and those we serve. We make an impact by taking initiative and delivering exceptional experience. Benefits Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include: Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 Note: Benefits may vary based upon position type and/or level. Job Summary The Financial Counselor performs financial clearance tasks like verifying insurance and providing price estimates. This role resolves disputed billing issues through patient interaction. It also serves as an expert in financial assistance policies and facility collections, and supports special projects. Essential Functions of the Role Works closely with facility leadership to ensure all patients are financially cleared and screened. Conducts patient interviews to obtain demographic and financial data for registration, insurance verification, pre-certification and billing. Records accurate patient demographic information when reviewing previous accounts and accounts with future dates of service. Follows and acts on several complex system policies (financial assistance, limited plan, point of service, out of network, etc.) Obtains and screens guarantor financial information for financial assistance and or refers patient to appropriate resource for public assistance programs. Provides estimates of procedures and services, calculates payment requirements, and negotiates pre-service payments according to financial clearance requirements. Establishes payment arrangements for future and previous services. Reviews future schedule to ensure pre-authorization and pre-payments have been collected. Assists with contacting the physician's office and patient to ensure pre-authorization and referral requirements are met before the service date. Reviews and interprets explanation of benefits from payers. This helps patients and guarantors understand claims processing or denial of services. Key Success Factors 3 years of healthcare experience or education equivalency required. Proven ability to problem-solve, perform critical thinking. Requires good listening, interpersonal and communication skills, and professional, pleasant and respectful telephone etiquette. Maintain a professional demeanor in stressful and emotional environments. This includes crime, behavioral health, suffering patients, and life-or-death situations. Must exhibit high empathy and communicate effectively with patients and families during traumatic events, while showing exceptional customer service skills. Demonstrates ability to manage multiple, changing priorities in an effective and organized manner. Excellent data entry, numeric, typing and computer navigational skills. Basic computer skills and Microsoft Office and Excel. Belonging Statement We believe that all people should feel welcomed, valued and supported.

QUALIFICATIONS

EDUCATION - H.S. Diploma/GED Equivalent EXPERIENCE - 3 Years of Experience #J-18808-Ljbffr Independent Educational Consultants Association

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Counselor in Wisconsin vacancy
  • $18 - $32 per hour

     ...discover the meaning behind  Caring. Connecting. Growing together .   This position works with patients to resolve applicable financial concerns, including providing counseling on available financial assistance or healthcare coverage options, assessing payment sources... 
    Suggested
    Hourly pay
    Daily paid
    Minimum wage
    Permanent employment
    Full time
    Part time
    Work experience placement
    Work at office
    Local area
    Relocation package
    Monday to Friday

    UnitedHealth Group

    Mukwonago, WI
    3 days ago
  •  ...Overview Patient Financial Counselor- on site Full time Monday - Friday Fully benefited Why Join: Competitive compensation with industry leading annual performance-based bonus opportunity Comprehensive benefits including medical, dental, and vision... 
    Suggested
    Full time
    Local area
    Monday to Friday

    Acadia Healthcare

    Madison, WI
    1 day ago
  • Join our team which is committed to the delivery of the highest quality healthcare service. We are seeking a Patient Financial Counselor who is self-motivated, energetic, and a take-charge individual. Responsibilities: # Assist clients with applying and understanding... 
    Suggested
    Work at office

    Sixteenth Street Community Health Center

    Milwaukee, WI
    15 hours ago
  •  ...Financial Aid Counselor Position Title: Financial Aid Counselor Reports To: Director of Financial Aid & Veterans Services Department: Financial Aid & Veterans Services Employment Status: Full-time Pay Months: July-June Position Summary: The position of... 
    Suggested
    Full time
    Work at office
    Afternoon shift

    Mount Mary College

    Milwaukee, WI
    15 hours ago
  •  ...Position Overview The Patient Financial Counselor plays a vital role in assisting patients with financial resources to eliminate barriers to care while optimizing revenue for the organization. This position connects patients to available financial assistance programs,... 
    Suggested
    Work at office

    Outreach Community Health Centers

    Milwaukee, WI
    1 day ago
  • Position Title: Patient Financial Counselor Location: Upland Hills Health - Dodgeville Hospital Campus Role & Department: Patient Financial Counselor in the Patient Financial Services Department Hours & Shift: Full-time (1.0 FTE) day shift position, Monday through Friday... 
    Full time
    Part time
    Monday to Friday
    Shift work
    Day shift

