Resident Financial Counselor (Senior Living)

Job Description

Job Description

Description:

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 facilitating the Medical Assistance application and recertification processes. Your expertise will help ensure residents receive the necessary support and resources, contributing to their overall well-being and financial stability.

This position will split time between our communities located in Janesville, WI and Mukwonago, WI.

Responsibilities

• Maintains and actively promotes effective communication with all individuals.
• Maintains a positive image of the entity in the community keeping in alignment with our mission, vision, and values.
• Conduct initial financial screenings for residents upon admission and monitor financial status throughout their stay.
• Determine eligibility for Medical Assistance based on income, assets, and other qualifying factors.
• Collect, verify, and organize required documentation for applications and recertifications.
• Maintain accurate and confidential records of all application activities and communications.
• Provide education to residents and families regarding Medical Assistance rules, spend-down requirements, and available financial options.
• Communicate regularly with Medical Assistance agencies, caseworkers, residents, and families to ensure application progress and resolve issues.
• Stay current with Medical Assistance regulations and maintain required certifications through continuing education.
• Collaborate effectively with nursing home administrators, admissions staff, case managers, and finance team members.
• Serve as a backup to other Billing Specialists as needed.
• Responsible for on-call services and performs other duties assigned.

Requirements:

• Two-year associate degree. A combination of equivalent education/experience may be considered.
• Minimum of two-years of experience in a customer service role; experience in healthcare preferred.
• Familiarity with Medical Assistance programs is preferred.
• Proficiency in word processing and spreadsheet software.
• Strong typing and filing skills.
• Demonstrated commitment to quality outcomes and services.
• Excellent communication and interpersonal skills.
• Ability to maintain confidentiality and exercise sound judgment.
• Strong organizational and time management skills with the ability to meet deadlines.
• Adaptability and willingness to work collaboratively within a team environment.
• Required to travel to assigned locations to support residents, families or organizational needs.

Benefits Include:

• FREE Direct Primary Care (DPC) for employees enrolled in our health plan —no copays for primary care visits and personalized access to your provider
• Low-cost health insurance through our self-funded health plan designed to keep more money in your paycheck
• Dental, Vision, Life and Disability Insurance
• Flexible Spending Account (FSA)
• 401(k) Retirement Plan with a company match of $0.50 for every $1 you contribute, up to 6%
• Financial and Retirement Planning at No Charge
• Tuition Reimbursement
• Paid Time Off
• Mission-driven culture where you can make a meaningful difference every day

Illuminus is a faith-based, not-for-profit senior living management company dedicated to serving older adults and families throughout the Midwest with skill and compassion. We own or manage over a dozen communities in Wisconsin and beyond, offering independent senior housing, assisted living and memory care, skilled nursing and rehabilitation, low-income senior housing, home health and hospice services via Commonheart , management support and consulting.

The people of Illuminus are not just our colleagues, our employees, our residents—they are our parents, our grandparents, our partners, ourselves. We serve others with gratitude, dignity, hope and purpose. We believe that the right care can and will transform us all.