    Upland Hills Health

    Dodgeville, WI
    4 days ago
  • Western Wisconsin Health is seeking a part-time Clinical Lab Assistant (0.2 FTE) to join the team in our Lab! Responsibilities include specimen collection and processing, patient education, and analysis of waived testing. This position serves patients i... Western Wisconsin...
    Full time
    Part time
    Casual work
    Night shift

    Oxford Senior Living

    Wisconsin
    2 days ago
  •  ...Resident Financial Counselor (Senior Living) We are seeking a dedicated and detail-oriented Resident Financial Counselor (Senior Living) to join our team. In this vital role, you will support residents and their families in managing their financial obligations while... 
    Full time
    Temporary work
    Part time
    Relief
    Flexible hours

    LindenGrove

    Milwaukee, WI
    15 hours ago
  •  ...client campuses 4-5 days a week.Note: Fidelity will not provide immigration sponsorship for this position.The RoleAs a Workplace Financial Consultant (WFC) within Fidelity’s Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan... 
    Full time
    Live in
    Local area

    Fidelity Investments

    Milwaukee, WI
    1 day ago
  • A prominent university system in Texas is seeking a Financial Aid Administrator to manage student financial aid caseloads and assist with eligibility and aid processing. The position requires a Bachelor's degree and three years of experience in student services. The ideal... 
    Work at office

    University of North Texas

    Wisconsin
    2 days ago
  • Abilene Christian University seeks a Financial Aid Advisor to assist students with eligibility, packaging, and counseling for financial aid. The role emphasizes accurate adherence to federal, state, and institutional policies and supports students through onboarding and... 

    Abilene Christian University

    Wisconsin
    2 days ago
  •  ...Crandall 1023 West Highway 175 Crandall, TX 75114, USA Financial Associate (Teller/New Accounts) The Financial Associate is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person... 
    Work at office

    American National Bank

    Wausau, WI
    15 hours ago
  •  ...Overview With deep roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and wealth needs with a relationship-driven, local approach. This opportunity offers the chance to join a respected... 
    Work experience placement
    Local area

    Johnson Financial Group LLC

    Rice Lake, WI
    4 days ago
  • $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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Delafield, WI
    15 hours ago
  • $250k

     ...thorough background check on all new hires. Are you energized by a collaborative, entrepreneurial environment? We're seeking a Financial Advisor to join our established team-stepping into an existing book of business with plenty of room to earn, grow, and maximize... 
    Local area

    Associated Banc-Corp

    Stevens Point, WI
    15 hours ago
  • $45k - $100k

     ...anticipated to remain open for 30 days, from 09-Jul-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... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Beaver Dam, WI
    15 hours ago
  •  ...provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their... 
    Work experience placement

    WestPoint Financial Group

    Madison, WI
    2 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With...  ...PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At Edward Jones, we are building a place where everyone feels... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Eau Claire, WI
    3 days ago
  • $51.8k - $95.9k

     ...Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of... 
    Part time
    Local area

    Bmo

    Monona, WI
    3 days ago
  •  ...we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected... 
    Bank staff
    Work at office
    Local area

    Nicolet National Bank

    Wausau, WI
    4 days ago
  • $200k

     ...Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning... 
    Local area

    Drake and Associates

    Mequon, WI
    4 days ago
  •  ...Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve their financial goals through personalized guidance and trusted relationships. In this role, you'll serve existing clients, expand your network through business development,... 
    Full time
    Work at office
    Monday to Friday
    Flexible hours

    LAKE RIDGE BANK

    Monona, WI
    2 days ago
  • Description Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment... 
    Local area

    Summit Credit Union

    Baraboo, WI
    3 days ago
  •  ...Financial Consultant | WealthBridge 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... 

    WealthBridge Financial Group

    Green Bay, WI
    1 day ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Waukesha, WI
    2 days ago
  •  ...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... 
    Local area

    Modern Woodmen

    Oregon, WI
    15 hours ago
  • $36k - $75k

     ...Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative... 
    Traineeship
    Home office

    Mutual of Omaha

    Waukesha, WI
    3 days ago
  •  ...Description The Financial Aid Representative provides individualized assistance to students and families regarding the availability, eligibility, and application process for financial aid. This position supports student success by guiding applicants through... 
    Work at office
    Immediate start
    Monday to Friday

    Waukesha County Technical College

    Pewaukee, WI
    1 day ago
  • $17 - $28.96 per hour

     ...exceptional service, and learn the skills to grow your banking career. In this role, you’ll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,... 
    Hourly pay
    Full time
    Immediate start

    Associated Bank

    Janesville, WI
    8 hours ago
  • $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... 
    Work at office

    Unavailable

    Appleton, WI
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!